# Portfolio overlap — LIFEX vs PORIX

Comparing **Domini Sustainable Solutions Fund** (2026-01-31) and **Trillium ESG Global Equity Fund** (2026-03-31).

- Shared positions: 12
- Domini Sustainable Solutions Fund covered by Trillium ESG Global Equity Fund: 0.1209467624437694486850285104
- Trillium ESG Global Equity Fund covered by Domini Sustainable Solutions Fund: 0.1209467624437694486850285104

## Domini Sustainable Solutions Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Resona Holdings Inc. NPV | 0.040857 |  |
| PRYSMIAN SPA NPV | 0.032633 | ✓ |
| CIENA CORP | 0.031712 |  |
| CFD_EQS GOLDUS3 CAIXABANK | 0.031035 |  |
| COMFORT SYSTEMS USA INC | 0.029759 |  |
| CORNING INC | 0.029651 |  |
| ASML Holding NV - NY Reg Shares | 0.028374 |  |
| Munich Reinsurance AG NPV(REGD) | 0.027766 |  |
| VERTEX PHARMACEUTICALS INC | 0.027190 | ✓ |
| QUANTA SVCS INC | 0.026863 | ✓ |
| NEW YORK TIMES CO CL A | 0.026337 |  |
| CRH PLC | 0.025615 |  |
| PALO ALTO NETWORKS INC | 0.024644 | ✓ |
| MERCADOLIBRE INC | 0.024599 | ✓ |
| NATERA INC | 0.024479 |  |
| BRAMBLES LTD | 0.024383 | ✓ |
| Sse PLC GBP0.50 | 0.024318 |  |
| Outotec OYJ | 0.024139 |  |
| XYLEM INC | 0.023977 |  |
| Schneider Electric SE EUR4.00 | 0.023579 | ✓ |
| INTL BUS MACH CORP | 0.023538 |  |
| FLEX LTD | 0.023221 |  |
| GSK plc ORD GBP0.3125 | 0.022196 |  |
| Daifuku Company Ltd. | 0.022028 | ✓ |
| HOLOGIC INC | 0.021425 |  |
| VERALTO CORP | 0.021006 |  |
| VENTAS INC REIT | 0.020245 |  |
| CROWDSTRIKE HOLDINGS INC | 0.019897 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.019743 |  |
| ACUITY INC | 0.019202 |  |
| FIRST SOLAR INC | 0.018723 | ✓ |
| Haleon PLC ORD GBP0.01 | 0.018405 | ✓ |
| LEVI STRAUSS and COMPANY CL A | 0.018300 |  |
| INTUITIVE SURGICAL INC | 0.018148 |  |
| TERNA - Rete Elettrica Nazionale S.p.A. ORD EUR0.22 | 0.017957 | ✓ |
| MUELLER WATER PRODUCTS INC A | 0.017364 |  |
| DnB Bank ASA NOK12.50 | 0.016244 | ✓ |
| FISERV INC | 0.015435 |  |
| AUTODESK INC | 0.015388 |  |
| FEDERAL AGRI MTG NON VTG CL C | 0.013846 |  |
| The Sage Group PLC GBP0.01051948 | 0.013115 |  |
| BLUE BIRD CORP | 0.013066 |  |
| CARLISLE COS INC | 0.012700 |  |
| SHOPIFY INC CL A | 0.010491 |  |
| Wolters Kluwer NV EUR0.12 | 0.008435 |  |
| Wise PLC CLS A ORD GBP0.01 | 0.007972 |  |

## Trillium ESG Global Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.060364 |  |
| NVIDIA CORP | 0.055836 |  |
| MICROSOFT CORP | 0.044048 |  |
| APPLE INC | 0.033982 |  |
| VISA INC-CLASS A | 0.020949 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.018916 |  |
| AstraZeneca PLC ORD USD0.25 | 0.016514 |  |
| ASML HOLDING NV | 0.015727 |  |
| VERTEX PHARMACEUTICALS INC | 0.015594 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.014636 |  |
| APPLIED MATERIALS INC | 0.014392 |  |
| INFINEON TECHS. AG | 0.014274 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.014127 |  |
| ALLIANZ SE REGISTERED /EUR/ 0.00000000 | 0.013688 |  |
| Unilever PLC ORD GBP0.035 | 0.013578 |  |
| TJX COS INC | 0.013372 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.013275 |  |
| LINDE PLC | 0.012595 |  |
| L'OREAL | 0.012557 |  |
| SIEMENS AG-REG /EUR/ 0.00000000 | 0.012488 |  |
| NETFLIX INC | 0.012434 |  |
| MERCK & CO | 0.012199 |  |
| KBC GRP. NV | 0.011813 |  |
| PROLOGIS INC REIT | 0.011810 |  |
| PRYSMIAN SPA NPV | 0.011805 | ✓ |
| ECOLAB INC | 0.011453 |  |
| MERCADOLIBRE INC | 0.011449 | ✓ |
| TARGET CORP | 0.011383 |  |
| AMERICAN WATER WRKS COMPANY | 0.011300 |  |
| TRANE TECHNOLOGI | 0.011206 |  |
| FIRST SOLAR INC | 0.011184 | ✓ |
| SERVICENOW INC | 0.011044 |  |
| Credicorp Ltd | 0.010966 |  |
| MARRIOTT INTL-A | 0.010884 |  |
| GILEAD SCIENCES INC | 0.010825 |  |
| Haleon PLC ORD GBP0.01 | 0.010766 | ✓ |
| DnB Bank ASA NOK12.50 | 0.010713 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.010627 |  |
| LVMH MOET HENNE | 0.010610 |  |
| PALO ALTO NETWORKS INC | 0.010490 | ✓ |
| FERGUSON ENTERPRISES INC | 0.010044 |  |
| DEERE & CO | 0.009994 |  |
| BANK OF AMERICA CORPORATION | 0.009630 |  |
| TERNA - Rete Elettrica Nazionale S.p.A. ORD EUR0.22 | 0.009409 | ✓ |
| Spotify Technology SA | 0.009291 |  |
| TRAVELERS COS IN | 0.009178 |  |
| AIA | 0.009162 |  |
| ELEVANCE HEALTH INC | 0.009003 |  |
| INDUSTRIA DE DISENO TEXTIL | 0.008845 |  |
| JONES LANG LASALLE INC | 0.008831 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-132315` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/851680/000119312526132315/0001193125-26-132315-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001312` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1830437/000206657826001312/0002066578-26-001312-index.htm>

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