# Portfolio overlap — RYCSX vs GTCAX

Comparing **Telecommunications Fund** (2026-03-31) and **Gabelli Global Content & Connectivity Fund** (2026-03-31).

- Shared positions: 13
- Telecommunications Fund covered by Gabelli Global Content & Connectivity Fund: 0.1867323735654425640976181492
- Gabelli Global Content & Connectivity Fund covered by Telecommunications Fund: 0.1867323735654425640976181495

## Telecommunications Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CISCO SYSTEMS INC | 0.077550 |  |
| AT&T INC | 0.067867 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.064422 | ✓ |
| ARISTA NETWORKS INC | 0.051124 |  |
| COMCAST CORP CL A | 0.046308 | ✓ |
| T-MOBILE US INC | 0.045430 | ✓ |
| CIENA CORP | 0.043782 |  |
| LUMENTUM HOLDINGS INC | 0.042807 |  |
| MOTOROLA SOLUTIONS INC | 0.040183 |  |
| ECHOSTAR CORP CL A | 0.035015 | ✓ |
| AST SPACEMOBILE INC | 0.031881 |  |
| CHARTER COMMUNICATIONS INC A | 0.027846 |  |
| F5 INC | 0.025262 |  |
| ROKU INC CLASS A | 0.023500 |  |
| VIAVI SOLUTIONS INC | 0.017956 |  |
| Nokia Oyj ADR | 0.017376 |  |
| MILLICOM INTL CELL SA | 0.016775 | ✓ |
| Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 | 0.016703 |  |
| LUMEN TECHNOLOGIES INC | 0.016498 |  |
| America Movil S.A.B. de C.V. SPON ADS RP CL B | 0.016280 | ✓ |
| Vodafone Group Public Limited Company | 0.015720 | ✓ |
| BCE INC | 0.015379 |  |
| TELUS CORP | 0.014991 | ✓ |
| APPLIED OPTOELECTRONICS INC | 0.014708 |  |
| KT CORP-SP ADR DEPOSITARY RECEIPT | 0.014376 |  |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.014350 | ✓ |
| LIBERTY GLOBAL LTD CL A | 0.014309 |  |
| VERSANT MEDIA GROUP INC - A | 0.013970 | ✓ |
| TELEPHONE & DATA | 0.012385 | ✓ |
| VIASAT INC | 0.012152 |  |
| VISTANCE NETWORKS INC | 0.012119 |  |
| ONDAS INC | 0.011148 |  |
| CALIX NETWORKS INC | 0.010486 |  |
| UNITI GROUP INC | 0.010366 |  |
| IRIDIUM COMMUNICATIONS INC | 0.010259 |  |
| NETSCOUT SYSTEMS INC | 0.009412 |  |
| EXTREME NETWORKS INC | 0.008907 |  |
| INTERDIGITAL INC | 0.008030 |  |
| LIBERTY LATIN AMERICA LTD CL C | 0.007663 |  |
| GLOBALSTAR INC | 0.007540 |  |
| ADTRAN HOLDINGS INC | 0.006692 |  |
| HARMONIC INC | 0.005871 |  |
| UBIQUITI INC | 0.005812 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.005180 |  |
| NETGEAR INC | 0.003970 |  |
| GCI LIBERTY INC. - CL C | 0.003649 |  |
| GOGO INC | 0.003270 | ✓ |
| ZAR/USD FORWARD | 0.001425 |  |
| ZAR/USD FORWARD | 0.001295 |  |

## Gabelli Global Content & Connectivity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.081726 |  |
| SOFTBANK GROUP CORP | 0.079012 |  |
| T-MOBILE US INC | 0.062687 | ✓ |
| MILLICOM INTL CELL SA | 0.061001 | ✓ |
| META PLATFORMS INC CL A | 0.054333 |  |
| DEUTSCHE TELEKOM | 0.050101 |  |
| PROSUS NV | 0.044010 |  |
| TELEPHONE & DATA | 0.042837 | ✓ |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.039123 | ✓ |
| ANTERIX INC | 0.036268 |  |
| MICROSOFT CORP | 0.030132 |  |
| US CELLULAR CORP | 0.025039 |  |
| ECHOSTAR CORP CL A | 0.020647 | ✓ |
| AT&T INC | 0.019665 | ✓ |
| Vodafone Group Public Limited Company | 0.017320 | ✓ |
| EQUINIX INC | 0.017288 |  |
| MTN GROUP LTD | 0.017237 |  |
| AMAZON.COM INC | 0.016953 |  |
| BOLLORE SE | 0.016513 |  |
| KINNEVIK AB - B | 0.016180 |  |
| TELESAT CORP COMMON STOCK | 0.015716 |  |
| APPLE INC | 0.015494 |  |
| Manchester United plc, Class A | 0.014604 |  |
| VNV Global AB (publ) | 0.013113 |  |
| VERIZON COMMUNICATIONS INC | 0.012259 | ✓ |
| SAMSUNG ELE-PREF | 0.012117 |  |
| America Movil S.A.B. de C.V. SPON ADS RP CL B | 0.012099 | ✓ |
| SUNRISE COMMUNIC | 0.012043 |  |
| Sony Group Corp. SPON ADR EACH REPR 1 ORD | 0.011514 |  |
| ZALANDO SE | 0.011279 |  |
| MASTERCARD INC CL A | 0.010168 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.008721 |  |
| NETFLIX INC | 0.008348 |  |
| AMERICAN TOWER CORP | 0.008195 |  |
| SHENANDOAH TELECOM CO | 0.008159 |  |
| LIBERTY GLOBAL LTD C | 0.007798 |  |
| TELENOR ASA | 0.007635 |  |
| ATLANTA BRAVES HOLDINGS INC | 0.007531 |  |
| WALT DISNEY CO/T | 0.006538 |  |
| TELUS CORP | 0.006092 | ✓ |
| COMCAST CORP CL A | 0.005842 | ✓ |
| Grupo Televisa SAB | 0.005132 |  |
| CROWN CASTLE INC | 0.004964 |  |
| EXOR NV | 0.004838 |  |
| JUVENTUS FOOTBAL | 0.004723 |  |
| COGECO COMMUNICA | 0.003443 |  |
| COGECO INC COMMON STOCK | 0.003381 |  |
| VERSANT MEDIA GROUP INC - A | 0.003013 | ✓ |
| PAYPAL HOLDINGS | 0.002761 |  |
| GOGO INC | 0.002454 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022998` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026022998/0000940400-26-022998-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022937` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/909504/000094040026022937/0000940400-26-022937-index.htm>

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