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FRWD vs IVES

Shared holdings
11
FRWD covered by IVES
46.07%
IVES covered by FRWD
46.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FRWD (March 31, 2026)

SecurityWeight
NVIDIA CORP8.75%
SEAGATE TECHNOLOGY HOLDINGS PLC7.22%
ADV MICRO DEVICE6.49%
TAIWAN SEMIC MFG CO LTD SP ADR6.05%
LAM RESEARCH CORP5.21%
META PLATFORMS INC CL A5.10%
MICRON TECHNOLOGY INC5.00%
BROADCOM INC4.89%
ASML HOLDING-NY4.68%
NETFLIX INC4.67%
AMAZON.COM INC4.39%
MICROSOFT CORP4.29%
TEXAS INSTRUMENTS INC3.84%
SAMSUNG ELECTRONICS CO LTD3.78%
ALPHABET INC CL A3.47%
SPOTIFY TECHNOLOGY SA3.25%
CELESTICA INC SUB VTG3.11%
DOORDASH INC-A2.57%
KRATOS DEFENSE and SEC SOLTN INC2.36%
THE BOOKING HOLDINGS INC2.23%
SERVICENOW INC2.17%
MERCADOLIBRE INC2.11%
SHOPIFY INC CL A2.00%
CADENCE DESIGN SYSTEMS INC1.96%
Invesco Government & Agency Portfolio, Institutional Class0.42%

IVES (April 30, 2026)

SecurityWeight
ADV MICRO DEVICE6.32%
BROADCOM INC5.44%
AMAZON.COM INC5.41%
ALPHABET INC CL A5.37%
TAIWAN SEMIC MFG CO LTD SP ADR4.94%
NVIDIA CORP4.83%
APPLE INC4.71%
MICRON TECHNOLOGY INC4.65%
MICROSOFT CORP4.43%
GE VERNOVA LLC4.24%
META PLATFORMS INC CL A4.17%
TESLA INC4.05%
ORACLE CORP3.44%
ALIBABA GROUP HOLDING LTD SPON ADR3.39%
PALANTIR TECHNOLOGIES INC3.22%
PALO ALTO NETWORKS INC3.00%
INTL BUS MACH CORP3.00%
SHOPIFY INC CL A2.83%
SALESFORCE INC2.72%
CROWDSTRIKE HOLDINGS INC2.67%
COREWEAVE INC2.55%
Nebius Group NV, Class A2.20%
SERVICENOW INC2.10%
SNOWFLAKE INC CL A1.73%
IREN LTD1.69%
MONGODB INC CL A1.68%
OKLO INC1.67%
ZSCALER INC1.39%
INNODATA INC1.00%
PEGASYSTEMS INC0.99%
Short-Term Investment0.15%

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