{
  "page": "compare",
  "query": {
    "a": "NRSH",
    "b": "FSELX"
  },
  "retrieved_at": "2026-07-07T18:27:13+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": "Aztlan North America Nearshoring Stock Selection ETF",
    "ticker": "NRSH",
    "slug": "NRSH",
    "series_id": "S000083086",
    "html_url": "https://fundwatcher.app/funds/NRSH/"
  },
  "fund_b": {
    "name": "Select Semiconductors Portfolio",
    "ticker": "FSELX",
    "slug": "FSELX",
    "series_id": "S000007458",
    "html_url": "https://fundwatcher.app/funds/FSELX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1622336601195105376093626084",
    "coverage_b_by_a": "0.1622336601195105376093626084",
    "shared_count": 4,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1140090.24",
        "weight": "0.05374550",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "963956.34",
        "weight": "0.04544229",
        "shared": true
      },
      {
        "name": "ASTRONICS CORP",
        "value": "922862.25",
        "weight": "0.04350506",
        "shared": false
      },
      {
        "name": "MERCURY SYSTEMS INC",
        "value": "838348.40",
        "weight": "0.03952095",
        "shared": false
      },
      {
        "name": "CH ROBINSON WORLDWIDE INC",
        "value": "822494.05",
        "weight": "0.03877355",
        "shared": false
      },
      {
        "name": "PRIMORIS SVCS CORP",
        "value": "778016.00",
        "weight": "0.03667679",
        "shared": false
      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "777757.98",
        "weight": "0.03666463",
        "shared": false
      },
      {
        "name": "MYR GROUP INC/DELAWARE",
        "value": "758871.40",
        "weight": "0.03577429",
        "shared": false
      },
      {
        "name": "STERLING INFRASTRUCTURE INC",
        "value": "752684.73",
        "weight": "0.03548264",
        "shared": false
      },
      {
        "name": "CENTRUS ENERGY CORP CL A",
        "value": "740781.36",
        "weight": "0.03492150",
        "shared": false
      },
      {
        "name": "ATI INC",
        "value": "731664.60",
        "weight": "0.03449172",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "723809.31",
        "weight": "0.03412141",
        "shared": true
      },
      {
        "name": "ARGAN INC",
        "value": "719211.92",
        "weight": "0.03390469",
        "shared": false
      },
      {
        "name": "Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SER'B' NPV",
        "value": "719202.48",
        "weight": "0.03390424",
        "shared": false
      },
      {
        "name": "DYCOM INDUSTRIES INC",
        "value": "698535.63",
        "weight": "0.03292998",
        "shared": false
      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "689819.40",
        "weight": "0.03251908",
        "shared": false
      },
      {
        "name": "NETSCOUT SYSTEMS INC",
        "value": "671194.35",
        "weight": "0.03164107",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "663213.76",
        "weight": "0.03126485",
        "shared": false
      },
      {
        "name": "LEIDOS HOLDINGS INC",
        "value": "657662.04",
        "weight": "0.03100314",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "657599.04",
        "weight": "0.03100017",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "613567.60",
        "weight": "0.02892446",
        "shared": true
      },
      {
        "name": "CELESTICA INC SUB VTG",
        "value": "611744.60",
        "weight": "0.02883852",
        "shared": false
      },
      {
        "name": "QORVO INC",
        "value": "587777.75",
        "weight": "0.02770869",
        "shared": false
      },
      {
        "name": "SANMINA CORP",
        "value": "584571.68",
        "weight": "0.02755755",
        "shared": false
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "579564.77",
        "weight": "0.02732152",
        "shared": false
      },
      {
        "name": "QUALYS INC",
        "value": "573105.50",
        "weight": "0.02701702",
        "shared": false
      },
      {
        "name": "TENABLE HOLDINGS INC",
        "value": "556331.14",
        "weight": "0.02622625",
        "shared": false
      },
      {
        "name": "NETAPP INC",
        "value": "552085.50",
        "weight": "0.02602611",
        "shared": false
      },
      {
        "name": "CALIX NETWORKS INC",
        "value": "551093.79",
        "weight": "0.02597936",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "529189.90",
        "weight": "0.02494677",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "45951.22",
        "weight": "0.00216621",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "7865620027.20",
        "weight": "0.24053287",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3803545172.35",
        "weight": "0.11631348",
        "shared": true
      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "2825526967.83",
        "weight": "0.08640541",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2295197811.90",
        "weight": "0.07018779",
        "shared": true
      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "2059275813.00",
        "weight": "0.06297323",
        "shared": false
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "1786979101.58",
        "weight": "0.05464632",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1708093758.31",
        "weight": "0.05223399",
        "shared": true
      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "1691358099.84",
        "weight": "0.05172221",
        "shared": false
      },
      {
        "name": "GLOBALFOUNDRIES INC",
        "value": "1304421699.15",
        "weight": "0.03988958",
        "shared": false
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "998371249.20",
        "weight": "0.03053047",
        "shared": false
      },
      {
        "name": "ASML HOLDING-NY",
        "value": "992027830.08",
        "weight": "0.03033649",
        "shared": false
      },
      {
        "name": "NOVA LTD",
        "value": "846157188.80",
        "weight": "0.02587572",
        "shared": false
      },
      {
        "name": "MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC",
        "value": "780378091.68",
        "weight": "0.02386418",
        "shared": false
      },
      {
        "name": "ASTERA LABS INC",
        "value": "754287922.26",
        "weight": "0.02306634",
        "shared": false
      },
      {
        "name": "COHERENT CORP",
        "value": "642421383.66",
        "weight": "0.01964543",
        "shared": false
      },
      {
        "name": "ALLEGRO MICROSYSTEMS INC",
        "value": "597707595.87",
        "weight": "0.01827807",
        "shared": false
      },
      {
        "name": "Fidelity Cash Central Fund",
        "value": "522351099.45",
        "weight": "0.01597364",
        "shared": false
      },
      {
        "name": "KIOXIA HOLDINGS",
        "value": "246903333.01",
        "weight": "0.00755037",
        "shared": false
      },
      {
        "name": "ENTEGRIS INC",
        "value": "212611124.10",
        "weight": "0.00650171",
        "shared": false
      },
      {
        "name": "Silicon Motion Technology Corp. SPONSORED ADR",
        "value": "158773916.45",
        "weight": "0.00485535",
        "shared": false
      },
      {
        "name": "IMPINJ INC",
        "value": "137669413.56",
        "weight": "0.00420997",
        "shared": false
      },
      {
        "name": "SYNAPTICS INC",
        "value": "111341808.88",
        "weight": "0.00340486",
        "shared": false
      },
      {
        "name": "FRORE SYSTEMS INC SER C PC PP",
        "value": "80989087.11",
        "weight": "0.00247667",
        "shared": false
      },
      {
        "name": "CEREBRAS SYSTEMS INC SER G PC PP",
        "value": "66061563.96",
        "weight": "0.00202018",
        "shared": false
      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "34309540.00",
        "weight": "0.00104920",
        "shared": false
      },
      {
        "name": "LIGHTMATTER INC SERIES D PC PP",
        "value": "29114162.99",
        "weight": "0.00089032",
        "shared": false
      },
      {
        "name": "TAALAS INC WT PP",
        "value": "26190936.27",
        "weight": "0.00080093",
        "shared": false
      },
      {
        "name": "ALIF SEMICONDUCTOR SER D PP",
        "value": "22543983.93",
        "weight": "0.00068940",
        "shared": false
      },
      {
        "name": "ELEMENT LABS LTD SER B PC PP",
        "value": "17389790.00",
        "weight": "0.00053178",
        "shared": false
      },
      {
        "name": "TENSTORRENT HOLDINGS, INC SER C-1 PC PP",
        "value": "14431816.78",
        "weight": "0.00044133",
        "shared": false
      },
      {
        "name": "ALPHA and OMEGA SEMICNDTR LTD",
        "value": "10784348.96",
        "weight": "0.00032979",
        "shared": false
      },
      {
        "name": "EMPOWER SEMICONDUCTOR INC SER D PC PP",
        "value": "10173546.39",
        "weight": "0.00031111",
        "shared": false
      },
      {
        "name": "SIMA TECHNOLOGIES INC SER B PC PP",
        "value": "8210447.01",
        "weight": "0.00025108",
        "shared": false
      },
      {
        "name": "DANGER DEVICES INC SER B PC PP",
        "value": "7159243.00",
        "weight": "0.00021893",
        "shared": false
      },
      {
        "name": "RETYM INC SER D PC PP",
        "value": "6044928.78",
        "weight": "0.00018486",
        "shared": false
      },
      {
        "name": "DIAMOND FOUNDRY INC SER C PC PP",
        "value": "5895668.97",
        "weight": "0.00018029",
        "shared": false
      },
      {
        "name": "DENSITY AI INC SEED PC PP",
        "value": "5802656.00",
        "weight": "0.00017745",
        "shared": false
      },
      {
        "name": "CELESTIAL AI INC SER C-1 PC PP",
        "value": "4559018.12",
        "weight": "0.00013942",
        "shared": false
      },
      {
        "name": "Fidelity Securities Lending Cash Central Fund",
        "value": "3014528.70",
        "weight": "0.00009219",
        "shared": false
      },
      {
        "name": "AEVA TECHNOLOGIES INC",
        "value": "2911365.60",
        "weight": "0.00008903",
        "shared": false
      },
      {
        "name": "LYTE AI INC SER B PC PP",
        "value": "2624820.00",
        "weight": "0.00008027",
        "shared": false
      },
      {
        "name": "AKEANA SER C PC PP",
        "value": "1058490.00",
        "weight": "0.00003237",
        "shared": false
      },
      {
        "name": "MENLO MICROSYSTEMS INC SER C PC PP",
        "value": "406725.00",
        "weight": "0.00001244",
        "shared": false
      },
      {
        "name": "WOLFSPEED INC/DE",
        "value": "114770.40",
        "weight": "0.00000351",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002000324-26-001224",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1742912/000200032426001224/0002000324-26-001224-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002680",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/320351/000003540226002680/0000035402-26-002680-index.htm"
    }
  ]
}