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CGTYX vs MTCAX

Shared holdings
14
CGTYX covered by MTCAX
34.99%
MTCAX covered by CGTYX
34.99%

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.

CGTYX (Jan. 31, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A12.36%
LAM RESEARCH CORP8.09%
NVIDIA CORP5.48%
ALPHABET INC CL A4.81%
WESTERN DIGITAL CORP4.80%
BROADCOM INC4.31%
APPLIED MATERIALS INC3.74%
MICROSOFT CORP3.50%
APPLE INC3.11%
MARVELL TECHNOLOGY INC3.06%
TERADYNE INC2.18%
ALPHABET INC CL C2.00%
VISA INC-CLASS A1.82%
SYNAPTICS INC1.61%
ARISTA NETWORKS INC1.58%
NETAPP INC1.49%
CISCO SYSTEMS INC1.49%
META PLATFORMS INC CL A1.49%
GEN DIGITAL INC1.43%
SEMTECH CORP1.38%
RENESAS ELECTRON1.38%
NXP SEMICONDUCTORS NV1.36%
ORACLE CORP1.34%
HEWLETT PACKARD ENTERPRISE CO1.34%
GLOBAL PAYMENTS INC1.33%
SALESFORCE INC1.31%
AMAZON.COM INC1.19%
TAIWAN SEMIC MFG CO LTD SP ADR1.12%
ADV ENERGY INDS1.08%
MATCH GROUP INC1.07%
LYFT INC-A0.97%
ON SEMICONDUCTOR CORP0.95%
QUALCOMM INC0.92%
WIX.COM LTD0.89%
PINTEREST INC CL A0.88%
SYNOPSYS INC0.88%
GODADDY INC CL A0.84%
CHECK POINT SOFTWARE TECHS LTD0.78%
ADEIA INC0.74%
EBAY INC0.66%
BLOCK INC CL A0.62%
F5 INC0.61%
PALO ALTO NETWORKS INC0.58%
AIRBNB INC CLASS A0.56%
DROPBOX INC CL A0.53%
RINGCENTRAL INC CL A0.49%
COLUMBIA SHORT TERM CASH FUND0.47%
RIGAKU HOLDINGS0.46%
DOCUSIGN INC0.45%
KULICKE and SOFFA INDUSTRIES INC0.43%

MTCAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP10.09%
ALPHABET INC CL A9.85%
APPLE INC9.36%
BROADCOM INC7.72%
MICROSOFT CORP7.25%
META PLATFORMS INC CL A4.96%
SHOPIFY INC CL A4.03%
ADV MICRO DEVICE3.23%
LAM RESEARCH CORP3.20%
APPLIED MATERIALS INC2.77%
CISCO SYSTEMS INC2.53%
HITACHI LTD2.25%
TSMC1.99%
KLA CORP1.91%
ORACLE CORP1.87%
INTL BUS MACH CORP1.83%
ARISTA NETWORKS INC1.80%
ACCENTURE PLC CL A1.64%
TERADYNE INC1.41%
COHERENT CORP1.33%
TEXAS INSTRUMENTS INC1.30%
CADENCE DESIGN SYSTEMS INC1.29%
INTUIT INC1.18%
CORNING INC1.10%
CROWDSTRIKE HOLDINGS INC1.08%
SEAGATE TECHNOLOGY HOLDINGS PLC1.07%
PEGASYSTEMS INC1.07%
CONSTELLATION SOFTWARE INC1.05%
MONGODB INC CL A0.93%
EPAM SYSTEMS INC0.87%
GLOBAL WAFERS0.86%
AMPHENOL CORPORATION CL A0.85%
TYLER TECHNOLOGIES INC0.74%
VERISK ANALYTICS INC0.70%
JFROG LTD0.65%
AUTODESK INC0.63%
SNOWFLAKE INC CL A0.53%
ANALOG DEVICES INC0.51%
AON PLC0.50%
SERVICETITAN INC-A0.46%
HUBSPOT INC0.46%
DATADOG INC CL A0.44%
INTEL CORP0.37%
MFS Institutional Money Market Portfolio, Class A0.33%
FIGMA INC-CL A0.01%
NEW TAIWAN DOLLAR0.00%

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