# Portfolio overlap — RYSCX vs FTEC

Comparing **Electronics Fund** (2026-03-31) and **Fidelity MSCI Information Technology Index ETF** (2026-04-30).

- Shared positions: 53
- Electronics Fund covered by Fidelity MSCI Information Technology Index ETF: 0.3993022544621299528064176352
- Fidelity MSCI Information Technology Index ETF covered by Electronics Fund: 0.3993022544621299528064176353

## Electronics Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.144497 | ✓ |
| BROADCOM INC | 0.084594 | ✓ |
| ADV MICRO DEVICE | 0.043262 | ✓ |
| MICRON TECHNOLOGY INC | 0.041674 | ✓ |
| APPLIED MATERIALS INC | 0.038918 | ✓ |
| LAM RESEARCH CORP | 0.038812 | ✓ |
| KLA CORP | 0.033417 | ✓ |
| TEXAS INSTRUMENTS INC | 0.031658 | ✓ |
| INTEL CORP | 0.031452 | ✓ |
| ANALOG DEVICES INC | 0.029783 | ✓ |
| QUALCOMM INC | 0.027072 | ✓ |
| MARVELL TECHNOLOGY INC | 0.023119 | ✓ |
| MONOLITHIC POWER SYS INC | 0.017328 | ✓ |
| TERADYNE INC | 0.016385 | ✓ |
| ASML HOLDING-NY | 0.015635 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.015307 |  |
| NXP SEMICONDUCTORS NV | 0.014809 | ✓ |
| ARM HOLDINGS LTD | 0.014058 |  |
| MICROCHIP TECHNOLOGY | 0.014025 | ✓ |
| TOWER SEMICONDCT | 0.011999 |  |
| ON SEMICONDUCTOR CORP | 0.011926 | ✓ |
| ZAR/USD FORWARD | 0.011882 |  |
| QNITY ELECTRONICS INC | 0.011705 | ✓ |
| SOLAREDGE TECHNOLOGIES INC | 0.011561 | ✓ |
| ZAR/USD FORWARD | 0.010798 |  |
| FIRST SOLAR INC | 0.010381 | ✓ |
| ENTEGRIS INC | 0.010298 | ✓ |
| MKS INSTRUMENTS INC | 0.009621 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.009189 | ✓ |
| ASTERA LABS INC | 0.009081 | ✓ |
| NOVA LTD | 0.008836 |  |
| LATTICE SEMICONDUCTOR CORP | 0.008657 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.008466 | ✓ |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 0.008294 |  |
| ASE Technology Holding Company Ltd. ADR | 0.008140 |  |
| KULICKE and SOFFA INDUSTRIES INC | 0.007908 | ✓ |
| ONTO INNOVATION INC | 0.007884 | ✓ |
| United Microelectronics Corp. SPON ADS REP 5 ORD TWD10 | 0.007441 |  |
| RAMBUS INC | 0.006960 | ✓ |
| FORMFACTOR INC | 0.006736 | ✓ |
| CIRRUS LOGIC INC | 0.006593 | ✓ |
| SITIME CORP | 0.006587 | ✓ |
| SKYWORKS SOLUTIONS INC | 0.006438 | ✓ |
| SILICON LABS | 0.006048 | ✓ |
| SEMTECH CORP | 0.005980 | ✓ |
| AMKOR TECHNOLOGY INC | 0.005916 | ✓ |
| CAMTEK LTD | 0.005888 |  |
| CANADIAN SOLAR I | 0.005833 |  |
| QORVO INC | 0.005830 | ✓ |
| GLOBALFOUNDRIES INC | 0.005317 |  |

## Fidelity MSCI Information Technology Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.179715 | ✓ |
| APPLE INC | 0.143625 |  |
| MICROSOFT CORP | 0.095249 |  |
| BROADCOM INC | 0.050075 | ✓ |
| MICRON TECHNOLOGY INC | 0.026337 | ✓ |
| ADV MICRO DEVICE | 0.025941 | ✓ |
| INTEL CORP | 0.019870 | ✓ |
| CISCO SYSTEMS INC | 0.016615 |  |
| LAM RESEARCH CORP | 0.014908 | ✓ |
| APPLIED MATERIALS INC | 0.014428 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.013973 |  |
| ORACLE CORP | 0.012217 |  |
| TEXAS INSTRUMENTS INC | 0.011951 | ✓ |
| KLA CORP | 0.010884 | ✓ |
| INTL BUS MACH CORP | 0.009870 |  |
| ANALOG DEVICES INC | 0.009445 | ✓ |
| QUALCOMM INC | 0.009181 | ✓ |
| ARISTA NETWORKS INC | 0.008922 |  |
| AMPHENOL CORPORATION CL A | 0.008574 |  |
| SANDISK CORPORATION | 0.007994 |  |
| SALESFORCE INC | 0.007725 |  |
| WESTERN DIGITAL CORP | 0.007579 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.007553 |  |
| MARVELL TECHNOLOGY INC | 0.007518 | ✓ |
| PALO ALTO NETWORKS INC | 0.006943 |  |
| CORNING INC | 0.006739 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005465 |  |
| ACCENTURE PLC CL A | 0.005252 |  |
| APPLOVIN CORP | 0.005096 |  |
| INTUIT INC | 0.005068 |  |
| ADOBE INC | 0.004997 |  |
| SYNOPSYS INC | 0.004547 |  |
| CIENA CORP | 0.004500 |  |
| CADENCE DESIGN SYSTEMS INC | 0.004496 |  |
| MONOLITHIC POWER SYS INC | 0.004356 | ✓ |
| SERVICENOW INC | 0.004263 |  |
| NXP SEMICONDUCTORS NV | 0.004033 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.003928 |  |
| LUMENTUM HOLDINGS INC | 0.003878 |  |
| MOTOROLA SOLUTIONS INC | 0.003787 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.003691 |  |
| CLOUDFLARE INC-A | 0.003462 |  |
| TE CONNECTIVITY PLC | 0.003356 |  |
| COHERENT CORP | 0.003214 |  |
| TERADYNE INC | 0.003159 | ✓ |
| FORTINET INC | 0.003071 |  |
| MICROCHIP TECHNOLOGY | 0.003034 | ✓ |
| ON SEMICONDUCTOR CORP | 0.002774 | ✓ |
| AUTODESK INC | 0.002745 |  |
| HEWLETT PACKARD ENTERPRISE CO | 0.002548 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-023186` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026023186/0000940400-26-023186-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063885` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000141036826063885/0001410368-26-063885-index.htm>

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