# Portfolio overlap — IXN vs VCSTX

Comparing **iShares Global Tech ETF** (2026-03-31) and **Science & Technology Fund** (2026-02-28).

- Shared positions: 35
- iShares Global Tech ETF covered by Science & Technology Fund: 0.5328501688644102074477073495
- Science & Technology Fund covered by iShares Global Tech ETF: 0.5328501688644102074477073494

## iShares Global Tech ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.139471 | ✓ |
| APPLE INC | 0.122621 | ✓ |
| MICROSOFT CORP | 0.090462 | ✓ |
| BROADCOM INC | 0.048295 | ✓ |
| TSMC | 0.045926 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.033817 | ✓ |
| ASML Holding NV | 0.030012 | ✓ |
| MICRON TECHNOLOGY INC | 0.022109 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.019430 | ✓ |
| ADV MICRO DEVICE | 0.019285 | ✓ |
| SK HYNIX INC | 0.018013 |  |
| CISCO SYSTEMS INC | 0.017825 | ✓ |
| APPLIED MATERIALS INC | 0.015774 | ✓ |
| LAM RESEARCH CORP | 0.015514 | ✓ |
| ORACLE CORP | 0.014505 | ✓ |
| INTL BUS MACH CORP | 0.013174 | ✓ |
| INTEL CORP | 0.012048 |  |
| KLA CORP | 0.011222 | ✓ |
| TEXAS INSTRUMENTS INC | 0.010245 |  |
| SALESFORCE INC | 0.010170 |  |
| SAP SE | 0.010108 |  |
| ANALOG DEVICES INC | 0.009039 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009031 | ✓ |
| SHOPIFY INC CL A | 0.008459 | ✓ |
| QUALCOMM INC | 0.007990 |  |
| PALO ALTO NETWORKS INC | 0.007533 | ✓ |
| ARISTA NETWORKS INC | 0.007372 | ✓ |
| ACCENTURE PLC-A | 0.007094 |  |
| INTUIT INC | 0.006996 |  |
| TOKYO ELECTRON | 0.006798 |  |
| SERVICENOW INC | 0.006359 | ✓ |
| APPLOVIN CORP | 0.006272 |  |
| CORNING INC | 0.006173 | ✓ |
| ADVANTEST CORP | 0.005876 | ✓ |
| ADOBE INC | 0.005802 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005723 | ✓ |
| SANDISK CORPORATION | 0.005453 | ✓ |
| WESTERN DIGITAL CORP | 0.005332 | ✓ |
| DELTA ELEC | 0.005050 |  |
| SEAGATE TECHNOLO | 0.004968 |  |
| MEDIATEK | 0.004484 |  |
| SYNOPSYS INC | 0.004411 |  |
| CADENCE DESIGN SYSTEMS INC | 0.004398 | ✓ |
| HON HAI | 0.004319 |  |
| MOTOROLA SOLUTIONS INC | 0.004180 |  |
| XIAOMI CORP-W | 0.004157 |  |
| KEYENCE CORP | 0.004079 |  |
| SAMSUNG ELE-PREF | 0.003830 |  |
| TE CONNECTIVITY | 0.003566 |  |
| INFINEON TECH | 0.003445 |  |

## Science & Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.122312 | ✓ |
| APPLE INC | 0.074184 | ✓ |
| BROADCOM INC | 0.066707 | ✓ |
| MICROSOFT CORP | 0.060441 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.056137 | ✓ |
| ALPHABET INC CL C | 0.051957 |  |
| LAM RESEARCH CORP | 0.029587 | ✓ |
| META PLATFORMS INC CL A | 0.027915 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.026419 |  |
| MICRON TECHNOLOGY INC | 0.022300 | ✓ |
| ALPHABET INC CL A | 0.021886 |  |
| AMPHENOL CORPORATION CL A | 0.017321 | ✓ |
| KLA CORP | 0.016950 | ✓ |
| SNOWFLAKE INC CL A | 0.016047 |  |
| LUMENTUM HOLDINGS INC | 0.015945 | ✓ |
| ARISTA NETWORKS INC | 0.015656 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.013418 | ✓ |
| ANALOG DEVICES INC | 0.013130 | ✓ |
| ADVANTEST CORP | 0.013070 | ✓ |
| MONOLITHIC POWER SYS INC | 0.012303 | ✓ |
| APPLIED MATERIALS INC | 0.012009 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.011763 | ✓ |
| WESTERN DIGITAL CORP | 0.011576 | ✓ |
| KRANESH CSI CHINA INTERNET MUTUAL FUND | 0.010849 |  |
| PALO ALTO NETWORKS INC | 0.009570 | ✓ |
| AMAZON.COM INC | 0.008915 |  |
| ELITE MATERIAL | 0.008466 |  |
| SANDISK CORPORATION | 0.008341 | ✓ |
| TESLA INC | 0.008129 |  |
| SHOPIFY INC CL A | 0.007957 | ✓ |
| COHERENT CORP | 0.007846 | ✓ |
| ORACLE CORP | 0.007798 | ✓ |
| VERTIV HOLDINGS CO | 0.007621 |  |
| SIEMENS ENERGY AG | 0.007593 |  |
| SOFTBANK GROUP CORP | 0.007504 |  |
| CLOUDFLARE INC-A | 0.007447 |  |
| MONGODB INC CL A | 0.007010 |  |
| RUBRIK INC-A | 0.006997 |  |
| GOLD CIRCUIT | 0.006978 |  |
| SPOTIFY TECHNOLOGY SA | 0.006770 |  |
| ADV MICRO DEVICE | 0.006491 | ✓ |
| ASML Holding NV | 0.006089 | ✓ |
| ADV ENERGY INDS | 0.005751 |  |
| BLOOM ENERGY CORP CL A | 0.005565 |  |
| BWX TECHNOLOGIES INC | 0.005483 |  |
| AKAMAI TECHNOLOGIES INC | 0.005225 | ✓ |
| TAKE-TWO INTERACTV SOFTWR INC | 0.005131 |  |
| CELESTICA INC SUB VTG | 0.004821 | ✓ |
| NXP SEMICONDUCTORS NV | 0.004681 |  |
| CORNING INC | 0.004502 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001004726-26-003747` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003747/0001004726-26-003747-index.htm>
- N-PORT (fund B) — accession `0001410368-26-041604` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/719423/000141036826041604/0001410368-26-041604-index.htm>

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