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FCUS vs PTF

Shared holdings
7
FCUS covered by PTF
21.81%
PTF covered by FCUS
21.81%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FCUS (Feb. 28, 2026)

SecurityWeight
LUMENTUM HOLDINGS INC5.98%
CIENA CORP5.35%
MKS INSTRUMENTS INC4.37%
HECLA MINING CO4.28%
MICRON TECHNOLOGY INC4.23%
SANDISK CORPORATION4.17%
BLOOM ENERGY CORP CL A4.12%
ECHOSTAR CORP CL A4.09%
WESTERN DIGITAL CORP4.06%
COEUR MINING INC3.97%
SEAGATE TECHNOLOGY HOLDINGS PLC3.83%
SITIME CORP3.34%
LAM RESEARCH CORP3.34%
GLOBALSTAR INC3.20%
ALBEMARLE CORP3.18%
ALCOA CORP3.16%
REVOLUTION MEDICINES INC3.15%
COGENT BIOSCIENCES INC3.15%
ADV ENERGY INDS3.05%
SOUTHWEST AIRLINES CO2.80%
TERADYNE INC2.71%
GUARDANT HEALTH INC2.66%
NEWMONT CORP2.57%
GLOBUS MEDICAL INC2.51%
KRYSTAL BIOTECH INC2.33%
MONGODB INC CL A2.24%
CH ROBINSON WORLDWIDE INC2.15%
PTC THERAPEUTICS INC2.13%
MADRIGAL PHARMACEUTICALS INC2.07%
AST SPACEMOBILE INC1.75%
FRST AM-GV OB-X0.07%

PTF (Jan. 31, 2026)

SecurityWeight
Invesco Private Prime Fund9.40%
NVIDIA CORP4.85%
APPLE INC4.19%
ONDAS INC3.83%
WESTERN DIGITAL CORP3.77%
Invesco Private Government Fund3.72%
MICRON TECHNOLOGY INC3.64%
KLA CORP3.62%
SEAGATE TECHNOLO3.53%
LUMENTUM HOLDINGS INC3.10%
COHERENT CORP3.06%
CIENA CORP3.06%
LAM RESEARCH CORP3.03%
ACM RESEARCH INC-CLASS A2.69%
TERADYNE INC2.65%
BROADCOM INC2.63%
INTEL CORP2.58%
SITIME CORP2.57%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.55%
CORNING INC2.53%
VIAVI SOLUTIONS INC2.45%
AMPHENOL CORPORATION CL A2.34%
ALPHABET INC CL A2.24%
REDDIT INC-A2.18%
GPGI INC2.13%
NLIGHT INC2.12%
VISTANCE NETWORKS INC2.08%
INTERDIGITAL INC2.00%
INTL BUS MACH CORP1.99%
SEMTECH CORP1.95%
FIRST SOLAR INC1.68%
DIGITAL TURBINE INC1.57%
CLEAR SECURE INC1.54%
APPLOVIN CORP1.43%
PEGASYSTEMS INC1.25%
Invesco Government & Agency Portfolio, Institutional Class0.07%

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