Titelia

Portefeuille d’U.S. Small and Mid Cap Equity Fund

AMERICAN FUNDS INSURANCE SERIES · 174 positions déclarées · au 31 mars 2026

Document d’origine · Actif net 97 M $ · Dix premières lignes : 18 % de la poche actions

Répartition par pays

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

PaysLignesValeur (USD)Part
US 16791,6 M $94,62 %
BM 22,3 M $2,37 %
KY 31,5 M $1,60 %
SG 1799,7 k $0,83 %
NL 1568,7 k $0,59 %

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
US Foods Holding Corp 26 4592,4 M $2,52 %
Exelon Corp 39 4091,9 M $1,99 %
Vail Resorts Inc 14 3891,8 M $1,90 %
RenaissanceRe Holdings Ltd 6 1701,8 M $1,89 %
Comfort Systems USA Inc 1 2801,8 M $1,82 %
Brown & Brown Inc 26 2491,7 M $1,77 %
LKQ Corp 57 0781,7 M $1,73 %
Yum! Brands Inc 9 1511,4 M $1,47 %
Ciena Corp 3 6551,4 M $1,46 %
Ingram Micro Holding Corp 59 7081,4 M $1,44 %
INVESCO - SHORT-TERM INVESTMENTS TRUST - GOVERNMENT AND AGENCY PORTFOLIO 1 342 9401,3 M $1,38 %
Keysight Technologies Inc 4 6591,3 M $1,36 %
Capital One Financial Corp 6 6641,2 M $1,25 %
Bloom Energy Corp 8 6181,2 M $1,20 %
Fabrinet 2 2381,2 M $1,20 %
Align Technology Inc 6 7631,2 M $1,20 %
Simon Property Group Inc 6 1761,2 M $1,19 %
Ionis Pharmaceuticals Inc 15 0071,1 M $1,16 %
Monster Beverage Corp 15 4821,1 M $1,16 %
XPO Inc 5 4861,1 M $1,10 %
Diamondback Energy Inc 5 3011 M $1,08 %
Akamai Technologies Inc 8 9351 M $1,06 %
WEX Inc 6 313966,1 k $1,00 %
Karman Holdings Inc 12 020962,2 k $0,99 %
Procore Technologies Inc 16 681950,8 k $0,98 %
Core & Main Inc 18 874932,4 k $0,96 %
AGCO Corp 7 899915,3 k $0,94 %
Five Below Inc 3 989911,4 k $0,94 %
KeyCorp 44 153885,3 k $0,91 %
Aptiv PLC 12 587874 k $0,90 %
elf Beauty Inc 13 827838,1 k $0,86 %
Crane Co 4 867832,3 k $0,86 %
ATI Inc 5 699829 k $0,85 %
Texas Roadhouse Inc 4 905810 k $0,84 %
Tradeweb Markets Inc 6 874808,8 k $0,83 %
Fifth Third Bancorp 17 315804,5 k $0,83 %
Flex Ltd 12 217799,7 k $0,82 %
Covista Inc 6 840788,3 k $0,81 %
StepStone Group Inc 16 395782,4 k $0,81 %
Cloudflare Inc 3 764776,7 k $0,80 %
Expand Energy Corp 7 051774,1 k $0,80 %
Casey's General Stores Inc 1 052765,7 k $0,79 %
General Motors Co 10 180758,4 k $0,78 %
ROBLOX Corp 13 325753,7 k $0,78 %
New York Times Co/The 8 733731,2 k $0,75 %
Hilton Worldwide Holdings Inc 2 400729,8 k $0,75 %
Westlake Corp 6 221726,7 k $0,75 %
LPL Financial Holdings Inc 2 320697,9 k $0,72 %
United Rentals Inc 957697,2 k $0,72 %
FTAI Aviation Ltd 2 845697 k $0,72 %
API Group Corp 16 807681 k $0,70 %
Corteva Inc 7 987668,6 k $0,69 %
Victory Capital Holdings Inc 9 721636,5 k $0,66 %
Ingersoll Rand Inc 7 883631,6 k $0,65 %
Perpetua Resources Corp 21 739611,3 k $0,63 %
Charter Communications, Inc. 2 825609,9 k $0,63 %
Illumina Inc 4 929607,5 k $0,63 %
SLB Ltd 11 702601,4 k $0,62 %
Medline Inc 13 482599,9 k $0,62 %
CSX Corp 14 540596,9 k $0,62 %
Fiserv Inc 10 247571,8 k $0,59 %
Newamsterdam Pharma Co NV 17 766568,7 k $0,59 %
PG&E Corp 32 329568 k $0,59 %
GQG Partners Inc 463 726559,5 k $0,58 %
CENTESSA PHARMACEUTICALS PLC 13 879551,3 k $0,57 %
Humana Inc 3 165548,8 k $0,57 %
Element Solutions Inc 15 675535,1 k $0,55 %
Kinsale Capital Group Inc 1 533523,8 k $0,54 %
Live Nation Entertainment Inc 3 396517,9 k $0,53 %
MongoDB Inc 2 100514 k $0,53 %
Copart Inc 15 225505,5 k $0,52 %
Principal Financial Group Inc 5 600504,6 k $0,52 %
Generate Biomedicines Inc 39 715496,4 k $0,51 %
Essex Property Trust Inc 2 048495,6 k $0,51 %
Generac Holdings Inc 2 493487 k $0,50 %
Cava Group Inc 5 998485,2 k $0,50 %
PACCAR Inc 4 187483,6 k $0,50 %
Affirm Holdings Inc 10 518481,9 k $0,50 %
Block Inc 7 959479 k $0,49 %
Chipotle Mexican Grill Inc 14 830474,7 k $0,49 %
Toro Co/The 5 043471,2 k $0,49 %
Essent Group Ltd 7 913462,4 k $0,48 %
Veeva Systems Inc 2 624460,9 k $0,48 %
Applied Industrial Technologies Inc 1 718455,8 k $0,47 %
Bio-Techne Corp 8 686453,9 k $0,47 %
NRG Energy Inc 3 090451,6 k $0,47 %
Cooper Cos Inc/The 6 280449 k $0,46 %
Louisiana-Pacific Corp 6 014437,5 k $0,45 %
Alaska Air Group Inc 11 833435,2 k $0,45 %
Lumentum Holdings Inc 619435 k $0,45 %
Elanco Animal Health Inc 17 919428,8 k $0,44 %
Royal Gold Inc 1 679427,3 k $0,44 %
Baker Hughes Co 6 985426,4 k $0,44 %
TTM Technologies Inc 4 224411,5 k $0,42 %
Halozyme Therapeutics Inc 6 271405,3 k $0,42 %
TopBuild Corp 1 143401,5 k $0,41 %
Ameriprise Financial Inc 893396,8 k $0,41 %
Ally Financial Inc 9 884387,7 k $0,40 %
Zillow Group Inc 9 346386,8 k $0,40 %
DR Horton Inc 2 805384,9 k $0,40 %
Crown Castle Inc 4 633376,7 k $0,39 %
Permian Resources Corp 17 483372,7 k $0,38 %
GPGI INC 21 424366,4 k $0,38 %
TPG Inc 9 039366,2 k $0,38 %
VSE Corp 1 984365,8 k $0,38 %
L3Harris Technologies Inc 1 056364,5 k $0,38 %
Arthur J Gallagher & Co 1 662360 k $0,37 %
Viper Energy Inc 7 543354,4 k $0,37 %
Penumbra Inc 1 073352,3 k $0,36 %
CSW Industrials Inc 1 325345,3 k $0,36 %
Artisan Partners Asset Management Inc 9 461344,3 k $0,36 %
O'Reilly Automotive Inc 3 607333 k $0,34 %
Builders FirstSource Inc 4 037332,4 k $0,34 %
Hewlett Packard Enterprise Co 13 414319,4 k $0,33 %
Toll Brothers Inc 2 275310,5 k $0,32 %
Natera Inc 1 551310,2 k $0,32 %
Darden Restaurants Inc 1 582310,1 k $0,32 %
Fair Isaac Corp 290309,6 k $0,32 %
Alignment Healthcare Inc 17 563309,5 k $0,32 %
Wingstop Inc 1 920297,5 k $0,31 %
Hamilton Lane Inc 2 968295 k $0,30 %
Charles River Laboratories International Inc 1 686290,8 k $0,30 %
Apollo Global Management Inc 2 529281,8 k $0,29 %
Royal Caribbean Cruises Ltd 1 018280,1 k $0,29 %
HEICO Corp 1 015278,3 k $0,29 %
SPX Technologies Inc 1 370273,9 k $0,28 %
Regeneron Pharmaceuticals, Inc. 349269,7 k $0,28 %
Century Communities Inc 4 651266,9 k $0,28 %
Alnylam Pharmaceuticals Inc 787260,4 k $0,27 %
Tenet Healthcare Corp 1 379260,2 k $0,27 %
IDEXX Laboratories Inc 460258,5 k $0,27 %
AutoZone Inc 73246,6 k $0,25 %
Constellation Brands Inc 1 624243,6 k $0,25 %
Datadog Inc 2 053242,4 k $0,25 %
Cavco Industries Inc 494239,2 k $0,25 %
Maplebear Inc 6 356238,1 k $0,25 %
Aon PLC 734236,9 k $0,24 %
Brinker International Inc 1 649235,4 k $0,24 %
SharkNinja Inc 2 219235 k $0,24 %
DoorDash Inc 1 551232,9 k $0,24 %
CH Robinson Worldwide Inc 1 390230,8 k $0,24 %
IQVIA Holdings Inc 1 345229,4 k $0,24 %
CoreWeave Inc 2 907225,2 k $0,23 %
Chewy Inc 8 167220,5 k $0,23 %
Polaris Inc 4 036220 k $0,23 %
Carnival Corp 8 387217,1 k $0,22 %
SiteOne Landscape Supply Inc 1 590211,6 k $0,22 %
American Healthcare REIT Inc 4 459210,3 k $0,22 %
Krystal Biotech Inc 811209,5 k $0,22 %
Figma Inc 9 536201,6 k $0,21 %
Estee Lauder Cos Inc/The 2 779199,4 k $0,21 %
Fluor Corp 4 233197,5 k $0,20 %
Doximity Inc 8 267192,6 k $0,20 %
Impinj Inc 1 733178 k $0,18 %
Bright Horizons Family Solutions Inc 2 138175,6 k $0,18 %
Sunrun Inc 12 571170,5 k $0,18 %
Figure Technology Solutions Inc 5 018170,4 k $0,18 %
EPAM Systems Inc 1 245168,6 k $0,17 %
Zimmer Biomet Holdings Inc 1 845166,8 k $0,17 %
Snowflake Inc 1 065160,6 k $0,17 %
United Parcel Service Inc 1 590156,4 k $0,16 %
Matador Resources Co 2 447154,6 k $0,16 %
Accelerant Holdings 10 758143,7 k $0,15 %
Citizens Financial Group Inc 2 376142,5 k $0,15 %
Alexandria Real Estate Equities, Inc. 2 694125,1 k $0,13 %
Northern Oil & Gas Inc 4 152121,4 k $0,13 %
RingCentral Inc 2 998111,5 k $0,12 %
EquipmentShare.com Inc 5 216106,2 k $0,11 %
USA Rare Earth Inc 7 55399,5 k $0,10 %
FirstEnergy Corp 1 92297,4 k $0,10 %
Campbell's Company/The 4 12691,9 k $0,09 %
AMETEK Inc 42390,7 k $0,09 %
Blue Owl Capital Inc 5 82753,2 k $0,05 %
Via Transportation Inc 2 34035,1 k $0,04 %