# Portfolio overlap — MTCAX vs KTCIX

Comparing **MFS Technology Fund** (2026-02-28) and **DWS Science and Technology Fund** (2026-01-31).

- Shared positions: 22
- MFS Technology Fund covered by DWS Science and Technology Fund: 0.5970996371809799718519176084
- DWS Science and Technology Fund covered by MFS Technology Fund: 0.5970996371809799718519176083

## MFS Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.100910 | ✓ |
| ALPHABET INC CL A | 0.098478 | ✓ |
| APPLE INC | 0.093551 | ✓ |
| BROADCOM INC | 0.077171 | ✓ |
| MICROSOFT CORP | 0.072480 | ✓ |
| META PLATFORMS INC CL A | 0.049584 | ✓ |
| SHOPIFY INC CL A | 0.040334 | ✓ |
| ADV MICRO DEVICE | 0.032349 | ✓ |
| LAM RESEARCH CORP | 0.032048 | ✓ |
| APPLIED MATERIALS INC | 0.027655 | ✓ |
| CISCO SYSTEMS INC | 0.025319 |  |
| HITACHI LTD | 0.022517 |  |
| TSMC | 0.019886 |  |
| KLA CORP | 0.019122 |  |
| ORACLE CORP | 0.018720 | ✓ |
| INTL BUS MACH CORP | 0.018345 |  |
| ARISTA NETWORKS INC | 0.017975 | ✓ |
| ACCENTURE PLC CL A | 0.016446 |  |
| TERADYNE INC | 0.014116 |  |
| COHERENT CORP | 0.013252 |  |
| TEXAS INSTRUMENTS INC | 0.013028 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.012908 | ✓ |
| INTUIT INC | 0.011816 | ✓ |
| CORNING INC | 0.010979 |  |
| CROWDSTRIKE HOLDINGS INC | 0.010813 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.010714 |  |
| PEGASYSTEMS INC | 0.010678 | ✓ |
| CONSTELLATION SOFTWARE INC | 0.010480 |  |
| MONGODB INC CL A | 0.009324 | ✓ |
| EPAM SYSTEMS INC | 0.008719 |  |
| GLOBAL WAFERS | 0.008550 |  |
| AMPHENOL CORPORATION CL A | 0.008526 | ✓ |
| TYLER TECHNOLOGIES INC | 0.007363 |  |
| VERISK ANALYTICS INC | 0.007021 | ✓ |
| JFROG LTD | 0.006506 |  |
| AUTODESK INC | 0.006260 |  |
| SNOWFLAKE INC CL A | 0.005270 | ✓ |
| ANALOG DEVICES INC | 0.005081 | ✓ |
| AON PLC | 0.004964 |  |
| SERVICETITAN INC-A | 0.004623 |  |
| HUBSPOT INC | 0.004573 |  |
| DATADOG INC CL A | 0.004431 |  |
| INTEL CORP | 0.003726 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.003296 |  |
| FIGMA INC-CL A | 0.000054 |  |
| NEW TAIWAN DOLLAR | 0.000039 |  |

## DWS Science and Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.106865 | ✓ |
| MICROSOFT CORP | 0.085506 | ✓ |
| BROADCOM INC | 0.078897 | ✓ |
| APPLE INC | 0.063181 | ✓ |
| ALPHABET INC CL A | 0.056688 | ✓ |
| META PLATFORMS INC CL A | 0.052846 | ✓ |
| ALPHABET INC CL C | 0.044949 |  |
| LAM RESEARCH CORP | 0.027856 | ✓ |
| AMPHENOL CORPORATION CL A | 0.022213 | ✓ |
| ORACLE CORP | 0.021956 | ✓ |
| ARISTA NETWORKS INC | 0.020761 | ✓ |
| MICRON TECHNOLOGY INC | 0.018981 |  |
| ASML HOLDING-NY | 0.017832 |  |
| CIENA CORP | 0.017121 |  |
| CROWDSTRIKE HOLDINGS INC | 0.015274 | ✓ |
| ANALOG DEVICES INC | 0.014717 | ✓ |
| MONGODB INC CL A | 0.014645 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.014100 |  |
| CADENCE DESIGN SYSTEMS INC | 0.013930 | ✓ |
| SHOPIFY INC CL A | 0.013592 | ✓ |
| SERVICENOW INC | 0.013255 |  |
| MOTOROLA SOLUTIONS INC | 0.013010 |  |
| SNOWFLAKE INC CL A | 0.012943 | ✓ |
| INTUIT INC | 0.012159 | ✓ |
| CLOUDFLARE INC-A | 0.012067 |  |
| BLOOM ENERGY CORP CL A | 0.012031 |  |
| SYNOPSYS INC | 0.011415 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.011178 |  |
| MARVELL TECHNOLOGY INC | 0.011085 |  |
| APPLIED MATERIALS INC | 0.010000 | ✓ |
| CHECK POINT SOFTWARE TECHS LTD | 0.009799 |  |
| PALANTIR TECHNOLOGIES INC | 0.009467 |  |
| TEXAS INSTRUMENTS INC | 0.009430 | ✓ |
| BWX TECHNOLOGIES INC | 0.009427 |  |
| QUANTA SVCS INC | 0.008036 |  |
| LILLY ELI and CO | 0.007805 |  |
| MASTERCARD INC CL A | 0.007370 |  |
| UBER TECHNOLOGIES INC | 0.006412 |  |
| VERISK ANALYTICS INC | 0.006345 | ✓ |
| DYNATRACE INC | 0.006285 |  |
| SANDISK CORPORATION | 0.005685 |  |
| DWS Central Cash Management Government Fund | 0.005506 |  |
| BYD COMPANY LTD H | 0.005395 |  |
| APPLOVIN CORP | 0.005258 |  |
| ADV MICRO DEVICE | 0.005055 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.004800 |  |
| ATLASSIAN CORP PLC CLS A | 0.004678 |  |
| BOX INC- CLASS A | 0.004541 |  |
| PEGASYSTEMS INC | 0.004374 | ✓ |
| GUIDEWIRE SOFTWARE INC | 0.004355 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040067` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/798244/000141036826040067/0001410368-26-040067-index.htm>
- N-PORT (fund B) — accession `0001410368-26-028967` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/88048/000141036826028967/0001410368-26-028967-index.htm>

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