Titelia

Holdings of NUANCE INVESTMENTS, LLC

40 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Health care 9.2 %
  • Consumer staples 9.1 %
  • Consumer discretionary 1.1 %
  • Financials 1.0 %
  • Industrials 0.6 %
  • Utilities 0.3 %
  • Unattributed 78.8 %

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 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US40639.5M $100.00 %

Positions

CompanySharesValueWeight
California Water Service Group 1,603,74872.7M $
Marten Transport Ltd 4,810,42063.2M $
Clorox Co/The 508,14552.7M $
Werner Enterprises Inc 1,520,52544.7M $
Solventum Corp 671,15343.8M $
Masimo Corp 244,70443.5M $
Kimberly-Clark Corp 307,91529.7M $
Kenvue Inc 1,655,52428.5M $
H2O America 391,64623M $
Globe Life Inc 156,91921.8M $
AptarGroup Inc 155,42319.6M $
Lindsay Corp 161,72219.3M $
Becton Dickinson & Co 106,78316.8M $
Thermo Fisher Scientific Inc 30,32114.9M $
Calavo Growers Inc 569,62714.7M $
Avista Corp 363,21714.6M $
Henry Schein Inc 193,85614.3M $
Waters Corp 40,50012.1M $
IDEX Corp 44,8208.5M $
Essential Utilities Inc 194,8007.8M $
NIKE Inc 129,0036.8M $
Portland General Electric Co 128,4486.8M $
Alexandria Real Estate Equities, Inc. 140,6376.5M $
Quest Diagnostics Inc 24,5404.8M $
Mission Produce Inc 301,5764.1M $
SEMrush Holdings Inc 335,1394M $
Reinsurance Group of America Inc 19,3043.9M $
American International Group Inc 51,7163.9M $
3M Co 26,4463.8M $
Healthpeak Properties Inc 228,7693.8M $
Agilent Technologies Inc 32,9213.8M $
iShares Russell Mid-Cap Value 25,4403.7M $
Middlesex Water Co 57,1873M $
Estee Lauder Cos Inc/The 35,8482.6M $
Northern Trust Corp 15,7442.2M $
Graco Inc 23,3672M $
American States Water Co 25,8722M $
American Water Works Co Inc 14,2561.9M $
Abbott Laboratories 18,5381.9M $
Danaher Corp 9,9611.9M $