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EXI vs NATO

Shared holdings
23
EXI covered by NATO
22.32%
NATO covered by EXI
22.32%

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.

EXI (March 31, 2026)

SecurityWeight
CATERPILLAR INC3.56%
GENERAL ELECTRIC CO3.22%
RTX CORP2.80%
GE VERNOVA LLC2.54%
SIEMENS AG-REG1.94%
BOEING CO/THE1.69%
UBER TECHNOLOGIES INC1.60%
SCHNEIDER ELECTR1.59%
UNION PACIFIC CORP1.56%
HONEYWELL INTL INC1.55%
DEERE & CO1.53%
EATON CORP PLC1.50%
MITSUBISHI CORP1.49%
HITACHI LTD1.45%
ROLLS-ROYCE HOLDINGS PLC1.38%
ABB Ltd. (Registered)1.36%
SIEMENS ENERGY AG1.35%
LOCKHEED MARTIN CORP1.32%
Airbus SE1.26%
PARKER HANNIFIN CORP1.22%
MITSUI & CO1.21%
SAFRAN SA1.20%
VERTIV HOLDINGS CO1.04%
MITSUBISHI HEAVY INDS LTD1.00%
HOWMET AEROSPACE INC1.00%
TRANE TECHNOLOGI1.00%
NORTHROP GRUMMAN CORP0.98%
ITOCHU CORP0.97%
BAE SYSTEMS PLC0.95%
GENERAL DYNAMICS CORPORATION0.94%
WASTE MANAGEMENT INC0.92%
QUANTA SVCS INC0.88%
AUTOMATIC DATA PROCESSING INC0.88%
JOHNSON CONTROLS0.87%
RHEINMETALL AG0.84%
FEDEX CORP0.83%
3M CO0.83%
CSX CORP0.82%
VINCI SA0.81%
CUMMINS INC0.80%
EMERSON ELECTRIC CO0.80%
UNITED PARCEL SERVICE INC CL B0.79%
CANADIAN PACIFIC KANSAS CITY LTD0.76%
MITSUB ELEC CORP0.75%
ILLINOIS TOOL WORKS INC0.74%
RECRUIT HOLDINGS0.74%
TRANSDIGM GROUP INC0.71%
L3HARRIS TECHNOLOGIES INC0.70%
NORFOLK SOUTHERN CORP0.70%
MARUBENI CORP0.66%

NATO (March 31, 2026)

SecurityWeight
RTX CORP8.76%
GENERAL ELECTRIC CO7.40%
BOEING CO/THE7.02%
ROLLS-ROYCE HOLDINGS PLC5.87%
LOCKHEED MARTIN CORP5.77%
HONEYWELL INTL INC5.39%
SAFRAN SA5.24%
Airbus SE5.08%
NORTHROP GRUMMAN CORP4.72%
HOWMET AEROSPACE INC4.45%
BAE SYSTEMS PLC4.26%
RHEINMETALL AG3.71%
GENERAL DYNAMICS CORPORATION3.68%
L3HARRIS TECHNOLOGIES INC3.13%
TRANSDIGM GROUP INC3.10%
ROCKET LAB CORP1.52%
AXON ENTERPRISE INC1.51%
TELEDYNE TECHNOLOGIES INC1.36%
LEONARDO SPA1.28%
CURTISS WRIGHT CORPORATION1.24%
THALES SA1.22%
FTAI AVIATION LTD1.21%
SAAB AB-B0.95%
MTU AERO ENGINES0.93%
BWX TECHNOLOGIES INC0.91%
TEXTRON INC0.76%
BOMBARDIER INC-B0.74%
HUNTINGTON INGALLS INDUSTRIES INC0.70%
KRATOS DEFENSE and SEC SOLTN INC0.57%
HEICO CORP0.54%
FIRST AM-TR OB-X0.45%
ASELSAN0.41%
MELROSE INDUSTRI0.41%
CRANE CO0.40%
MOOG INC-CLASS A0.39%
DASSAULT AVIATION SA0.31%
HEXCEL CORPORATION0.30%
KARMAN HOLDINGS INC0.30%
AEROVIRONMENT INC0.26%
HENSOLDT AG0.26%
RENK GROUP AG0.23%
MIRION TECHNOLOGIES INC-A0.21%
JOBY AVIATION INC0.21%
AAR CORP0.20%
OSI SYSTEMS INC0.20%
MERCURY SYSTEMS INC0.18%
AMENTUM HOLDINGS INC0.18%
QINETIQ GROUP PLC COMMON STOCK0.14%
ARCHER AVIATION INC A0.13%
SATELLOGIC INC-A0.12%

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