# Portfolio overlap — HTEC vs FSMEX Comparing **ROBO Global Healthcare Technology and Innovation ETF** (2026-01-31) and **Select Medical Technology and Devices Portfolio** (2026-02-28). - Shared positions: 15 - ROBO Global Healthcare Technology and Innovation ETF covered by Select Medical Technology and Devices Portfolio: 0.2085411036227224844851617234 - Select Medical Technology and Devices Portfolio covered by ROBO Global Healthcare Technology and Innovation ETF: 0.2085411036227224844851617235 ## ROBO Global Healthcare Technology and Innovation ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | MODERNA INC | 0.022001 | | | ARROWHEAD PHARMACEUTICALS INC | 0.021824 | | | GUARDANT HEALTH INC | 0.021620 | ✓ | | ADAPTIVE BIOTECHNOLOGIES CORP | 0.021347 | | | PENUMBRA INC | 0.021196 | ✓ | | AXOGEN INC | 0.020229 | | | ILLUMINA INC | 0.019980 | | | VERTEX PHARMACEUTICALS INC | 0.019950 | | | TWIST BIOSCIENCE CORP | 0.019674 | | | STRYKER CORP | 0.019638 | ✓ | | THERMO FISHER SCIENTIFIC INC | 0.019543 | ✓ | | EUROFINS SCIENTIFIC SE (BEARER) | 0.019450 | | | LivaNova PLC ORD GBP1.00 (DI) | 0.018855 | | | SIEMENS HEALTHINEERS AG COMMON STOCK | 0.018762 | | | BOSTON SCIENTIFIC CORP | 0.018549 | ✓ | | KONINKLIJKE PHIL | 0.018538 | | | REGENERON PHARMACEUTICALS INC | 0.018364 | | | NATERA INC | 0.018281 | ✓ | | NOVANTA INC | 0.018179 | | | IQVIA HOLDINGS INC | 0.018035 | ✓ | | LONZA GROUP -REG | 0.017754 | | | ROCHE HOLDINGS AG (GENUSSCHEINE) | 0.017545 | | | CHARLES RIVER LABS INTL INC | 0.017340 | | | QIAGEN NV ORD SHARES | 0.017156 | | | MEDPACE HOLDINGS INC | 0.017055 | | | GLAUKOS CORP | 0.017024 | | | INTUITIVE SURGICAL INC | 0.016948 | ✓ | | JD HEALTH INTERN | 0.016912 | | | EXACT SCIENCES CORP | 0.016843 | | | NOVOCURE LTD | 0.016635 | | | GLOBUS MEDICAL INC | 0.016556 | | | GRAIL INC | 0.016488 | | | DANAHER CORP | 0.016467 | ✓ | | CAREDX INC | 0.016301 | | | INCYTE CORP | 0.016235 | | | TECAN GROUP AG-R | 0.016234 | | | DIASORIN SPA COMMON STOCK | 0.016036 | | | EDWARDS LIFESCIENCES CORP COMMON STOCK | 0.015792 | | | ARTIVION INC | 0.015562 | | | BECTON DICKINSON AND CO COMMON STOCK | 0.015015 | | | BRISTOL-MYERS SQUIBB CO | 0.015006 | | | ABBOTT LABORATORIES COMMON STOCK | 0.014534 | | | TEMPUS AI INC-A | 0.014488 | | | ALNYLAM PHARMACEUTICALS INC | 0.014273 | | | GE HEALTHCARE TECHNOLOGIES INC WI | 0.014165 | ✓ | | BIOMARIN PHARMACEUTICAL INC | 0.014130 | | | AGILENT TECHNOLOGIES INC | 0.013789 | ✓ | | OMNICELL INC | 0.013739 | | | IRHYTHM TECHNOLOGIES INC | 0.013654 | ✓ | | BIO-RAD LABORATORIES-A COMMON STOCK | 0.013592 | | ## 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 | | ## Sources - N-PORT (fund A) — accession `0002048251-26-002574` (as of 2026-01-31) - N-PORT (fund B) — accession `0000035402-26-002674` (as of 2026-02-28) --- _Informational only — not investment advice. 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