# Portfolio overlap — BUG vs FSCSX

Comparing **Global X Cybersecurity ETF** (2026-02-28) and **Select Software and IT Services Portfolio** (2026-02-28).

- Shared positions: 6
- Global X Cybersecurity ETF covered by Select Software and IT Services Portfolio: 0.08732214895619311787320679401
- Select Software and IT Services Portfolio covered by Global X Cybersecurity ETF: 0.08732214895619311787320679401

## Global X Cybersecurity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PALO ALTO NETWORKS INC | 0.106565 | ✓ |
| AKAMAI TECHNOLOGIES INC | 0.079393 |  |
| FORTINET INC COMMON STOCK | 0.077067 |  |
| Common Stock | 0.060775 |  |
| CROWDSTRIKE HOLDINGS INC | 0.054861 | ✓ |
| GEN DIGITAL INC | 0.052239 | ✓ |
| OKTA INC CL A | 0.049733 | ✓ |
| SENTINELONE INC | 0.047239 |  |
| BLACKBERRY LTD | 0.043223 |  |
| RUBRIK INC-A | 0.042789 | ✓ |
| SAILPOINT INC | 0.041653 |  |
| TENABLE HOLDINGS INC | 0.041371 |  |
| VARONIS SYSTEMS INC | 0.039892 |  |
| TREND MICRO INC | 0.038645 |  |
| QUALYS INC | 0.037049 |  |
| ZSCALER INC | 0.036312 | ✓ |
| A10 NETWORKS INC COMMON STOCK | 0.033371 |  |
| Radware Ltd. ORD | 0.023871 |  |
| NETSKOPE INC-A | 0.014341 |  |
| DIGITAL ARTS INC | 0.012270 |  |
| AHNLAB INC | 0.012200 |  |
| FFRI SECURITY INC COMMON STOCK | 0.010418 |  |
| ONESPAN INC | 0.010141 |  |
| RAPID7 INC | 0.009728 |  |
| TELOS CORP | 0.007060 |  |
| ARQIT QUANTUM INC COMMON STOCK | 0.006080 |  |
| BNYREPOS | 0.004568 |  |
| AMIYA CORP COMMON STOCK | 0.003164 |  |
| HENNGE KK COMMON STOCK | 0.002737 |  |
| US ULTRA BOND CBT Sep25 | 0.001247 |  |

## Select Software and IT Services Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.249479 |  |
| SALESFORCE INC | 0.049280 |  |
| ORACLE CORP | 0.039536 |  |
| PALANTIR TECHNOLOGIES INC | 0.039506 |  |
| INTUIT INC | 0.036599 |  |
| DATADOG INC CL A | 0.033707 |  |
| SYNOPSYS INC | 0.030426 |  |
| SNOWFLAKE INC CL A | 0.030168 |  |
| PALO ALTO NETWORKS INC | 0.030150 | ✓ |
| TWILIO INC CLASS A | 0.030114 |  |
| AUTODESK INC | 0.029796 |  |
| AMAZON.COM INC | 0.026130 |  |
| APPLOVIN CORP | 0.021502 |  |
| HUBSPOT INC | 0.020771 |  |
| SERVICENOW INC | 0.020587 |  |
| RUBRIK INC-A | 0.020203 | ✓ |
| KLAVIYO INC-A | 0.017345 |  |
| ATLASSIAN CORP PLC CLS A | 0.017312 |  |
| SAMSARA INC-CL A | 0.017231 |  |
| MONGODB INC CL A | 0.015852 |  |
| ADOBE INC | 0.015751 |  |
| ZSCALER INC | 0.015512 | ✓ |
| CLOUDFLARE INC-A | 0.015185 |  |
| OKTA INC CL A | 0.014780 | ✓ |
| FIGMA INC-CL A | 0.013544 |  |
| ACCENTURE PLC CL A | 0.011687 |  |
| Fidelity Securities Lending Cash Central Fund | 0.010621 |  |
| CADENCE DESIGN SYSTEMS INC | 0.009987 |  |
| SHOPIFY INC CL A | 0.009816 |  |
| UNITY SOFTWARE INC | 0.009448 |  |
| ZOOMINFO TECHNOLOGIES INC | 0.008633 |  |
| FAIR ISAAC CORP | 0.008554 |  |
| EPAM SYSTEMS INC | 0.008023 |  |
| ALPHABET INC CL A | 0.007805 |  |
| DYNATRACE INC | 0.006834 |  |
| RIOT PLATFORMS INC | 0.006815 |  |
| TOAST INC-A | 0.006289 |  |
| BLACKLINE INC | 0.005655 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005515 | ✓ |
| BILL HOLDINGS INC | 0.005359 |  |
| JFROG LTD | 0.005187 |  |
| COREWEAVE INC | 0.003932 |  |
| MONDAY.COM LTD | 0.003084 |  |
| Fidelity Cash Central Fund | 0.002989 |  |
| ANTHROPIC PBC SERIES F PC PP | 0.002664 |  |
| CONSTELLATION SOFTWARE INC | 0.002546 |  |
| WORKDAY INC CL A | 0.001756 |  |
| INTL BUS MACH CORP | 0.001576 |  |
| GEN DIGITAL INC | 0.001162 | ✓ |
| AMPLITUDE INC | 0.001068 |  |


## Sources

- N-PORT (fund A) — accession `0002048251-26-003655` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126003655/0002048251-26-003655-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002677` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002677/0000035402-26-002677-index.htm>

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