# Portfolio overlap — POW vs RYUIX

Comparing **Vistashares Electrification Supercycle ETF** (2026-02-28) and **Utilities Fund** (2026-03-31).

- Shared positions: 13
- Vistashares Electrification Supercycle ETF covered by Utilities Fund: 0.1900176357121932512194915233
- Utilities Fund covered by Vistashares Electrification Supercycle ETF: 0.1900176357121932512194915234

## Vistashares Electrification Supercycle ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LS ELECTRIC CO L | 0.078051 |  |
| DELTA ELEC | 0.058890 |  |
| HYOSUNG HEAVY IN | 0.055623 |  |
| POWELL INDUSTRIES INC | 0.050152 |  |
| EATON CORP PLC | 0.044741 |  |
| VICOR CORPORATION | 0.044497 |  |
| QUANTA SVCS INC | 0.042311 |  |
| SIEMENS ENERGY AG | 0.038182 |  |
| PRYSMIAN SPA | 0.037168 |  |
| HUBBELL INC | 0.036148 |  |
| GE VERNOVA LLC | 0.035737 |  |
| NVENT ELECTRIC PLC | 0.032621 |  |
| ENGIE | 0.029846 |  |
| NEXTERA ENERGY INC | 0.025716 | ✓ |
| XCEL ENERGY INC | 0.024544 | ✓ |
| EXELON CORP | 0.023478 | ✓ |
| BEL FUSE INC NV CL B | 0.022352 |  |
| CONSTELLATION ENERGY CORP | 0.020154 | ✓ |
| CONSOLIDATED EDISON INC | 0.019919 | ✓ |
| MASTEC INC | 0.019595 |  |
| NATIONAL GRID PL | 0.019413 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.016974 | ✓ |
| ENEL SPA | 0.016638 |  |
| LITTELFUSE INC | 0.016611 |  |
| EVERSOURCE ENERGY | 0.014445 | ✓ |
| SCHNEIDER ELECTR | 0.014401 |  |
| SUNGROW POWER -A | 0.014240 |  |
| EDISON INTL | 0.014050 | ✓ |
| ADV ENERGY INDS | 0.012124 |  |
| PG&E CORP | 0.011040 | ✓ |
| FRST AM-GV OB-X | 0.009370 |  |
| IBERDROLA SA | 0.009169 |  |
| NRG ENERGY INC | 0.008434 | ✓ |
| ENERSYS INC | 0.008118 |  |
| ENPHASE ENERGY INC | 0.007018 |  |
| AMPHENOL CORPORATION CL A | 0.005975 |  |
| AES CORP | 0.005195 | ✓ |
| KYUSHU ELEC PWR | 0.004503 |  |
| Brookfield Renewable Partners LP | 0.004132 |  |
| GINLONG TECHNO-A | 0.003895 |  |
| KANSAI ELECTRIC POWER CO INC | 0.003880 |  |
| SOUTHERN CO | 0.003811 | ✓ |
| REDEIA CORP SA COMMON STOCK | 0.003670 |  |
| KOREA ELEC POWER | 0.003120 |  |
| GCL SYSTEM INT-A | 0.003071 |  |
| HANWHA SOLUTIONS | 0.003066 |  |
| SOLAREDGE TECHNOLOGIES INC | 0.002771 |  |
| OY NOFAR ENERGY | 0.002665 |  |
| FLUENCE ENERGY INC | 0.002316 |  |
| DUKE ENERGY CORP NEW | 0.002259 | ✓ |

## Utilities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.055572 | ✓ |
| SOUTHERN CO | 0.040724 | ✓ |
| DUKE ENERGY CORP NEW | 0.039790 | ✓ |
| CONSTELLATION ENERGY CORP | 0.035745 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.033249 | ✓ |
| SEMPRA ENERGY | 0.032379 |  |
| ENTERGY CORP | 0.029366 |  |
| DOMINION ENERGY INC | 0.028991 |  |
| EXELON CORP | 0.027921 | ✓ |
| XCEL ENERGY INC | 0.027834 | ✓ |
| VISTRA CORP | 0.027377 |  |
| CONSOLIDATED EDISON INC | 0.025327 | ✓ |
| PUB SERV ENTERP | 0.025064 |  |
| PG&E CORP | 0.024457 | ✓ |
| WEC ENERGY GROUP INC | 0.024115 |  |
| AMEREN CORP | 0.021857 |  |
| ATMOS ENERGY CORP | 0.021738 |  |
| NRG ENERGY INC | 0.021574 | ✓ |
| EDISON INTL | 0.021560 | ✓ |
| CENTERPOINT ENERGY INC | 0.020944 |  |
| FIRSTENERGY CORP | 0.020934 |  |
| PPL CORPORATION | 0.020825 |  |
| DTE ENERGY CO | 0.020319 |  |
| AMERICAN WATER WRKS COMPANY | 0.020022 |  |
| EVERSOURCE ENERGY | 0.019877 | ✓ |
| CMS ENERGY CORP | 0.019364 |  |
| NISOURCE INC | 0.018722 |  |
| ALLIANT ENERGY CORPORATION | 0.017032 |  |
| EVERGY INC | 0.017024 |  |
| TALEN ENERGY CORP | 0.015525 |  |
| FORTIS INC | 0.015383 |  |
| National Grid PLC SPON ADR EACH REP 5 ORD SHS | 0.014606 |  |
| BROOKFIELD RENEW | 0.014097 |  |
| PINNACLE WEST CAPITAL CORP | 0.013789 |  |
| ESSENTIAL UTILITIES INC | 0.013107 |  |
| OGE ENERGY CORP | 0.012420 |  |
| NATL FUEL GAS CO | 0.011784 |  |
| CLEARWAY ENERGY INC CL C | 0.011335 |  |
| IDACORP INC | 0.011210 |  |
| UGI CORP NEW | 0.011123 |  |
| AES CORP | 0.010637 | ✓ |
| PORTLAND GENERAL ELECTRIC CO | 0.010218 |  |
| TXNM ENERGY INC | 0.009975 |  |
| OKLO INC | 0.009428 |  |
| BLACK HILLS CORP | 0.008988 |  |
| ORMAT TECHNOLOGIES INC | 0.008701 |  |
| MDU RESOURCES GROUP INC | 0.008125 |  |
| NORTHWESTERN ENERGY GROUP INC | 0.007898 |  |
| SJW GROUP | 0.006581 |  |
| OTTER TAIL CORPORATION | 0.005224 |  |


## Sources

- N-PORT (fund A) — accession `0002000324-26-001584` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1722388/000200032426001584/0002000324-26-001584-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022999` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026022999/0000940400-26-022999-index.htm>

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