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AIVC vs CHAT

Shared holdings
28
AIVC covered by CHAT
44.42%
CHAT covered by AIVC
44.42%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AIVC (March 31, 2026)

SecurityWeight
LUMENTUM HOLDINGS INC4.24%
DIGITALOCEAN HOLDINGS INC4.08%
CIENA CORP3.67%
WESTERN DIGITAL CORP3.36%
DELL TECHNOLOGIES INC CL C2.99%
SAMSUNG ELECTRONICS CO LTD2.90%
COHERENT CORP2.85%
MONOLITHIC POWER SYS INC2.72%
SK HYNIX INC2.62%
ASML Holding NV2.60%
TSMC2.58%
MARVELL TECHNOLOGY INC2.58%
MICRON TECHNOLOGY INC2.49%
ADVANTEST CORP2.40%
QUANTA COMPUTER2.33%
MEDIATEK2.32%
HEWLETT PACKARD ENTERPRISE CO2.29%
COREWEAVE INC2.27%
NETAPP INC2.24%
APPLE INC2.18%
CELESTICA INC SUB VTG2.17%
NVIDIA CORP2.15%
AMAZON.COM INC2.14%
ARISTA NETWORKS INC2.14%
ALPHABET INC CL A2.12%
ADV MICRO DEVICE2.12%
CADENCE DESIGN SYSTEMS INC2.08%
BROADCOM INC2.07%
DATADOG INC CL A2.05%
HP INC2.02%
INTL BUS MACH CORP1.94%
SYNOPSYS INC1.92%
HON HAI1.86%
BABA-W1.85%
MICROSOFT CORP1.82%
ORACLE CORP1.75%
QUALCOMM INC1.73%
Receive CAMBRICON TECHNO Pay Overnight Rate -21.66%
SNOWFLAKE INC CL A1.62%
CREDO TECHNOLOGY GROUP HOLDING LTD1.53%
SERVICETITAN INC-A1.45%
MONGODB INC CL A1.43%
GITLAB INC-CL A1.39%
ATLASSIAN CORP PLC CLS A1.03%
Invesco Government & Agency Portfolio, Institutional Class0.23%

CHAT (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL A6.88%
NVIDIA CORP6.71%
MICROSOFT CORP4.84%
AMAZON.COM INC4.34%
META PLATFORMS INC CL A4.09%
SK HYNIX INC3.90%
SAMSUNG ELECTRONICS CO LTD3.54%
SOFTBANK GROUP CORP3.49%
ADV MICRO DEVICE3.08%
BROADCOM INC2.85%
BABA-W2.61%
ARISTA NETWORKS INC2.60%
Minimax Group, Inc.2.60%
APPLE INC2.58%
TSMC2.55%
ASML HOLDING-NY2.55%
MICRON TECHNOLOGY INC2.53%
PALANTIR TECHNOLOGIES INC2.48%
TENCENT HOLDINGS LTD2.35%
ARM HOLDINGS LTD2.02%
SENSETIME-W1.98%
Knowledge Atlas Technology JSC Ltd1.85%
BIDU-SW1.76%
SNOWFLAKE INC CL A1.67%
CLOUDFLARE INC-A1.63%
MONGODB INC CL A1.60%
IFLYTEK CO LTD-A1.49%
QUALCOMM INC1.46%
Nebius Group NV, Class A1.37%
ASTERA LABS INC1.37%
LUMENTUM HOLDINGS INC1.36%
COREWEAVE INC1.27%
ORACLE CORP1.22%
QUANTA COMPUTER1.18%
WISTRON CORP1.09%
INTEL CORP1.00%
DELL TECHNOLOGIES INC CL C0.95%
VERTIV HOLDINGS CO0.91%
HEWLETT PACKARD ENTERPRISE CO0.87%
COHERENT CORP0.86%
SUPER MICRO COMPUTER INC0.83%
MARVELL TECHNOLOGY INC0.81%
CELESTICA INC SUB VTG0.74%
CREDO TECHNOLOGY GROUP HOLDING LTD0.67%
SANDISK CORPORATION0.55%
WESTERN DIGITAL CORP0.47%
Receive CAMBRICON TECHNO Pay Overnight Rate -20.35%
FRST AM-GV OB-X0.12%

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