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AIPO vs NETZ

Shared holdings
7
AIPO covered by NETZ
23.68%
NETZ covered by AIPO
23.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AIPO (Feb. 28, 2026)

SecurityWeight
QUANTA SVCS INC8.87%
GE VERNOVA LLC8.77%
VERTIV HOLDINGS CO8.43%
EATON CORP PLC7.74%
CAMECO CORP5.67%
NVIDIA CORP3.51%
CONSTELLATION ENERGY CORP3.09%
BLOOM ENERGY CORP CL A2.88%
BROADCOM INC2.81%
HUBBELL INC2.61%
MASTEC INC2.38%
VISTRA CORP2.06%
DOMINION ENERGY INC1.89%
BWX TECHNOLOGIES INC1.87%
NVENT ELECTRIC PLC1.85%
GENERAC HOLDINGS INC1.69%
XCEL ENERGY INC1.67%
ADV MICRO DEVICE1.63%
PUB SERV ENTERP1.55%
STERLING INFRASTRUCTURE INC1.47%
NEXGEN ENERGY LT1.36%
PG&E CORP1.31%
EQUINIX INC1.30%
DYCOM INDUSTRIES INC1.23%
VALMONT INDUSTRIES INC1.22%
LATTICE SEMICONDUCTOR CORP1.05%
DIGITAL REALTY TRUST INC1.04%
OKLO INC1.04%
DENISON MINES CO1.01%
ENERSYS INC0.95%
ARGAN INC0.95%
MARVELL TECHNOLOGY INC0.91%
DIGITALBRIDGE GROUP INC0.89%
Nebius Group NV, Class A0.88%
RAMBUS INC0.81%
ARM HOLDINGS LTD0.81%
WHITEFIBER INC0.74%
EVERGY INC0.72%
ITRON INC0.72%
POWER SOLUTIONS INTL INC0.67%
ASTERA LABS INC0.65%
TALEN ENERGY CORP0.63%
CENTRUS ENERGY CORP CL A0.63%
MYR GROUP INC/DELAWARE0.62%
AMER SUPERCONDTR0.57%
PREFORMED LINE PRODUCTS CO0.52%
NUSCALE POWER CORP0.51%
AES CORP0.44%
FRST AM-GV OB-X0.44%
NANO NUCLEAR ENERGY INC0.43%

NETZ (April 30, 2026)

SecurityWeight
GENERAL ELECTRIC CO7.68%
VERTIV HOLDINGS CO7.10%
Safran SA EUR0.205.62%
BROADCOM INC5.28%
GE VERNOVA LLC4.87%
POWELL INDUSTRIES INC4.40%
APPLIED MATERIALS INC4.24%
TRANE TECHNOLOGI4.19%
KLA CORP4.01%
VENTURE GLOBAL INC3.86%
SANDVIK AB /SEK/ 0.000000003.68%
EXXON MOBIL CORP3.65%
BLOOM ENERGY CORP CL A3.35%
AIRBUS SE3.31%
QNITY ELECTRONICS INC3.24%
ARISTA NETWORKS INC3.04%
Siemens Energy AG NPV2.56%
CAMECO CORP2.43%
CATERPILLAR INC2.40%
QUANTA SVCS INC2.28%
MIRION TECHNOLOGIES INC-A2.26%
Schneider Electric SE EUR4.002.22%
UNION PACIFIC CORP2.21%
REPUBLIC SVCS2.05%
MARTIN MAR MTLS2.00%
TAIWAN SEMIC MFG CO LTD SP ADR1.82%
CHENIERE ENERGY INC1.64%
MICROSOFT CORP1.37%
VISTRA CORP1.31%
COMFORT SYSTEMS USA INC1.03%
FIRST SOLAR INC0.92%

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