# Portfolio overlap — FSMEX vs LGHT

Comparing **Select Medical Technology and Devices Portfolio** (2026-02-28) and **Langar Global Health Tech ETF** (2026-03-31).

- Shared positions: 9
- Select Medical Technology and Devices Portfolio covered by Langar Global Health Tech ETF: 0.2104715282946944493024521144
- Langar Global Health Tech ETF covered by Select Medical Technology and Devices Portfolio: 0.2104715282946944493024521144

## Select Medical Technology and Devices Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DANAHER CORP | 0.136574 |  |
| BOSTON SCIENTIFIC CORP | 0.123513 |  |
| THERMO FISHER SCIENTIFIC INC | 0.095922 |  |
| INTUITIVE SURGICAL INC | 0.087149 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.056065 |  |
| STRYKER CORP | 0.049499 |  |
| ABBOTT LABS | 0.048907 |  |
| MASIMO CORP | 0.026978 | ✓ |
| VEEVA SYSTEMS-A | 0.026402 | ✓ |
| INSULET CORP | 0.024391 | ✓ |
| IQVIA HOLDINGS INC | 0.022106 | ✓ |
| WAYSTAR HOLDING CORP | 0.019731 |  |
| REPLIGEN CORP | 0.019098 |  |
| BIO-TECHNE CORP | 0.017506 |  |
| WATERS CORP | 0.015794 |  |
| Sartorius Stedim Biotech S.A. | 0.015454 |  |
| BECTON DICKINSON and CO | 0.015418 |  |
| CARIS LIFE SCIENCES INC | 0.014940 |  |
| MEDLINE INC-A | 0.013575 |  |
| IRHYTHM TECHNOLOGIES INC | 0.013522 | ✓ |
| 10X GENOMICS INC | 0.012459 |  |
| NATERA INC | 0.011431 |  |
| PENUMBRA INC | 0.011354 |  |
| VERACYTE INC | 0.010631 |  |
| GUARDANT HEALTH INC | 0.010577 |  |
| AGILENT TECHNOLOGIES INC | 0.010004 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.009724 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.009266 |  |
| KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025) | 0.009220 |  |
| LIFESTANCE HEALTH GROUP INC | 0.007161 | ✓ |
| KESTRA MEDICAL TECHNOLOGIES INC | 0.006396 |  |
| Fidelity Cash Central Fund | 0.006155 |  |
| HEARTFLOW INC | 0.005854 |  |
| METTLER-TOLEDO INTL INC | 0.004806 |  |
| ELEMENT BIOSCIENCES INC SER D PC PP | 0.004699 |  |
| BRUKER CORP | 0.003967 |  |
| OMADA HEALTH INC | 0.003374 |  |
| SHOULDER INNOVATIONS INC(180 Day Lockup) | 0.003260 |  |
| FREENOME HOLDINGS INC SER D PC PP | 0.003219 |  |
| 10X GENOMICS INC CL B 144A | 0.002487 |  |
| ALEDADE INC SER F PC PP | 0.001737 |  |
| GALVANIZE THERAPEUTICS SER C-1 PC PERP PP | 0.001712 |  |
| ICU MEDICAL INC | 0.001655 |  |
| MANUS BIO INC SER ONE-6 PC PP | 0.001570 |  |
| DNA SCRIPT SAS SER C PC PP | 0.001386 |  |
| ASIMOV INC SER B PC PP | 0.000695 |  |
| DOXIMITY INC-A | 0.000674 | ✓ |
| SALUDA MEDICAL INC WT PP | 0.000596 |  |
| DMED BIOPHARMACEUTICAL CO LTD SER C PC PP | 0.000471 |  |
| SALUDA MEDICAL INC CDI | 0.000407 |  |

## Langar Global Health Tech ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INTUITIVE SURGICAL INC | 0.150021 | ✓ |
| RESMED INC | 0.101310 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.089953 | ✓ |
| VEEVA SYSTEMS-A | 0.063956 | ✓ |
| INSULET CORP | 0.057543 | ✓ |
| Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.20 | 0.053927 |  |
| IQVIA HOLDINGS INC | 0.052119 | ✓ |
| Siemens Healthineers AG | 0.051219 |  |
| ZIMMER BIOMET HO | 0.049949 |  |
| DEXCOM INC | 0.044422 |  |
| BIONTECH SE ADR | 0.037646 |  |
| MODERNA INC | 0.036538 |  |
| Sonova Holding AG | 0.034198 |  |
| ALIGN TECHNOLOGY INC | 0.029679 |  |
| MASIMO CORP | 0.028443 | ✓ |
| UMB Money Market Special II | 0.024452 |  |
| COMMSTCK | 0.018382 |  |
| ALKERMES PLC | 0.013727 |  |
| DOXIMITY INC-A | 0.012725 | ✓ |
| IRHYTHM TECHNOLOGIES INC | 0.011191 | ✓ |
| PRIVIA HEALTH GROUP INC | 0.010058 |  |
| ALIGNMENT HEALTHCARE INC | 0.005466 |  |
| PROCEPT BIOROBOTICS CORP | 0.004693 |  |
| OMNICELL INC | 0.004147 |  |
| PROGYNY INC | 0.003506 |  |
| TANDEM DIABETES CARE INC | 0.003034 |  |
| TELADOC HEALTH INC | 0.002735 |  |
| SCHRODINGER INC | 0.001910 |  |
| LIFESTANCE HEALTH GROUP INC | 0.001856 | ✓ |
| PHREESIA INC | 0.000952 |  |
| TRUBRIDGE INC | 0.000242 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002674` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002674/0000035402-26-002674-index.htm>
- N-PORT (fund B) — accession `0002000324-26-002050` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1484018/000200032426002050/0002000324-26-002050-index.htm>

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