Titelia

Portefeuille de NAA SMALL GROWTH SERIES

New Age Alpha Variable Funds Trust · 127 positions déclarées · au 31 mars 2026

Document d'origine · Actif net 24,1 M $ · Dix premières lignes : 21.3 % de la poche actions

Répartition par secteur

  • Non attribué 100,0 %

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 96,3 %
  • BM 1,8 %
  • IE 1,1 %
  • CA 0,4 %
  • PR 0,3 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US12223,2 M $96,33 %
BM2435,4 k $1,81 %
IE1276,3 k $1,15 %
CA190,8 k $0,38 %
PR180,4 k $0,33 %

Positions

SociétéTitresValeurPoids
Carpenter Technology Corp 1 919756,4 k $3,13 %
ATI Inc 5 062736,3 k $3,05 %
TTM Technologies Inc 5 690554,3 k $2,30 %
MKS Inc 2 362542,8 k $2,25 %
Dynatrace Inc 13 858512,5 k $2,12 %
Sterling Infrastructure Inc 1 099447,6 k $1,85 %
SPX Technologies Inc 2 180435,9 k $1,81 %
Viavi Solutions Inc 11 545384,2 k $1,59 %
FormFactor Inc 3 927380,9 k $1,58 %
Moog Inc 1 279374,3 k $1,55 %
Valaris Ltd 3 603353,2 k $1,46 %
Dycom Industries Inc 1 034350,3 k $1,45 %
ESCO Technologies Inc 1 191335,1 k $1,39 %
FirstCash Holdings Inc 1 760330,9 k $1,37 %
Viasat Inc 7 073323,9 k $1,34 %
Ormat Technologies Inc 2 891323,6 k $1,34 %
Semtech Corp 4 105315,6 k $1,31 %
Krystal Biotech Inc 1 202310,5 k $1,29 %
Armstrong World Industries Inc 1 879309,7 k $1,28 %
Federal Signal Corp 2 829305,9 k $1,27 %
Flowserve Corp 4 118302,7 k $1,25 %
Mirion Technologies Inc 15 724292,3 k $1,21 %
Zurn Elkay Water Solutions Corp 6 494291,2 k $1,21 %
Installed Building Products Inc 1 079286,1 k $1,19 %
Brinker International Inc 1 999285,4 k $1,18 %
Protagonist Therapeutics Inc 2 706285,2 k $1,18 %
Archrock Inc 8 168284,2 k $1,18 %
HealthEquity Inc 3 382282,6 k $1,17 %
Alkermes PLC 7 815276,3 k $1,14 %
StoneX Group Inc 3 235260,9 k $1,08 %
Ryman Hospitality Properties Inc 2 742253 k $1,05 %
Madison Square Garden Sports Corp 782251,3 k $1,04 %
Badger Meter Inc 1 582241 k $1,00 %
Kodiak Gas Services Inc 4 027234,9 k $0,97 %
Granite Construction Inc 1 937232,2 k $0,96 %
BrightSpring Health Services Inc 5 285225,2 k $0,93 %
Masimo Corp 1 241220,7 k $0,91 %
Boot Barn Holdings Inc 1 470215,1 k $0,89 %
ExlService Holdings Inc 6 976212,4 k $0,88 %
Terreno Realty Corp 3 404209,1 k $0,87 %
TG Therapeutics Inc 6 199205,9 k $0,85 %
Cirrus Logic Inc 1 422205,6 k $0,85 %
Grand Canyon Education Inc 1 208205,4 k $0,85 %
Cullen/Frost Bankers Inc 1 472201,8 k $0,84 %
Qorvo Inc 2 569198,8 k $0,82 %
Travel + Leisure Co 2 853197,4 k $0,82 %
Tidewater Inc 2 362197,3 k $0,82 %
OSI Systems Inc 742197 k $0,82 %
Essential Properties Realty Trust Inc 6 313191,7 k $0,79 %
Glaukos Corp 1 757189,2 k $0,78 %
Element Solutions Inc 5 521188,5 k $0,78 %
Brixmor Property Group Inc 6 368183,4 k $0,76 %
Covista Inc 1 585182,7 k $0,76 %
Indivior Pharmaceuticals Inc 5 854178,4 k $0,74 %
TransMedics Group Inc 1 758174,8 k $0,72 %
Virtu Financial Inc 3 941173,3 k $0,72 %
Frontdoor Inc 3 226170,5 k $0,71 %
Cavco Industries Inc 346167,6 k $0,69 %
StepStone Group Inc 3 500167 k $0,69 %
Cal-Maine Foods Inc 2 093165,7 k $0,69 %
Sensient Technologies Corp 1 905164,7 k $0,68 %
PJT Partners Inc 1 174164 k $0,68 %
Shake Shack Inc 1 804159,6 k $0,66 %
Urban Outfitters Inc 2 394151,7 k $0,63 %
MarketAxess Holdings Inc 897148 k $0,61 %
Balchem Corp 825139,8 k $0,58 %
Piper Sandler Cos 1 760134,7 k $0,56 %
Palomar Holdings Inc 1 126134,6 k $0,56 %
MGIC Investment Corp 5 039132,3 k $0,55 %
Enova International Inc 964130,9 k $0,54 %
Ameris Bancorp 1 670130,2 k $0,54 %
Catalyst Pharmaceuticals Inc 5 074125,6 k $0,52 %
NMI Holdings Inc 3 324124,7 k $0,52 %
Veracyte Inc 3 826123,2 k $0,51 %
ACI Worldwide Inc 2 998122,9 k $0,51 %
RadNet Inc 2 193122,6 k $0,51 %
Phillips Edison & Co Inc 3 259122 k $0,51 %
Waystar Holding Corp 5 048121,7 k $0,50 %
Impinj Inc 1 174120,6 k $0,50 %
Axcelis Technologies Inc 1 293120,4 k $0,50 %
Outfront Media Inc 4 422117,2 k $0,49 %
Tanger Inc 3 389115,2 k $0,48 %
Merit Medical Systems Inc 1 665114,8 k $0,48 %
Macerich Co/The 5 991113,2 k $0,47 %
Moelis & Co 1 973112,5 k $0,47 %
St Joe Co/The 1 784112 k $0,46 %
Oceaneering International Inc 3 139111,3 k $0,46 %
elf Beauty Inc 1 836111,3 k $0,46 %
Privia Health Group Inc 5 364110,3 k $0,46 %
Box Inc 4 556107,7 k $0,45 %
ADMA Biologics Inc 11 720105,6 k $0,44 %
Mercury General Corp 1 191105 k $0,43 %
Bruker Corp 2 799101,1 k $0,42 %
Radian Group Inc 2 98198,6 k $0,41 %
Cactus Inc 2 07798,4 k $0,41 %
MARA Holdings Inc 11 97297,7 k $0,40 %
Parsons Corp 1 80297,6 k $0,40 %
Hawkins Inc 63597,5 k $0,40 %
Commvault Systems Inc 1 24496,9 k $0,40 %
BGC Group Inc 9 86596,5 k $0,40 %
Pathward Financial Inc 1 06194,7 k $0,39 %
Warrior Met Coal Inc 1 00593,6 k $0,39 %
HA Sustainable Infrastructure Capital Inc 2 54393,5 k $0,39 %
Novanta Inc 76990,8 k $0,38 %
Warner Music Group Corp 3 48689 k $0,37 %
Cinemark Holdings Inc 3 07387,6 k $0,36 %
Champion Homes Inc 1 17687,5 k $0,36 %
American States Water Co 1 13986,1 k $0,36 %
WSFS Financial Corp 1 30485,4 k $0,35 %
Century Aluminum Co 1 43784,3 k $0,35 %
Assured Guaranty Ltd 1 00882,1 k $0,34 %
Chesapeake Utilities Corp 64781,8 k $0,34 %
EVERTEC Inc 2 85080,4 k $0,33 %
Vericel Corp 2 49580,3 k $0,33 %
YETI Holdings Inc 2 16579,2 k $0,33 %
Inspire Medical Systems Inc 1 46575,6 k $0,31 %
iShares Russell 2000 Growth ETF 23674,1 k $0,31 %
Community Financial System Inc 1 21371,1 k $0,29 %
WD-40 Co 34370 k $0,29 %
BancFirst Corp 59164,1 k $0,27 %
Progyny Inc 3 55760,4 k $0,25 %
Alarm.com Holdings Inc 1 35258,4 k $0,24 %
Vanguard Index Funds 19358,3 k $0,24 %
SPS Commerce Inc 1 00555,9 k $0,23 %
Interparfums Inc 46542,2 k $0,18 %
Cohen & Steers Inc 57335,8 k $0,15 %
Goosehead Insurance Inc 82935,4 k $0,15 %