# Portfolio overlap — WASIX vs MINAX

Comparing **Seven Canyons Strategic Global Fund** (2025-03-31) and **Madison International Stock Fund** (2025-01-31).

- Shared positions: 1
- Seven Canyons Strategic Global Fund covered by Madison International Stock Fund: 0.01862769999585071817101149973
- Madison International Stock Fund covered by Seven Canyons Strategic Global Fund: 0.01862769999585071817101149973

## Seven Canyons Strategic Global Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Instl US Govt MMkt Inv | 0.135524 |  |
| THEON INTERNATIO | 0.110849 |  |
| CD PROJEKT SA | 0.071864 |  |
| KURABO INDS | 0.068171 |  |
| Kornit Digital Ltd. (Israel) | 0.063378 |  |
| PLUS500 LTD | 0.062429 |  |
| CAMECO CORP | 0.058595 | ✓ |
| MEIDENSHA CORP | 0.057494 |  |
| IMPERIAL BRANDS | 0.049308 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.049153 |  |
| CELESTICA INC SUB VTG | 0.046747 |  |
| CAPITAL POWER CO | 0.043677 |  |
| DENISON MINES CO | 0.039861 |  |
| JDC Group AG | 0.033883 |  |
| EIFFAGE SA COMMON STOCK EUR4.0 | 0.033865 |  |
| Winfarm SAS | 0.021129 |  |
| SPYROSOFT SA COMMON STOCK | 0.014862 |  |
| KITWAVE GROUP PLC COMMON STOCK | 0.009649 |  |
| Water Intelligence PLC | 0.008909 |  |
| Arcure SA | 0.007152 |  |
| TECSYS, Inc. | 0.006170 |  |
| Elixirr International PLC | 0.005673 |  |
| SMARTCRAFT ASA COMMON STOCK NOK.1 | 0.001301 |  |
| Sidetrade | 0.000357 |  |
| Reliq Health Technologies, Inc. | 0.000000 |  |

## Madison International Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.052297 |  |
| DEUTSCHE TELEKOM | 0.029887 |  |
| Airbus SE | 0.028003 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.027116 |  |
| ASTRAZENECA PLC | 0.026628 |  |
| Kerry Group Public Limited Company | 0.026293 |  |
| HDFC BANK LTD SPON ADR | 0.026155 |  |
| Larsen & Toubro Ltd. | 0.025147 |  |
| PAN PACIFIC INTERNATIONAL HOLDINGS LTD | 0.024216 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.022896 |  |
| TENCENT HOLDINGS LTD | 0.022620 |  |
| ADIDAS AG | 0.022125 |  |
| PING AN-H | 0.021431 |  |
| CYBER-ARK SOFTWARE LTD | 0.021347 |  |
| SONY GROUP CORP | 0.021332 |  |
| LONZA GROUP -REG | 0.021217 |  |
| TORAY INDUSTRIES | 0.020759 |  |
| AIA Group Ltd | 0.019650 |  |
| PARTNERS GROUP HOLDING AG COMMON STOCK | 0.019233 |  |
| DAIICHI SANKYO | 0.019094 |  |
| CAMECO CORP | 0.018628 | ✓ |
| SIEMENS AG-REG | 0.018442 |  |
| ASML HOLDING-NY | 0.018396 |  |
| GRUPO MEXICO-B | 0.017991 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.017858 |  |
| Infosys Ltd. SPONSORED ADR | 0.017778 |  |
| SHELL PLC | 0.017644 |  |
| WAL-MART MEX-ADR | 0.017546 |  |
| MITSUBISHI UFJ F | 0.017459 |  |
| KION GROUP AG | 0.017269 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.016671 |  |
| SAP SE | 0.016658 |  |
| WISE PLC - A | 0.016597 |  |
| CYBERAGENT INC | 0.016331 |  |
| SIKA AG-REG | 0.016090 |  |
| Prudential Public Limited Company | 0.015807 |  |
| TREASURY WINE ES | 0.014735 |  |
| Hermes International SCA | 0.013932 |  |
| MURATA MFG CO | 0.013050 |  |
| KEYENCE CORP | 0.012341 |  |
| WORLDLINE | 0.012189 |  |
| FOMENTO ECONO MEX(FEMSA)SP ADR | 0.012119 |  |
| ITAU UNIBANCO HLDG SA SPON ADR | 0.011996 |  |
| NXP SEMICONDUCTORS NV | 0.011568 |  |
| NORSK HYDRO ASA | 0.011466 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.011430 |  |
| L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude | 0.010847 |  |
| LASERTEC CORP | 0.010845 |  |
| CARLSBERG-B | 0.010780 |  |
| SHISEIDO CO LTD | 0.010223 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-25-129282` (as of 2025-03-31)
  <https://www.sec.gov/Archives/edgar/data/1558107/000175272425129282/0001752724-25-129282-index.htm>
- N-PORT (fund B) — accession `0001752724-25-065806` (as of 2025-01-31)
  <https://www.sec.gov/Archives/edgar/data/1040612/000175272425065806/0001752724-25-065806-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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