Titelia

Holdings of Havsfonden

FCG Fonder AB ·83 declared positions · as of Mar 31, 2026

Original filing · Net assets 47.3M SEK · Ten largest lines: 32.8 % of the equity sleeve

Sector breakdown

  • Utilities 12.8 %
  • Industrials 4.2 %
  • Technology 3.8 %
  • Health care 3.7 %
  • Materials 0.5 %
  • Unattributed 74.9 %

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

Currency breakdown

  • SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 34.7 %
  • GB 12.2 %
  • JP 9.9 %
  • ES 7.4 %
  • DE 6.9 %
  • CH 6.6 %
  • FR 3.7 %
  • DK 3.6 %
  • IT 3.6 %
  • FI 3.2 %
  • SE 3.2 %
  • NO 2.9 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4015.6M SEK34.68 %
2GB45.5M SEK12.22 %
3JP84.4M SEK9.91 %
4ES33.3M SEK7.42 %
5DE33.1M SEK6.86 %
6CH63M SEK6.65 %
7FR31.7M SEK3.70 %
8DK21.6M SEK3.61 %
9IT31.6M SEK3.61 %
10FI21.4M SEK3.23 %
11SE21.4M SEK3.19 %
12NO11.3M SEK2.94 %

Positions

RankCompanySharesValueWeight
1Solaria Energia y Medio Ambiente SA 6,7361.8M SEK3.71 %
2Nordex SE 3,1271.6M SEK3.31 %
3Novonesis Novozymes B 2,6591.5M SEK3.16 %
4Engie SA 4,7761.5M SEK3.07 %
5Iberdrola SA 6,6231.4M SEK3.04 %
6Nissui Corp 17,6201.4M SEK3.00 %
7Hawkins Inc 9631.4M SEK2.98 %
8SSE PLC 4,2971.4M SEK2.96 %
9E.ON SE 6,6981.4M SEK2.95 %
10Middlesex Water Co 2,8011.4M SEK2.94 %
11United Utilities Group PLC 8,3681.4M SEK2.92 %
12Severn Trent PLC 3,5611.4M SEK2.92 %
13Alfa Laval AB 2,7211.4M SEK2.92 %
14Hera SpA 31,6421.4M SEK2.92 %
15Deere & Co 2551.4M SEK2.90 %
16Waters Corp 4801.4M SEK2.88 %
17International Business Machines Corp. 5831.3M SEK2.85 %
18Sulzer AG 6781.3M SEK2.80 %
19Wartsila OYJ Abp 3,7971.3M SEK2.80 %
20Wallenius Wilhelmsen ASA 11,0841.3M SEK2.79 %
21Halma PLC 2,7611.3M SEK2.79 %
22Valmont Industries Inc 3461.3M SEK2.79 %
23Mueller Water Products Inc 4,9991.3M SEK2.77 %
24Flowserve Corp 1,8631.3M SEK2.76 %
25Ebara Corp 5,0131.3M SEK2.70 %
26Ormat Technologies Inc 1,1931.3M SEK2.69 %
27Belimo Holding AG 1681.3M SEK2.68 %
28Organo Corp 1,5351.3M SEK2.65 %
29Stantec Inc 649532.7K SEK1.13 %
30Applied Materials Inc 75244.2K SEK0.52 %
31Pentair PLC 202167.6K SEK0.35 %
32Sunrun Inc 1,286166.1K SEK0.35 %
33Veralto Corp 187157.5K SEK0.33 %
34Watts Water Technologies Inc 55152.1K SEK0.32 %
35Kawasaki Kisen Kaisha Ltd 943149K SEK0.32 %
36Balchem Corp 92148.5K SEK0.31 %
37Acciona SA 59144.2K SEK0.31 %
38Terna - Rete Elettrica Nazionale 1,323143.2K SEK0.30 %
39Itron Inc 167142.6K SEK0.30 %
40Republic Services Inc 68141.9K SEK0.30 %
41Waste Management Inc 64140.1K SEK0.30 %
42Xylem Inc/NY 121137.7K SEK0.29 %
43Ecolab Inc 53134.3K SEK0.28 %
44Nippon Yusen KK 383132.3K SEK0.28 %
45D/S Norden A/S 299129K SEK0.27 %
46Konecranes Oyj 420128.8K SEK0.27 %
47Zurn Elkay Water Solutions Corp 299127.7K SEK0.27 %
48SGS SA 127126.6K SEK0.27 %
49SAP SE 76122.5K SEK0.26 %
50Franklin Electric Co Inc 133116.8K SEK0.25 %
51Schneider Electric SE 46115.6K SEK0.24 %
52Tetra Tech Inc 378108.4K SEK0.23 %
53Badger Meter Inc 74107.4K SEK0.23 %
54Geberit AG 17107.3K SEK0.23 %
55Advanced Drainage Systems Inc 79103.2K SEK0.22 %
56Lindsay Corp 90102.1K SEK0.22 %
57Owens Corning 99102K SEK0.22 %
58Wienerberger AG 401100.2K SEK0.21 %
59Interpump Group SpA 28099.6K SEK0.21 %
60Linde PLC 2199.2K SEK0.21 %
61Suzuki Motor Corp 87798.5K SEK0.21 %
62AGCO Corp 8897.1K SEK0.21 %
63Veolia Environnement SA 26394.3K SEK0.20 %
64First Solar Inc 4686.4K SEK0.18 %
65Kuehne + Nagel International AG 3983.3K SEK0.18 %
66Essential Utilities Inc 21682.8K SEK0.18 %
67Aalberts NV 25382.4K SEK0.17 %
68Energy Recovery Inc 82679.2K SEK0.17 %
69Georg Fischer AG 16478.5K SEK0.17 %
70American Water Works Co Inc 6077.8K SEK0.16 %
71American States Water Co 10676.3K SEK0.16 %
72California Water Service Group 17575.6K SEK0.16 %
73Mettler-Toledo International Inc 672.1K SEK0.15 %
74Agilent Technologies Inc 6570.6K SEK0.15 %
75Arcadis NV 22668K SEK0.14 %
76EDP SA 1,36567.8K SEK0.14 %
77Trimble Inc 10665.9K SEK0.14 %
78Kurita Water Industries Ltd 14864.9K SEK0.14 %
79Toro Co/The 7163.2K SEK0.13 %
80Kubota Corp 40559.6K SEK0.13 %
81Hexagon AB 53548.2K SEK0.10 %
82IDEX Corp 2646.9K SEK0.10 %
83Northland Power Inc 22035K SEK0.07 %