# Portfolio overlap — MADE vs FOWF

Comparing **iShares U.S. Manufacturing ETF** (2026-03-31) and **Pacer Solactive Whitney Future of Warfare ETF** (2026-04-30).

- Shared positions: 17
- iShares U.S. Manufacturing ETF covered by Pacer Solactive Whitney Future of Warfare ETF: 0.1879761528079101483846090180
- Pacer Solactive Whitney Future of Warfare ETF covered by iShares U.S. Manufacturing ETF: 0.1879761528079101483846090180

## iShares U.S. Manufacturing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EATON CORP PLC | 0.041222 |  |
| CATERPILLAR INC | 0.041051 |  |
| DEERE & CO | 0.038878 |  |
| HONEYWELL INTL INC | 0.038711 | ✓ |
| AMPHENOL CORPORATION CL A | 0.038507 |  |
| CUMMINS INC | 0.038350 |  |
| VERTIV HOLDINGS CO | 0.038055 | ✓ |
| PARKER HANNIFIN CORP | 0.035484 | ✓ |
| GENERAL MOTORS CO | 0.034749 | ✓ |
| RTX CORP | 0.033746 | ✓ |
| TE CONNECTIVITY | 0.031649 |  |
| PACCAR INC | 0.031312 |  |
| TRANE TECHNOLOGI | 0.028960 |  |
| AMETEK INC NEW | 0.025458 | ✓ |
| JOHNSON CONTROLS | 0.025169 |  |
| FORD MOTOR CO | 0.023333 |  |
| COHERENT CORP | 0.023044 |  |
| ROCKWELL AUTOMATION INC | 0.020810 | ✓ |
| BOEING CO/THE | 0.020374 | ✓ |
| LOCKHEED MARTIN CORP | 0.015958 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.014657 |  |
| DOVER CORP | 0.014507 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014075 |  |
| CARRIER GLOBAL CORP | 0.013892 | ✓ |
| BLOOM ENERGY CORP CL A | 0.013884 |  |
| NORTHROP GRUMMAN CORP | 0.011874 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.011354 | ✓ |
| HUBBELL INC | 0.010356 |  |
| SNAP-ON INCORPORATED | 0.009725 |  |
| FABRINET | 0.009644 |  |
| XYLEM INC | 0.009142 |  |
| FORTIVE CORP | 0.008939 | ✓ |
| TRANSDIGM GROUP INC | 0.008525 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.008404 | ✓ |
| FIRST SOLAR INC | 0.008402 |  |
| NVENT ELECTRIC | 0.007575 |  |
| NEXTRACKER INC CL A | 0.007107 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.007073 |  |
| RIVIAN AUTOMOTIVE INC | 0.006340 |  |
| ADV ENERGY INDS | 0.006286 |  |
| STANLEY BLACK and DECKER INC | 0.005678 |  |
| TTM TECHNOLOGIES INC | 0.005195 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.005027 |  |
| REGAL REXNORD CORP | 0.004937 |  |
| OSHKOSH CORP | 0.004803 |  |
| TORO CO | 0.004700 |  |
| LENNOX INTL INC | 0.004654 |  |
| GENERAC HOLDINGS INC | 0.004551 |  |
| PENTAIR PLC | 0.004477 |  |
| GRACO INC | 0.004408 |  |

## Pacer Solactive Whitney Future of Warfare ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GENERAL DYNAMICS CORPORATION | 0.075455 | ✓ |
| BOEING CO/THE | 0.075065 | ✓ |
| RTX CORP | 0.067565 | ✓ |
| LOCKHEED MARTIN CORP | 0.063816 | ✓ |
| NORTHROP GRUMMAN CORP | 0.055720 | ✓ |
| BAE SYSTEMS PLC | 0.039806 |  |
| L3HARRIS TECHNOLOGIES INC | 0.032405 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.021010 |  |
| LEIDOS HOLDINGS INC | 0.020745 | ✓ |
| HONEYWELL INTL INC | 0.016536 | ✓ |
| NOKIA OYJ | 0.014040 |  |
| VERTIV HOLDINGS CO | 0.011639 | ✓ |
| CORNING INC | 0.011028 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.010931 |  |
| GLOBALFOUNDRIES INC | 0.009990 |  |
| HEWLETT PACKARD ENTERPRISE CO | 0.009029 |  |
| Halma PLC | 0.008483 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.008393 |  |
| VERIZON COMMUNICATIONS INC | 0.008344 |  |
| CISCO SYSTEMS INC | 0.008043 |  |
| HOWMET AEROSPACE INC | 0.008036 |  |
| ARISTA NETWORKS INC | 0.008000 |  |
| TRANE TECHNOLOGIES PLC | 0.007993 |  |
| L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude | 0.007915 |  |
| ALPHABET INC CL A | 0.007884 |  |
| CLOUDFLARE INC-A | 0.007872 |  |
| FORTIVE CORP | 0.007779 | ✓ |
| CARRIER GLOBAL CORP | 0.007758 | ✓ |
| BT GROUP PLC | 0.007748 |  |
| DOVER CORP | 0.007731 | ✓ |
| AMAZON.COM INC | 0.007582 |  |
| MOTOROLA SOLUTIONS INC | 0.007541 |  |
| CADENCE DESIGN SYSTEMS INC | 0.007511 |  |
| BOUYGUES SA | 0.007482 |  |
| Vodafone Group Public Limited Company | 0.007478 |  |
| KLA CORP | 0.007220 |  |
| AMETEK INC NEW | 0.007214 | ✓ |
| NVIDIA CORP | 0.007193 |  |
| AT&T INC | 0.007181 |  |
| DATADOG INC CL A | 0.007124 |  |
| LEONARDO SPA | 0.007061 |  |
| FERROVIAL SE | 0.007041 |  |
| PALO ALTO NETWORKS INC | 0.007033 |  |
| SYNOPSYS INC | 0.006951 |  |
| CROWDSTRIKE HOLDINGS INC | 0.006933 |  |
| SMITHS GROUP PLC COMMON STOCK GBP.375 | 0.006875 |  |
| KONGSBERG GRUPP | 0.006855 |  |
| DEUTSCHE TELEKOM | 0.006830 |  |
| TRIMBLE INC | 0.006801 |  |
| EXPERIAN PLC COMMON STOCK USD.1 | 0.006767 |  |


## Sources

- N-PORT (fund A) — accession `0001004726-26-003729` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003729/0001004726-26-003729-index.htm>
- N-PORT (fund B) — accession `0000894189-26-020714` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1616668/000089418926020714/0000894189-26-020714-index.htm>

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