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CEPI vs BLCN

Shared holdings
15
CEPI covered by BLCN
34.71%
BLCN covered by CEPI
34.71%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CEPI (April 30, 2026)

SecurityWeight
ADV MICRO DEVICE6.39%
MICRON TECHNOLOGY INC5.53%
APPLIED DIGITAL CORP5.46%
STRATEGY INC CL A5.40%
MARATHON DIGITAL HOLDINGS INC5.39%
IREN LTD5.13%
TAIWAN SEMIC MFG CO LTD SP ADR4.58%
NVIDIA CORP4.41%
VISA INC-CLASS A4.29%
COINBASE GLOBAL INC4.29%
TESLA INC4.14%
ROBINHOOD MARKETS INC4.14%
NU HOLDINGS LTD/CAYMAN ISLANDS4.01%
MASTERCARD INC CL A3.99%
CIPHER MINING INC3.88%
TERAWULF INC3.79%
PAYPAL HOLDINGS3.58%
RIOT PLATFORMS INC3.49%
CLEANSPARK INC3.18%
FIRST AM-TR OB-X3.13%
FISERV INC2.89%
INTERACTIVE BROKERS GROUP INC2.72%
BLOCK INC CL A2.36%
CORE SCIENTIFIC INC1.85%
RAMBUS INC1.30%
Bitdeer Technologies Group, Class A0.68%

BLCN (March 31, 2026)

SecurityWeight
FRST AM-GV OB-X45.39%
IREN LTD4.00%
GALAXY DIGITAL INC A3.73%
COINBASE GLOBAL INC3.34%
ADV MICRO DEVICE3.33%
TERAWULF INC3.30%
MICRON TECHNOLOGY INC3.18%
RIOT PLATFORMS INC3.15%
TAIWAN SEMIC MFG CO LTD SP ADR3.14%
HUT 8 CORP2.88%
ROBINHOOD MARKETS INC2.80%
BLACKROCK INC2.37%
STRATEGY INC CL A2.34%
CIPHER MINING INC2.34%
Bitdeer Technologies Group, Class A2.03%
BLOCK INC CL A2.01%
INTL BUS MACH CORP1.98%
JPMORGAN CHASE and CO1.95%
ACCENTURE PLC CL A1.84%
CELESTICA INC SUB VTG0.74%
SOCIONEXT INC0.67%
CLEANSPARK INC0.63%
SAMSUNG ELEC VTG GDR REGS0.62%
MARATHON DIGITAL HOLDINGS INC0.38%
HEWLETT PACKARD ENTERPRISE CO0.32%
YASKAWA ELECTRIC0.31%
ADVANTEST CORP0.22%
KINAXIS INC0.21%
DIGITAL GARAGE0.17%
NEC CORP0.15%
PKSHA TECHNOLOGY0.14%
MICROSOFT CORP0.14%
Datasection Inc0.11%
NVIDIA CORP0.08%
DOCEBO INC COMMON STOCK0.01%

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