{
  "page": "compare",
  "query": {
    "a": "ALTEX",
    "b": "AIPO"
  },
  "retrieved_at": "2026-07-07T18:23:40+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Firsthand Alternative Energy Fund",
    "ticker": "ALTEX",
    "slug": "ALTEX",
    "series_id": "S000018833",
    "html_url": "https://fundwatcher.app/funds/ALTEX/"
  },
  "fund_b": {
    "name": "Defiance AI and Power Infrastructure ETF",
    "ticker": "AIPO",
    "slug": "AIPO",
    "series_id": "S000090210",
    "html_url": "https://fundwatcher.app/funds/AIPO/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2072810766585976717368187122",
    "coverage_b_by_a": "0.2072810766585976717368187122",
    "shared_count": 8,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "MONEYMKT",
        "value": "1749290.62",
        "weight": "0.16048605",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "1625880.00",
        "weight": "0.14916393",
        "shared": true
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "1152942.00",
        "weight": "0.10577494",
        "shared": true
      },
      {
        "name": "CORNING INC",
        "value": "878366.20",
        "weight": "0.08058439",
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      },
      {
        "name": "COMMSTCK",
        "value": "563360.00",
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      },
      {
        "name": "OKLO INC",
        "value": "495900.00",
        "weight": "0.04549560",
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      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "495360.00",
        "weight": "0.04544606",
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      },
      {
        "name": "VESTAS WIND SYST",
        "value": "440437.50",
        "weight": "0.04040728",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "408980.00",
        "weight": "0.03752126",
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      },
      {
        "name": "AXCELIS TECHNOLOGIES INC",
        "value": "372320.00",
        "weight": "0.03415794",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "349160.00",
        "weight": "0.03203316",
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      },
      {
        "name": "ORMAT TECHNOLOGIES INC",
        "value": "223840.00",
        "weight": "0.02053587",
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      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "218670.00",
        "weight": "0.02006155",
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      },
      {
        "name": "FIRST SOLAR INC",
        "value": "197260.00",
        "weight": "0.01809732",
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      },
      {
        "name": "SUNPOWER INC A",
        "value": "190500.00",
        "weight": "0.01747714",
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      },
      {
        "name": "ITRON INC",
        "value": "179260.00",
        "weight": "0.01644594",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "178835.00",
        "weight": "0.01640695",
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      },
      {
        "name": "STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS",
        "value": "172750.00",
        "weight": "0.01584869",
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      },
      {
        "name": "SOLAREDGE TECHNOLOGIES INC",
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      },
      {
        "name": "ULVAC INC",
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      },
      {
        "name": "Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.20",
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        "weight": "0.01247334",
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      },
      {
        "name": "HONEYWELL INTL INC",
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      },
      {
        "name": "ASPEN AEROGELS INC",
        "value": "119700.00",
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      },
      {
        "name": "ENPHASE ENERGY INC",
        "value": "113430.00",
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      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "56310.00",
        "weight": "0.00516608",
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      },
      {
        "name": "NUSCALE POWER CORP",
        "value": "54200.00",
        "weight": "0.00497250",
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      },
      {
        "name": "ACCELLERON INDUSTRIES AG",
        "value": "31297.00",
        "weight": "0.00287130",
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      },
      {
        "name": "ARQ INC",
        "value": "17408.00",
        "weight": "0.00159707",
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      },
      {
        "name": "CHARGEPOINT HOLDINGS INC CL A",
        "value": "14580.00",
        "weight": "0.00133762",
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      },
      {
        "name": "ORION ENERGY SYSTEMS INC",
        "value": "12236.00",
        "weight": "0.00112257",
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      },
      {
        "name": "IBERDROLA SA",
        "value": "11388.31",
        "weight": "0.00104480",
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      },
      {
        "name": "SOLSTICE ADV MAT",
        "value": "11043.20",
        "weight": "0.00101314",
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      },
      {
        "name": "SHARP CORP",
        "value": "3992.31",
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      },
      {
        "name": "WOLFSPEED INC/DE",
        "value": "2268.48",
        "weight": "0.00020812",
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      },
      {
        "name": "Swvl Holdings Corp",
        "value": "96.00",
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    ],
    "b_top": [
      {
        "name": "QUANTA SVCS INC",
        "value": "20612669.56",
        "weight": "0.08872524",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "20374972.80",
        "weight": "0.08770210",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "19595178.53",
        "weight": "0.08434555",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "17970855.60",
        "weight": "0.07735381",
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      },
      {
        "name": "CAMECO CORP",
        "value": "13169750.40",
        "weight": "0.05668791",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "8147904.96",
        "weight": "0.03507187",
        "shared": false
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "7169611.92",
        "weight": "0.03086090",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "6692564.64",
        "weight": "0.02880750",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "6526808.75",
        "weight": "0.02809402",
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      },
      {
        "name": "HUBBELL INC",
        "value": "6053606.16",
        "weight": "0.02605716",
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      },
      {
        "name": "MASTEC INC",
        "value": "5538701.70",
        "weight": "0.02384080",
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      },
      {
        "name": "VISTRA CORP",
        "value": "4783713.90",
        "weight": "0.02059103",
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      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "4383178.80",
        "weight": "0.01886697",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "4352769.36",
        "weight": "0.01873607",
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      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "4299782.08",
        "weight": "0.01850800",
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      },
      {
        "name": "GENERAC HOLDINGS INC",
        "value": "3933157.24",
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      },
      {
        "name": "XCEL ENERGY INC",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "3781566.48",
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      },
      {
        "name": "PUB SERV ENTERP",
        "value": "3591528.96",
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      {
        "name": "STERLING INFRASTRUCTURE INC",
        "value": "3406202.28",
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      },
      {
        "name": "NEXGEN ENERGY LT",
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      {
        "name": "PG&E CORP",
        "value": "3044959.00",
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      {
        "name": "EQUINIX INC",
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      {
        "name": "DYCOM INDUSTRIES INC",
        "value": "2861596.26",
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      {
        "name": "VALMONT INDUSTRIES INC",
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      {
        "name": "LATTICE SEMICONDUCTOR CORP",
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      {
        "name": "DIGITAL REALTY TRUST INC",
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      {
        "name": "OKLO INC",
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      {
        "name": "DENISON MINES CO",
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      },
      {
        "name": "ENERSYS INC",
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      },
      {
        "name": "ARGAN INC",
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      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "2105723.13",
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      },
      {
        "name": "DIGITALBRIDGE GROUP INC",
        "value": "2063455.65",
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      },
      {
        "name": "Nebius Group NV, Class A",
        "value": "2044935.75",
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      },
      {
        "name": "RAMBUS INC",
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      },
      {
        "name": "ARM HOLDINGS LTD",
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      },
      {
        "name": "WHITEFIBER INC",
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      {
        "name": "EVERGY INC",
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      {
        "name": "ITRON INC",
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      {
        "name": "POWER SOLUTIONS INTL INC",
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        "name": "ASTERA LABS INC",
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      {
        "name": "TALEN ENERGY CORP",
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      {
        "name": "CENTRUS ENERGY CORP CL A",
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      },
      {
        "name": "MYR GROUP INC/DELAWARE",
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      },
      {
        "name": "AMER SUPERCONDTR",
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      },
      {
        "name": "PREFORMED LINE PRODUCTS CO",
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      },
      {
        "name": "NUSCALE POWER CORP",
        "value": "1174811.25",
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      },
      {
        "name": "AES CORP",
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      },
      {
        "name": "FRST AM-GV OB-X",
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      },
      {
        "name": "NANO NUCLEAR ENERGY INC",
        "value": "995582.78",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-022135",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/917124/000094040026022135/0000940400-26-022135-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-012332",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1924868/000089418926012332/0000894189-26-012332-index.htm"
    }
  ]
}