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AIUP vs TSEL

Shared holdings
9
AIUP covered by TSEL
47.93%
TSEL covered by AIUP
47.93%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AIUP (March 31, 2026)

SecurityWeight
META PLATFORMS INC CL A15.53%
NVIDIA CORP15.21%
AMAZON.COM INC14.95%
FRST AM-GV OB-X4.83%
ORACLE CORP4.64%
BROADCOM INC4.63%
BLOCK INC CL A4.60%
UBER TECHNOLOGIES INC4.52%
NETFLIX INC4.52%
MICROSOFT CORP4.49%
SALESFORCE INC4.45%
DOORDASH INC-A4.44%
BOSTON SCIENTIFIC CORP4.39%
SERVICENOW INC4.39%
DATADOG INC CL A4.38%

TSEL (March 31, 2026)

SecurityWeight
NVIDIA CORP16.64%
AMAZON.COM INC7.31%
DREY-GVT CSH-I6.66%
META PLATFORMS INC CL A6.58%
MICROSOFT CORP6.29%
Spotify Technology SA5.05%
SHOPIFY INC CL A4.92%
ALPHABET INC CL A4.79%
BROADCOM INC4.49%
CARVANA CO CL A3.67%
CARPENTER TECHNOLOGY CORP3.51%
NU Holdings Ltd/Cayman Islands3.30%
BLOCK INC CL A3.27%
VISA INC-CLASS A2.93%
NETFLIX INC2.66%
QUANTA SVCS INC2.59%
INTERCONTINENTAL EXCHANGE INC2.54%
DOORDASH INC-A2.46%
SAMSARA INC-CL A2.09%
CLOUDFLARE INC-A2.08%
APPLOVIN CORP1.54%
DATADOG INC CL A1.45%
ROBLOX CORP - A1.44%
AXON ENTERPRISE INC1.03%
ULTRAGENYX PHARMA INC0.72%

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