Titelia

Holdings of AAM Transformers ETF

ETF Series Solutions · 259 declared positions · as of Apr 30, 2026

Original filing · Net assets 155.6M $ · Ten largest lines: 10 % of the equity sleeve

Sector breakdown

  • Technology 33.4 %
  • Industrials 12.3 %
  • Utilities 6.7 %
  • Communication 4.1 %
  • Consumer discretionary 3.1 %
  • Financials 1.4 %
  • Materials 0.7 %
  • Consumer staples 0.5 %
  • Funds 0.4 %
  • Unattributed 37.3 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 78.6 %
  • KY 3.8 %
  • JP 2.8 %
  • NL 2.0 %
  • GB 1.5 %
  • FR 1.4 %
  • CN 1.3 %
  • CA 1.3 %
  • IL 1.2 %
  • IT 1.1 %
  • DE 1.0 %
  • TW 0.9 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US197122.2M $78.59 %
KY125.9M $3.81 %
JP84.4M $2.81 %
NL53.1M $2.00 %
GB42.4M $1.52 %
FR42.2M $1.40 %
CN42M $1.29 %
CA42M $1.28 %
IL41.9M $1.20 %
IT31.8M $1.14 %
DE31.6M $1.03 %
TW21.4M $0.91 %

Positions

CompanySharesValueWeight
Advanced Micro Devices Inc 5,0031.8M $1.14 %
Bloom Energy Corp 6,2401.8M $1.14 %
Sandisk Corp/DE 1,5991.8M $1.13 %
Seagate Technology Holdings PLC 2,3801.6M $1.03 %
Marvell Technology Inc 9,4151.6M $1.00 %
Ciena Corp 2,8671.5M $0.97 %
Western Digital Corp 3,4371.5M $0.96 %
Texas Instruments Inc 4,9911.4M $0.90 %
Lumentum Holdings Inc 1,5091.4M $0.88 %
Micron Technology Inc 2,5981.3M $0.86 %
Monolithic Power Systems Inc 8221.3M $0.85 %
GE Vernova Inc 1,2171.3M $0.85 %
CoreWeave Inc 11,5381.3M $0.83 %
Arista Networks Inc 7,2571.3M $0.81 %
KLA Corp 7151.3M $0.80 %
Lam Research Corp 4,8341.2M $0.80 %
Alphabet Inc 3,2271.2M $0.80 %
Analog Devices Inc 3,0531.2M $0.79 %
Broadcom Inc 2,9181.2M $0.78 %
Microchip Technology Inc 13,0211.2M $0.78 %
Dell Technologies Inc 5,7481.2M $0.77 %
Amazon.com Inc 4,5231.2M $0.77 %
Applied Materials Inc 2,9701.2M $0.75 %
Vertiv Holdings Co 3,5061.2M $0.74 %
Coherent Corp 3,5761.1M $0.73 %
Corning Inc 6,8421.1M $0.72 %
Keysight Technologies Inc 3,0951.1M $0.70 %
NVIDIA Corp 5,4171.1M $0.69 %
Amphenol Corp 7,3101.1M $0.69 %
Teradyne Inc 3,0891.1M $0.68 %
NextEra Energy Inc 10,5851M $0.67 %
Oracle Corp 6,2991M $0.65 %
Apple Inc 3,7461M $0.65 %
Visa Inc 3,0401M $0.64 %
Rocket Lab Corp 12,039993.3K $0.64 %
ARM Holdings PLC 4,658979.7K $0.63 %
Microsoft Corp 2,359962K $0.62 %
Uber Technologies Inc 12,833957.5K $0.62 %
Boeing Co/The 4,174956K $0.61 %
Entergy Corp 8,058950.1K $0.61 %
Rockwell Automation Inc 2,280932.3K $0.60 %
Synopsys Inc 1,928930.5K $0.60 %
Tesla Inc 2,427926.2K $0.60 %
Palo Alto Networks Inc 5,111916.5K $0.59 %
Meta Platforms Inc 1,495914.8K $0.59 %
Netflix Inc 9,732911K $0.59 %
Block Inc 12,735897.9K $0.58 %
AMETEK Inc 3,797894.2K $0.57 %
Airbnb Inc 6,346890.7K $0.57 %
Datadog Inc 6,708886.7K $0.57 %
Cloudflare Inc 4,314884.2K $0.57 %
Coupang Inc 44,230883.7K $0.57 %
American Electric Power Co Inc 6,396877K $0.56 %
Crowdstrike Holdings Inc 1,964875.5K $0.56 %
General Electric Co 2,983864.9K $0.56 %
International Business Machines Corp. 3,726860.6K $0.55 %
Emerson Electric Co. 6,109857.9K $0.55 %
AppLovin Corp 1,920857K $0.55 %
Live Nation Entertainment Inc 5,404853.5K $0.55 %
Palantir Technologies Inc 6,134853.3K $0.55 %
Take-Two Interactive Software Inc 3,988852.5K $0.55 %
NRG Energy Inc 5,467850.6K $0.55 %
Xcel Energy Inc 10,224848.1K $0.55 %
Vistra Corp 5,319839.6K $0.54 %
Southern Co/The 8,653836.7K $0.54 %
Parker-Hannifin Corp 913830.3K $0.53 %
Constellation Energy Corp. 2,642826.9K $0.53 %
Duke Energy Corp 6,369825.1K $0.53 %
Howmet Aerospace Inc 3,376820.5K $0.53 %
DoorDash Inc 4,705793.5K $0.51 %
ASE Technology Holding Co Ltd 25,222792.2K $0.51 %
Infineon Technologies AG 11,785788.2K $0.51 %
Ingersoll Rand Inc 9,781781.1K $0.50 %
NXP Semiconductors NV 2,640775.1K $0.50 %
TransDigm Group Inc 653757.5K $0.49 %
Silicon Motion Technology Corp 3,454755.7K $0.49 %
ROBLOX Corp 13,273733.5K $0.47 %
Prysmian SpA 9,287704.4K $0.45 %
Celestica Inc 1,642672.5K $0.43 %
Eaton Corp PLC 1,529662.1K $0.43 %
Advantest Corp 3,533660.7K $0.42 %
ABB Ltd 6,352638.1K $0.41 %
Snowflake Inc 4,673637.7K $0.41 %
Tokyo Electron Ltd 4,218634K $0.41 %
Nebius Group NV 4,578632.8K $0.41 %
Taiwan Semiconductor Manufacturing Co Ltd 1,574623.4K $0.40 %
FANUC Corp 27,684613.5K $0.39 %
Legrand SA 16,899603.7K $0.39 %
Meituan 27,661600K $0.39 %
ServiceNow Inc 6,778598.6K $0.38 %
JD.COM INC 19,716597.8K $0.38 %
ASML Holding NV 415597.2K $0.38 %
Axia Energia 47,146591.7K $0.38 %
Axon Enterprise Inc 1,470590.6K $0.38 %
Fair Isaac Corp 571585.3K $0.38 %
Disco Corp 12,162585.1K $0.38 %
Schneider Electric SE 9,266584.4K $0.38 %
Fabrinet 834570K $0.37 %
Enel SpA 48,859567.6K $0.36 %
Viavi Solutions Inc 10,804566.1K $0.36 %