Portfolio von GAMMA Investing LLC
3607 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 25.9 % des Aktienteils
Aufteilung nach Branche
- Technologie 23,7 %
- Finanzen 10,3 %
- Kommunikation 7,5 %
- Industrie 7,5 %
- Gesundheit 7,3 %
- Zyklischer Konsum 7,0 %
- Basiskonsum 4,4 %
- Energie 2,9 %
- Versorger 2,5 %
- Rohstoffe 1,6 %
- Fonds 1,2 %
- Immobilien 0,9 %
- Nicht zugeordnet 23,1 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
- USD 100,0 %
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
- US 94,8 %
- JP 1,0 %
- GB 0,6 %
- DE 0,5 %
- NL 0,4 %
- FR 0,4 %
- CH 0,3 %
- TW 0,3 %
- AU 0,2 %
- ES 0,2 %
- IT 0,1 %
- HK 0,1 %
- Weitere Länder 1,1 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|---|---|---|---|
| 1 | US | 3.049 | 1,9 Mrd. $ | 94,76 % |
| 2 | JP | 104 | 21,2 Mio. $ | 1,03 % |
| 3 | GB | 62 | 11,5 Mio. $ | 0,56 % |
| 4 | DE | 41 | 9,9 Mio. $ | 0,48 % |
| 5 | NL | 22 | 8,3 Mio. $ | 0,40 % |
| 6 | FR | 43 | 8,2 Mio. $ | 0,40 % |
| 7 | CH | 26 | 6,4 Mio. $ | 0,31 % |
| 8 | TW | 5 | 6,3 Mio. $ | 0,31 % |
| 9 | AU | 28 | 4,6 Mio. $ | 0,23 % |
| 10 | ES | 15 | 3,7 Mio. $ | 0,18 % |
| 11 | IT | 10 | 2,9 Mio. $ | 0,14 % |
| 12 | HK | 13 | 2,7 Mio. $ | 0,13 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|---|
| 1.401 | Monro Inc | 7.652 | 122.738 $ | |
| 1.402 | Alpha Metallurgical Resources Inc | 597 | 122.546 $ | |
| 1.403 | iShares MSCI EAFE Growth ETF | 1.100 | 122.507 $ | |
| 1.404 | DiamondRock Hospitality Co | 13.059 | 122.363 $ | |
| 1.405 | Autotrader Group PLC | 80.501 | 122.362 $ | |
| 1.406 | Asics Corp | 4.570 | 122.339 $ | |
| 1.407 | Photronics Inc | 3.023 | 122.159 $ | |
| 1.408 | Kao Corp | 15.523 | 121.545 $ | |
| 1.409 | Comstock Resources Inc | 5.763 | 121.484 $ | |
| 1.410 | Valmont Industries Inc | 304 | 121.469 $ | |
| 1.411 | Corcept Therapeutics Inc | 3.013 | 121.454 $ | |
| 1.412 | Zscaler Inc | 865 | 121.351 $ | |
| 1.413 | Computershare Ltd | 6.166 | 121.162 $ | |
| 1.414 | MSA Safety Inc | 739 | 121.159 $ | |
| 1.415 | J P Morgan Exchange Traded Fund Trust | 2.180 | 121.034 $ | |
| 1.416 | Ajinomoto Co Inc | 4.285 | 120.966 $ | |
| 1.417 | Renesas Electronics Corp | 17.194 | 120.874 $ | |
| 1.418 | Terreno Realty Corp | 1.967 | 120.813 $ | |
| 1.419 | IES Holdings Inc | 253 | 120.547 $ | |
| 1.420 | LCI Industries | 980 | 120.520 $ | |
| 1.421 | Hovnanian Enterprises Inc | 1.072 | 118.896 $ | |
| 1.422 | Quaker Chemical Corp | 957 | 118.888 $ | |
| 1.423 | Toast Inc | 4.480 | 118.765 $ | |
| 1.424 | Verra Mobility Corp | 8.310 | 118.750 $ | |
| 1.425 | Schrodinger Inc/United States | 10.434 | 118.530 $ | |
| 1.426 | TrustCo Bank Corp NY | 2.703 | 118.337 $ | |
| 1.427 | NPK International Inc | 8.145 | 118.021 $ | |
| 1.428 | Urban Outfitters Inc | 1.861 | 117.894 $ | |
| 1.429 | Saul Centers Inc | 3.616 | 117.809 $ | |
| 1.430 | Highwoods Properties Inc | 5.501 | 117.776 $ | |
| 1.431 | Adyen NV | 11.796 | 117.606 $ | |
| 1.432 | Panasonic Holdings Corp | 7.023 | 117.565 $ | |
| 1.433 | Xenia Hotels & Resorts Inc | 7.925 | 117.528 $ | |
| 1.434 | Shiseido Co Ltd | 5.705 | 117.466 $ | |
| 1.435 | Clearway Energy Inc | 2.986 | 117.320 $ | |
| 1.436 | iShares iBonds Dec 2028 Term C | 4.630 | 117.278 $ | |
| 1.437 | Glacier Bancorp Inc | 2.617 | 116.901 $ | |
| 1.438 | iShares ESG Optimized MSCI USA ETF | 884 | 116.776 $ | |
| 1.439 | Gravity Co Ltd | 1.878 | 116.361 $ | |
| 1.440 | iShares iBonds Dec 2027 Term C | 4.793 | 116.182 $ | |
| 1.441 | iShares MSCI EAFE Small-Cap ETF | 1.481 | 116.125 $ | |
| 1.442 | ChipMOS Technologies Inc | 3.240 | 115.927 $ | |
| 1.443 | Toray Industries Inc | 8.150 | 115.812 $ | |
| 1.444 | Versant Media Group Inc | 3.126 | 115.725 $ | |
| 1.445 | Holcim AG | 7.001 | 115.587 $ | |
| 1.446 | Brinker International Inc | 808 | 115.358 $ | |
| 1.447 | Apple Hospitality REIT Inc | 10.004 | 115.146 $ | |
| 1.448 | VAT Group AG | 1.852 | 114.861 $ | |
| 1.449 | Perimeter Solutions Inc | 4.702 | 114.823 $ | |
| 1.450 | United Microelectronics Corp | 12.782 | 114.782 $ | |
| 1.451 | IAC Inc | 2.867 | 114.766 $ | |
| 1.452 | Standard Bank Group Ltd | 6.250 | 114.500 $ | |
| 1.453 | iShares Trust | 4.994 | 114.413 $ | |
| 1.454 | Avista Corp | 2.848 | 114.319 $ | |
| 1.455 | State Street SPDR Portfolio Emerging Markets ETF | 2.436 | 114.273 $ | |
| 1.456 | FB Financial Corp | 2.195 | 114.008 $ | |
| 1.457 | Floor & Decor Holdings Inc | 2.235 | 113.538 $ | |
| 1.458 | Oversea-Chinese Banking Corp L | 3.319 | 113.510 $ | |
| 1.459 | Ingevity Corp | 1.590 | 113.256 $ | |
| 1.460 | Primo Brands Corp | 6.012 | 113.206 $ | |
| 1.461 | East Japan Railway Co | 9.813 | 112.850 $ | |
| 1.462 | Trustmark Corp | 2.676 | 112.767 $ | |
| 1.463 | iShares Biotechnology ETF | 667 | 112.667 $ | |
| 1.464 | Experian PLC | 3.223 | 112.612 $ | |
| 1.465 | Denso Corp | 9.014 | 112.585 $ | |
| 1.466 | ANI Pharmaceuticals Inc | 1.463 | 112.505 $ | |
| 1.467 | First Trust Exchange Traded Fund VI | 4.447 | 112.376 $ | |
| 1.468 | UPM-Kymmene Oyj | 3.598 | 112.258 $ | |
| 1.469 | Hancock Whitney Corp | 1.762 | 112.046 $ | |
| 1.470 | Honda Motor Co Ltd | 4.603 | 111.899 $ | |
| 1.471 | Mueller Water Products Inc | 4.066 | 111.774 $ | |
| 1.472 | PRA Group Inc | 6.377 | 111.598 $ | |
| 1.473 | National Storage Affiliates Trust | 2.945 | 111.144 $ | |
| 1.474 | Maximus Inc | 1.732 | 111.021 $ | |
| 1.475 | iShares S&P Small-Cap 600 Growth ETF | 767 | 110.993 $ | |
| 1.476 | Astera Labs Inc | 1.011 | 110.806 $ | |
| 1.477 | Acadia Healthcare Co Inc | 4.734 | 110.728 $ | |
| 1.478 | Paramount Skydance Corp. | 12.229 | 110.306 $ | |
| 1.479 | Albertsons Cos Inc | 6.465 | 110.164 $ | |
| 1.480 | BancFirst Corp | 1.015 | 110.128 $ | |
| 1.481 | 3i Group PLC | 13.601 | 110.032 $ | |
| 1.482 | NTT Inc | 4.411 | 110.010 $ | |
| 1.483 | Employers Holdings Inc | 2.673 | 109.967 $ | |
| 1.484 | adidas AG | 1.369 | 109.780 $ | |
| 1.485 | Boliden AB | 1.035 | 109.544 $ | |
| 1.486 | Carter's Inc | 3.055 | 109.247 $ | |
| 1.487 | Interface Inc | 4.382 | 109.199 $ | |
| 1.488 | Callaway Golf Co | 7.858 | 109.069 $ | |
| 1.489 | Sonos Inc | 8.135 | 109.009 $ | |
| 1.490 | Edgewell Personal Care Co | 5.088 | 108.578 $ | |
| 1.491 | HubSpot Inc | 443 | 108.136 $ | |
| 1.492 | PVH Corp | 1.550 | 108.128 $ | |
| 1.493 | Sumitomo Mitsui Trust Group Inc | 16.810 | 108.088 $ | |
| 1.494 | Invesco RAFI US 1500 Small-Mid ETF | 2.354 | 107.978 $ | |
| 1.495 | United Natural Foods Inc | 2.395 | 107.919 $ | |
| 1.496 | Maplebear Inc | 2.880 | 107.885 $ | |
| 1.497 | CoreCivic Inc | 5.687 | 107.541 $ | |
| 1.498 | Phinia Inc | 1.571 | 107.519 $ | |
| 1.499 | Bridgebio Pharma Inc | 1.447 | 107.454 $ | |
| 1.500 | American Homes 4 Rent | 3.839 | 107.185 $ |