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FDTX vs ALAI

Shared holdings
17
FDTX covered by ALAI
38.56%
ALAI covered by FDTX
38.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FDTX (Feb. 28, 2026)

SecurityWeight
TAIWAN SEMIC MFG CO LTD SP ADR7.42%
MICRON TECHNOLOGY INC5.49%
NVIDIA CORP5.47%
MICROSOFT CORP4.57%
MARVELL TECHNOLOGY INC4.44%
AMAZON.COM INC4.29%
ALPHABET INC CL C4.19%
META PLATFORMS INC CL A4.09%
COHERENT CORP3.71%
SHOPIFY INC CL A3.54%
BE SEMICONDUCTOR3.49%
PALANTIR TECHNOLOGIES INC3.47%
MEDIATEK2.80%
PALO ALTO NETWORKS INC2.68%
SYNOPSYS INC2.59%
ADVANTEST CORP2.25%
ARISTA NETWORKS INC2.07%
CLOUDFLARE INC-A2.02%
SAP SE1.89%
TWILIO INC CLASS A1.83%
CORNING INC1.82%
WESTERN DIGITAL CORP1.53%
DATADOG INC CL A1.52%
SEA LTD ADR1.48%
GLOBAL-E ONLINE LTD1.43%
SEAGATE TECHNOLOGY HOLDINGS PLC1.43%
DISCO CORP1.42%
APPLE INC1.39%
NXP SEMICONDUCTORS NV1.32%
MONOLITHIC POWER SYS INC1.31%
PDD HOLDINGS INC ADR1.27%
MAGNITE INC1.22%
INTL BUS MACH CORP1.22%
WORKDAY INC CL A1.10%
CELESTICA INC SUB VTG1.06%
AIRBNB INC CLASS A0.93%
CROWDSTRIKE HOLDINGS INC0.87%
INTUIT INC0.86%
ZSCALER INC0.83%
SALESFORCE INC0.83%
BROADCOM INC0.78%
ORACLE CORP0.73%
Fidelity Securities Lending Cash Central Fund0.66%
ADYEN NV0.54%
Fidelity Cash Central Fund0.15%

ALAI (March 31, 2026)

SecurityWeight
NVIDIA CORP15.00%
MICROSOFT CORP6.97%
AMAZON.COM INC6.45%
TAIWAN SEMIC MFG CO LTD SP ADR6.00%
ALPHABET INC CL C5.47%
Nebius Group NV, Class A4.98%
WESTERN DIGITAL CORP4.60%
BROADCOM INC4.55%
META PLATFORMS INC CL A3.98%
APPLE INC3.34%
DREYFUS TRSY OBLIG CASH M2.96%
TESLA INC2.96%
DISRUPTIVE TECHNOLOGY SOL2.54%
Databricks, Inc. Series K1.99%
SEA LTD ADR1.88%
APPLOVIN CORP1.64%
GE VERNOVA LLC1.53%
ASTERA LABS INC1.51%
NATERA INC1.39%
SEAGATE TECHNOLOGY HOLDINGS PLC1.18%
TALEN ENERGY CORP1.15%
PALANTIR TECHNOLOGIES INC1.12%
ROCKET COS INC-A0.97%
INTUITIVE SURGICAL INC0.90%
MERCADOLIBRE INC0.88%
ROKU INC CLASS A0.87%
ARISTA NETWORKS INC0.86%
NRG ENERGY INC0.74%
SHOPIFY INC CL A0.70%
FIGURE TECHNOLOGY SOLUTIONS INC A0.70%
SB Technology, Inc. Series E Preferred Stock0.68%
MIRION TECHNOLOGIES INC-A0.58%
EATON CORP PLC0.58%
NETFLIX INC0.54%
Databricks, Inc. Series L0.50%
Figure AI Inc Class C0.50%
CADENCE DESIGN SYSTEMS INC0.50%
IREN LTD0.48%
MONGODB INC CL A0.48%
UNITEDHEALTH GRP0.46%
CLOUDFLARE INC-A0.44%
CATERPILLAR INC0.41%
ROBINHOOD MARKETS INC0.40%
DELL TECHNOLOGIES INC CL C0.39%
Apptronik Series A-X10.39%
SHARKNINJA INC0.37%
MICRON TECHNOLOGY INC0.37%
SANDISK CORPORATION0.36%
Databricks, Inc. Series J0.33%
VEEVA SYSTEMS-A0.28%

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