# Portfolio overlap — SUGAX vs MFSIX

Comparing **Pioneer Global Sustainable Growth Fund** (2024-12-31) and **Madison Sustainable Equity Fund** (2025-01-31).

- Shared positions: 10
- Pioneer Global Sustainable Growth Fund covered by Madison Sustainable Equity Fund: 0.2931560847210146838160770756
- Madison Sustainable Equity Fund covered by Pioneer Global Sustainable Growth Fund: 0.2931560847210146838160770754

## Pioneer Global Sustainable Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.068301 | ✓ |
| ALPHABET INC CL C | 0.057237 | ✓ |
| MICROSOFT CORP | 0.045840 | ✓ |
| APPLE INC | 0.037762 | ✓ |
| MASTERCARD INC CL A | 0.034397 |  |
| TSMC | 0.034037 |  |
| RELX PLC | 0.033364 |  |
| PROGRESSIVE CORP OHIO | 0.029888 | ✓ |
| ADV MICRO DEVICE | 0.027406 |  |
| FINECOBANK SPA | 0.026696 |  |
| LILLY ELI and CO | 0.026555 | ✓ |
| NINTENDO CO LTD | 0.026311 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.025430 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.024733 |  |
| ASML Holding NV | 0.023703 |  |
| BABA-W | 0.022862 |  |
| SONY GROUP CORP | 0.022021 |  |
| INTL BUS MACH CORP | 0.021845 |  |
| HOYA CORP | 0.021587 |  |
| EURONEXT NV | 0.020718 |  |
| UBER TECHNOLOGIES INC | 0.020078 |  |
| VERTEX PHARMACEUTICALS INC | 0.019589 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.019519 |  |
| OLYMPUS CORP | 0.018631 |  |
| PAYPAL HOLDINGS | 0.018090 |  |
| TJX COS INC | 0.017924 | ✓ |
| HENSOLDT AG | 0.017674 |  |
| U.S. Treasury Bills | 0.017359 |  |
| THERMO FISHER SCIENTIFIC INC | 0.017172 |  |
| SALESFORCE INC | 0.016844 |  |
| PEPSICO INC | 0.016590 |  |
| LONZA GROUP -REG | 0.016176 |  |
| QUALCOMM INC | 0.015533 | ✓ |
| CARDINAL HEALTH INC | 0.012534 |  |
| EDENRED | 0.012145 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.012042 |  |
| BAKER HUGHES CO | 0.012015 |  |
| TENCENT HOLDINGS LTD | 0.011141 |  |
| YUM CHINA HOLDINGS INC - XHKG LISTING | 0.010888 |  |
| GENERAC HOLDINGS INC | 0.010398 |  |
| DANAHER CORP | 0.010209 | ✓ |
| ROCKWELL AUTOMATION INC | 0.010129 |  |
| Sanofi SA | 0.009610 |  |
| ELECTRONIC ARTS INC | 0.009201 |  |
| CDW CORPORATION | 0.007740 |  |
| Amadeus IT Holding, S.A. | 0.005206 |  |
| BJS WHSL CLUB HLDGS INC | 0.004874 |  |

## Madison Sustainable Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.075082 | ✓ |
| MICROSOFT CORP | 0.074957 | ✓ |
| LILLY ELI and CO | 0.061617 | ✓ |
| COSTCO WHOLESALE CORP | 0.053545 |  |
| APPLE INC | 0.045136 | ✓ |
| AMAZON.COM INC | 0.044824 | ✓ |
| VISA INC-CLASS A | 0.044188 |  |
| JPMORGAN CHASE and CO | 0.037407 |  |
| ORACLE CORP | 0.037115 |  |
| NEXTERA ENERGY INC | 0.036028 |  |
| UNITEDHEALTH GRP | 0.033621 |  |
| PROGRESSIVE CORP OHIO | 0.030793 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.029334 |  |
| ACCENTURE PLC CL A | 0.029116 |  |
| TJX COS INC | 0.027775 | ✓ |
| LINDE PLC | 0.027500 |  |
| AGILENT TECHNOLOGIES INC | 0.026808 |  |
| US BANCORP DEL | 0.023705 |  |
| HOME DEPOT INC | 0.023336 |  |
| DANAHER CORP | 0.023081 | ✓ |
| QUALCOMM INC | 0.022299 | ✓ |
| TEXAS INSTRUMENTS INC | 0.021960 |  |
| ECOLAB INC | 0.021924 |  |
| BLACKROCK INC | 0.021501 |  |
| EQUIFAX INC | 0.020326 |  |
| ANALOG DEVICES INC | 0.019274 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.018838 |  |
| TE CONNECTIVITY PLC | 0.018834 |  |
| SCHWAB CHARLES CORP | 0.018329 |  |
| ADOBE INC | 0.012389 |  |
| UNION PACIFIC CORP | 0.011972 |  |
| VERTEX PHARMACEUTICALS INC | 0.007384 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001752724-25-038743` (as of 2024-12-31)
  <https://www.sec.gov/Archives/edgar/data/1077452/000175272425038743/0001752724-25-038743-index.htm>
- N-PORT (fund B) — accession `0001752724-25-065803` (as of 2025-01-31)
  <https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm>

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