# Portfolio overlap — MOTO vs ALAI

Comparing **SmartETFs Smart Transportation & Technology ETF** (2026-03-31) and **Alger AI Enablers & Adopters ETF** (2026-03-31).

- Shared positions: 4
- SmartETFs Smart Transportation & Technology ETF covered by Alger AI Enablers & Adopters ETF: 0.1606130304637885074623327444
- Alger AI Enablers & Adopters ETF covered by SmartETFs Smart Transportation & Technology ETF: 0.1606130304637885074623327444

## SmartETFs Smart Transportation & Technology ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.050838 | ✓ |
| QUANTA SVCS INC | 0.050426 |  |
| DANA INC | 0.043378 |  |
| NVIDIA CORP | 0.041128 | ✓ |
| AMPHENOL CORPORATION CL A | 0.040837 |  |
| ANALOG DEVICES INC | 0.040514 |  |
| EATON CORP PLC | 0.039332 |  |
| ALPHABET INC CL C | 0.039094 | ✓ |
| Kia Motors Corp | 0.037927 |  |
| COMMON STOCK | 0.037681 |  |
| VOLVO AB-B | 0.037642 |  |
| GEELY AUTOMOBILE HOLDINGS LT /HKD/ 0.00000000 | 0.036757 |  |
| TE CONNECTIVITY | 0.035490 |  |
| TESLA INC | 0.034144 | ✓ |
| INFINEON TECHS. AG | 0.032027 |  |
| SIEMENS AG-REG /EUR/ 0.00000000 | 0.030990 |  |
| DARLING INGREDIENTS INC | 0.028005 |  |
| NXP SEMICONDUCTO | 0.027855 |  |
| SENSATA TECHNOLO | 0.026596 |  |
| JOHNSON MATTHEY | 0.025298 |  |
| HEXAGON AB-B | 0.023605 |  |
| MERCEDES-BENZ GRP. AG | 0.022957 |  |
| ON SEMICONDUCTOR CORP | 0.022733 |  |
| APTIV PLC | 0.021409 |  |
| Renesas Electronics Corporation | 0.021368 |  |
| SAMSUNG SDI CO LTD /KRW/ 0.00000000 | 0.021261 |  |
| Denso Corporation | 0.021017 |  |
| POWER INTEGRATIONS INC | 0.020513 |  |
| VOLKSWAGENWERK AG PRF /EUR/ 0.00000000 | 0.016810 |  |
| Continental AG NPV | 0.015085 |  |
| GENTHERM INC | 0.013944 |  |
| SKYWORKS SOLUTIONS INC | 0.013200 |  |
| LG Chem Ltd KRW5000 | 0.013165 |  |
| Daimler Truck Holding AG NPV | 0.007575 |  |
| MOBILEYE GLOBAL INC A | 0.005116 |  |
| COMMON STOCK | 0.004287 |  |

## Alger AI Enablers & Adopters ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.149951 | ✓ |
| MICROSOFT CORP | 0.069745 |  |
| AMAZON.COM INC | 0.064521 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.059992 | ✓ |
| ALPHABET INC CL C | 0.054671 | ✓ |
| Nebius Group NV, Class A | 0.049750 |  |
| WESTERN DIGITAL CORP | 0.046000 |  |
| BROADCOM INC | 0.045516 |  |
| META PLATFORMS INC CL A | 0.039836 |  |
| APPLE INC | 0.033392 |  |
| DREYFUS TRSY OBLIG CASH M | 0.029637 |  |
| TESLA INC | 0.029554 | ✓ |
| DISRUPTIVE TECHNOLOGY SOL | 0.025386 |  |
| Databricks, Inc. Series K | 0.019942 |  |
| SEA LTD ADR | 0.018756 |  |
| APPLOVIN CORP | 0.016434 |  |
| GE VERNOVA LLC | 0.015345 |  |
| ASTERA LABS INC | 0.015103 |  |
| NATERA INC | 0.013928 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011757 |  |
| TALEN ENERGY CORP | 0.011508 |  |
| PALANTIR TECHNOLOGIES INC | 0.011163 |  |
| ROCKET COS INC-A | 0.009709 |  |
| INTUITIVE SURGICAL INC | 0.008971 |  |
| MERCADOLIBRE INC | 0.008752 |  |
| ROKU INC CLASS A | 0.008670 |  |
| ARISTA NETWORKS INC | 0.008588 |  |
| NRG ENERGY INC | 0.007360 |  |
| SHOPIFY INC CL A | 0.006987 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.006954 |  |
| SB Technology, Inc. Series E Preferred Stock | 0.006785 |  |
| MIRION TECHNOLOGIES INC-A | 0.005835 |  |
| EATON CORP PLC | 0.005829 |  |
| NETFLIX INC | 0.005423 |  |
| Databricks, Inc. Series L | 0.005020 |  |
| Figure AI Inc Class C | 0.005008 |  |
| CADENCE DESIGN SYSTEMS INC | 0.004955 |  |
| IREN LTD | 0.004849 |  |
| MONGODB INC CL A | 0.004775 |  |
| UNITEDHEALTH GRP | 0.004571 |  |
| CLOUDFLARE INC-A | 0.004360 |  |
| CATERPILLAR INC | 0.004137 |  |
| ROBINHOOD MARKETS INC | 0.003974 |  |
| DELL TECHNOLOGIES INC CL C | 0.003935 |  |
| Apptronik Series A-X1 | 0.003872 |  |
| SHARKNINJA INC | 0.003703 |  |
| MICRON TECHNOLOGY INC | 0.003673 |  |
| SANDISK CORPORATION | 0.003567 |  |
| Databricks, Inc. Series J | 0.003261 |  |
| VEEVA SYSTEMS-A | 0.002756 |  |


## Sources

- N-PORT (fund A) — accession `0001398344-26-009901` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/919160/000139834426009901/0001398344-26-009901-index.htm>
- N-PORT (fund B) — accession `0000940400-26-021785` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1807486/000094040026021785/0000940400-26-021785-index.htm>

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