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AIVC vs ITYAX

Shared holdings
16
AIVC covered by ITYAX
28.30%
ITYAX covered by AIVC
28.30%

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%

ITYAX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.59%
ALPHABET INC CL A5.23%
BROADCOM INC4.26%
TAIWAN SEMIC MFG CO LTD SP ADR3.91%
MICROSOFT CORP3.67%
Invesco Private Prime Fund3.41%
LAM RESEARCH CORP3.41%
META PLATFORMS INC CL A3.08%
APPLE INC2.92%
AMAZON.COM INC2.84%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.44%
TERADYNE INC2.31%
ADV MICRO DEVICE2.25%
MONGODB INC CL A2.22%
TTM TECHNOLOGIES INC2.12%
MONOLITHIC POWER SYS INC2.08%
ASML Holding NV - NY Reg Shares2.05%
Nova Measuring Instruments Ltd2.00%
WESTERN DIGITAL CORP1.95%
LUMENTUM HOLDINGS INC1.87%
AMPHENOL CORPORATION CL A1.86%
ARISTA NETWORKS INC1.85%
LATTICE SEMICONDUCTOR CORP1.85%
SNOWFLAKE INC CL A1.82%
SHOPIFY INC CL A1.65%
ADV ENERGY INDS1.49%
FLEX LTD1.48%
DATADOG INC CL A1.37%
COMFORT SYSTEMS USA INC1.35%
Invesco Private Government Fund1.31%
COHERENT CORP1.29%
CLOUDFLARE INC-A1.25%
ENTEGRIS INC1.24%
KARMAN HOLDINGS INC1.14%
JFROG LTD1.12%
IMPINJ INC1.09%
CURTISS WRIGHT CORPORATION1.08%
RAMBUS INC1.02%
SITIME CORP0.98%
ROCKET LAB CORP0.98%
BLOOM ENERGY CORP CL A0.96%
VERTIV HOLDINGS CO0.94%
SILICON LABS0.94%
GENERAL ELECTRIC CO0.94%
TESLA INC0.92%
MP MATERIALS CORP0.91%
PALANTIR TECHNOLOGIES INC0.81%
ROBINHOOD MARKETS INC0.78%
Invesco Treasury Portfolio, Institutional Class0.71%
AEROVIRONMENT INC0.67%

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