# Portfolio overlap — SIMS vs LOPP

Comparing **State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF** (2026-03-31) and **Gabelli Love Our Planet & People ETF** (2026-03-31).

- Shared positions: 8
- State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF covered by Gabelli Love Our Planet & People ETF: 0.1204043663207124291110706441
- Gabelli Love Our Planet & People ETF covered by State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF: 0.1204043663207124291110706442

## State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.052309 |  |
| SILICON LABS | 0.042007 |  |
| BLOOM ENERGY CORP CL A | 0.039367 |  |
| SELECT WATER SOLUTIONS INC CL A | 0.037399 |  |
| GENERAC HOLDINGS INC | 0.034507 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.033278 | ✓ |
| MUELLER WATER PRODUCTS INC A | 0.032807 | ✓ |
| HAWKINS INC | 0.032310 |  |
| ARLO TECHNOLOGIES INC | 0.029163 |  |
| RESIDEO TECHNOLOGIES INC | 0.028064 | ✓ |
| SUNCOR ENERGY INC | 0.027428 |  |
| ITRON INC | 0.026840 |  |
| VERALTO CORP | 0.026624 | ✓ |
| TETRA TECH INC | 0.026147 |  |
| XYLEM INC | 0.025392 | ✓ |
| BADGER METER INC | 0.025269 | ✓ |
| PENTAIR PLC | 0.024359 |  |
| ALARM.COM HOLDINGS INC | 0.024048 |  |
| COMMSTCK | 0.024005 |  |
| ADT INC | 0.023870 |  |
| SHELL PLC SPONS ADR | 0.023380 |  |
| SHOALS TECHNOLOGIES GROUP INC | 0.022517 | ✓ |
| HONEYWELL INTL INC | 0.021561 |  |
| ON SEMICONDUCTOR CORP | 0.020592 |  |
| BCE INC | 0.019947 |  |
| AMETEK INC NEW | 0.019583 |  |
| CARRIER GLOBAL CORP | 0.019327 | ✓ |
| CHART INDUSTRIES INC | 0.018446 |  |
| NAPCO SECURITY TECHNOLOGIES INC | 0.017156 |  |
| GENTEX CORP | 0.016588 |  |
| ROKU INC CLASS A | 0.016457 |  |
| CORE & MAIN IN-A | 0.016399 |  |
| BAIDU INC SPON ADR | 0.016193 |  |
| NRG ENERGY INC | 0.015934 |  |
| TE CONNECTIVITY PLC | 0.015697 |  |
| PARSONS CORP | 0.014814 |  |
| EVGO INC CL A | 0.014672 |  |
| ROPER TECHNOLOGIES INC | 0.014652 |  |
| ACUITY INC | 0.013797 |  |
| ENERGY RECOVERY INC | 0.013349 |  |
| REKOR SYSTEMS INC | 0.012569 |  |
| FLUENCE ENERGY INC | 0.010590 |  |
| CONSOLIDATED WATER CO LTD | 0.008020 |  |
| SMARTRENT INC | 0.002567 |  |

## Gabelli Love Our Planet & People ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GE VERNOVA LLC | 0.040325 |  |
| IDACORP INC | 0.033849 |  |
| CAMECO CORP | 0.031986 |  |
| CROWN HOLDINGS INC | 0.031840 |  |
| CUMMINS INC | 0.031068 |  |
| WEYERHAEUSER CO | 0.029530 |  |
| WASTE CONNECTIONS INC | 0.029079 |  |
| XYLEM INC | 0.027603 | ✓ |
| VALMONT INDUSTRIES INC | 0.026520 |  |
| NEXTRACKER INC CL A | 0.025757 |  |
| MUELLER WATER PRODUCTS INC A | 0.024497 | ✓ |
| HUBBELL INC | 0.024245 |  |
| FREEPORT MCMORAN INC | 0.023676 |  |
| AZZ INC | 0.023131 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.021173 | ✓ |
| DEERE & CO | 0.021123 |  |
| ARCOSA INC | 0.020688 |  |
| S&P GLOBAL INC | 0.019649 |  |
| AMERICAN WATER WRKS COMPANY | 0.019647 |  |
| ALLIANT ENERGY CORPORATION | 0.019476 |  |
| MIRION TECHNOLOGIES INC-A | 0.019323 |  |
| AVISTA CORP | 0.018543 |  |
| REPUBLIC SVCS | 0.017707 |  |
| U.S. Treasury Bills | 0.017672 |  |
| U.S. Treasury Bills | 0.017049 |  |
| BLUE BIRD CORP | 0.017045 |  |
| GORMAN-RUPP CO | 0.016504 |  |
| BECTON DICKINSON and CO | 0.016343 |  |
| BADGER METER INC | 0.016227 | ✓ |
| FIRST SOLAR INC | 0.015947 |  |
| XPLR INFRASTRUCTURE LP COMMON STOCK | 0.015332 |  |
| FLOWSERVE CORP | 0.014716 |  |
| ALPHABET INC CL C | 0.013866 |  |
| CORNING INC | 0.013338 |  |
| BROOKFIELD RENEW | 0.012622 |  |
| AIR PRODUCTS and CHEMICALS INC | 0.012591 |  |
| TREX CO INC | 0.012476 |  |
| RWE AG | 0.012320 |  |
| TIMKEN CO | 0.012196 |  |
| CARRIER GLOBAL CORP | 0.011381 | ✓ |
| SENSIENT TECHNOLOGIES CORP | 0.011031 |  |
| SJW GROUP | 0.010841 |  |
| FLUOR CORP | 0.010775 |  |
| RESIDEO TECHNOLOGIES INC | 0.009961 | ✓ |
| CNH INDUSTRIAL NV | 0.008258 |  |
| VERALTO CORP | 0.008169 | ✓ |
| FLEX LTD | 0.007182 |  |
| SOLSTICE ADV MAT | 0.006597 |  |
| CENTURI HOLDINGS INC | 0.006335 |  |
| MINERALS TECHNOLOGIES INC | 0.006143 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055521` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055521/0001410368-26-055521-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022955` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1748425/000094040026022955/0000940400-26-022955-index.htm>

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