# Portfolio overlap — FGDMX vs IXP

Comparing **Select Communication Services Portfolio** (2026-02-28) and **iShares Global Comm Services ETF** (2026-03-31).

- Shared positions: 12
- Select Communication Services Portfolio covered by iShares Global Comm Services ETF: 0.3871833340068824861614432976
- iShares Global Comm Services ETF covered by Select Communication Services Portfolio: 0.3871833340068824861614432976

## Select Communication Services Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.234622 | ✓ |
| META PLATFORMS INC CL A | 0.233727 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.071054 |  |
| AT&T INC | 0.055839 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.052575 | ✓ |
| ECHOSTAR CORP CL A | 0.048016 | ✓ |
| AMAZON.COM INC | 0.030604 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.022236 | ✓ |
| ROBLOX CORP - A | 0.022196 |  |
| AST SPACEMOBILE INC | 0.020312 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.015568 |  |
| LIVE NATION ENTERTAINMENT INC | 0.013642 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013112 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.012942 |  |
| ROKU INC CLASS A | 0.012445 |  |
| SK HYNIX INC | 0.010983 |  |
| LIONSGATE STUDIOS CORP | 0.010605 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.009978 |  |
| MICRON TECHNOLOGY INC | 0.009913 |  |
| OMNICOM GROUP INC | 0.009822 | ✓ |
| WESTERN DIGITAL CORP | 0.008762 |  |
| FOX CORPORATION B | 0.008504 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008277 |  |
| MAGNITE INC | 0.007985 |  |
| SPOTIFY TECHNOLOGY SA | 0.006856 |  |
| FOX CORP CL A | 0.006699 | ✓ |
| TKO GROUP HOLDINGS INC | 0.006685 | ✓ |
| WARBY PARKER INC | 0.006663 |  |
| KIOXIA HOLDINGS | 0.006465 |  |
| LUMEN TECHNOLOGIES INC | 0.004734 |  |
| CORNING INC | 0.003211 |  |
| MDA SPACE LTD | 0.002506 |  |
| SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.002234 |  |
| WEBTOON ENTERTAINMENT INC | 0.001764 |  |
| OPENAI GROUP PBC A PP | 0.001427 |  |
| JFROG LTD | 0.001360 |  |
| WAYMO LLC SER C-2 PC PERP PP | 0.001188 |  |
| Fidelity Cash Central Fund | 0.000917 |  |
| WALT DISNEY CO/T | 0.000916 | ✓ |
| ZIPLINE INTERNATIONAL INC SER H PC PP | 0.000887 |  |
| ASTRANIS SPACE TECHNOLOGIES CORP SERIES D PC PP | 0.000837 |  |
| DATABRICKS INC SER L PC PP | 0.000428 |  |
| ANTHROPIC PBC SERIES F PC PP | 0.000362 |  |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.000142 |  |

## iShares Global Comm Services ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.147969 | ✓ |
| ALPHABET INC CL A | 0.104849 | ✓ |
| ALPHABET INC CL C | 0.084018 |  |
| AT&T INC | 0.050194 | ✓ |
| NETFLIX INC | 0.047929 |  |
| VERIZON COMMUNICATIONS INC | 0.046533 | ✓ |
| TENCENT HOLDINGS LTD | 0.045539 |  |
| WALT DISNEY CO/T | 0.044950 | ✓ |
| DEUTSCHE TELEKOM | 0.035980 |  |
| COMCAST CORP CL A | 0.028955 |  |
| T-MOBILE US INC | 0.027969 |  |
| SOFTBANK GROUP CORP | 0.026557 |  |
| WARNER BROS DISCOVERY INC | 0.019130 |  |
| NINTENDO CO LTD | 0.018763 |  |
| NTT INC | 0.014744 |  |
| KDDI Corporation | 0.013412 |  |
| ELECTRONIC ARTS INC | 0.012907 |  |
| TELSTRA GROUP LT | 0.011678 |  |
| SOFTBANK CORP | 0.010799 |  |
| NetEase Inc. USD0.0001 | 0.010707 |  |
| ORANGE | 0.010578 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.009663 | ✓ |
| BIDU-SW | 0.008747 |  |
| Vodafone Group Public Limited Company | 0.008291 |  |
| SINGAPORE TELECO (LOT SIZE 100) | 0.007669 |  |
| LIVE NATION ENTERTAINMENT INC | 0.006770 | ✓ |
| OMNICOM GROUP INC | 0.006659 | ✓ |
| BCE INC | 0.006614 |  |
| AMERICA MOVIL-B | 0.006457 |  |
| KPN (KONIN) NV | 0.005995 |  |
| SWISSCOM AG-REG | 0.005988 |  |
| UNIVERSAL MUSIC GROUP NV | 0.005704 |  |
| TELUS CORP | 0.005595 |  |
| NAVER CORP | 0.005403 |  |
| PUBLICIS GROUPE | 0.005267 |  |
| CHARTER COMMUNICATIONS INC A | 0.005225 |  |
| CELLNEX TELECOM | 0.005118 |  |
| TELEFONICA | 0.004882 |  |
| Kuaishou Technology USD0.0000053 B CLASS | 0.004724 |  |
| BT GROUP PLC | 0.004476 |  |
| ECHOSTAR CORP CL A | 0.004466 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.004378 |  |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.004175 |  |
| TKO GROUP HOLDINGS INC | 0.003758 | ✓ |
| INFORMA PLC | 0.003625 |  |
| KONAMI GROUP COR | 0.003606 |  |
| TELIA CO AB | 0.003341 |  |
| FOX CORP CL A | 0.003293 | ✓ |
| TELE2 AB-B SHS | 0.003225 |  |
| TELENOR ASA | 0.003112 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002653` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002653/0000035402-26-002653-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003743` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003743/0001004726-26-003743-index.htm>

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