Titelia

Holdings of DWS Small Mid Cap Growth VIP

DEUTSCHE DWS VARIABLE SERIES II · 108 declared positions · as of Mar 31, 2026

Original filing · Net assets 46M $ · Ten largest lines: 25.2 % of the equity sleeve

Sector breakdown

  • Technology 2.1 %
  • Unattributed 97.9 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.9 %
  • KY 1.0 %
  • BM 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US10644.5M $98.89 %
KY1469.4K $1.04 %
BM128.3K $0.06 %

Positions

CompanySharesValue (USD)Weight
Advanced Energy Industries Inc 5,1291.7M $3.60 %
Rush Enterprises Inc 21,3851.4M $3.08 %
RadNet Inc 21,4771.2M $2.61 %
Casey's General Stores Inc 1,5711.1M $2.49 %
SiTime Corp 3,0871.1M $2.32 %
Pinnacle Financial Partners Inc 11,9621M $2.24 %
Nextpower Inc 8,3001M $2.18 %
TopBuild Corp 2,673939K $2.04 %
Burlington Stores Inc 2,883938.1K $2.04 %
Neurocrine Biosciences Inc 7,085933.4K $2.03 %
Monolithic Power Systems Inc 847926.1K $2.01 %
Insmed Inc 5,344873.9K $1.90 %
Brink's Co/The 8,136843.1K $1.83 %
Allegion plc 5,799842.5K $1.83 %
Eagle Materials Inc 4,401833.8K $1.81 %
FormFactor Inc 7,627739.7K $1.61 %
Builders FirstSource Inc 8,706716.8K $1.56 %
Tyler Technologies Inc 2,076710.8K $1.55 %
HEICO Corp 2,576706.3K $1.54 %
Kinsale Capital Group Inc 1,900649.2K $1.41 %
LPL Financial Holdings Inc 2,100631.7K $1.37 %
FTAI Aviation Ltd 2,500612.5K $1.33 %
Semtech Corp 7,632586.8K $1.28 %
YETI Holdings Inc 15,522567.9K $1.24 %
Entegris Inc 4,821565.2K $1.23 %
Maximus Inc 8,556548.4K $1.19 %
Ultra Clean Holdings Inc 8,673539.3K $1.17 %
Ligand Pharmaceuticals Inc 2,672533.5K $1.16 %
Lazard Inc 12,317523.2K $1.14 %
Moelis & Co 9,136520.8K $1.13 %
Option Care Health Inc 18,864507.8K $1.10 %
Essential Properties Realty Trust Inc 16,178491.2K $1.07 %
Hilton Grand Vacations Inc 12,491488.6K $1.06 %
Calix Inc 9,644472.5K $1.03 %
Fabrinet 900469.4K $1.02 %
Varonis Systems Inc 21,577463.3K $1.01 %
Thermon Group Holdings Inc 9,149461.1K $1.00 %
Ovintiv Inc 7,311434K $0.94 %
Tetra Tech Inc 14,395433.6K $0.94 %
Travere Therapeutics Inc 14,578433.1K $0.94 %
Take-Two Interactive Software Inc 2,174429.4K $0.93 %
WEX Inc 2,797428.1K $0.93 %
Kiniksa Pharmaceuticals International Plc 8,769422.2K $0.92 %
Celldex Therapeutics Inc 12,600399.7K $0.87 %
Cognex Corp 7,873385.7K $0.84 %
HealthEquity Inc 4,529378.5K $0.82 %
Bloom Energy Corp 2,600352.3K $0.77 %
MSA Safety Inc 2,092343K $0.75 %
EastGroup Properties Inc 1,808334.6K $0.73 %
Valvoline Inc 9,900333.4K $0.73 %
Four Corners Property Trust Inc 13,954330K $0.72 %
Kforce Inc 11,225328.2K $0.71 %
Matador Resources Co 5,100322.2K $0.70 %
Credo Technology Group Holding Ltd 3,300309.8K $0.67 %
Molina Healthcare Inc 2,319309.1K $0.67 %
Vera Therapeutics Inc 7,600305.7K $0.67 %
Bancorp Inc/The 5,495295.2K $0.64 %
Protagonist Therapeutics Inc 2,800295.1K $0.64 %
Broadridge Financial Solutions Inc 1,782289.5K $0.63 %
Merit Medical Systems Inc 4,200289.5K $0.63 %
IDEX Corp 1,502284.7K $0.62 %
Dynatrace Inc 7,679284K $0.62 %
Expand Energy Corp 2,543279.2K $0.61 %
Bright Horizons Family Solutions Inc 3,398279.1K $0.61 %
CG oncology Inc 4,100277.5K $0.60 %
Lantheus Holdings Inc 3,500265.5K $0.58 %
Core Natural Resources Inc 2,519263.8K $0.57 %
Madrigal Pharmaceuticals Inc 500261.7K $0.57 %
Impinj Inc 2,530259.8K $0.57 %
Cleveland-Cliffs Inc 29,787251.7K $0.55 %
Everpure Inc 4,000236.2K $0.51 %
Wingstop Inc 1,500232.5K $0.51 %
Solv Energy Inc 7,590227.9K $0.50 %
FactSet Research Systems Inc 1,036224.8K $0.49 %
Janus Living Inc 9,186216.5K $0.47 %
Hallador Energy Co 13,000211.6K $0.46 %
Scholar Rock Holding Corp 4,300211.4K $0.46 %
Tenable Holdings Inc 12,141205.4K $0.45 %
Gentherm Inc 7,364204.6K $0.45 %
Titan Machinery Inc 11,743196.3K $0.43 %
Vaxcyte Inc 3,300191.8K $0.42 %
Catalyst Pharmaceuticals Inc 7,600188.2K $0.41 %
Chart Industries Inc 900186.1K $0.40 %
Halozyme Therapeutics Inc 2,800181K $0.39 %
Axogen Inc 5,400178.9K $0.39 %
Privia Health Group Inc 8,600176.9K $0.38 %
Kratos Defense & Security Solutions, Inc. 2,500176.3K $0.38 %
Bridgebio Pharma Inc 2,300170.8K $0.37 %
Crinetics Pharmaceuticals Inc 4,600167.1K $0.36 %
Marzetti Company/The 1,200166K $0.36 %
Waystar Holding Corp 6,800163.9K $0.36 %
Apellis Pharmaceuticals Inc 3,951158.9K $0.35 %
Palomar Holdings Inc 1,300155.4K $0.34 %
Verra Mobility Corp 10,800154.3K $0.34 %
Rhythm Pharmaceuticals Inc 1,700147.8K $0.32 %
Five9 Inc 9,547144.8K $0.32 %
Globus Medical Inc 1,424122.7K $0.27 %
LGI Homes Inc 3,089122.1K $0.27 %
SPX Technologies Inc 600120K $0.26 %
Caris Life Sciences Inc 5,928106K $0.23 %
Alphatec Holdings Inc 9,320101.4K $0.22 %
Commvault Systems Inc 1,300101.3K $0.22 %
Crescent Energy Co 6,38486.2K $0.19 %
Workiva Inc 1,35881K $0.18 %
Haemonetics Corp 1,35376.3K $0.17 %
EyePoint Inc 5,60072.2K $0.16 %
IonQ Inc 2,40069.2K $0.15 %
Helen of Troy Ltd 1,96328.3K $0.06 %