Titelia

Portefeuille de Gateway Equity Call Premium Fund

Gateway Trust · 267 positions déclarées · au 31 mars 2026

Document d'origine · Actif net 287,6 M $ · Dix premières lignes : 37.7 % de la poche actions

Répartition par secteur

  • Technologie 31,8 %
  • Finance 12,0 %
  • Communication 10,3 %
  • Consommation cyclique 8,6 %
  • Santé 8,5 %
  • Industrie 7,1 %
  • Consommation de base 4,4 %
  • Énergie 3,5 %
  • Services publics 2,8 %
  • Matériaux 2,3 %
  • Immobilier 1,1 %
  • Non attribué 7,5 %

Classification Titelia, société par société. La part non attribuée reste affichée.

Répartition par devise

  • USD 100,0 %

Devise de cotation de chaque ligne, telle que déclarée.

Répartition par pays

  • US 96,1 %
  • CA 1,5 %
  • GB 0,6 %
  • IE 0,3 %
  • BM 0,3 %
  • SG 0,2 %
  • NL 0,2 %
  • IL 0,1 %
  • CH 0,1 %
  • MX 0,1 %
  • TW 0,1 %
  • BR 0,1 %
  • Autres pays 0,2 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US228274,5 M $96,13 %
CA124,3 M $1,52 %
GB41,6 M $0,58 %
IE4990,7 k $0,35 %
BM2810,2 k $0,28 %
SG2559,7 k $0,20 %
NL2538,1 k $0,19 %
IL2386 k $0,14 %
CH1319,2 k $0,11 %
MX1300 k $0,11 %
TW1275,8 k $0,10 %
BR1253,9 k $0,09 %

Positions

SociétéTitresValeurPoids
NVIDIA Corp 125 35121,9 M $7,60 %
Apple Inc 76 81619,5 M $6,78 %
Microsoft Corp 38 53714,3 M $4,96 %
Amazon.com Inc 53 05111 M $3,84 %
Alphabet Inc 30 2138,7 M $3,01 %
Broadcom Inc 25 4117,9 M $2,73 %
Alphabet Inc 24 4167 M $2,44 %
Meta Platforms Inc 11 8316,8 M $2,35 %
Tesla Inc 15 3105,7 M $1,98 %
Berkshire Hathaway Inc 10 2464,9 M $1,71 %
JPMorgan Chase & Co 15 9974,7 M $1,64 %
Exxon Mobil Corp 26 7224,5 M $1,58 %
Eli Lilly & Co 4 2683,9 M $1,37 %
Johnson & Johnson 14 3593,5 M $1,22 %
Visa Inc 11 5923,5 M $1,22 %
Walmart Inc 26 6603,3 M $1,15 %
Costco Wholesale Corp 3 0413 M $1,05 %
Mastercard Inc 5 4242,7 M $0,94 %
Caterpillar Inc 3 5082,5 M $0,86 %
Home Depot Inc/The 7 4972,5 M $0,86 %
Bank of America Corp 48 9642,4 M $0,83 %
Netflix Inc 24 4922,4 M $0,82 %
PepsiCo Inc 15 0412,3 M $0,81 %
AbbVie Inc 10 0612,2 M $0,76 %
General Electric Co 7 4042,1 M $0,73 %
Linde PLC 4 2012,1 M $0,72 %
AT&T Inc 71 3182,1 M $0,72 %
Cisco Systems, Inc. 26 5612,1 M $0,72 %
Micron Technology Inc 6 0762,1 M $0,71 %
RTX Corp 10 5852 M $0,71 %
Merck & Co Inc 16 9162 M $0,71 %
American Electric Power Co Inc 14 9372 M $0,68 %
Advanced Micro Devices Inc 9 2511,9 M $0,65 %
Morgan Stanley 11 4181,9 M $0,65 %
Thermo Fisher Scientific Inc 3 8071,9 M $0,65 %
Applied Materials Inc 5 4071,8 M $0,64 %
ConocoPhillips 13 8081,8 M $0,63 %
Palantir Technologies Inc 12 1841,8 M $0,62 %
Wells Fargo & Co 21 8131,7 M $0,60 %
Lam Research Corp 7 9891,7 M $0,59 %
Hartford Insurance Group Inc/The 12 6011,7 M $0,59 %
Ameren Corp 15 1231,7 M $0,58 %
Bank of New York Mellon Corp/The 13 5751,6 M $0,56 %
GE Vernova Inc 1 7641,5 M $0,54 %
Salesforce Inc 7 8491,5 M $0,51 %
Kimberly-Clark Corp 14 8181,4 M $0,50 %
Realty Income Corp 23 2161,4 M $0,49 %
Oracle Corp 9 6021,4 M $0,49 %
International Business Machines Corp. 5 7801,4 M $0,49 %
CMS Energy Corp 17 6901,4 M $0,48 %
Amgen Inc 3 7551,3 M $0,46 %
Intuitive Surgical Inc 2 8651,3 M $0,46 %
Hilton Worldwide Holdings Inc 4 1861,3 M $0,44 %
Blackrock Inc 1 2641,2 M $0,42 %
PPL Corp 31 4551,2 M $0,42 %
Deere & Co 2 1081,2 M $0,41 %
Waste Management Inc 5 1601,2 M $0,41 %
Abbott Laboratories 11 4971,2 M $0,41 %
Texas Instruments Inc 6 0131,2 M $0,41 %
Medtronic PLC 12 8761,1 M $0,39 %
Cummins Inc 2 0641,1 M $0,39 %
Lowe's Cos Inc 4 6921,1 M $0,39 %
Booking Holdings Inc 2631,1 M $0,39 %
Intel Corp 24 8741,1 M $0,38 %
Lockheed Martin Corp 1 8041,1 M $0,38 %
Targa Resources Corp 4 2231,1 M $0,37 %
Uber Technologies Inc 14 1611 M $0,35 %
Walt Disney Co/The 10 5101 M $0,35 %
Vertex Pharmaceuticals Inc 2 166967,2 k $0,34 %
Martin Marietta Materials Inc 1 643967,2 k $0,34 %
Cigna Group/The 3 618965,1 k $0,34 %
Boeing Co/The 4 788953 k $0,33 %
Ventas Inc 11 399932,2 k $0,32 %
QUALCOMM Inc 7 158921,8 k $0,32 %
Synchrony Financial 13 254901,5 k $0,31 %
Fifth Third Bancorp 18 818874,3 k $0,30 %
Alliant Energy Corp 11 920855,4 k $0,30 %
Kraft Heinz Co/The 37 483843 k $0,29 %
Emerson Electric Co. 6 342830,9 k $0,29 %
Air Products and Chemicals Inc 2 836823,8 k $0,29 %
Arista Networks Inc 6 666818,5 k $0,28 %
Intuit Inc 1 852800,8 k $0,28 %
PulteGroup Inc 6 602776,5 k $0,27 %
Hubbell Inc 1 572771,4 k $0,27 %
Starbucks Corp 8 398752,4 k $0,26 %
Blackstone Inc 6 405736,5 k $0,26 %
Cincinnati Financial Corp 4 569718,9 k $0,25 %
Elevance Health Inc 2 337684,2 k $0,24 %
Otis Worldwide Corp 8 812679,2 k $0,24 %
Raymond James Financial Inc 4 691679,2 k $0,24 %
JB Hunt Transport Services Inc 3 180673,8 k $0,23 %
Canadian Natural Resources Ltd 13 496657,7 k $0,23 %
ServiceNow Inc 6 250653,4 k $0,23 %
British American Tobacco PLC 10 975641,7 k $0,22 %
Waste Connections Inc 3 931638,6 k $0,22 %
Western Digital Corp 2 340632,9 k $0,22 %
W R Berkley Corp 9 505630 k $0,22 %
Invitation Homes Inc 25 232627 k $0,22 %
Constellation Brands Inc 4 119617,9 k $0,21 %
SBA Communications Corp 3 569614,3 k $0,21 %
Adobe Inc 2 475601,6 k $0,21 %
IDEXX Laboratories Inc 1 054592,2 k $0,21 %
Constellation Energy Corp. 2 103587,3 k $0,20 %
Delta Air Lines Inc 8 680577 k $0,20 %
AppLovin Corp 1 449576,7 k $0,20 %
KKR & Co Inc 6 198573,3 k $0,20 %
Fortinet Inc 6 842559,1 k $0,19 %
Essential Utilities Inc 13 768554,4 k $0,19 %
Willis Towers Watson PLC 1 872544,2 k $0,19 %
Arch Capital Group Ltd 5 620539,5 k $0,19 %
Prudential Financial, Inc. 5 483535,6 k $0,19 %
Labcorp Holdings Inc 1 977527,5 k $0,18 %
Kenvue Inc 30 271521,9 k $0,18 %
Expeditors International of Washington Inc 3 618518,2 k $0,18 %
Edwards Lifesciences Corp 6 404512,8 k $0,18 %
Sandisk Corp/DE 807512,7 k $0,18 %
MSCI Inc 943508,3 k $0,18 %
Flex Ltd 7 429486,3 k $0,17 %
Conagra Brands Inc 30 870485,3 k $0,17 %
East West Bancorp Inc 4 456475,7 k $0,17 %
Clorox Co/The 4 537470,2 k $0,16 %
Ciena Corp 1 211470,1 k $0,16 %
Dell Technologies Inc 2 864470,1 k $0,16 %
Toll Brothers Inc 3 406464,8 k $0,16 %
Coca-Cola Europacific Partners PLC 5 077460,3 k $0,16 %
Suncor Energy Inc 6 939458,7 k $0,16 %
Brookfield Corp 11 209453,6 k $0,16 %
Warner Bros Discovery Inc 16 209445,1 k $0,15 %
Brookfield Asset Management Ltd 9 971443,2 k $0,15 %
LKQ Corp 14 997440,5 k $0,15 %
NOV Inc 23 076434,1 k $0,15 %
Markel Group Inc 226432,6 k $0,15 %
Vistra Corp 2 872431,7 k $0,15 %
Manulife Financial Corp 12 515431 k $0,15 %
Ferguson Enterprises Inc 1 842429,7 k $0,15 %
OGE Energy Corp 8 776420,9 k $0,15 %
Omnicom Group Inc 5 490413,5 k $0,14 %
Cenovus Energy Inc 15 568413 k $0,14 %
Watsco Inc 1 099399,8 k $0,14 %
CubeSmart 10 792395,5 k $0,14 %
Gaming and Leisure Properties Inc 8 822391,4 k $0,14 %
Veeva Systems Inc 2 152378 k $0,13 %
Waters Corp 1 262375,8 k $0,13 %
Novartis AG 2 362360,8 k $0,13 %
Rio Tinto PLC 3 848359 k $0,12 %
Canadian National Railway Co 3 486358,3 k $0,12 %
Verisk Analytics Inc 1 872355,2 k $0,12 %
Cheniere Energy Inc 1 244353 k $0,12 %
Franklin Resources Inc 14 904352 k $0,12 %
Canadian Pacific Kansas City Ltd 4 458350,7 k $0,12 %
nVent Electric PLC 2 958349,9 k $0,12 %
ASML Holding NV 264348,7 k $0,12 %
Restaurant Brands International Inc 4 673345,3 k $0,12 %
Crown Holdings Inc 3 396340,4 k $0,12 %
Southern Copper Corp 1 971339,1 k $0,12 %
Vodafone Group PLC 22 530338,4 k $0,12 %
Enbridge Inc 6 224337 k $0,12 %
Lennox International Inc 726337 k $0,12 %
Huntington Ingalls Industries, Inc. 872331,3 k $0,12 %
Telefonaktiebolaget LM Ericsson 29 041327,3 k $0,11 %
RPM International Inc 3 228320,9 k $0,11 %
Alcon AG 4 236319,2 k $0,11 %
Leidos Holdings Inc 2 016313,5 k $0,11 %
America Movil SAB de CV 11 773300 k $0,10 %
Texas Roadhouse Inc 1 777293,5 k $0,10 %
HEICO Corp 1 054289 k $0,10 %
Zoom Communications Inc 3 530283,8 k $0,10 %
Acuity Inc 1 012283,6 k $0,10 %
United Therapeutics Corp 475281,7 k $0,10 %
Curtiss-Wright Corp 408277,9 k $0,10 %
TC Energy Corp 4 411276,1 k $0,10 %
Taiwan Semiconductor Manufacturing Co Ltd 816275,8 k $0,10 %
MGM Resorts International 7 362272,5 k $0,09 %
RenaissanceRe Holdings Ltd 911270,8 k $0,09 %
Williams-Sonoma Inc 1 409256,9 k $0,09 %
Vale SA 15 961253,9 k $0,09 %
XPO Inc 1 248242,8 k $0,08 %
TKO Group Holdings Inc 1 198241,6 k $0,08 %
Arrow Electronics Inc 1 677240,5 k $0,08 %
Ingredion Inc 2 045230,4 k $0,08 %
Post Holdings Inc 2 313228,7 k $0,08 %
Marvell Technology Inc 2 258223,7 k $0,08 %
AGNC Investment Corp 22 182222,5 k $0,08 %
Nutrien Ltd 2 920220,3 k $0,08 %
Brunswick Corp/DE 3 020219,7 k $0,08 %
Barrick Mining Corp 5 383219,6 k $0,08 %
Ally Financial Inc 5 374210,8 k $0,07 %
Teva Pharmaceutical Industries Ltd 6 802204,9 k $0,07 %
AstraZeneca PLC 1 036204,3 k $0,07 %
Burlington Stores Inc 626203,7 k $0,07 %
BWX Technologies Inc 950194,3 k $0,07 %
DT Midstream Inc 1 440193,9 k $0,07 %
Service Corp International/US 2 315191 k $0,07 %
CNH Industrial NV 17 215189,4 k $0,07 %
Church & Dwight Co Inc 2 026189,1 k $0,07 %
Dick's Sporting Goods Inc 933185 k $0,06 %
Block Inc 3 045183,2 k $0,06 %
HF Sinclair Corp 2 927182,6 k $0,06 %
Check Point Software Technologies Ltd 1 268181,1 k $0,06 %
Jones Lang LaSalle Inc 591179,9 k $0,06 %
Molina Healthcare Inc 1 349179,8 k $0,06 %
Moderna Inc 3 534179,5 k $0,06 %
AGCO Corp 1 549179,5 k $0,06 %
Tenet Healthcare Corp 918173,2 k $0,06 %
Sun Communities Inc 1 357170,9 k $0,06 %
Liberty Media Corp-Liberty Formula One 2 001170,1 k $0,06 %
Amdocs Ltd 2 466160,9 k $0,06 %
Alcoa Corp 2 396158,9 k $0,06 %
Entegris Inc 1 353158,6 k $0,06 %
BJ's Wholesale Club Holdings Inc 1 596157,1 k $0,05 %
Shopify Inc 1 283152,2 k $0,05 %
Roku Inc 1 590150,4 k $0,05 %
Zimmer Biomet Holdings Inc 1 661150,2 k $0,05 %
Sensata Technologies Holding PLC 4 249149,6 k $0,05 %
First Horizon Corp 6 570149,5 k $0,05 %
Twilio Inc 1 179148,3 k $0,05 %
Illumina Inc 1 145141,1 k $0,05 %
SAP SE 819140,2 k $0,05 %
Antero Resources Corp 3 257138,2 k $0,05 %
Nextpower Inc 1 104133,1 k $0,05 %
AECOM 1 546131,1 k $0,05 %
Coherent Corp 547130,3 k $0,05 %
Manhattan Associates Inc 966128,6 k $0,04 %
LPL Financial Holdings Inc 416125,1 k $0,04 %
GXO Logistics Inc 2 354122,1 k $0,04 %
Ovintiv Inc 2 051121,7 k $0,04 %
Lattice Semiconductor Corp 1 309121,4 k $0,04 %
Campbell's Company/The 5 359119,3 k $0,04 %
Sterling Infrastructure Inc 291118,5 k $0,04 %
Liberty Broadband Corp 2 337117,6 k $0,04 %
Booz Allen Hamilton Holding Corp 1 430111,6 k $0,04 %
SS&C Technologies Holdings Inc 1 650111,5 k $0,04 %
Saia Inc 311109,2 k $0,04 %
Super Micro Computer Inc 4 642105,7 k $0,04 %
Alnylam Pharmaceuticals Inc 318105,2 k $0,04 %
Docusign Inc 2 192103,9 k $0,04 %
Bio-Rad Laboratories Inc 371103,4 k $0,04 %
Fabrinet 197102,7 k $0,04 %
CDW Corp/DE 81198,1 k $0,03 %
MercadoLibre Inc 5493,4 k $0,03 %
Everpure Inc 1 57492,9 k $0,03 %
Ferrari NV 26589,7 k $0,03 %
Nutanix Inc 2 22284,5 k $0,03 %
TransUnion 1 19682,8 k $0,03 %
Alibaba Group Holding Ltd 65882,6 k $0,03 %
Maplebear Inc 2 10979 k $0,03 %
Jazz Pharmaceuticals PLC 40877,1 k $0,03 %
Gentex Corp 3 37173,7 k $0,03 %
Trip.com Group Ltd 1 47473,4 k $0,03 %
Ionis Pharmaceuticals Inc 94871,2 k $0,02 %
Zscaler Inc 47666,8 k $0,02 %
Baidu Inc 57263,7 k $0,02 %
JD.COM INC 2 01959,7 k $0,02 %
PDD Holdings Inc 57458,7 k $0,02 %
Celsius Holdings Inc 1 65158,6 k $0,02 %
DraftKings Inc 2 46753,3 k $0,02 %
Spotify Technology SA 10952,9 k $0,02 %
Gap Inc/The 2 18152,8 k $0,02 %
Fortune Brands Innovations Inc 1 24048,3 k $0,02 %
BioMarin Pharmaceutical Inc 77843,9 k $0,02 %
AeroVironment Inc 22941,9 k $0,01 %
BellRing Brands Inc 2 24636,1 k $0,01 %
Teleflex Inc 26731,9 k $0,01 %
NNN REIT Inc 56723,8 k $0,01 %
ICICI Bank Ltd 79120,5 k $0,01 %
ICON PLC 17619,5 k $0,01 %
American Airlines Group Inc 1 74818,8 k $0,01 %