# Portfolio overlap — CHUSX vs IVES

Comparing **Alger Global Equity Fund** (2026-01-30) and **Dan IVES Wedbush AI Revolution ETF** (2026-04-30).

- Shared positions: 10
- Alger Global Equity Fund covered by Dan IVES Wedbush AI Revolution ETF: 0.3286556094925085645452973515
- Dan IVES Wedbush AI Revolution ETF covered by Alger Global Equity Fund: 0.3286556094925085645452973515

## Alger Global Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.058379 | ✓ |
| BROADCOM INC | 0.052160 | ✓ |
| NVIDIA CORP | 0.046296 | ✓ |
| META PLATFORMS INC CL A | 0.045974 | ✓ |
| HITACHI LTD | 0.038707 |  |
| GE VERNOVA LLC | 0.035174 | ✓ |
| RHEINMETALL AG | 0.034577 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.033387 | ✓ |
| Ascendis Pharma A/S | 0.032126 |  |
| MIZUHO FINANCIAL | 0.032095 |  |
| HSBC HOLDINGS PL | 0.030873 |  |
| AXOS FINANCIAL INC | 0.030793 |  |
| SHOPIFY INC CL A | 0.030390 | ✓ |
| Short-Term Investment | 0.029364 | ✓ |
| CRH PLC | 0.028663 |  |
| FINECOBANK SPA | 0.028472 |  |
| KONGSBERG GRUPP | 0.027297 |  |
| COCA-COLA HBC AG | 0.027133 |  |
| WALMART INC | 0.026276 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.025558 |  |
| PROSUS NV | 0.023820 |  |
| INTUITIVE SURGICAL INC | 0.023638 |  |
| BWX TECHNOLOGIES INC | 0.022455 |  |
| Nebius Group NV, Class A | 0.019290 | ✓ |
| MTU AERO ENGINES | 0.018652 |  |
| MONGODB INC CL A | 0.018000 | ✓ |
| ENSIGN GROUP INC | 0.017810 |  |
| STRYKER CORP | 0.017575 |  |
| SK HYNIX INC | 0.016007 |  |
| VISTRA CORP | 0.015581 |  |
| UCB SA | 0.015360 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.015167 |  |
| HYUNDAI ELECTRIC | 0.014730 |  |
| NINTENDO CO LTD | 0.014611 |  |
| FTAI AVIATION LTD | 0.013503 |  |
| MERCADOLIBRE INC | 0.012962 |  |
| ELEMENT FLEET MA | 0.010951 |  |
| DESCARTES SYS | 0.008233 |  |
| ASTERA LABS INC | 0.007963 |  |

## Dan IVES Wedbush AI Revolution ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ADV MICRO DEVICE | 0.063242 |  |
| BROADCOM INC | 0.054359 | ✓ |
| AMAZON.COM INC | 0.054138 | ✓ |
| ALPHABET INC CL A | 0.053718 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.049394 | ✓ |
| NVIDIA CORP | 0.048343 | ✓ |
| APPLE INC | 0.047105 |  |
| MICRON TECHNOLOGY INC | 0.046544 |  |
| MICROSOFT CORP | 0.044334 |  |
| GE VERNOVA LLC | 0.042391 | ✓ |
| META PLATFORMS INC CL A | 0.041687 | ✓ |
| TESLA INC | 0.040521 |  |
| ORACLE CORP | 0.034443 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.033905 |  |
| PALANTIR TECHNOLOGIES INC | 0.032215 |  |
| PALO ALTO NETWORKS INC | 0.030028 |  |
| INTL BUS MACH CORP | 0.029970 |  |
| SHOPIFY INC CL A | 0.028269 | ✓ |
| SALESFORCE INC | 0.027242 |  |
| CROWDSTRIKE HOLDINGS INC | 0.026691 |  |
| COREWEAVE INC | 0.025503 |  |
| Nebius Group NV, Class A | 0.021968 | ✓ |
| SERVICENOW INC | 0.021015 |  |
| SNOWFLAKE INC CL A | 0.017348 |  |
| IREN LTD | 0.016864 |  |
| MONGODB INC CL A | 0.016761 | ✓ |
| OKLO INC | 0.016684 |  |
| ZSCALER INC | 0.013931 |  |
| INNODATA INC | 0.009978 |  |
| PEGASYSTEMS INC | 0.009916 |  |
| Short-Term Investment | 0.001493 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-011707` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/1219064/000094040026011707/0000940400-26-011707-index.htm>
- N-PORT (fund B) — accession `0000940400-26-025062` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/2055464/000094040026025062/0000940400-26-025062-index.htm>

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