Titelia

Portefeuille d’Optimize Strategy Index ETF

Advisor Managed Portfolios · 334 positions déclarées · au 31 mars 2026

Document d’origine · Actif net 208,5 M $ · Dix premières lignes : 15 % de la poche actions

Répartition par secteur

  • Technologie 26,5 %
  • Finance 3,1 %
  • Santé 3,1 %
  • Industrie 2,3 %
  • Consommation cyclique 1,8 %
  • Consommation de base 0,9 %
  • Énergie 0,4 %
  • Communication 0,2 %
  • Matériaux 0,2 %
  • Immobilier 0,1 %
  • Non attribué 61,4 %

Le secteur n’est pas déclaré dans les formulaires N-PORT : c’est une classification de Titelia, établie société par société. La part non attribuée est comptée comme telle plutôt que répartie sur les autres.

Répartition par devise

  • USD 100,0 %

La devise de cotation de chaque ligne, telle que déclarée. Elle ne suit pas le pays : l’action d’une société française cotée aux États-Unis est déclarée en dollars.

Répartition par pays

  • US 93,0 %
  • KY 1,9 %
  • JE 1,2 %
  • CA 1,2 %
  • BM 0,8 %
  • IE 0,7 %
  • VG 0,6 %
  • NL 0,2 %
  • IL 0,2 %
  • GB 0,1 %

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

PaysLignesValeur (USD)Part
US316193,4 M $92,96 %
KY34 M $1,94 %
JE12,6 M $1,24 %
CA12,4 M $1,17 %
BM41,7 M $0,84 %
IE31,6 M $0,75 %
VG31,2 M $0,56 %
NL1480,1 k $0,23 %
IL1370,4 k $0,18 %
GB1304,6 k $0,15 %

Positions

SociétéTitresValeur (USD)Poids
Lumentum Holdings Inc 4 8063,4 M $1,62 %
Sandisk Corp/DE 5 3143,4 M $1,62 %
Seagate Technology Holdings PLC 7 9433,1 M $1,49 %
TTM Technologies Inc 31 8773,1 M $1,49 %
Western Digital Corp 11 4263,1 M $1,48 %
KLA Corp 2 0843,1 M $1,47 %
Teradyne Inc 10 2633 M $1,46 %
Lam Research Corp 14 0583 M $1,44 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 13 5043 M $1,44 %
Fabrinet 5 7253 M $1,43 %
Advanced Micro Devices Inc 14 5633 M $1,42 %
Applied Materials Inc 8 6292,9 M $1,41 %
First Solar Inc 14 8102,9 M $1,40 %
Arrow Electronics Inc 20 2542,9 M $1,39 %
Keysight Technologies Inc 10 2862,9 M $1,39 %
TE Connectivity PLC 13 6132,8 M $1,36 %
Coherent Corp 11 8882,8 M $1,36 %
Analog Devices Inc 8 8732,8 M $1,35 %
Qorvo Inc 36 0942,8 M $1,34 %
Apple Inc 10 8842,8 M $1,32 %
NVIDIA Corp 15 7592,7 M $1,32 %
Penguin Solutions Inc 153 4702,7 M $1,30 %
Amphenol Corp 21 2502,7 M $1,29 %
Motorola Solutions Inc 6 0822,6 M $1,27 %
International Business Machines Corp. 10 8262,6 M $1,26 %
Clarivate PLC 1 022 7632,6 M $1,24 %
Micron Technology Inc 7 5682,6 M $1,23 %
Microsoft Corp 6 8522,5 M $1,22 %
PTC Inc 17 2222,5 M $1,18 %
Canadian Solar Inc 175 1482,4 M $1,16 %
NCR Voyix Corp 356 9892,3 M $1,08 %
Covista Inc 6 279723,7 k $0,35 %
Andersons Inc/The 9 842706,5 k $0,34 %
Casey's General Stores Inc 955695,1 k $0,33 %
Dauch Corporation 115 050682,2 k $0,33 %
Burlington Stores Inc 2 096682 k $0,33 %
Kodiak Sciences Inc 17 828679,6 k $0,33 %
Grocery Outlet Holding Corp 96 386679,5 k $0,33 %
Brinker International Inc 4 753678,6 k $0,33 %
Five Below Inc 2 965677,4 k $0,32 %
Advance Auto Parts Inc 12 732671,6 k $0,32 %
BorgWarner Inc 12 370671,2 k $0,32 %
MGM Resorts International 18 015666,7 k $0,32 %
Oruka Therapeutics Inc 13 442659,3 k $0,32 %
Boyd Gaming Corp 7 997657,2 k $0,32 %
Ralph Lauren Corp 1 893651,2 k $0,31 %
US Foods Holding Corp 7 041649,3 k $0,31 %
AutoNation Inc 3 324649 k $0,31 %
Marriott International Inc/MD 1 978646,9 k $0,31 %
Vestis Corp 81 530640,8 k $0,31 %
Hasbro Inc 6 781634,7 k $0,30 %
Carvana Co 2 017634,1 k $0,30 %
Costco Wholesale Corp 636633,7 k $0,30 %
RH INC 4 507630,2 k $0,30 %
Tapestry Inc 4 445627,2 k $0,30 %
Amazon.com Inc 3 005625,9 k $0,30 %
Ingredion Inc 5 531623,1 k $0,30 %
Yum! Brands Inc 4 004622,5 k $0,30 %
Performance Food Group Co 7 262622,1 k $0,30 %
Duolingo Inc 6 287619,7 k $0,30 %
PepsiCo Inc 3 983618,5 k $0,30 %
Philip Morris International Inc. 3 736617,7 k $0,30 %
Deckers Outdoor Corp 6 147615,3 k $0,30 %
Garmin Ltd 2 632610,7 k $0,29 %
Adient PLC 30 114608,6 k $0,29 %
McDonald's Corp. 1 953607 k $0,29 %
Planet Fitness Inc 8 147606 k $0,29 %
SharkNinja Inc 5 716605,3 k $0,29 %
Nomad Foods Ltd 61 908594,9 k $0,29 %
Dole PLC 41 624594,8 k $0,29 %
Toll Brothers Inc 4 339592,1 k $0,28 %
Enliven Therapeutics Inc 15 055590,2 k $0,28 %
Upbound Group Inc 32 595588,3 k $0,28 %
Whirlpool Corp 10 905588 k $0,28 %
Somnigroup International Inc 7 939586,9 k $0,28 %
CVS Health Corp 8 151585,4 k $0,28 %
USA TODAY Co Inc 82 095578,8 k $0,28 %
Liberty Latin America Ltd 64 940572,8 k $0,27 %
Domino's Pizza Inc 1 569562,9 k $0,27 %
Installed Building Products Inc 2 094555,2 k $0,27 %
J M Smucker Co/The 5 711550,8 k $0,26 %
United Therapeutics Corp 927549,7 k $0,26 %
Winnebago Industries Inc 17 658547,2 k $0,26 %
Kohl's Corp 42 383546,7 k $0,26 %
Sirius XM Holdings Inc 23 466541,6 k $0,26 %
Zoom Communications Inc 6 737541,6 k $0,26 %
DoorDash Inc 3 576536,9 k $0,26 %
Liberty Media Corp-Liberty Formula One 6 232529,8 k $0,25 %
Boot Barn Holdings Inc 3 597526,5 k $0,25 %
Avis Budget Group Inc 3 602525,4 k $0,25 %
Newell Brands Inc 151 138518,4 k $0,25 %
Reddit Inc 3 746504,4 k $0,24 %
Blackstone Inc 4 314496,1 k $0,24 %
Bread Financial Holdings Inc 6 596494 k $0,24 %
Texas Capital Bancshares Inc 5 184491,9 k $0,24 %
Roku Inc 5 192491,3 k $0,24 %
Ally Financial Inc 12 513490,9 k $0,24 %
Goldman Sachs Group Inc/The 580490,7 k $0,24 %
Bank of New York Mellon Corp/The 4 134490,4 k $0,24 %
Customers Bancorp Inc 7 063490,2 k $0,24 %
Morgan Stanley 2 972489,1 k $0,23 %
Fidelis Insurance Holdings Ltd 25 583488,9 k $0,23 %
Popular Inc 3 642488,6 k $0,23 %
Take-Two Interactive Software Inc 2 468487,4 k $0,23 %
PennyMac Financial Services Inc 5 526483 k $0,23 %
PNC Financial Services Group Inc/The 2 311480,9 k $0,23 %
Voya Financial Inc 7 035480,6 k $0,23 %
AerCap Holdings NV 3 500480,1 k $0,23 %
Wintrust Financial Corp 3 449479,2 k $0,23 %
Prudential Financial, Inc. 4 905479,2 k $0,23 %
ProAssurance Corp 19 365478,7 k $0,23 %
American Express Co 1 582478,5 k $0,23 %
Bicara Therapeutics Inc 23 996477,3 k $0,23 %
RenaissanceRe Holdings Ltd 1 594473,8 k $0,23 %
Reinsurance Group of America Inc 2 298469,2 k $0,23 %
M&T Bank Corp 2 263467,8 k $0,22 %
PennyMac Mortgage Investment Trust 40 065467,2 k $0,22 %
elf Beauty Inc 7 704466,9 k $0,22 %
Netflix Inc 4 855466,8 k $0,22 %
SOUTHSTATE BANK CORP 5 035465,8 k $0,22 %
Everest Group Ltd 1 425465,8 k $0,22 %
Assurant Inc 2 137465,5 k $0,22 %
American Financial Group Inc/OH 3 643465,2 k $0,22 %
Heritage Insurance Holdings Inc 17 722465,2 k $0,22 %
Allstate Corp/The 2 243465,1 k $0,22 %
Integer Holdings Corp 5 274464,1 k $0,22 %
Lantheus Holdings Inc 6 108463,3 k $0,22 %
Capital One Financial Corp 2 537462,8 k $0,22 %
Hartford Insurance Group Inc/The 3 420462,5 k $0,22 %
RingCentral Inc 12 425462,1 k $0,22 %
Axsome Therapeutics Inc 2 730461,4 k $0,22 %
Savara Inc 84 103459,2 k $0,22 %
Rapport Therapeutics Inc 14 656458,6 k $0,22 %
Kemper Corp 14 990458,1 k $0,22 %
Alnylam Pharmaceuticals Inc 1 381456,9 k $0,22 %
Mastercard Inc 912455,7 k $0,22 %
Neurocrine Biosciences Inc 3 459455,7 k $0,22 %
MoonLake Immunotherapeutics 24 419455,2 k $0,22 %
Ameriprise Financial Inc 1 024455,1 k $0,22 %
Freshpet Inc 7 710454,6 k $0,22 %
Visa Inc 1 501453,7 k $0,22 %
Travelers Cos Inc/The 1 555453,6 k $0,22 %
Cincinnati Financial Corp 2 880453,2 k $0,22 %
Houlihan Lokey Inc 3 152452,7 k $0,22 %
Aon PLC 1 398451,2 k $0,22 %
RLJ Lodging Trust 60 761450,8 k $0,22 %
Tradeweb Markets Inc 3 823449,8 k $0,22 %
Selective Insurance Group Inc 5 948448,4 k $0,22 %
Spotify Technology SA 924448,1 k $0,21 %
Elevance Health Inc 1 530447,9 k $0,21 %
S&P Global Inc 1 052447,5 k $0,21 %
Amylyx Pharmaceuticals Inc 32 001444,8 k $0,21 %
Trupanion Inc 17 360444,6 k $0,21 %
Krystal Biotech Inc 1 710441,7 k $0,21 %
Corpay Inc 1 515440,8 k $0,21 %
Moody's Corp 1 009440,2 k $0,21 %
Labcorp Holdings Inc 1 643438,4 k $0,21 %
Globus Medical Inc 5 085438,1 k $0,21 %
Jack Henry & Associates Inc 2 772438,1 k $0,21 %
ArriVent Biopharma Inc 18 916436,4 k $0,21 %
WEX Inc 2 850436,2 k $0,21 %
Repligen Corp 3 693435,1 k $0,21 %
Cigna Group/The 1 631435,1 k $0,21 %
Incyte Corp 4 620434,8 k $0,21 %
Thermo Fisher Scientific Inc 883434 k $0,21 %
Fidelity National Information Services Inc 9 252434 k $0,21 %
Wingstop Inc 2 796433,3 k $0,21 %
Vertex Pharmaceuticals Inc 970433,1 k $0,21 %
Sinclair Inc 33 469433,1 k $0,21 %
MBX Biosciences Inc 14 508433,1 k $0,21 %
IQVIA Holdings Inc 2 539433 k $0,21 %
Cardinal Health, Inc. 2 035430 k $0,21 %
Penumbra Inc 1 308429,5 k $0,21 %
Gilead Sciences Inc 3 079429,1 k $0,21 %
Compass Therapeutics Inc 80 439425,5 k $0,20 %
STERIS PLC 1 922425 k $0,20 %
First American Financial Corp 7 047424,9 k $0,20 %
MarketAxess Holdings Inc 2 559422,2 k $0,20 %
Amgen Inc 1 199421,9 k $0,20 %
Stagwell Inc 67 037421,7 k $0,20 %
Indivior Pharmaceuticals Inc 13 734418,6 k $0,20 %
Becton Dickinson & Co 2 652417 k $0,20 %
Solventum Corp 6 385416,9 k $0,20 %
Intuitive Surgical Inc 904416,7 k $0,20 %
McKesson Corp 481416,2 k $0,20 %
Universal Health Services Inc 2 300411,6 k $0,20 %
Eli Lilly & Co 447411,1 k $0,20 %
PROG Holdings Inc 14 322410,9 k $0,20 %
Corvus Pharmaceuticals Inc 28 060410,5 k $0,20 %
ORIC Pharmaceuticals Inc 32 328409,6 k $0,20 %
IDEXX Laboratories Inc 728409,1 k $0,20 %
Omeros Corp 38 407405,6 k $0,19 %
Sana Biotechnology Inc 140 705405,2 k $0,19 %
Cullinan Therapeutics Inc 28 158400,1 k $0,19 %
Stryker Corp 1 216399,6 k $0,19 %
ResMed Inc 1 753393,5 k $0,19 %
HCA Healthcare Inc 831393,3 k $0,19 %
Hertz Global Holdings Inc 85 261393,1 k $0,19 %
Broadridge Financial Solutions Inc 2 419393 k $0,19 %
MasTec Inc 1 214390,6 k $0,19 %
GE Vernova Inc 445388,4 k $0,19 %
Dave Inc 2 191381,4 k $0,18 %
Trevi Therapeutics Inc 31 890380,4 k $0,18 %
TD SYNNEX Corp 2 246378,9 k $0,18 %
Advanced Energy Industries Inc 1 172378,2 k $0,18 %
Biohaven Ltd 44 679378 k $0,18 %
Soleno Therapeutics Inc 11 169373,9 k $0,18 %
Tutor Perini Corp 4 823372,3 k $0,18 %
AppLovin Corp 935372,1 k $0,18 %
Nova Ltd 853370,4 k $0,18 %
EMCOR Group Inc 497366,9 k $0,18 %
Kirby Corp 2 752365,7 k $0,18 %
Hubbell Inc 744365,1 k $0,18 %
Gold.com Inc 9 087364,2 k $0,17 %
Maximus Inc 5 681364,2 k $0,17 %
Comfort Systems USA Inc 264364,1 k $0,17 %
Quanex Building Products Corp 20 246363,8 k $0,17 %
Eaton Corp PLC 1 010361,2 k $0,17 %
Phinia Inc 5 226357,7 k $0,17 %
Quanta Services Inc 650356,9 k $0,17 %
Ferguson Enterprises Inc 1 525355,7 k $0,17 %
ManpowerGroup Inc 12 070355,6 k $0,17 %
AAR Corp 3 237354,3 k $0,17 %
Tenet Healthcare Corp 1 870352,9 k $0,17 %
Regal Rexnord Corp 1 883352,6 k $0,17 %
Cummins Inc 651350,3 k $0,17 %
Vertiv Holdings Co 1 394349,3 k $0,17 %
JB Hunt Transport Services Inc 1 645348,6 k $0,17 %
Johnson Controls International plc 2 653347,4 k $0,17 %
FedEx Corp 969345,1 k $0,17 %
SPX Technologies Inc 1 716343,1 k $0,16 %
Frontier Group Holdings Inc 97 037342,5 k $0,16 %
Nordson Corp 1 287342,4 k $0,16 %
Rockwell Automation Inc 950340,9 k $0,16 %
TransMedics Group Inc 3 419339,9 k $0,16 %
Woodward Inc 934334,3 k $0,16 %
Dycom Industries Inc 983333,1 k $0,16 %
LCI Industries 2 708333 k $0,16 %
Construction Partners Inc 2 974330,5 k $0,16 %
FTAI Aviation Ltd 1 341328,5 k $0,16 %
AGCO Corp 2 835328,5 k $0,16 %
TriNet Group Inc 9 005328,1 k $0,16 %
Waste Management Inc 1 427327,9 k $0,16 %
Jacobs Solutions Inc 2 567326,7 k $0,16 %
BrightView Holdings Inc 27 615325,6 k $0,16 %
Hexcel Corp 3 965320,9 k $0,15 %
HEICO Corp 1 157317,2 k $0,15 %
ASGN Inc 8 190317 k $0,15 %
Northrop Grumman Corp 464316,6 k $0,15 %
Paylocity Holding Corp 2 925316 k $0,15 %
Intuit Inc 730315,6 k $0,15 %
Lockheed Martin Corp 522315,5 k $0,15 %
Automatic Data Processing Inc 1 552315,3 k $0,15 %
Crane Co 1 838314,3 k $0,15 %
Huntington Ingalls Industries, Inc. 818310,8 k $0,15 %
Astronics Corp 4 623308,5 k $0,15 %
General Electric Co 1 086308,2 k $0,15 %
Leidos Holdings Inc 1 974307 k $0,15 %
Olema Pharmaceuticals Inc 20 567306,7 k $0,15 %
NANO Nuclear Energy Inc 14 922305,6 k $0,15 %
Tronox Holdings PLC 31 174304,6 k $0,15 %
Boeing Co/The 1 520302,5 k $0,15 %
Eve Holding Inc 120 299298,3 k $0,14 %
Herc Holdings Inc 2 924291,1 k $0,14 %
HubSpot Inc 1 184289 k $0,14 %
Blackbaud Inc 7 294281,6 k $0,14 %
Insight Enterprises Inc 4 133277 k $0,13 %
Celanese Corp 4 134271,9 k $0,13 %
MillerKnoll Inc 17 821257,7 k $0,12 %
NextDecade Corp 32 267247,2 k $0,12 %
Warrior Met Coal Inc 2 635245,5 k $0,12 %
Cheniere Energy Inc 845239,8 k $0,12 %
Par Pacific Holdings Inc 3 710232,4 k $0,11 %
CF Industries Holdings Inc 1 761228,6 k $0,11 %
Edison International 3 022221,1 k $0,11 %
National Fuel Gas Co 2 334219,3 k $0,11 %
Atmos Energy Corp 1 172216,5 k $0,10 %
Ameren Corp 1 944213,7 k $0,10 %
Pinnacle West Capital Corp. 2 117213,3 k $0,10 %
Spire Inc 2 351212,9 k $0,10 %
DTE Energy Co 1 445211,3 k $0,10 %
Sable Offshore Corp 12 618208,4 k $0,10 %
Sonoco Products Co 3 822206,7 k $0,10 %
Ovintiv Inc 3 478206,5 k $0,10 %
Nucor Corp 1 208204,3 k $0,10 %
Reliance Inc 672204,2 k $0,10 %
PPG Industries Inc 1 910204,1 k $0,10 %
Veralto Corp 2 298203,2 k $0,10 %
Valaris Ltd 2 072203,1 k $0,10 %
Steel Dynamics Inc 1 122202 k $0,10 %
Eversource Energy 2 914201,9 k $0,10 %
HF Sinclair Corp 3 225201,2 k $0,10 %
Marathon Petroleum Corp 819200 k $0,10 %
Valero Energy Corp 806199,1 k $0,10 %
Phillips 66 1 092198,9 k $0,10 %
Nabors Industries Ltd 2 302198,1 k $0,10 %
Sherwin-Williams Co/The 618198,1 k $0,10 %
Martin Marietta Materials Inc 334196,6 k $0,09 %
Primoris Services Corp 1 361194,7 k $0,09 %
Commercial Metals Co 3 127192,1 k $0,09 %
Ecolab Inc 721191,8 k $0,09 %
Targa Resources Corp 764191,6 k $0,09 %
Carpenter Technology Corp 485191,2 k $0,09 %
EQT Corp 2 927186,3 k $0,09 %
Expand Energy Corp 1 696186,2 k $0,09 %
Ball Corp 3 127184,8 k $0,09 %
Critical Metals Corp 23 168184 k $0,09 %
IDACORP Inc 1 271181,7 k $0,09 %
DT Midstream Inc 1 281172,5 k $0,08 %
World Kinect Corp 7 425171,3 k $0,08 %
Dakota Gold Corp 33 423168,8 k $0,08 %
CNX Resources Corp 4 370168,5 k $0,08 %
Uniti Group Inc 14 275133,9 k $0,06 %
Jones Lang LaSalle Inc 392119,3 k $0,06 %
Equinix Inc 119116,6 k $0,06 %
EastGroup Properties Inc 624115,5 k $0,06 %
Xenia Hotels & Resorts Inc 7 777115,3 k $0,06 %
BXP Inc 2 216115 k $0,06 %
Phillips Edison & Co Inc 3 031113,4 k $0,05 %
Regency Centers Corp 1 492112,9 k $0,05 %
Federal Realty Investment Trust 1 058112,4 k $0,05 %
Pebblebrook Hotel Trust 8 857111,9 k $0,05 %
ARMOUR Residential REIT Inc 6 627110,5 k $0,05 %
Millrose Properties Inc 3 942110,4 k $0,05 %
PACS Group Inc 3 423109,9 k $0,05 %
WP Carey Inc 1 616109,8 k $0,05 %
Lamar Advertising Co 862109,2 k $0,05 %
Chimera Investment Corp 8 642108,5 k $0,05 %
eXp World Holdings Inc 18 082108,3 k $0,05 %
Camden Property Trust 1 101107,5 k $0,05 %
Crown Castle Inc 1 297105,5 k $0,05 %
Sun Communities Inc 836105,3 k $0,05 %
SBA Communications Corp 597102,7 k $0,05 %
EPR Properties 2 042102 k $0,05 %