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BDAIX vs BCGD

Shared holdings
18
BDAIX covered by BCGD
55.68%
BCGD covered by BDAIX
55.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BDAIX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.31%
TAIWAN SEMIC MFG CO LTD SP ADR8.03%
AMAZON.COM INC7.04%
ALPHABET INC CL C6.95%
META PLATFORMS INC CL A6.81%
MONOLITHIC POWER SYS INC5.08%
BROADCOM INC4.98%
MICROSOFT CORP4.91%
VISA INC-CLASS A4.10%
WELLTOWER INC3.32%
MSCI INC3.16%
BROOKFIELD CORP CL A3.03%
LPL FINL HLDGS INC2.99%
MOODYS CORP2.97%
S&P GLOBAL INC2.88%
CME GROUP INC CL A2.81%
HEICO CORP CL A2.81%
APOLLO GLOBAL MANAGEMENT INC2.28%
BLACKSTONE INC2.27%
AMPHENOL CORPORATION CL A2.13%
TRANSDIGM GROUP INC1.94%
MASTERCARD INC CL A1.57%
INTUIT INC1.51%
THERMO FISHER SCIENTIFIC INC1.33%
COSTCO WHOLESALE CORP1.32%
ARCH CAPITAL GROUP LTD1.27%
QUANTA SVCS INC1.21%
METTLER-TOLEDO INTL INC1.14%
TEXAS ROADHOUSE INC1.09%
LAM RESEARCH CORP0.78%

BCGD (March 31, 2026)

SecurityWeight
TAIWAN SEMIC MFG CO LTD SP ADR7.02%
NVIDIA CORP6.33%
AMAZON.COM INC6.10%
VISA INC-CLASS A5.37%
ALPHABET INC CL C5.02%
S&P GLOBAL INC4.40%
ASML HOLDING-NY3.88%
BROOKFIELD CORP CL A3.44%
META PLATFORMS INC CL A3.34%
CME GROUP INC CL A2.93%
HILTON WORLDWIDE HOLDINGS INC2.61%
WELLTOWER INC2.56%
LILLY ELI and CO2.55%
AJINOMOTO CO INC2.51%
MSCI INC2.50%
TRANSDIGM GROUP INC2.44%
LIFCO AB-B2.43%
Hermes International SCA2.29%
ATLAS COPCO-A2.28%
NU HOLDINGS LTD/CAYMAN ISLANDS2.24%
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD2.06%
INDUTRADE AB1.86%
HEICO CORP CL A1.77%
THERMO FISHER SCIENTIFIC INC1.70%
CONSTELLATION SOFTWARE INC1.70%
MONOLITHIC POWER SYS INC1.70%
MERCADOLIBRE INC1.56%
KKR & CO INC1.44%
COUPANG INC A1.44%
HDFC BANK LTD SPON ADR1.38%
LVMH MOET HENNESSY LOUIS VUITTON SE1.34%
WIX.COM LTD1.31%
KEYENCE CORP1.17%
LPL FINL HLDGS INC1.16%
QUANTA SVCS INC1.15%
WATSCO INC1.10%
FERRARI NV1.04%
STEVANATO GROUP SPA0.97%
AMPHENOL CORPORATION CL A0.95%
APPLOVIN CORP0.95%

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