Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

AIS vs ARTY

Shared holdings
12
AIS covered by ARTY
22.55%
ARTY covered by AIS
22.55%

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.

AIS (Feb. 28, 2026)

SecurityWeight
SK HYNIX INC9.97%
MICRON TECHNOLOGY INC6.02%
VERTIV HOLDINGS CO5.08%
TAIWAN SEMIC MFG CO LTD SP ADR4.71%
INTEL CORP4.12%
GE VERNOVA LLC3.99%
VICOR CORPORATION3.61%
FOXCONN INDUSTRIAL INTERNET CO LTD3.60%
NVIDIA CORP3.53%
LEGRAND SA COMMON STOCK3.07%
ADV MICRO DEVICE3.04%
Silicon Motion Technology Corp. SPONSORED ADR2.94%
GLOBALFOUNDRIES INC2.75%
CORNING INC2.70%
NEXTDC LTD2.44%
MARVELL TECHNOLOGY INC2.18%
SEAGATE TECHNOLOGY HOLDINGS PLC2.08%
ARISTA NETWORKS INC1.94%
NAVITAS SEMICONDUCTOR CORP1.90%
ADV ENERGY INDS1.71%
EXTREME NETWORKS INC1.51%
MONTAGE TECHNO-A1.45%
NANYA TECH1.41%
ASUSTEK COMPUTER1.41%
WESTERN DIGITAL CORP1.33%
ARM HOLDINGS LTD1.29%
COMMVAULT SYSTEMS INC1.20%
SANDISK CORPORATION1.20%
INSPUR ELECTRO-A1.12%
COHERENT CORP1.07%
NUTANIX INC CL A1.05%
ASTERA LABS INC1.04%
HYGON INFORMAT-A0.99%
KEHUA DATA CO-A0.83%
MUNTERS GROUP AB0.81%
QUANTA COMPUTER0.72%
SUPER MICRO COMPUTER INC0.72%
TD SYNNEX CORP0.72%
CISCO SYSTEMS INC0.67%
NOKIA OYJ0.65%
PALO ALTO NETWORKS INC0.65%
CREDO TECHNOLOGY GROUP HOLDING LTD0.63%
GSI TECHNOLOGY INC0.61%
TRANSCEND INFO0.59%
AP MEMORY TECH0.59%
CELESTICA INC SUB VTG0.57%
PENGUIN SOLUTIONS INC0.51%
PURE STORAGE INC CL A0.43%
FRST AM-GV OB-X0.42%
KING YUAN ELEC0.42%

ARTY (March 31, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares5.93%
MARVELL TECHNOLOGY INC4.73%
COREWEAVE INC4.61%
TSMC4.58%
ADV MICRO DEVICE4.46%
NVIDIA CORP4.39%
ORACLE CORP4.31%
NAVER CORP4.13%
BROADCOM INC4.02%
MICRON TECHNOLOGY INC3.85%
SUPER MICRO COMPUTER INC2.76%
SK HYNIX INC2.58%
INTL BUS MACH CORP2.43%
SCHNEIDER ELECTR2.43%
MICROSOFT CORP2.38%
PALANTIR TECHNOLOGIES INC2.37%
ACCENTURE PLC-A2.28%
ARISTA NETWORKS INC2.27%
GLOBAL UNICHIP2.19%
ADVANTEST CORP2.17%
ALCHIP TECHS. LTD2.05%
WESTERN DIGITAL CORP2.01%
SEAGATE TECHNOLO1.99%
CONSTELLATION ENERGY CORP1.89%
ASE TECHNOLOGY H1.36%
LEGRAND SA COMMON STOCK1.29%
SNOWFLAKE INC CL A1.18%
CELESTICA INC SUB VTG1.15%
BLOOM ENERGY CORP CL A1.09%
QUANTA COMPUTER1.05%
ENTEGRIS INC0.93%
WORKDAY INC CL A0.92%
MONGODB INC CL A0.91%
ONTO INNOVATION INC0.86%
WISTRON CORP0.84%
CGI INC0.82%
ASTERA LABS INC0.79%
RAMBUS INC0.78%
GIGABYTE TECH0.77%
AMKOR TECHNOLOGY INC0.76%
Wiwynn Corp. TWD100.75%
COSTAR GROUP INC0.75%
CREDO TECHNOLOGY0.73%
ORIENT SEMI0.73%
CAMTEK LTD0.72%
AURAS TECHNOLOGY CO LTD0.71%
Presight AI Holding PLC AED0.10.67%
MACQUARIE TECHNOLOGY GROUP LTD0.65%
TEMPUS AI INC-A0.62%
DigiCompany Infrastructure REIT0.62%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.