# Portfolio overlap — TMAT vs ESLG

Comparing **Main Thematic Innovation ETF** (2026-01-31) and **Eventide Large Cap Growth ETF** (2026-01-31).

- Shared positions: 24
- Main Thematic Innovation ETF covered by Eventide Large Cap Growth ETF: 0.1602275856592966662770809865
- Eventide Large Cap Growth ETF covered by Main Thematic Innovation ETF: 0.1602275856592966662770809864

## Main Thematic Innovation ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICRON TECHNOLOGY INC | 0.024193 | ✓ |
| FAIR ISAAC CORP | 0.023927 |  |
| CLEAR SECURE INC | 0.021475 |  |
| Sportradar Group AG CLASS A ORD SHS | 0.019180 |  |
| INSULET CORP | 0.018801 |  |
| AUTODESK INC | 0.018612 |  |
| UBER TECHNOLOGIES INC | 0.017676 |  |
| MERCADOLIBRE INC | 0.017534 |  |
| CROWDSTRIKE HOLDINGS INC | 0.016362 | ✓ |
| AAON INC | 0.016012 |  |
| TALEN ENERGY CORP | 0.015673 | ✓ |
| ROCKWELL AUTOMATION INC | 0.015517 | ✓ |
| DOXIMITY INC-A | 0.015168 | ✓ |
| VISTRA CORP | 0.014893 | ✓ |
| GE VERNOVA LLC | 0.014853 | ✓ |
| MOODYS CORP | 0.014751 | ✓ |
| DOORDASH INC-A | 0.014154 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.014084 |  |
| QUALYS INC | 0.013485 |  |
| BWX TECHNOLOGIES INC | 0.013443 |  |
| CIENA CORP | 0.013385 | ✓ |
| CONSTELLATION ENERGY CORP | 0.013251 | ✓ |
| WOODWARD INC | 0.012998 |  |
| LUMENTUM HOLDINGS INC | 0.012816 |  |
| SEA LTD ADR | 0.012781 |  |
| EQUIFAX INC | 0.012355 |  |
| VERACYTE INC | 0.012146 |  |
| KARMAN HOLDINGS INC | 0.011885 |  |
| AXON ENTERPRISE INC | 0.011868 |  |
| TERADYNE INC | 0.011826 |  |
| BENTLEY SYSTEM-B | 0.011574 |  |
| ADV MICRO DEVICE | 0.011574 | ✓ |
| HINGE HEALTH INC | 0.011077 |  |
| GRACO INC | 0.011016 |  |
| CLOUDFLARE INC-A | 0.010857 |  |
| VERTIV HOLDINGS CO | 0.010659 |  |
| CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.01 | 0.010574 |  |
| WATERS CORP | 0.010559 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.010532 |  |
| TRANSUNION | 0.010340 |  |
| VEEVA SYSTEMS-A | 0.009983 | ✓ |
| ARGAN INC | 0.009931 |  |
| ONTO INNOVATION INC | 0.009866 |  |
| HAEMONETICS CORP MASS | 0.009765 |  |
| EXPEDIA INC | 0.009699 |  |
| STATE STR INSTL INVT TR TREAS MMKT FD INST | 0.009646 |  |
| TRIMBLE INC | 0.009627 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.009415 | ✓ |
| ZSCALER INC | 0.009414 | ✓ |
| TRADE DESK INC-A | 0.009256 | ✓ |

## Eventide Large Cap Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.112143 |  |
| BROADCOM INC | 0.046543 |  |
| CATERPILLAR INC | 0.040743 |  |
| S&P GLOBAL INC | 0.030531 |  |
| AMERICAN EXPRESS CO | 0.029103 |  |
| MOODYS CORP | 0.027743 | ✓ |
| LOWES COS INC | 0.026484 |  |
| HOME DEPOT INC | 0.026312 |  |
| LILLY ELI and CO | 0.025812 |  |
| LAM RESEARCH CORP | 0.025081 |  |
| O'REILLY AUTOMOTIVE INC | 0.024804 |  |
| ARISTA NETWORKS INC | 0.024598 |  |
| MOTOROLA SOLUTIONS INC | 0.021623 |  |
| CIENA CORP | 0.019769 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.019593 |  |
| INTUIT INC | 0.018554 |  |
| UNION PACIFIC CORP | 0.018457 |  |
| WASTE MANAGEMENT INC | 0.018366 |  |
| STRYKER CORP | 0.018324 |  |
| BOSTON SCIENTIFIC CORP | 0.018164 |  |
| PALO ALTO NETWORKS INC | 0.017550 | ✓ |
| ADV MICRO DEVICE | 0.015651 | ✓ |
| TRANE TECHNOLOGI | 0.015640 |  |
| AUTOMATIC DATA PROCESSING INC | 0.015321 | ✓ |
| GE VERNOVA LLC | 0.015076 | ✓ |
| SERVICENOW INC | 0.014561 |  |
| LINDE PLC | 0.013261 |  |
| ILLINOIS TOOL WORKS INC | 0.012979 |  |
| ECOLAB INC | 0.012844 |  |
| CROWDSTRIKE HOLDINGS INC | 0.012767 | ✓ |
| INTUITIVE SURGICAL INC | 0.012549 | ✓ |
| NASDAQ INC | 0.012411 |  |
| PROGRESSIVE CORP OHIO | 0.011193 |  |
| MICRON TECHNOLOGY INC | 0.010286 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.009561 | ✓ |
| PROLOGIS INC REIT | 0.009184 |  |
| SHERWIN WILLIAMS CO | 0.008792 |  |
| FORTINET INC | 0.008394 |  |
| FERGUSON ENTERPRISES INC | 0.008345 |  |
| ARTHUR J GALLAGHAR AND CO | 0.008243 | ✓ |
| COPART INC | 0.008048 |  |
| HOULIHAN LOKEY I | 0.006971 |  |
| DELL TECHNOLOGIES INC CL C | 0.006620 |  |
| ZSCALER INC | 0.006611 | ✓ |
| KLA CORP | 0.006037 |  |
| WORKDAY INC CL A | 0.005806 |  |
| THOMSON REUTERS CORP | 0.005496 |  |
| ROCKWELL AUTOMATION INC | 0.005267 | ✓ |
| NEXTERA ENERGY INC | 0.005085 |  |
| SEAGATE TECHNOLO | 0.005054 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000910472-26-005079` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1644419/000091047226005079/0000910472-26-005079-index.htm>
- N-PORT (fund B) — accession `0001004726-26-002257` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1506213/000100472626002257/0001004726-26-002257-index.htm>

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