{
  "page": "compare",
  "query": {
    "a": "LIMAX",
    "b": "AIPO"
  },
  "retrieved_at": "2026-07-07T15:25:51+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": "Cromwell Tran Focus Fund",
    "ticker": "LIMAX",
    "slug": "LIMAX",
    "series_id": "S000075258",
    "html_url": "https://fundwatcher.app/funds/LIMAX/"
  },
  "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": "0.1386180937084184188609555244",
    "coverage_b_by_a": "0.1386180937084184188609555244",
    "shared_count": 6,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "GE VERNOVA LLC",
        "value": "1483930.00",
        "weight": "0.06696175",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "1308240.00",
        "weight": "0.05903381",
        "shared": false
      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "1277098.50",
        "weight": "0.05762856",
        "shared": false
      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "1177948.68",
        "weight": "0.05315447",
        "shared": false
      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "1145967.36",
        "weight": "0.05171132",
        "shared": false
      },
      {
        "name": "ATI INC",
        "value": "1141861.00",
        "weight": "0.05152602",
        "shared": false
      },
      {
        "name": "INTL FLVR & FRAG",
        "value": "998433.10",
        "weight": "0.04505390",
        "shared": false
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "989613.00",
        "weight": "0.04465589",
        "shared": true
      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "953064.00",
        "weight": "0.04300663",
        "shared": true
      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "907322.13",
        "weight": "0.04094255",
        "shared": true
      },
      {
        "name": "ENTEGRIS INC",
        "value": "829590.24",
        "weight": "0.03743493",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "819810.00",
        "weight": "0.03699360",
        "shared": false
      },
      {
        "name": "TYLER TECHNOLOGIES INC",
        "value": "813152.50",
        "weight": "0.03669318",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "706076.54",
        "weight": "0.03186142",
        "shared": false
      },
      {
        "name": "AVANTOR INC",
        "value": "675808.00",
        "weight": "0.03049557",
        "shared": false
      },
      {
        "name": "Short-Term Investment",
        "value": "662131.40",
        "weight": "0.02987842",
        "shared": false
      },
      {
        "name": "WESCO INTL",
        "value": "656688.00",
        "weight": "0.02963278",
        "shared": false
      },
      {
        "name": "SPS COMMERCE INC",
        "value": "612370.00",
        "weight": "0.02763295",
        "shared": false
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "573717.75",
        "weight": "0.02588879",
        "shared": false
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "544502.30",
        "weight": "0.02457045",
        "shared": false
      },
      {
        "name": "TENET HEALTHCARE CORP",
        "value": "503855.70",
        "weight": "0.02273629",
        "shared": false
      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "453891.50",
        "weight": "0.02048167",
        "shared": true
      },
      {
        "name": "MARKEL GROUP INC",
        "value": "449806.45",
        "weight": "0.02029734",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "443400.75",
        "weight": "0.02000828",
        "shared": false
      },
      {
        "name": "TEXAS PACIFIC LAND CORP",
        "value": "415240.00",
        "weight": "0.01873754",
        "shared": false
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "398923.36",
        "weight": "0.01800126",
        "shared": true
      },
      {
        "name": "VENTURE GLOBAL INC",
        "value": "398728.00",
        "weight": "0.01799244",
        "shared": false
      },
      {
        "name": "Elemental Royalty Corp.",
        "value": "348540.00",
        "weight": "0.01572773",
        "shared": false
      },
      {
        "name": "QXO INC",
        "value": "271880.00",
        "weight": "0.01226848",
        "shared": false
      },
      {
        "name": "SNOWLINE GOLD CORP COMMON STOCK",
        "value": "199270.00",
        "weight": "0.00899198",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "QUANTA SVCS INC",
        "value": "20612669.56",
        "weight": "0.08872524",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "20374972.80",
        "weight": "0.08770210",
        "shared": true
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "19595178.53",
        "weight": "0.08434555",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "17970855.60",
        "weight": "0.07735381",
        "shared": false
      },
      {
        "name": "CAMECO CORP",
        "value": "13169750.40",
        "weight": "0.05668791",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "8147904.96",
        "weight": "0.03507187",
        "shared": false
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "7169611.92",
        "weight": "0.03086090",
        "shared": false
      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "6692564.64",
        "weight": "0.02880750",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "6526808.75",
        "weight": "0.02809402",
        "shared": false
      },
      {
        "name": "HUBBELL INC",
        "value": "6053606.16",
        "weight": "0.02605716",
        "shared": false
      },
      {
        "name": "MASTEC INC",
        "value": "5538701.70",
        "weight": "0.02384080",
        "shared": false
      },
      {
        "name": "VISTRA CORP",
        "value": "4783713.90",
        "weight": "0.02059103",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "4383178.80",
        "weight": "0.01886697",
        "shared": false
      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "4352769.36",
        "weight": "0.01873607",
        "shared": true
      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "4299782.08",
        "weight": "0.01850800",
        "shared": false
      },
      {
        "name": "GENERAC HOLDINGS INC",
        "value": "3933157.24",
        "weight": "0.01692989",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "3891244.80",
        "weight": "0.01674949",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "3781566.48",
        "weight": "0.01627739",
        "shared": false
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "3591528.96",
        "weight": "0.01545939",
        "shared": false
      },
      {
        "name": "STERLING INFRASTRUCTURE INC",
        "value": "3406202.28",
        "weight": "0.01466167",
        "shared": false
      },
      {
        "name": "NEXGEN ENERGY LT",
        "value": "3148685.28",
        "weight": "0.01355321",
        "shared": false
      },
      {
        "name": "PG&E CORP",
        "value": "3044959.00",
        "weight": "0.01310673",
        "shared": false
      },
      {
        "name": "EQUINIX INC",
        "value": "3015334.70",
        "weight": "0.01297922",
        "shared": false
      },
      {
        "name": "DYCOM INDUSTRIES INC",
        "value": "2861596.26",
        "weight": "0.01231746",
        "shared": false
      },
      {
        "name": "VALMONT INDUSTRIES INC",
        "value": "2831789.01",
        "weight": "0.01218916",
        "shared": false
      },
      {
        "name": "LATTICE SEMICONDUCTOR CORP",
        "value": "2432285.94",
        "weight": "0.01046954",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "2420729.20",
        "weight": "0.01041979",
        "shared": false
      },
      {
        "name": "OKLO INC",
        "value": "2419735.05",
        "weight": "0.01041552",
        "shared": false
      },
      {
        "name": "DENISON MINES CO",
        "value": "2338789.42",
        "weight": "0.01006709",
        "shared": false
      },
      {
        "name": "ENERSYS INC",
        "value": "2207801.20",
        "weight": "0.00950327",
        "shared": false
      },
      {
        "name": "ARGAN INC",
        "value": "2197136.25",
        "weight": "0.00945736",
        "shared": false
      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "2105723.13",
        "weight": "0.00906388",
        "shared": false
      },
      {
        "name": "DIGITALBRIDGE GROUP INC",
        "value": "2063455.65",
        "weight": "0.00888194",
        "shared": false
      },
      {
        "name": "Nebius Group NV, Class A",
        "value": "2044935.75",
        "weight": "0.00880223",
        "shared": false
      },
      {
        "name": "RAMBUS INC",
        "value": "1888955.64",
        "weight": "0.00813083",
        "shared": false
      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "1882818.85",
        "weight": "0.00810441",
        "shared": true
      },
      {
        "name": "WHITEFIBER INC",
        "value": "1725642.20",
        "weight": "0.00742786",
        "shared": false
      },
      {
        "name": "EVERGY INC",
        "value": "1669267.98",
        "weight": "0.00718520",
        "shared": false
      },
      {
        "name": "ITRON INC",
        "value": "1669021.75",
        "weight": "0.00718414",
        "shared": false
      },
      {
        "name": "POWER SOLUTIONS INTL INC",
        "value": "1547088.00",
        "weight": "0.00665929",
        "shared": false
      },
      {
        "name": "ASTERA LABS INC",
        "value": "1503080.67",
        "weight": "0.00646987",
        "shared": false
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "1471267.02",
        "weight": "0.00633293",
        "shared": true
      },
      {
        "name": "CENTRUS ENERGY CORP CL A",
        "value": "1464928.29",
        "weight": "0.00630564",
        "shared": false
      },
      {
        "name": "MYR GROUP INC/DELAWARE",
        "value": "1441856.36",
        "weight": "0.00620633",
        "shared": false
      },
      {
        "name": "AMER SUPERCONDTR",
        "value": "1321347.06",
        "weight": "0.00568761",
        "shared": false
      },
      {
        "name": "PREFORMED LINE PRODUCTS CO",
        "value": "1202808.30",
        "weight": "0.00517737",
        "shared": false
      },
      {
        "name": "NUSCALE POWER CORP",
        "value": "1174811.25",
        "weight": "0.00505686",
        "shared": false
      },
      {
        "name": "AES CORP",
        "value": "1027019.52",
        "weight": "0.00442071",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "1014201.93",
        "weight": "0.00436553",
        "shared": false
      },
      {
        "name": "NANO NUCLEAR ENERGY INC",
        "value": "995582.78",
        "weight": "0.00428539",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-020915",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1872253/000094040026020915/0000940400-26-020915-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"
    }
  ]
}