# Portfolio overlap — MADE vs PAVE

Comparing **iShares U.S. Manufacturing ETF** (2026-03-31) and **Global X U.S. Infrastructure Development ETF** (2026-02-28).

- Shared positions: 20
- iShares U.S. Manufacturing ETF covered by Global X U.S. Infrastructure Development ETF: 0.2055067661658815052108276254
- Global X U.S. Infrastructure Development ETF covered by iShares U.S. Manufacturing ETF: 0.2055067661658815052108276254

## 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 | ✓ |

## Global X U.S. Infrastructure Development ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DEERE & CO | 0.033828 | ✓ |
| HOWMET AEROSPACE INC | 0.033813 |  |
| QUANTA SERVICES INC COMMON STOCK | 0.033681 |  |
| CSX CORP | 0.033465 |  |
| TRANE TECHNOLOGI | 0.033244 | ✓ |
| UNION PACIFIC CORP | 0.032118 |  |
| EATON CORP PLC | 0.031549 | ✓ |
| SEMPRA ENERGY | 0.031490 |  |
| NORFOLK SOUTHERN CORP | 0.030549 |  |
| PARKER HANNIFIN CORP | 0.030091 | ✓ |
| FASTENAL CO | 0.028841 |  |
| EMERSON ELECTRIC CO | 0.028141 |  |
| CRH PLC | 0.027022 |  |
| ROCKWELL AUTOMATION INC | 0.026859 | ✓ |
| UNITED RENTALS INC | 0.024625 |  |
| VULCAN MATERIALS CO | 0.022601 |  |
| MARTIN MAR MTLS | 0.022491 |  |
| NUCOR CORP | 0.022337 |  |
| Amrize Ltd. USD0.01 | 0.019799 |  |
| EMCOR GROUP INC | 0.017923 |  |
| STEEL DYNAMICS INC | 0.015549 |  |
| HUBBELL INC | 0.014990 | ✓ |
| MASTEC INC | 0.012978 |  |
| WOODWARD INC | 0.012772 | ✓ |
| ATI INC | 0.012250 |  |
| CARPENTER TECHNOLOGY CORP | 0.010940 |  |
| FORTIVE CORP | 0.010369 | ✓ |
| RBC BEARINGS INC | 0.010054 |  |
| CARLISLE COS INC | 0.009102 |  |
| RELIANCE STEEL and ALUMINUM CO | 0.009102 |  |
| JACOBS SOLUTIONS INC | 0.008976 |  |
| PENTAIR PLC | 0.008951 | ✓ |
| ALCOA CORP COMMON STOCK | 0.008873 |  |
| TRIMBLE INC | 0.008769 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.008723 | ✓ |
| IDEX CORPORATION | 0.008656 |  |
| GRACO INC | 0.008598 | ✓ |
| REGAL REXNORD CORP | 0.008093 | ✓ |
| RPM INTL INC | 0.008067 |  |
| WESCO INTL | 0.007776 |  |
| WESTLAKE CORP | 0.007460 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.007358 |  |
| STERLING INFRASTRUCTURE INC | 0.007237 |  |
| MUELLER INDUSTRIES INC | 0.007229 |  |
| AECOM | 0.007128 |  |
| TOPBUILD CORP | 0.006952 |  |
| DYCOM INDUSTRIES INC | 0.006718 |  |
| CRANE CO | 0.006381 | ✓ |
| BUILDERS FIRSTSOURCE | 0.006359 |  |
| SPX TECHNOLOGIES INC COMMON STOCK | 0.006238 |  |


## 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 `0002048251-26-003669` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126003669/0002048251-26-003669-index.htm>

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