Titelia

Portefeuille de Transamerica Small Cap Value

TRANSAMERICA FUNDS · 162 positions déclarées · au 30 avr. 2026

Document d'origine · Actif net 103,7 M $ · Dix premières lignes : 19 % de la poche actions

Répartition par secteur

  • Technologie 0,9 %
  • Industrie 0,7 %
  • Non attribué 98,5 %

Classification Titelia, société par société. La part non attribuée reste affichée.

Répartition par devise

  • USD 100,0 %

Devise de cotation de chaque ligne, telle que déclarée.

Répartition par pays

  • US 91,5 %
  • IL 2,4 %
  • KY 2,4 %
  • IE 2,1 %
  • GB 0,6 %
  • VG 0,3 %
  • BM 0,3 %
  • CA 0,3 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US15293 M $91,55 %
IL32,4 M $2,39 %
KY12,4 M $2,38 %
IE22,1 M $2,11 %
GB1627,7 k $0,62 %
VG1353,3 k $0,35 %
BM1327,9 k $0,32 %
CA1288,1 k $0,28 %

Positions

SociétéTitresValeurPoids
Silicon Motion Technology Corp 11 0502,4 M $2,33 %
Mueller Industries Inc 17 5752,4 M $2,30 %
Tower Semiconductor Ltd 9 9002,2 M $2,11 %
EMCOR Group Inc 2 2392 M $1,93 %
Magnolia Oil & Gas Corp 64 4501,9 M $1,88 %
Jazz Pharmaceuticals PLC 8 8501,8 M $1,73 %
Northwestern Energy Group Inc 24 8001,8 M $1,73 %
Adeia Inc 54 7501,7 M $1,68 %
Granite Construction Inc 11 1001,5 M $1,47 %
MKS Inc 5 3501,5 M $1,46 %
OSI Systems Inc 5 1751,5 M $1,43 %
Piper Sandler Cos 16 8001,5 M $1,41 %
LSI Industries Inc 60 0001,5 M $1,41 %
Atlantic Union Bankshares Corp 37 1001,4 M $1,35 %
TrustCo Bank Corp NY 29 2001,4 M $1,34 %
Cohu Inc 28 0001,3 M $1,28 %
Webster Financial Corp 18 1501,3 M $1,27 %
UMB Financial Corp 10 1001,3 M $1,23 %
WaFd Inc 35 8501,3 M $1,22 %
REX American Resources Corp 26 0001,3 M $1,22 %
Columbia Banking System Inc 41 7001,2 M $1,19 %
Madison Square Garden Sports Corp 3 4751,2 M $1,15 %
Stifel Financial Corp 14 4751,1 M $1,10 %
Madison Square Garden Entertainment Corp 16 6001,1 M $1,07 %
Ovintiv Inc 17 6001,1 M $1,04 %
Provident Financial Services Inc 47 5001,1 M $1,04 %
Urban Outfitters Inc 15 1501,1 M $1,03 %
Onto Innovation Inc 3 6001,1 M $1,02 %
Sabra Health Care REIT Inc 48 6501 M $0,97 %
Dime Community Bancshares Inc 27 450985,2 k $0,95 %
Innoviva Inc 42 100967,9 k $0,93 %
Encompass Health Corp 9 600960 k $0,93 %
Everest Group Ltd 2 615932,9 k $0,90 %
Vishay Intertechnology Inc 31 850922,7 k $0,89 %
Regal Rexnord Corp 4 200903,1 k $0,87 %
Eastern Bankshares Inc 44 450899,2 k $0,87 %
Kaiser Aluminum Corp 5 250894,8 k $0,86 %
Sphere Entertainment Co 6 200883,2 k $0,85 %
Coherent Corp 2 712867,1 k $0,84 %
First Merchants Corp 20 850843,2 k $0,81 %
Visteon Corp 7 225807,1 k $0,78 %
Beacon Financial Corp 27 150774,6 k $0,75 %
Tapestry Inc 5 250761,5 k $0,73 %
Commercial Metals Co 11 000758,6 k $0,73 %
Exelixis Inc 17 000755,8 k $0,73 %
United Community Banks Inc/GA 22 600753,3 k $0,73 %
Old Republic International Corp 18 850753,1 k $0,73 %
Quanex Building Products Corp 37 700751,7 k $0,72 %
Portland General Electric Co 14 000727 k $0,70 %
Owens Corning 5 700703 k $0,68 %
Comfort Systems USA Inc 380699,3 k $0,67 %
LXP Industrial Trust 13 650695,1 k $0,67 %
Delek US Holdings Inc 14 650682,5 k $0,66 %
KBR Inc 18 100678,6 k $0,65 %
Helix Energy Solutions Group Inc 64 350666 k $0,64 %
Broadstone Net Lease Inc 33 450662,3 k $0,64 %
Williams-Sonoma Inc 3 650661,4 k $0,64 %
Apple Hospitality REIT Inc 48 350651,3 k $0,63 %
Stride Inc 6 700651 k $0,63 %
OceanFirst Financial Corp 33 700642,7 k $0,62 %
Abercrombie & Fitch Co 7 475638 k $0,62 %
Noble Corp PLC 12 300627,7 k $0,61 %
Spectrum Brands Holdings Inc 7 500619,5 k $0,60 %
Selective Insurance Group Inc 7 300612,8 k $0,59 %
Healthpeak Properties Inc 37 100599,9 k $0,58 %
LSB Industries Inc 40 200599 k $0,58 %
United Fire Group Inc 14 700592,7 k $0,57 %
KB Home 11 150590,8 k $0,57 %
Agree Realty Corp 7 400570,6 k $0,55 %
Metallus Inc 29 600569,5 k $0,55 %
First Citizens BancShares Inc/NC 287569,4 k $0,55 %
V2X Inc 8 350566,2 k $0,55 %
Newmark Group Inc 34 100549,7 k $0,53 %
Progress Software Corp 19 250536,1 k $0,52 %
Kite Realty Group Trust 20 350532,4 k $0,51 %
Helmerich & Payne Inc 13 000524,9 k $0,51 %
MasterCraft Boat Holdings Inc 22 000513,7 k $0,50 %
Community Healthcare Trust Inc 29 650510,6 k $0,49 %
Centerspace 7 450508,6 k $0,49 %
Leidos Holdings Inc 3 400507,3 k $0,49 %
Seadrill Ltd 10 000496,9 k $0,48 %
Hayward Holdings Inc 32 900493,8 k $0,48 %
Catalyst Pharmaceuticals Inc 16 750471,2 k $0,45 %
Sonos Inc 31 750470,9 k $0,45 %
AngioDynamics Inc 43 000470,4 k $0,45 %
HNI Corp 12 850469,5 k $0,45 %
Churchill Downs Inc 4 625467,1 k $0,45 %
Gulfport Energy Corp 2 425466,9 k $0,45 %
United Bankshares Inc/WV 10 650466,6 k $0,45 %
First Community Bankshares Inc 10 750458,2 k $0,44 %
La-Z-Boy Inc 12 650439,5 k $0,42 %
Ingles Markets Inc 4 800439,1 k $0,42 %
Greif Inc 6 600430,6 k $0,42 %
Select Water Solutions Inc 25 000418,3 k $0,40 %
National HealthCare Corp 2 400415,9 k $0,40 %
Universal Display Corp 4 700409,3 k $0,39 %
Miller Industries Inc/TN 8 500407,9 k $0,39 %
DENTSPLY SIRONA Inc 34 600406,6 k $0,39 %
American Eagle Outfitters Inc 23 150403,3 k $0,39 %
Supernus Pharmaceuticals Inc 8 400403,2 k $0,39 %
Inmode Ltd 27 850403 k $0,39 %
Kulicke & Soffa Industries Inc 4 700401,9 k $0,39 %
ICF International Inc 5 450390,5 k $0,38 %
Smithfield Foods Inc 14 700386,3 k $0,37 %
Steven Madden Ltd 10 250385 k $0,37 %
Curtiss-Wright Corp 530381,7 k $0,37 %
DiamondRock Hospitality Co 36 850375,9 k $0,36 %
American Woodmark Corp 8 500371,3 k $0,36 %
Itron Inc 4 425370,8 k $0,36 %
Oshkosh Corp 2 325363,4 k $0,35 %
Nomad Foods Ltd 36 350353,3 k $0,34 %
Perrigo Co PLC 29 150345,1 k $0,33 %
Science Applications International Corp 3 500338,7 k $0,33 %
Academy Sports & Outdoors Inc 6 100334,5 k $0,32 %
Teekay Tankers Ltd 4 175327,9 k $0,32 %
Douglas Dynamics Inc 7 000322,9 k $0,31 %
Azenta Inc 12 350303,4 k $0,29 %
Fortune Brands Innovations Inc 7 400300 k $0,29 %
Village Super Market Inc 6 750290,9 k $0,28 %
BRP Inc 5 150288,1 k $0,28 %
Harmonic Inc 25 000285,8 k $0,28 %
Piedmont Realty Trust Inc 32 750273,8 k $0,26 %
Qualys Inc 3 125271,7 k $0,26 %
Flowserve Corp 3 650268,8 k $0,26 %
Polaris Inc 4 000265,1 k $0,26 %
Gentex Corp 11 400263,5 k $0,25 %
M/I Homes Inc 2 000263 k $0,25 %
U-Haul Holding Co 5 500262,3 k $0,25 %
York Space Systems Inc 7 800258,6 k $0,25 %
BioMarin Pharmaceutical Inc 4 700253,4 k $0,24 %
ASGN Inc 11 900251,1 k $0,24 %
Amphastar Pharmaceuticals Inc 11 400250,3 k $0,24 %
IPG Photonics Corp 2 100249,7 k $0,24 %
Teleflex Inc 1 950241,6 k $0,23 %
FactSet Research Systems Inc 1 025233,3 k $0,22 %
Integra LifeSciences Holdings Corp 21 000221,3 k $0,21 %
PulteGroup Inc 1 750214,1 k $0,21 %
Gencor Industries Inc 14 150210,6 k $0,20 %
Utz Brands Inc 26 150208,2 k $0,20 %
FTI Consulting Inc 1 050188,3 k $0,18 %
Hancock Whitney Corp 2 600175,5 k $0,17 %
Quaker Chemical Corp 1 200163,1 k $0,16 %
Community West Bancshares 6 500154,2 k $0,15 %
Acuity Inc 500144,9 k $0,14 %
Silicom Ltd 3 150122,1 k $0,12 %
Perion Network Ltd 11 400118,9 k $0,11 %
AMN Healthcare Services Inc 5 700116,7 k $0,11 %
Towne Bank/Portsmouth VA 3 000106,7 k $0,10 %
OraSure Technologies Inc 34 550105 k $0,10 %
Certara Inc 17 050104,5 k $0,10 %
Princeton Bancorp Inc 2 850101,9 k $0,10 %
Cross Country Healthcare Inc 8 80089,1 k $0,09 %
Tetra Tech Inc 2 75088,9 k $0,09 %
Gibraltar Industries Inc 2 10082 k $0,08 %
American Public Education Inc 1 35078,5 k $0,08 %
Summit Hotel Properties Inc 15 00074,6 k $0,07 %
Omnicell Inc 1 75072,5 k $0,07 %
Century Aluminum Co 1 20071,3 k $0,07 %
Maravai LifeSciences Holdings Inc 19 20070,7 k $0,07 %
Enhabit Inc 4 45061,1 k $0,06 %
Columbus McKinnon Corp/NY 3 70057,2 k $0,06 %
KVH Industries Inc 1 0009,1 k $0,01 %