Titelia

Your funds, side by side

These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.

Add a second fund to see what the two hold in common.

The companies you hold through them

A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.

HoldingSelect Software and IT Services Portfolio
Microsoft Corp 24.44 %
Palo Alto Networks Inc 5.30 %
Datadog Inc 4.77 %
Palantir Technologies Inc 4.08 %
Salesforce Inc 3.99 %
Oracle Corp 3.84 %
Twilio Inc 3.57 %
Snowflake Inc 3.39 %
Synopsys Inc 3.25 %
AppLovin Corp 2.91 %
Amazon.com Inc 2.84 %
Autodesk Inc 2.52 %
Okta Inc 2.44 %
Crowdstrike Holdings Inc 2.38 %
Intuit Inc 2.03 %
Rubrik Inc 2.02 %
Cloudflare Inc 1.96 %
MongoDB Inc 1.85 %
Shopify Inc 1.72 %
Riot Platforms Inc 1.42 %
Unity Software Inc 1.28 %
Klaviyo Inc 1.26 %
FIGMA INC 1.18 %
Cadence Design Systems Inc 1.10 %
Adobe Inc 1.04 %
CoreWeave Inc 0.91 %
Alphabet Inc 0.90 %
ServiceNow Inc 0.88 %
JFrog Ltd 0.87 %
Accenture PLC 0.81 %

Titelia read 53 lines in these 1 funds.