Titelia

Portefeuille de Growth Fund

VALIC Co I · 388 positions déclarées · au 28 févr. 2026

Document d’origine · Actif net 1,8 Md $ · Dix premières lignes : 57.2 % de la poche actions

Répartition par pays

Parts calculées sur la poche actions, seule partie couverte par ce site.

PaysLignesValeur (USD)Part
US 3801,7 Md $98,67 %
CA 222,3 M $1,30 %
BM 1212,9 k $0,01 %
CH 1155,4 k $0,01 %
GB 1116,9 k $0,01 %
KY 238,6 k $0,00 %
JE 112 k $0,00 %

La répartition sectorielle n’est publiée dans aucun document réglementaire : ni les formulaires N-PORT ni le référentiel LEI ne portent de code d’activité. Elle est absente plutôt qu’estimée.

Positions

SociétéTitresValeur (USD)Poids
NVIDIA Corp 1 338 204237,1 M $13,37 %
Apple Inc 487 884128,9 M $7,27 %
Microsoft Corp 328 124128,9 M $7,27 %
Amazon.com Inc 573 167120,4 M $6,79 %
Alphabet Inc 269 57884 M $4,74 %
Broadcom Inc 258 56782,6 M $4,66 %
Meta Platforms Inc 89 60058,1 M $3,27 %
Eli Lilly & Co 51 30854 M $3,04 %
Howmet Aerospace Inc 171 36945 M $2,54 %
Tesla Inc 106 61642,9 M $2,42 %
Arista Networks Inc 278 14337,1 M $2,09 %
Caterpillar Inc 47 77635,5 M $2,00 %
Datadog Inc 316 17535,4 M $2,00 %
Intel Corp 757 43334,5 M $1,95 %
McKesson Corp 34 50734,1 M $1,92 %
CH Robinson Worldwide Inc 159 03629,5 M $1,66 %
Lam Research Corp 125 91929,5 M $1,66 %
TransDigm Group Inc 22 06828,7 M $1,62 %
AppLovin Corp 59 64625,9 M $1,46 %
L3Harris Technologies Inc 68 18224,9 M $1,40 %
Palo Alto Networks Inc 162 29224,2 M $1,36 %
Boeing Co/The 105 68924 M $1,36 %
Capital One Financial Corp 117 10722,9 M $1,29 %
Shopify Inc 184 87922,3 M $1,26 %
Newmont Corp 164 93321,4 M $1,21 %
Robinhood Markets Inc 274 06520,8 M $1,17 %
Citigroup Inc 178 69419,7 M $1,11 %
Boston Scientific Corp 225 43517,3 M $0,98 %
Freeport-McMoRan Inc 241 07116,4 M $0,93 %
Walmart Inc 121 99215,6 M $0,88 %
Alphabet Inc 41 31112,9 M $0,73 %
Snowflake Inc 72 44812,2 M $0,69 %
Palantir Technologies Inc 68 4619,4 M $0,53 %
Thermo Fisher Scientific Inc 16 8108,8 M $0,49 %
Visa Inc 25 8558,3 M $0,47 %
EQT Corp 121 6197,5 M $0,42 %
Costco Wholesale Corp 6 8186,9 M $0,39 %
Mastercard Inc 12 3566,4 M $0,36 %
AbbVie Inc 27 2116,3 M $0,36 %
Netflix Inc 65 0956,3 M $0,35 %
General Electric Co 15 9765,5 M $0,31 %
Home Depot Inc/The 11 6554,4 M $0,25 %
Oracle Corp 25 8553,8 M $0,21 %
GE Vernova Inc 4 1993,7 M $0,21 %
KLA Corp 2 0213,1 M $0,17 %
Advanced Micro Devices Inc 14 4692,9 M $0,16 %
Amphenol Corp 18 7412,7 M $0,15 %
Intuitive Surgical Inc 5 4222,7 M $0,15 %
State Street Institutional US Government Money Market Fund 2 476 0382,5 M $0,14 %
Coca-Cola Co/The 29 1872,4 M $0,13 %
Amgen Inc 6 0942,4 M $0,13 %
Uber Technologies Inc 30 9232,3 M $0,13 %
Booking Holdings Inc 4692 M $0,11 %
Vertex Pharmaceuticals Inc 3 9502 M $0,11 %
Intuit Inc 4 1941,7 M $0,10 %
ServiceNow Inc 15 8721,7 M $0,10 %
Adobe Inc 6 4201,7 M $0,10 %
Trane Technologies PLC 3 4241,6 M $0,09 %
Vertiv Holdings Co 5 8431,5 M $0,08 %
Crowdstrike Holdings Inc 3 7981,4 M $0,08 %
TJX Cos Inc/The 8 5901,4 M $0,08 %
American Tower Corp 7 1851,4 M $0,08 %
Waste Management Inc 5 6821,4 M $0,08 %
Applied Materials Inc 3 4941,3 M $0,07 %
Blackstone Inc 11 3931,3 M $0,07 %
Cadence Design Systems Inc 4 1911,3 M $0,07 %
Automatic Data Processing Inc 5 8031,2 M $0,07 %
Spotify Technology SA 2 3631,2 M $0,07 %
Texas Instruments Inc 5 7111,2 M $0,07 %
Royal Caribbean Cruises Ltd 3 8911,2 M $0,07 %
Sherwin-Williams Co/The 3 2121,2 M $0,07 %
Moody's Corp 2 3881,1 M $0,06 %
O'Reilly Automotive Inc 11 8921,1 M $0,06 %
Hilton Worldwide Holdings Inc 3 5031,1 M $0,06 %
Cintas Corp 5 2811,1 M $0,06 %
Cencora Inc 2 8121 M $0,06 %
Aon PLC 2 979999,4 k $0,06 %
Quanta Services Inc 1 752986,5 k $0,06 %
DoorDash Inc 5 511972,5 k $0,05 %
Monster Beverage Corp 10 714913,9 k $0,05 %
Marriott International Inc/MD 2 645903,9 k $0,05 %
Vistra Corp 5 196903,5 k $0,05 %
Airbnb Inc 6 532882,5 k $0,05 %
Synopsys Inc 2 081861,5 k $0,05 %
American Express Co 2 720840,2 k $0,05 %
Cloudflare Inc 4 815829,1 k $0,05 %
Monolithic Power Systems Inc 711812,5 k $0,05 %
Autodesk Inc 3 272804,5 k $0,05 %
IDEXX Laboratories Inc 1 222802,5 k $0,05 %
Fortinet Inc 9 773772,4 k $0,04 %
NU Holdings Ltd/Cayman Islands 51 377769,6 k $0,04 %
Targa Resources Corp 3 262769,2 k $0,04 %
Gilead Sciences Inc 5 150767,1 k $0,04 %
Comfort Systems USA Inc 534763,3 k $0,04 %
Chipotle Mexican Grill Inc 20 219752,6 k $0,04 %
Zoetis Inc 5 468716,9 k $0,04 %
Carvana Co 2 076693,7 k $0,04 %
Fastenal Co 14 481666,7 k $0,04 %
WW Grainger Inc 573655,9 k $0,04 %
ROBLOX Corp 9 526654,1 k $0,04 %
Alnylam Pharmaceuticals Inc 1 947648,2 k $0,04 %
Axon Enterprise Inc 1 146621,6 k $0,04 %
Ameriprise Financial Inc 1 297609,7 k $0,03 %
Lockheed Martin Corp 882580,4 k $0,03 %
Colgate-Palmolive Co 5 852580,2 k $0,03 %
QUALCOMM Inc 3 793540 k $0,03 %
Stryker Corp 1 360526,9 k $0,03 %
Motorola Solutions Inc 1 078519,9 k $0,03 %
NRG Energy Inc 2 891517,4 k $0,03 %
PepsiCo Inc 2 882489,2 k $0,03 %
Copart Inc 12 651481,9 k $0,03 %
FTAI Aviation Ltd 1 564478,3 k $0,03 %
Texas Pacific Land Corp 886464,5 k $0,03 %
Apollo Global Management Inc 4 410461,3 k $0,03 %
Tapestry Inc 2 913452,9 k $0,03 %
Insmed Inc 3 014450,1 k $0,03 %
Workday Inc 3 305442,1 k $0,02 %
Dexcom Inc 6 005440,9 k $0,02 %
Rocket Lab Corp 6 354439,1 k $0,02 %
Illinois Tool Works Inc 1 457423,4 k $0,02 %
Tractor Supply Co 8 165423,3 k $0,02 %
Cardinal Health, Inc. 1 842422,2 k $0,02 %
Fair Isaac Corp 297418,6 k $0,02 %
Natera Inc 1 994414,8 k $0,02 %
Bank of America Corp 8 116404,4 k $0,02 %
Live Nation Entertainment Inc 2 431394,2 k $0,02 %
Expedia Group Inc 1 795387,2 k $0,02 %
Coupang Inc 20 026382,1 k $0,02 %
Bristol-Myers Squibb Co 6 089379,8 k $0,02 %
LPL Financial Holdings Inc 1 224367,7 k $0,02 %
Sysco Corp 4 015366 k $0,02 %
Darden Restaurants Inc 1 704364,4 k $0,02 %
Cheniere Energy Inc 1 462344,6 k $0,02 %
Corpay Inc 1 044339,4 k $0,02 %
Veeva Systems Inc 1 793326,3 k $0,02 %
Ares Management Corp 2 888323,5 k $0,02 %
Salesforce Inc 1 598311,3 k $0,02 %
MSCI Inc 544311,1 k $0,02 %
Burlington Stores Inc 985302,3 k $0,02 %
Broadridge Financial Solutions Inc 1 626302,2 k $0,02 %
Ecolab Inc 971299,4 k $0,02 %
Jabil Inc 1 093289,6 k $0,02 %
Reddit Inc 1 974287,8 k $0,02 %
Lennox International Inc 504287,2 k $0,02 %
Somnigroup International Inc 3 132280,3 k $0,02 %
HEICO Corp 1 161278,8 k $0,02 %
HCA Healthcare Inc 522276,5 k $0,02 %
Verisk Analytics Inc 1 289267,6 k $0,02 %
Las Vegas Sands Corp 4 707267 k $0,02 %
Rollins Inc 4 360265,5 k $0,02 %
Deckers Outdoor Corp 2 256264,6 k $0,01 %
Insulet Corp 1 072264,4 k $0,01 %
Everpure Inc 4 047259,9 k $0,01 %
Yum! Brands Inc 1 488250,2 k $0,01 %
AST SpaceMobile Inc 3 099245,4 k $0,01 %
KKR & Co Inc 2 708237,4 k $0,01 %
Restaurant Brands International Inc 3 277235 k $0,01 %
Simon Property Group Inc 1 134231,2 k $0,01 %
Astera Labs Inc 1 907226,6 k $0,01 %
Charles Schwab Corp/The 2 369225,5 k $0,01 %
Zscaler Inc 1 525224,2 k $0,01 %
Starbucks Corp 2 261221,6 k $0,01 %
McDonald's Corp. 645220 k $0,01 %
3M Co 1 305215,7 k $0,01 %
Kimberly-Clark Corp 1 925214,5 k $0,01 %
Viking Holdings Ltd 2 729212,9 k $0,01 %
Ross Stores Inc 1 023210,4 k $0,01 %
HubSpot Inc 795210,3 k $0,01 %
Flutter Entertainment PLC 1 976209,7 k $0,01 %
Goldman Sachs Group Inc/The 242208 k $0,01 %
HEICO Corp 643205,4 k $0,01 %
Block Inc 3 194203,5 k $0,01 %
Penumbra Inc 587202,2 k $0,01 %
Take-Two Interactive Software Inc 949200,7 k $0,01 %
Tyler Technologies Inc 558197,9 k $0,01 %
Toast Inc 7 058192,8 k $0,01 %
Union Pacific Corp 715189,5 k $0,01 %
Ionis Pharmaceuticals Inc 2 320188,3 k $0,01 %
Atlassian Corp 2 500187,8 k $0,01 %
Guidewire Software Inc 1 288187,2 k $0,01 %
Texas Roadhouse Inc 994181,8 k $0,01 %
Gartner Inc 1 151180,9 k $0,01 %
Lamar Advertising Co 1 308180,2 k $0,01 %
GoDaddy Inc 2 055179,1 k $0,01 %
DraftKings Inc 7 457177,8 k $0,01 %
Lattice Semiconductor Corp 1 853177,2 k $0,01 %
Neurocrine Biosciences Inc 1 318174,3 k $0,01 %
Lululemon Athletica Inc 926171,5 k $0,01 %
EMCOR Group Inc 230166,7 k $0,01 %
Trade Desk Inc/The 6 968166 k $0,01 %
Marsh & McLennan Cos Inc 878164 k $0,01 %
Norwegian Cruise Line Holdings Ltd 6 512161,4 k $0,01 %
Medpace Holdings Inc 357161,3 k $0,01 %
Waters Corp 499159,4 k $0,01 %
Carnival Corp 5 026158,6 k $0,01 %
Dynatrace Inc 4 407158,3 k $0,01 %
On Holding AG 3 343155,4 k $0,01 %
Paychex Inc 1 642153,8 k $0,01 %
Exelixis Inc 3 466152,7 k $0,01 %
Booz Allen Hamilton Holding Corp 1 905150,2 k $0,01 %
Veralto Corp 1 538149,8 k $0,01 %
AutoZone Inc 39146,5 k $0,01 %
Confluent Inc 4 708144,4 k $0,01 %
Kinsale Capital Group Inc 362141,1 k $0,01 %
Celsius Holdings Inc 2 628140,9 k $0,01 %
Fiserv Inc 2 251140,2 k $0,01 %
Samsara Inc 4 792138,5 k $0,01 %
Manhattan Associates Inc 975132 k $0,01 %
ResMed Inc 512131,2 k $0,01 %
Cava Group Inc 1 549127,7 k $0,01 %
NetApp Inc 1 260124,8 k $0,01 %
Halozyme Therapeutics Inc 1 780123,8 k $0,01 %
Masimo Corp 692121,3 k $0,01 %
Affirm Holdings Inc 2 519118,3 k $0,01 %
Super Micro Computer Inc 3 641117,9 k $0,01 %
Wingstop Inc 453117,6 k $0,01 %
Anglogold Ashanti Plc 915116,9 k $0,01 %
Ulta Beauty Inc 169115,7 k $0,01 %
Docusign Inc 2 498112,6 k $0,01 %
Sprouts Farmers Market Inc 1 496110,5 k $0,01 %
Murphy USA Inc 269105,1 k $0,01 %
Dell Technologies Inc 699103,5 k $0,01 %
Planet Fitness Inc 1 253102,9 k $0,01 %
Blue Owl Capital Inc 9 728102,6 k $0,01 %
AAON Inc 1 009102,1 k $0,01 %
TKO Group Holdings Inc 43797,8 k $0,01 %
Chewy Inc 3 54097,1 k $0,01 %
Procore Technologies Inc 1 75996,8 k $0,01 %
Public Storage 31195,5 k $0,01 %
Progressive Corp/The 43693,2 k $0,01 %
Brookfield Asset Management Ltd 1 98392,7 k $0,01 %
Dutch Bros Inc 1 72692,5 k $0,01 %
Bank of New York Mellon Corp/The 76991,6 k $0,01 %
Cigna Group/The 31390,7 k $0,01 %
SLB Ltd 1 76490,6 k $0,01 %
Liberty Media Corp-Liberty Formula One 96688,5 k $0,01 %
DaVita Inc 56488,2 k $0,01 %
Core & Main Inc 1 62588 k $0,01 %
TPG Inc 2 00086,8 k $0,00 %
Bentley Systems Inc 2 36386,4 k $0,00 %
Churchill Downs Inc 93586 k $0,00 %
Marvell Technology Inc 1 04085 k $0,00 %
Pinterest Inc 4 94984,8 k $0,00 %
Enphase Energy Inc 1 95182,5 k $0,00 %
Wyndham Hotels & Resorts Inc 1 00682,3 k $0,00 %
Tempus AI Inc 1 47578,5 k $0,00 %
Okta Inc 1 06377,1 k $0,00 %
Markel Group Inc 3776,7 k $0,00 %
Elastic NV 1 42974,4 k $0,00 %
ExlService Holdings Inc 2 36173,8 k $0,00 %
XPO Inc 34973,5 k $0,00 %
CBRE Group Inc 48471,5 k $0,00 %
Williams Cos Inc/The 95671,4 k $0,00 %
Paylocity Holding Corp 65970,2 k $0,00 %
Hershey Co/The 29770,2 k $0,00 %
Ryan Specialty Holdings Inc 1 76469,4 k $0,00 %
Karman Holdings Inc 78068,7 k $0,00 %
Molina Healthcare Inc 43567 k $0,00 %
Jones Lang LaSalle Inc 21166,6 k $0,00 %
Phillips 66 43166,5 k $0,00 %
Equifax Inc 31265,2 k $0,00 %
Vail Resorts Inc 47764,8 k $0,00 %
Casey's General Stores Inc 9363,8 k $0,00 %
Rubrik Inc 1 22563,7 k $0,00 %
Appfolio Inc 35663,3 k $0,00 %
Rockwell Automation Inc 15563,2 k $0,00 %
Coinbase Global Inc 35362,1 k $0,00 %
Incyte Corp 60261 k $0,00 %
Valvoline Inc 1 61060,9 k $0,00 %
Arthur J Gallagher & Co 26360 k $0,00 %
MasTec Inc 19457,8 k $0,00 %
BWX Technologies Inc 27957,5 k $0,00 %
Domino's Pizza Inc 14257,2 k $0,00 %
Duolingo Inc 56256,8 k $0,00 %
Gitlab Inc 2 15656,7 k $0,00 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 22656,1 k $0,00 %
Lumentum Holdings Inc 7854,7 k $0,00 %
Doximity Inc 2 22754,6 k $0,00 %
Williams-Sonoma Inc 26253,9 k $0,00 %
RBC Bearings Inc 9353,6 k $0,00 %
Ferguson Enterprises Inc 20052,2 k $0,00 %
Paycom Software Inc 41352 k $0,00 %
SoFi Technologies Inc 2 92351,9 k $0,00 %
Carpenter Technology Corp 12650,2 k $0,00 %
Houlihan Lokey Inc 30549,9 k $0,00 %
Corcept Therapeutics Inc 1 39149,7 k $0,00 %
Sun Communities Inc 35848,9 k $0,00 %
Shift4 Payments Inc 1 07447,3 k $0,00 %
Entegris Inc 35246,6 k $0,00 %
Etsy Inc 84146,2 k $0,00 %
Ubiquiti Inc 6046 k $0,00 %
Loar Holdings Inc 63745,1 k $0,00 %
Morningstar Inc 23643,2 k $0,00 %
RingCentral Inc 1 17442,8 k $0,00 %
SentinelOne Inc 3 11240,8 k $0,00 %
Twilio Inc 33440,4 k $0,00 %
Hamilton Lane Inc 38440,3 k $0,00 %
Southwest Airlines Co 79639,2 k $0,00 %
Floor & Decor Holdings Inc 56338,9 k $0,00 %
Steel Dynamics Inc 19938,4 k $0,00 %
Armstrong World Industries Inc 21637,5 k $0,00 %
James Hardie Industries PLC 1 50836,7 k $0,00 %
MongoDB Inc 11136,5 k $0,00 %
SiteOne Landscape Supply Inc 24234,6 k $0,00 %
Everest Group Ltd 10234,2 k $0,00 %
CoStar Group Inc 76634,2 k $0,00 %
Onto Innovation Inc 15633,7 k $0,00 %
Nutanix Inc 87333,4 k $0,00 %
Apellis Pharmaceuticals Inc 1 57533 k $0,00 %
PTC Inc 20431,9 k $0,00 %
Old Dominion Freight Line Inc 15531,5 k $0,00 %
Performance Food Group Co 32131,2 k $0,00 %
Brown & Brown Inc 43231 k $0,00 %
Ultragenyx Pharmaceutical Inc 1 30630,5 k $0,00 %
Tetra Tech Inc 84230,2 k $0,00 %
U-Haul Holding Co 63830,1 k $0,00 %
Strategy Inc 22629,3 k $0,00 %
Summit Therapeutics Inc 1 72928,7 k $0,00 %
BJ's Wholesale Club Holdings Inc 28628,3 k $0,00 %
Inspire Medical Systems Inc 43127,8 k $0,00 %
Roku Inc 27927,5 k $0,00 %
Western Alliance Bancorp 33426,8 k $0,00 %
Freedom Holding Corp/NV 22226,7 k $0,00 %
Allison Transmission Holdings Inc 21126,4 k $0,00 %
Carlisle Cos Inc 6124,1 k $0,00 %
Interactive Brokers Group Inc 33423,8 k $0,00 %
SharkNinja Inc 19323,7 k $0,00 %
Dropbox Inc 93023,2 k $0,00 %
Coca-Cola Consolidated Inc 11222,7 k $0,00 %
Sarepta Therapeutics Inc 1 34622,6 k $0,00 %
Pool Corp 9922,5 k $0,00 %
Jefferies Financial Group Inc 49421,9 k $0,00 %
Liberty Broadband Corp 39721,7 k $0,00 %
Grand Canyon Education Inc 13621,6 k $0,00 %
Ally Financial Inc 54821,6 k $0,00 %
Travel + Leisure Co 28721,2 k $0,00 %
Darling Ingredients Inc 39020,7 k $0,00 %
Gen Digital Inc 88319,9 k $0,00 %
Pegasystems Inc 42718,7 k $0,00 %
Wayfair Inc 24318,5 k $0,00 %
Freshpet Inc 21818,4 k $0,00 %
Leonardo DRS Inc 42318,4 k $0,00 %
Tradeweb Markets Inc 14517,9 k $0,00 %
TopBuild Corp 3917,5 k $0,00 %
RB Global Inc 16716,9 k $0,00 %
CDW Corp/DE 13716,8 k $0,00 %
WillScot Holdings Corp 77416,7 k $0,00 %
Popular Inc 12016,2 k $0,00 %
Alaska Air Group Inc 31316,2 k $0,00 %
Trump Media & Technology Group Corp 1 49816 k $0,00 %
Lazard Inc 31515,9 k $0,00 %
Ralph Lauren Corp 4215,2 k $0,00 %
Repligen Corp 11715,1 k $0,00 %
XP Inc 69014,9 k $0,00 %
Simpson Manufacturing Co Inc 7514,5 k $0,00 %
Eagle Materials Inc 6213,9 k $0,00 %
WEX Inc 9113,6 k $0,00 %
UDR Inc 35413,3 k $0,00 %
Lyft Inc 94413,1 k $0,00 %
Choice Hotels International Inc 12212,9 k $0,00 %
HF Sinclair Corp 25112,6 k $0,00 %
DoubleVerify Holdings Inc 1 18412,5 k $0,00 %
Liberty Media Corp-Liberty Formula One 14512,2 k $0,00 %
Birkenstock Holding Plc 28912 k $0,00 %
H&R Block Inc 39112 k $0,00 %
Lithia Motors Inc 4111,5 k $0,00 %
Exact Sciences Corp 10611 k $0,00 %
RH INC 6310,4 k $0,00 %
Teradata Corp 32110,1 k $0,00 %
Wendy's Co/The 1 2489,6 k $0,00 %
Bright Horizons Family Solutions Inc 1279,5 k $0,00 %
Chemed Corp 229 k $0,00 %
Circle Internet Group Inc 1048,7 k $0,00 %
FactSet Research Systems Inc 378 k $0,00 %
Nexstar Media Group Inc 256,3 k $0,00 %
Avis Budget Group Inc 565,5 k $0,00 %
Unity Software Inc 2885,3 k $0,00 %
Figure Technology Solutions Inc 2045,2 k $0,00 %
American Airlines Group Inc 3204,2 k $0,00 %
nCino Inc 2213,6 k $0,00 %
StandardAero Inc 782,4 k $0,00 %
NIQ Global Intelligence Plc 1331,8 k $0,00 %
Equitable Holdings Inc 301,2 k $0,00 %
UWM Holdings Corp 159701,2 $
KBR Inc 15633,5 $
Liberty Broadband Corp 9491,2 $
Iridium Communications Inc 11263,5 $
GCI Liberty Inc 139,7 $