Titelia

Holdings of Clearwater International Fund

Clearwater Investment Trust · 460 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.2B $ · Ten largest lines: 17.8 % of the equity sleeve

Sector breakdown

  • Industrials 11.9 %
  • Technology 9.8 %
  • Financials 9.7 %
  • Consumer staples 6.0 %
  • Health care 3.7 %
  • Consumer discretionary 3.0 %
  • Communication 2.0 %
  • Energy 1.7 %
  • Materials 1.1 %
  • Funds 0.4 %
  • Utilities 0.2 %
  • Unattributed 50.5 %

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

Currency breakdown

  • EUR 26.9 %
  • USD 18.0 %
  • GBP 16.0 %
  • JPY 9.7 %
  • CHF 8.5 %
  • CAD 4.6 %
  • KRW 3.6 %
  • HKD 2.8 %
  • TWD 2.4 %
  • AUD 2.0 %
  • INR 1.4 %
  • SEK 1.3 %
  • BRL 0.7 %
  • SGD 0.5 %
  • DKK 0.4 %
  • ILS 0.4 %
  • NOK 0.4 %
  • IDR 0.2 %
  • ZAR 0.2 %
  • MXN 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • GB 16.6 %
  • JP 9.9 %
  • CH 9.4 %
  • DE 8.0 %
  • US 7.8 %
  • FR 6.5 %
  • CA 6.4 %
  • NL 6.4 %
  • IE 4.1 %
  • KR 3.6 %
  • TW 2.4 %
  • BM 2.3 %
  • Other countries 16.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1GB54175.8M $16.62 %
2JP88104.4M $9.87 %
3CH2799.8M $9.43 %
4DE2584.8M $8.02 %
5US1782.8M $7.83 %
6FR2868.4M $6.47 %
7CA4367.8M $6.41 %
8NL2367.5M $6.38 %
9IE542.9M $4.06 %
10KR838.4M $3.63 %
11TW425.6M $2.42 %
12BM224.2M $2.29 %

Positions

RankCompanySharesValueWeight
101Secure Waste Infrastructure Corp 186,8882.9M $0.25 %
102Knight Therapeutics Inc 534,8402.8M $0.25 %
103Kyoto Financial Group Inc 105,6002.8M $0.24 %
104Berkeley Group Holdings PLC 59,6922.7M $0.24 %
105Grenergy Renovables SA 20,4952.7M $0.24 %
106Exail Technologies SA 19,4352.7M $0.23 %
107Medmix AG 249,5952.7M $0.23 %
108Embraer SA 179,5002.7M $0.23 %
109Nestle SA 26,7422.7M $0.23 %
110PRIO SA/Brazil 204,7702.6M $0.23 %
111Harbin Electric Co Ltd 926,8732.6M $0.22 %
112Capgemini SE 21,5332.5M $0.22 %
113Vista Energy SAB de CV 33,2072.5M $0.22 %
114Mitra Adiperkasa Tbk PT 35,288,9002.5M $0.22 %
115Superloop Ltd 1,094,5132.5M $0.22 %
116National Bank of Canada 19,3282.5M $0.22 %
117Universal Microwave Technology Inc 53,0002.5M $0.21 %
118Daikin Industries Ltd 20,4002.5M $0.21 %
119CSG NV 91,5562.5M $0.21 %
120Pluxee NV 200,0102.5M $0.21 %
121Cranswick PLC 34,5092.4M $0.21 %
122Avio SpA 61,7482.4M $0.21 %
123CNH Industrial NV 215,6792.4M $0.21 %
124Fresenius Medical Care AG 53,0052.4M $0.20 %
125Lynas Rare Earths Ltd 168,3872.3M $0.20 %
126Meiko Electronics Co Ltd 14,3002.3M $0.20 %
127Standard Chartered PLC 108,8002.3M $0.20 %
128Allianz SE 5,4462.3M $0.20 %
129Scout24 SE 29,1362.2M $0.19 %
130Cementir Holding NV 122,9432.2M $0.19 %
131Sprott Inc 15,4002.2M $0.19 %
132PAYPAY CORP 100,9692.2M $0.19 %
133Protector Forsikring ASA 44,4352.2M $0.19 %
134Sinfonia Technology Co Ltd 31,2002.1M $0.19 %
135Siemens AG 8,9972.1M $0.18 %
136FDM Group Holdings PLC 1,609,2502.1M $0.18 %
137Attendo AB 197,0222.1M $0.18 %
138Tokyo Electron Ltd 8,5002.1M $0.18 %
139Fuso Chemical Co Ltd 115,8002.1M $0.18 %
140Pets at Home Group Plc 856,3742.1M $0.18 %
141Shibaura Mechatronics Corp 77,7002M $0.18 %
142Rakuten Bank Ltd 56,2002M $0.18 %
143Baltic Classifieds Group PLC 840,6992M $0.18 %
144Sesa SpA 22,2282M $0.18 %
145Federal Bank Ltd 722,9472M $0.18 %
146Micronics Japan Co Ltd 32,7002M $0.17 %
147SOL SpA 29,1852M $0.17 %
148Alzchem Group AG 10,1282M $0.17 %
14977 Bank Ltd/The 100,6002M $0.17 %
150Mitsui Kinzoku Co Ltd 10,5002M $0.17 %
151St James's Place PLC 124,6322M $0.17 %
152SHAWBROOK GROUP PLC 458,5162M $0.17 %
153Cia de Saneamento de Minas Gerais Copasa MG 171,9001.9M $0.17 %
154SoftBank Group Corp 79,2001.9M $0.16 %
155Samsung C&T Corp 11,0451.9M $0.16 %
156APR Corp/Korea 8,3711.9M $0.16 %
157Montana Aerospace AG 56,8061.9M $0.16 %
158JENTECH PRECISION INDUSTRIAL CO LTD 15,0001.9M $0.16 %
159Sensata Technologies Holding PLC 52,3841.8M $0.16 %
160Schott Pharma AG & Co KGaA 117,4391.8M $0.16 %
161Yonex Co Ltd 97,3001.8M $0.16 %
162Sportradar Group AG 109,1471.8M $0.16 %
163Anglo American PLC 42,9211.8M $0.16 %
164TIMEE INC 218,2421.8M $0.16 %
165Toyo Tire Corp 78,4001.8M $0.16 %
166Mitsubishi Corp 52,5001.8M $0.16 %
167Elmos Semiconductor SE 10,8071.8M $0.16 %
168Real Matters Inc 436,2231.8M $0.15 %
169BNK Financial Group Inc 152,1051.8M $0.15 %
170Japan Steel Works Ltd/The 32,7621.8M $0.15 %
171Chugin Financial Group Inc 99,6001.8M $0.15 %
172Lite-On Technology Corp 394,0001.8M $0.15 %
173ASTA Energy Solutions AG 39,1161.8M $0.15 %
174Hitachi Ltd 60,3001.8M $0.15 %
175Genus PLC 55,4201.8M $0.15 %
176Famous Brands Ltd 581,6851.7M $0.15 %
177Alstom SA 60,6111.7M $0.15 %
178Tel Aviv Stock Exchange Ltd 38,6391.7M $0.15 %
179Wasion Holdings Ltd 468,0001.7M $0.15 %
180Iberdrola SA 73,8341.7M $0.15 %
181ATALAYA MINING COPPER SA 179,0091.7M $0.15 %
182Agnico Eagle Mines Ltd 8,3321.7M $0.15 %
183BoneSupport Holding AB 80,1691.7M $0.14 %
184Inter & Co Inc 207,1781.6M $0.14 %
185ALK-Abello A/S 52,3271.6M $0.14 %
186MDA Space Ltd 64,4191.6M $0.14 %
187Nokian Renkaat Oyj 152,9131.6M $0.14 %
188JB Financial Group Co Ltd 82,1251.6M $0.14 %
189Auto1 Group SE 91,1321.6M $0.14 %
190Schneider Electric SE 5,7571.6M $0.14 %
191Gruma SAB de CV 84,7641.6M $0.13 %
192L'Oreal SA 3,7681.5M $0.13 %
193SMG Swiss Marketplace Group AG 44,2351.5M $0.13 %
194Apotea AB 226,5671.5M $0.13 %
195Kuros Biosciences AG 53,9531.5M $0.13 %
196MIPS AB 60,9901.5M $0.13 %
197Alibaba Group Holding Ltd 96,0991.5M $0.13 %
198COSMO Pharmaceuticals NV 14,2221.5M $0.13 %
199LIG Nex1 Co Ltd 3,7741.5M $0.13 %
200Rio Tinto Ltd 12,9261.5M $0.13 %