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CEPI vs LFGY

Shared holdings
14
CEPI covered by LFGY
45.17%
LFGY covered by CEPI
45.17%

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%

LFGY (Jan. 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep258.90%
NVIDIA CORP5.32%
STRATEGY INC CL A4.65%
BLOCK INC CL A4.64%
Bitdeer Technologies Group, Class A4.61%
CORE SCIENTIFIC INC4.61%
MERCADOLIBRE INC4.53%
HUT 8 CORP4.52%
NU HOLDINGS LTD/CAYMAN ISLANDS4.29%
Opera Ltd. (Norway)4.09%
SHS4.07%
CIPHER MINING INC4.04%
GAMESTOP CORP CL A3.99%
GALAXY DIGITAL INC A3.97%
PAYPAL HOLDINGS3.93%
RIOT PLATFORMS INC3.78%
IREN LTD3.58%
COINBASE GLOBAL INC3.34%
MARATHON DIGITAL HOLDINGS INC3.27%
CLEANSPARK INC3.14%
CIRCLE INTERNET GROUP INC A3.08%
ROBINHOOD MARKETS INC2.94%
SHARPLINK INC2.52%
BULLISH2.17%
BITMINE IMMERSION TECHNOLOGIES INC1.89%
FRST AM-GV OB-X0.13%
GAMESTOP CORP WTS0.00%

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