Titelia

Holdings of Mid Cap Strategic Growth Fund

VALIC Co I · 154 declared positions · as of Feb 28, 2026

Original filing · Net assets 1.1B $ · Ten largest lines: 17 % of the equity sleeve

Sector breakdown

  • Industrials 18.7 %
  • Technology 13.4 %
  • Health care 9.0 %
  • Consumer discretionary 8.0 %
  • Financials 4.6 %
  • Utilities 3.7 %
  • Communication 3.0 %
  • Materials 2.8 %
  • Energy 2.0 %
  • Consumer staples 0.8 %
  • Unattributed 34.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 98.1 %
  • CAD 1.5 %
  • GBP 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • US 89.2 %
  • CA 4.6 %
  • SG 1.4 %
  • NL 1.4 %
  • IE 1.0 %
  • DK 0.7 %
  • CH 0.7 %
  • GB 0.6 %
  • IM 0.2 %
  • KY 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US136952.7M $89.21 %
CA649.4M $4.63 %
SG115.5M $1.45 %
NL314.6M $1.37 %
IE210.9M $1.03 %
DK17.9M $0.74 %
CH17.4M $0.69 %
GB26.4M $0.60 %
IM11.9M $0.17 %
KY11.3M $0.12 %

Positions

CompanySharesValueWeight
Argenx SE 6,0714.7M $0.43 %
KLA Corp 3,0434.6M $0.43 %
Broadridge Financial Solutions Inc 24,7364.6M $0.42 %
AppLovin Corp 10,4464.5M $0.42 %
TFI International Inc 37,3574.5M $0.41 %
Rentokil Initial PLC 140,0814.4M $0.40 %
Globus Medical Inc 43,6964.2M $0.38 %
ICU Medical Inc 26,4364M $0.36 %
Royalty Pharma PLC 84,5973.9M $0.36 %
Coinbase Global Inc 21,9103.9M $0.35 %
Willis Towers Watson PLC 12,2153.7M $0.34 %
CDW Corp/DE 30,0493.7M $0.34 %
StandardAero Inc 115,4473.6M $0.33 %
Cboe Global Markets Inc 11,5373.5M $0.32 %
Lamar Advertising Co 25,0753.5M $0.32 %
Wayfair Inc 44,3843.4M $0.31 %
Burlington Stores Inc 10,9033.3M $0.31 %
Illumina Inc 24,5313.3M $0.30 %
Vaxcyte Inc 52,8603.3M $0.30 %
Varonis Systems Inc 141,0763.3M $0.30 %
TransUnion 40,1423.2M $0.29 %
Astera Labs Inc 26,1393.1M $0.28 %
FirstService Corp 19,1663M $0.28 %
Akamai Technologies Inc 30,4703M $0.27 %
W R Berkley Corp 41,3353M $0.27 %
Workday Inc 21,8452.9M $0.27 %
CarMax Inc 66,5022.9M $0.26 %
Celsius Holdings Inc 52,2252.8M $0.26 %
Cimpress PLC 37,9262.8M $0.25 %
Datadog Inc 24,7272.8M $0.25 %
Medline Inc 57,4312.7M $0.25 %
Hut 8 Corp 50,3892.7M $0.25 %
Veralto Corp 26,3442.6M $0.24 %
Charles Schwab Corp/The 26,6402.5M $0.23 %
UL Solutions Inc 28,6002.4M $0.22 %
Dollar Tree Inc 18,7332.4M $0.22 %
Bridgebio Pharma Inc 35,2282.3M $0.21 %
Cooper Cos Inc/The 27,3732.3M $0.21 %
Rentokil Initial PLC 329,0562M $0.19 %
Revolution Medicines Inc 19,6462M $0.18 %
ONEOK Inc 23,8602M $0.18 %
Entain PLC 241,0201.9M $0.17 %
Dynatrace Inc 50,7811.8M $0.17 %
Praxis Precision Medicines Inc 5,1931.7M $0.16 %
Descartes Systems Group Inc/The 25,4191.7M $0.15 %
Lantheus Holdings Inc 22,0261.6M $0.15 %
Archer Aviation Inc 214,4341.5M $0.14 %
Joby Aviation Inc 144,2491.5M $0.13 %
Topicus.com Inc 21,0551.4M $0.13 %
Bitdeer Technologies Group 163,0391.3M $0.12 %
Liberty Media Corp-Liberty Formula One 13,7791.2M $0.11 %
Glaukos Corp 8,5921M $0.09 %
Ziff Davis Inc 35,719967.3K $0.09 %
Madrigal Pharmaceuticals Inc 2,183943.1K $0.09 %