Titelia

Holdings of SJS Investment Consulting Inc.

2225 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 79.2 % of the equity sleeve

Sector breakdown

  • Technology 5.4 %
  • Health care 3.2 %
  • Financials 1.6 %
  • Communication 1.5 %
  • Consumer discretionary 1.4 %
  • Consumer staples 1.3 %
  • Industrials 1.2 %
  • Funds 0.5 %
  • Energy 0.5 %
  • Utilities 0.4 %
  • Real estate 0.2 %
  • Materials 0.2 %
  • Unattributed 82.8 %

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 99.8 %
  • TW 0.1 %
  • GB 0.0 %
  • JP 0.0 %
  • NL 0.0 %
  • AU 0.0 %
  • LU 0.0 %
  • ES 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • BM 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2,177709.6M $99.81 %
2TW1794.5K $0.11 %
3GB19264K $0.04 %
4JP689.3K $0.01 %
5NL383.1K $0.01 %
6AU237.7K $0.01 %
7LU229.4K $0.00 %
8ES219.3K $0.00 %
9DE113K $0.00 %
10BR110.6K $0.00 %
11BM18.3K $0.00 %
12FR15.9K $0.00 %

Positions

RankCompanySharesValueWeight
1,101Flowserve Corp 292.1K $
1,102SOUTHSTATE BANK CORP 232.1K $
1,103Altria Group, Inc. 322.1K $
1,104GoDaddy Inc 252.1K $
1,105Laureate Education Inc 592.1K $
1,106WD-40 Co 102K $
1,107APA Corp 482K $
1,108NetScout Systems Inc 642K $
1,109Gen Digital Inc 1082K $
1,110Commercial Metals Co 332K $
1,111Core & Main Inc 412K $
1,112Leidos Holdings Inc 132K $
1,113Terex Corp 342K $
1,114Everus Construction Group Inc 172K $
1,115Hecla Mining Co 1072K $
1,116Franklin Resources Inc 842K $
1,117ESCO Technologies Inc 72K $
1,118Matson Inc 122K $
1,119ServisFirst Bancshares Inc 272K $
1,120ABM Industries Inc 512K $
1,121nCino Inc 1312K $
1,122AvalonBay Communities, Inc. 122K $
1,123nLight Inc 341.9K $
1,124Affiliated Managers Group Inc 71.9K $
1,125Gentex Corp 881.9K $
1,126NewMarket Corp 31.9K $
1,127Syndax Pharmaceuticals Inc 821.9K $
1,128Via Transportation Inc 1271.9K $
1,129J & J Snack Foods Corp 241.9K $
1,130Harley-Davidson Inc 941.9K $
1,131Howard Hughes Holdings Inc 301.9K $
1,132Braze Inc 791.9K $
1,133Balchem Corp 111.9K $
1,134Chart Industries Inc 91.9K $
1,135Peloton Interactive Inc 4331.9K $
1,136TTM Technologies Inc 191.9K $
1,137Federal Signal Corp 171.8K $
1,138La-Z-Boy Inc 571.8K $
1,139Paramount Skydance Corp. 2021.8K $
1,140Safety Insurance Group Inc 251.8K $
1,141InterDigital Inc 61.8K $
1,142ACI Worldwide Inc 441.8K $
1,143Adaptive Biotechnologies Corp 1281.8K $
1,144ServiceTitan Inc 281.8K $
1,145Mesa Laboratories Inc 201.8K $
1,146Bloom Energy Corp 131.8K $
1,147Watts Water Technologies Inc 61.7K $
1,148Photronics Inc 431.7K $
1,149Bristow Group Inc 371.7K $
1,150Hyatt Hotels Corp 121.7K $
1,151Range Resources Corp 381.7K $
1,152ORIX Corp 571.7K $
1,153Ethereum Investment Trust 1001.7K $
1,154Coupang Inc 901.7K $
1,155Dana Inc 501.7K $
1,156Church & Dwight Co Inc 181.7K $
1,157Westamerica BanCorp 321.7K $
1,158Direxion Shares ETF Trust 91.7K $
1,159Crocs Inc 201.7K $
1,160Blue Bird Corp 291.6K $
1,161Urban Outfitters Inc 261.6K $
1,162Walker & Dunlop Inc 371.6K $
1,163Rambus Inc 191.6K $
1,164Sterling Infrastructure Inc 41.6K $
1,165Wynn Resorts Ltd 161.6K $
1,166Advanced Energy Industries Inc 51.6K $
1,167Nuveen Credit Strategies Income Fund 3301.6K $
1,168Bruker Corp 441.6K $
1,169United Natural Foods Inc 351.6K $
1,170AdvanSix Inc 641.6K $
1,171Radian Group Inc 471.6K $
1,172Esab Corp 161.5K $
1,173Piper Sandler Cos 201.5K $
1,174Monarch Casino & Resort Inc 161.5K $
1,175TXNM Energy Inc 261.5K $
1,176CNX Resources Corp 391.5K $
1,177Belden Inc 131.5K $
1,178Bridgebio Pharma Inc 201.5K $
1,179Ameris Bancorp 191.5K $
1,180HEICO Corp 71.5K $
1,181Penn Entertainment Inc 971.5K $
1,182Cavco Industries Inc 31.5K $
1,183Nexstar Media Group Inc 81.4K $
1,184Brighthouse Financial Inc 241.4K $
1,185Primoris Services Corp 101.4K $
1,186IES Holdings Inc 31.4K $
1,187Ocular Therapeutix Inc 1671.4K $
1,188NOV Inc 751.4K $
1,189AST SpaceMobile Inc 171.4K $
1,190Karat Packaging Inc 501.4K $
1,191Saia Inc 41.4K $
1,192TopBuild Corp 41.4K $
1,193Limbach Holdings Inc 181.4K $
1,194Columbia Banking System Inc 511.4K $
1,195USA TODAY Co Inc 1961.4K $
1,196Arcosa Inc 131.4K $
1,197SkyWest Inc 151.4K $
1,198Essential Utilities Inc 341.4K $
1,199Diodes Inc 201.4K $
1,200Clorox Co/The 131.4K $