# Portfolio overlap — JESSX vs BASG

Comparing **Janus Henderson Global Sustainable Equity Fund** (2026-03-31) and **Brown Advisory Sustainable Growth ETF** (2026-03-31).

- Shared positions: 7
- Janus Henderson Global Sustainable Equity Fund covered by Brown Advisory Sustainable Growth ETF: 0.2594467111485051297737364198
- Brown Advisory Sustainable Growth ETF covered by Janus Henderson Global Sustainable Equity Fund: 0.2594467111485051297737364198

## Janus Henderson Global Sustainable Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075650 | ✓ |
| MICROSOFT CORP | 0.048529 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.045945 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.034590 |  |
| MCKESSON CORP | 0.033758 |  |
| Schneider Electric SE EUR4.00 | 0.030110 |  |
| UBER TECHNOLOGIES INC | 0.029924 | ✓ |
| TE CONNECTIVITY | 0.029839 |  |
| Spotify Technology SA | 0.029405 | ✓ |
| ARGENX SE SPONSORED ADR | 0.029209 |  |
| SANDVIK AB /SEK/ 0.00000000 | 0.026209 |  |
| ARTHUR J GALLAGHAR AND CO | 0.025905 | ✓ |
| AIA | 0.023044 |  |
| MASTERCARD INC CL A | 0.022494 |  |
| SEAGATE TECHNOLO | 0.020457 |  |
| LILLY ELI and CO | 0.020355 |  |
| CARDINAL HEALTH INC | 0.020268 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.019200 |  |
| APTIV PLC | 0.018399 |  |
| HUBBELL INC | 0.018275 |  |
| Janus Henderson Cash Liquidity Fund LLC | 0.017601 |  |
| S&P GLOBAL INC | 0.017264 |  |
| BORALEX INC -A | 0.016856 |  |
| XYLEM INC | 0.016657 |  |
| EXPERIAN PLC | 0.015647 |  |
| SAINT GOBAIN | 0.015310 |  |
| Contemporary Amperex Technology Co Ltd. CNY1 H SHS | 0.015213 |  |
| CBRE GROUP INC - CL A | 0.014839 |  |
| API GROUP CORP | 0.014610 |  |
| LEGRAND SA | 0.013962 |  |
| ON SEMICONDUCTOR CORP | 0.013659 |  |
| MICRON TECHNOLOGY INC | 0.013535 |  |
| BBVA | 0.013023 |  |
| STANTEC INC | 0.012772 |  |
| ASML HOLDING NV | 0.012555 |  |
| JACOBS SOLUTIONS INC | 0.012072 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.012072 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.012056 |  |
| TRANE TECHNOLOGI | 0.011608 |  |
| KLA CORP | 0.011340 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.010406 |  |
| PRYSMIAN SPA NPV | 0.010384 |  |
| PROGRESSIVE CORP OHIO | 0.010222 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.009991 |  |
| Hitachi Ltd. NPV | 0.009905 |  |
| Erste Group Bank AG NPV | 0.009538 |  |
| INTACT FINL CORP | 0.009352 |  |
| NEXTRACKER INC CL A | 0.009292 |  |
| Nintendo Company Ltd. | 0.008204 |  |
| Keyence Corporation | 0.008184 |  |

## Brown Advisory Sustainable Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085814 | ✓ |
| MICROSOFT CORP | 0.074269 | ✓ |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.069885 |  |
| BROADCOM INC | 0.048259 |  |
| VISA INC-CLASS A | 0.047496 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.046916 | ✓ |
| MONOLITHIC POWER SYS INC | 0.031516 |  |
| DANAHER CORP | 0.030903 |  |
| Spotify Technology SA | 0.030657 | ✓ |
| INTUITIVE SURGICAL INC | 0.030305 |  |
| CARRIER GLOBAL CORP | 0.029619 |  |
| INTUIT INC | 0.028932 |  |
| SCHWAB CHARLES CORP | 0.027279 |  |
| AIRBNB INC-CLASS A COMMON STOCK | 0.027184 |  |
| KKR & CO INC | 0.026844 |  |
| UBER TECHNOLOGIES INC | 0.025712 | ✓ |
| DATADOG INC CL A | 0.025071 |  |
| EQUIFAX INC | 0.024112 |  |
| ARTHUR J GALLAGHAR AND CO | 0.023984 | ✓ |
| SAMSARA INC-CL A | 0.023725 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.023145 |  |
| ECOLAB INC | 0.022631 |  |
| SNOWFLAKE INC CL A | 0.022575 |  |
| GENERAL ELECTRIC CO | 0.022521 |  |
| CADENCE DESIGN SYSTEMS INC | 0.022165 |  |
| VERALTO CORP | 0.021426 |  |
| MARVELL TECHNOLOGY INC | 0.020126 |  |
| ARES MANAGEMENT CORP CL A | 0.020022 |  |
| PROGRESSIVE CORP OHIO | 0.019069 | ✓ |
| SHOPIFY INC CL A | 0.014966 |  |
| CINTAS CORP | 0.011814 |  |
| PALO ALTO NETWORKS INC | 0.011071 |  |
| SERVICENOW INC | 0.009988 |  |


## Sources

- N-PORT (fund A) — accession `0000277751-26-000148` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/277751/000027775126000148/0000277751-26-000148-index.htm>
- N-PORT (fund B) — accession `0002048251-26-004240` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1593547/000204825126004240/0002048251-26-004240-index.htm>

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