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AWGIX vs TLG

Shared holdings
12
AWGIX covered by TLG
36.14%
TLG covered by AWGIX
36.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AWGIX (Jan. 31, 2026)

SecurityWeight
HOWMET AEROSPACE INC6.46%
Common Stock6.08%
PUT Amazon.com, Inc. 01/02/2026 P2055.99%
META PLATFORMS INC CL A5.51%
GENERAL ELECTRIC CO5.41%
GE VERNOVA LLC4.96%
QUANTA SERVICES INC COMMON STOCK4.67%
BROADCOM INC4.43%
ALPHABET INC CL A4.10%
MICROSOFT CORP3.87%
INTUITIVE SURGICAL INC3.80%
S&P GLOBAL INC3.22%
TRANSDIGM GROUP INC3.15%
LILLY ELI and CO3.12%
MASTERCARD INC CL A3.03%
NVIDIA CORP2.71%
FRST AM-GV OB-X2.59%
NETFLIX INC2.55%
PALO ALTO NETWORKS INC2.50%
BOSTON SCIENTIFIC CORP2.44%
SHOPIFY INC CL A2.24%
CINTAS CORP2.13%
MICROCHIP TECHNOLOGY2.06%
SNOWFLAKE INC CL A1.66%
BOEING CO/THE COMMON STOCK1.49%
STEPSTONE GROUP INC CLASS A1.43%
CADENCE DESIGN SYSTEMS INC1.40%
MERCADOLIBRE INC1.34%
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.011.11%
VALVOLINE INC1.06%
CLOUDFLARE INC-A1.01%
LIVE NATION ENTERTAINMENT INC0.98%
AXON ENTERPRISE INC0.90%
GUIDEWIRE SOFTWARE INC0.60%

TLG (March 31, 2026)

SecurityWeight
NVIDIA CORP17.23%
MICROSOFT CORP10.20%
ALPHABET INC CL A8.37%
AMAZON.COM INC6.43%
BROADCOM INC6.04%
META PLATFORMS INC CL A4.53%
ARISTA NETWORKS INC4.49%
HOWMET AEROSPACE INC4.03%
GE VERNOVA LLC3.89%
NETFLIX INC3.03%
VISA INC-CLASS A2.81%
UBER TECHNOLOGIES INC2.74%
INTUIT INC2.49%
DEXCOM INC2.30%
MASTERCARD INC CL A2.05%
ORACLE CORP2.04%
GENERAL ELECTRIC CO1.97%
REDDIT INC-A1.95%
AUTODESK INC1.88%
THE BOOKING HOLDINGS INC1.87%
Siemens Energy AG1.53%
CADENCE DESIGN SYSTEMS INC1.37%
PURE STORAGE INC CL A1.30%
Spotify Technology SA1.24%
SERVICENOW INC0.93%
DREY-GVT CSH-I0.88%
ENTEGRIS INC0.69%
BOSTON SCIENTIFIC CORP0.65%
TERADYNE INC0.60%
FAIR ISAAC CORP0.47%

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