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CSGAX vs KTCIX

Shared holdings
19
CSGAX covered by KTCIX
37.48%
KTCIX covered by CSGAX
37.48%

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.

CSGAX (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%

KTCIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.69%
MICROSOFT CORP8.55%
BROADCOM INC7.89%
APPLE INC6.32%
ALPHABET INC CL A5.67%
META PLATFORMS INC CL A5.28%
ALPHABET INC CL C4.49%
LAM RESEARCH CORP2.79%
AMPHENOL CORPORATION CL A2.22%
ORACLE CORP2.20%
ARISTA NETWORKS INC2.08%
MICRON TECHNOLOGY INC1.90%
ASML HOLDING-NY1.78%
CIENA CORP1.71%
CROWDSTRIKE HOLDINGS INC1.53%
ANALOG DEVICES INC1.47%
MONGODB INC CL A1.46%
TAIWAN SEMIC MFG CO LTD SP ADR1.41%
CADENCE DESIGN SYSTEMS INC1.39%
SHOPIFY INC CL A1.36%
SERVICENOW INC1.33%
MOTOROLA SOLUTIONS INC1.30%
SNOWFLAKE INC CL A1.29%
INTUIT INC1.22%
CLOUDFLARE INC-A1.21%
BLOOM ENERGY CORP CL A1.20%
SYNOPSYS INC1.14%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC1.12%
MARVELL TECHNOLOGY INC1.11%
APPLIED MATERIALS INC1.00%
CHECK POINT SOFTWARE TECHS LTD0.98%
PALANTIR TECHNOLOGIES INC0.95%
TEXAS INSTRUMENTS INC0.94%
BWX TECHNOLOGIES INC0.94%
QUANTA SVCS INC0.80%
LILLY ELI and CO0.78%
MASTERCARD INC CL A0.74%
UBER TECHNOLOGIES INC0.64%
VERISK ANALYTICS INC0.63%
DYNATRACE INC0.63%
SANDISK CORPORATION0.57%
DWS Central Cash Management Government Fund0.55%
BYD COMPANY LTD H0.54%
APPLOVIN CORP0.53%
ADV MICRO DEVICE0.51%
THERMO FISHER SCIENTIFIC INC0.48%
ATLASSIAN CORP PLC CLS A0.47%
BOX INC- CLASS A0.45%
PEGASYSTEMS INC0.44%
GUIDEWIRE SOFTWARE INC0.44%

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