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BGSIX vs IGM

Shared holdings
31
BGSIX covered by IGM
49.03%
IGM covered by BGSIX
49.03%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BGSIX (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP11.78%
BROADCOM INC7.18%
APPLE INC6.01%
MICROSOFT CORP5.35%
TAIWAN SEMIC MFG CO LTD SP ADR4.84%
SAMSUNG ELECTRONICS CO LTD4.62%
SK HYNIX INC4.40%
ALPHABET INC CL A4.34%
LAM RESEARCH CORP4.21%
ADVANTEST CORP3.54%
MONOLITHIC POWER SYS INC2.21%
META PLATFORMS INC CL A2.20%
ADV MICRO DEVICE2.19%
DATABRICKS INC SER L PC PP2.11%
SNOWFLAKE INC CL A1.99%
AMAZON.COM INC1.78%
TESLA INC1.63%
LUMENTUM HOLDINGS INC1.58%
ARISTA NETWORKS INC1.51%
INTEL CORP1.49%
VERTIV HOLDINGS CO1.31%
ORACLE CORP1.30%
SIEMENS ENERGY AG1.28%
BlackRock Cash Funds: Institutional, SL Agency Shares1.25%
SOFTBANK GROUP CORP1.20%
ASML Holding NV1.14%
CROWDSTRIKE HOLDINGS INC1.08%
PALO ALTO NETWORKS INC1.07%
ANTHROPIC PBC SERIES F PC PP0.98%
TAKE-TWO INTERACTV SOFTWR INC0.92%
CORNING INC0.85%
ECHOSTAR CORP CL A0.79%
FLEX LTD0.74%
HYUNDAI MOTOR CO0.74%
ELITE MATERIAL0.73%
CISCO SYSTEMS INC0.72%
SPOTIFY TECHNOLOGY SA0.72%
MERCADOLIBRE INC0.69%
KRATOS DEFENSE and SEC SOLTN INC0.65%
CADENCE DESIGN SYSTEMS INC0.62%
MONGODB INC CL A0.57%
WESTERN DIGITAL CORP0.56%
CREDO TECHNOLOGY GROUP HOLDING LTD0.54%
ASE TECHNOLOGY H0.50%
COHERENT CORP0.50%
PALANTIR TECHNOLOGIES INC0.48%
RUBRIK INC-A0.42%
AEROVIRONMENT INC0.40%
BYTEDANCE LTD SER E-1 PC PP0.37%
DATADOG INC CL A0.36%

IGM (March 31, 2026)

SecurityWeight
APPLE INC8.65%
NVIDIA CORP8.34%
MICROSOFT CORP8.13%
BROADCOM INC8.06%
ALPHABET INC CL A4.60%
META PLATFORMS INC CL A4.11%
ALPHABET INC CL C3.68%
NETFLIX INC2.64%
MICRON TECHNOLOGY INC2.48%
PALANTIR TECHNOLOGIES INC2.18%
ADV MICRO DEVICE2.16%
CISCO SYSTEMS INC2.00%
APPLIED MATERIALS INC1.77%
LAM RESEARCH CORP1.74%
ORACLE CORP1.62%
INTL BUS MACH CORP1.48%
INTEL CORP1.35%
KLA CORP1.26%
BlackRock Cash Funds: Institutional, SL Agency Shares1.25%
TEXAS INSTRUMENTS INC1.15%
SALESFORCE INC1.14%
ANALOG DEVICES INC1.01%
AMPHENOL CORPORATION CL A1.01%
SHOPIFY INC CL A0.95%
QUALCOMM INC0.89%
PALO ALTO NETWORKS INC0.84%
ARISTA NETWORKS INC0.83%
ACCENTURE PLC CL A0.79%
INTUIT INC0.78%
SERVICENOW INC0.71%
APPLOVIN CORP0.70%
CORNING INC0.69%
ADOBE INC0.65%
CROWDSTRIKE HOLDINGS INC0.64%
SANDISK CORPORATION0.61%
WESTERN DIGITAL CORP0.60%
MARVELL TECHNOLOGY INC0.56%
SEAGATE TECHNOLOGY HOLDINGS PLC0.56%
SYNOPSYS INC0.49%
CADENCE DESIGN SYSTEMS INC0.49%
MOTOROLA SOLUTIONS INC0.47%
CLOUDFLARE INC-A0.43%
TE CONNECTIVITY PLC0.40%
CIENA CORP0.36%
MONOLITHIC POWER SYS INC0.35%
FORTINET INC0.34%
SNOWFLAKE INC CL A0.34%
AUTODESK INC0.33%
LUMENTUM HOLDINGS INC0.33%
NXP SEMICONDUCTORS NV0.32%

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