Holdings of Pictet - SmartCity
ISIN LU0503634221
Pictet Asset Management (Europe) S.A. · 49 declared positions · as of Sep 30, 2025
Fund report · Net assets 705.2M € · Ten largest lines: 37.5 % of net assets · Fees at most 1.0 to 2.9 % depending on the share class (4) · Compare with another fund · Report an error
Positions
| Rank | Company | Currency | Shares | Value | Weight |
|---|---|---|---|---|---|
| 1 | VISA 'A' United States | USD | 110,000 | 32.1M € | 4.55 % |
| 2 | MASTERCARD 'A' United States | USD | 65,000 | 31.6M € | 4.46 % |
| 3 | PROLOGIS United States | USD | 310,000 | 30M € | 4.26 % |
| 4 | SCHNEIDER ELECTRIC S.A. France | EUR | 127,000 | 29.9M € | 4.24 % |
| 5 | WASTE CONNECTIONS Canada | USD | 175,000 | 26.2M € | 3.71 % |
| 6 | CISCO SYSTEMS United States | USD | 440,000 | 25.7M € | 3.64 % |
| 7 | REPUBLIC SERVICES United States | USD | 116,000 | 22.8M € | 3.23 % |
| 8 | HOME DEPOT United States | USD | 64,000 | 22.2M € | 3.14 % |
| 9 | COSTAR GROUP United States | USD | 310,000 | 22.1M € | 3.14 % |
| 10 | EQUINIX United States | USD | 33,000 | 22M € | 3.12 % |
| 11 | CROWN CASTLE INTERNATIONAL United States | USD | 240,000 | 19.8M € | 2.81 % |
| 12 | ECOLAB United States | USD | 85,000 | 19.8M € | 2.80 % |
| 13 | COMPAGNIE DE SAINT - GOBAIN France | EUR | 215,000 | 19.6M € | 2.78 % |
| 14 | JOHNSON CONTROLS INTERNATIONAL Ireland | USD | 210,000 | 19.6M € | 2.78 % |
| 15 | DIGITAL REALTY TRUST United States | USD | 135,000 | 19.5M € | 2.77 % |
| 16 | SIEMENS Germany | EUR | 85,000 | 19.2M € | 2.72 % |
| 17 | EXTRA SPACE STORAGE United States | USD | 155,000 | 18.6M € | 2.64 % |
| 18 | SEGRO REIT United Kingdom | GBP | 2,450,000 | 18.3M € | 2.59 % |
| 19 | LEGRAND France | EUR | 130,000 | 18.1M € | 2.57 % |
| 20 | OTIS WORLDWIDE United States | USD | 230,000 | 17.9M € | 2.54 % |
| 21 | TRANE TECHNOLOGIES Ireland | USD | 46,000 | 16.5M € | 2.34 % |
| 22 | SIKA Switzerland | CHF | 85,000 | 16.1M € | 2.28 % |
| 23 | FIDELITY NATIONAL FINANCIAL United States | USD | 310,000 | 15.9M € | 2.26 % |
| 24 | LOWE'S COMPANIES United States | USD | 74,000 | 15.9M € | 2.26 % |
| 25 | NXP SEMICONDUCTORS Netherlands | USD | 75,000 | 14.5M € | 2.05 % |
| 26 | NOKIA Finland | EUR | 3,500,000 | 14.2M € | 2.01 % |
| 27 | INFINEON TECHNOLOGIES Germany | EUR | 395,000 | 13M € | 1.85 % |
| 28 | DASSAULT SYSTEMES France | EUR | 445,000 | 12.7M € | 1.80 % |
| 29 | WASTE MANAGEMENT United States | USD | 66,000 | 12.4M € | 1.76 % |
| 30 | ASSA ABLOY 'B' Sweden | SEK | 390,000 | 11.4M € | 1.62 % |
| 31 | AMERICAN TOWER United States | USD | 68,000 | 11.3M € | 1.60 % |
| 32 | CTP Netherlands | EUR | 550,000 | 10.4M € | 1.47 % |
| 33 | EQUITY RESIDENTIAL -SBI- United States | USD | 190,000 | 10.4M € | 1.47 % |
| 34 | PTC United States | USD | 58,000 | 10.1M € | 1.43 % |
| 35 | LEG IMMOBILIEN AG Germany | EUR | 145,000 | 9.7M € | 1.37 % |
| 36 | ESSENT GROUP Bermuda | USD | 135,000 | 7.4M € | 1.04 % |
| 37 | FIRST AMERICAN FINANCIAL United States | USD | 128,000 | 7M € | 1.00 % |
| 38 | TOPBUILD United States | USD | 20,000 | 6.7M € | 0.95 % |
| 39 | KNORR-BREMSE Germany | EUR | 68,000 | 5.4M € | 0.77 % |
| 40 | PICTET - SOVEREIGN SHORT-TERM MONEY MARKET EUR Z Luxembourg | EUR | 49,620 | 5.4M € | 0.77 % |
| 41 | INPOST Luxembourg | EUR | 475,000 | 5M € | 0.71 % |
| 42 | OWENS CORNING United States | USD | 40,000 | 4.8M € | 0.68 % |
| 43 | SCOUT24 Germany | EUR | 45,000 | 4.8M € | 0.68 % |
| 44 | UBER TECHNOLOGIES United States | USD | 50,000 | 4.2M € | 0.59 % |
| 45 | EAGLE MATERIALS United States | USD | 20,000 | 4M € | 0.57 % |
| 46 | SMGH 144A/S Switzerland | CHF | 65,000 | 3.1M € | 0.44 % |
| 47 | CHIME FINANCIAL 'A' United States | USD | 100,000 | 1.8M € | 0.25 % |
| 48 | FIGURE TECHNOLOGY SOLUTION 'A' United States | USD | 40,000 | 1.2M € | 0.17 % |
| 49 | CTP RIGHT-NON TRAD- Netherlands | EUR | 555,000 | 172.1K € | 0.02 % |
Source: report published by Pictet - SmartCity.
Country breakdown
- United States 57.7 %
- France 11.3 %
- Germany 7.3 %
- Ireland 5.1 %
- Canada 3.7 %
- Netherlands 3.5 %
- Switzerland 2.7 %
- United Kingdom 2.6 %
- Finland 2.0 %
- Sweden 1.6 %
- Luxembourg 1.5 %
- Bermuda 1.0 %
Countries from the fund report. Weights in % of net assets.
Currency breakdown
- USD 69.5 %
- EUR 23.6 %
- CHF 2.7 %
- GBP 2.6 %
- SEK 1.6 %
The quoted currency of each line, as declared.
Cite this page
Titelia. "Holdings of Pictet - SmartCity". https://titelia.com/en/funds/pictet-smartcity