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DSMLX vs TLG

Shared holdings
23
DSMLX covered by TLG
88.25%
TLG covered by DSMLX
88.25%

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.

DSMLX (Dec. 31, 2025)

SecurityWeight
NVIDIA CORP16.41%●
MICROSOFT CORP11.57%●
ALPHABET INC CL A7.94%●
AMAZON.COM INC7.74%●
BROADCOM INC5.61%●
META PLATFORMS INC CL A4.76%●
ARISTA NETWORKS INC4.68%●
INTUIT INC4.10%●
UBER TECHNOLOGIES INC3.76%●
HOWMET AEROSPACE INC3.59%●
DEXCOM INC2.96%●
GENERAL ELECTRIC CO2.92%●
VISA INC-CLASS A2.86%●
GE VERNOVA LLC2.83%●
REDDIT INC-A2.55%●
NETFLIX INC2.34%●
MASTERCARD INC CL A2.16%●
THE BOOKING HOLDINGS INC2.02%●
ORACLE CORP1.77%●
ABBOTT LABS1.52%
AUTODESK INC1.42%●
CADENCE DESIGN SYSTEMS INC1.34%●
Siemens Energy AG UNSPONSORED ADR1.05%
PINTEREST INC CL A0.94%
SERVICENOW INC0.84%●
DREY-GVT CSH-I0.33%●

TLG (March 31, 2026)

SecurityWeight
NVIDIA CORP17.23%●
MICROSOFT CORP10.20%●
ALPHABET INC CL A8.37%●
AMAZON.COM INC6.43%●
BROADCOM INC6.04%●
META PLATFORMS INC CL A4.53%●
ARISTA NETWORKS INC4.49%●
HOWMET AEROSPACE INC4.03%●
GE VERNOVA LLC3.89%●
NETFLIX INC3.03%●
VISA INC-CLASS A2.81%●
UBER TECHNOLOGIES INC2.74%●
INTUIT INC2.49%●
DEXCOM INC2.30%●
MASTERCARD INC CL A2.05%●
ORACLE CORP2.04%●
GENERAL ELECTRIC CO1.97%●
REDDIT INC-A1.95%●
AUTODESK INC1.88%●
THE BOOKING HOLDINGS INC1.87%●
Siemens Energy AG1.53%
CADENCE DESIGN SYSTEMS INC1.37%●
PURE STORAGE INC CL A1.30%
Spotify Technology SA1.24%
SERVICENOW INC0.93%●
DREY-GVT CSH-I0.88%●
ENTEGRIS INC0.69%
BOSTON SCIENTIFIC CORP0.65%
TERADYNE INC0.60%
FAIR ISAAC CORP0.47%

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