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GOVIX vs PICK

Shared holdings
12
GOVIX covered by PICK
17.74%
PICK covered by GOVIX
17.74%

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.

GOVIX (Feb. 28, 2026)

SecurityWeight
DARLING INGREDIENTS INC5.14%
RIO TINTO PLC4.76%
KOSMOS ENERGY LTD4.45%
GLENCORE PLC4.37%
BP PLC3.98%
ALBEMARLE CORP3.72%
PETROBRAS-PREF3.49%
BRADESPAR SA -PR3.22%
CALIFORNIA RESOU3.22%
CONOCOPHILLIPS2.98%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')2.83%
VISTA OIL GAS SAB DE CV ADR2.80%
ANGLO AMER PLC2.60%
SHELL PLC2.58%
YPF Sociedad Anonima SPON ADR(REP 1 CL'D'ARS10)2.26%
NEXGEN ENERGY LT2.22%
NESTE OYJ1.97%
SOLAREDGE TECHNOLOGIES INC1.89%
FREEPORT MCMORAN INC1.65%
VALE SA1.50%
FIRST QUANTUM1.42%
GREEN PLAINS INC1.35%
AMERESCO INC-CL A1.34%
ARRAY TECHNOLOGIES INC1.31%
SUNRUN INC1.30%
VESTAS WIND SYST1.24%
CAPSTONE COPPER1.20%
IVANHOE MINES LTD1.20%
EXPAND ENERGY CORP1.16%
AGCO CORP1.13%
VEOLIA ENVIRONNE1.00%
CORTEVA INC0.97%
HARBOUR ENERGY P0.93%
SM ENERGY CO0.91%
GULFPORT ENERGY CORP0.88%
KLABIN SA - UNIT0.87%
BAKKAFROST P/F0.80%
ADVANCED DRAINAGE SYSTEMS INC0.68%
WHITECAP RESOURC0.60%
TENARIS SA0.60%
NEXTRACKER INC CL A0.57%
WESTERN MINING-A0.57%
PRIO SA0.56%
HENAN SHENHUO-A0.55%
Suzano SA0.54%
GMO US Treasury Fund0.54%
TAMARACK VALLEY0.49%
AUSTEVOLL SEAFOO0.46%
LIFEZONE METALS LTD0.45%
AKER BP ASA0.45%

PICK (Feb. 28, 2026)

SecurityWeight
BHP GROUP LTD11.98%
RIO TINTO PLC6.50%
FREEPORT MCMORAN INC5.68%
GLENCORE PLC4.22%
VALE SA3.64%
ANGLO AMER PLC3.25%
RIO TINTO LTD2.57%
NUCOR CORP2.36%
GRUPO MEXICO-B2.30%
VALTERRA PLATINU1.81%
ARCELORMITTAL1.79%
STEEL DYNAMICS INC1.57%
TECK RESOURCES-B1.56%
SAUDI ARABIAN MI1.48%
FORTESCUE METALS1.48%
ANTOFAGASTA PLC1.32%
BOLIDEN AB1.31%
LUNDIN MINING CORP1.27%
BlackRock Cash Funds: Institutional, SL Agency Shares1.24%
FIRST QUANTUM1.24%
POSCO HOLDINGS I1.21%
IMPALA PLATINUM1.17%
SUMITOMO MET MIN1.16%
Southern Copper Corporation COM USD0.011.15%
NIPPON STEEL COR1.14%
TATA STEEL LTD1.01%
RELIANCE STEEL and ALUMINUM CO0.96%
ALCOA CORP0.94%
SOUTH32 LTD-DI0.86%
Nippon Mining Holdings, Inc0.86%
HINDALCO INDS0.80%
MITSUI MINING &0.78%
KGHM0.77%
NORSK HYDRO ASA0.75%
CHINA HONGQIAO0.75%
SIBANYE STILLWAT0.73%
LYNAS RARE EARTH0.70%
PLS GROUP LTD0.69%
CMOC-H0.66%
HUDBAY MINERALS0.65%
VEDANTA LTD0.63%
NORTHAM PLATINUM HOLDINGS LTD0.57%
IVANHOE MINES LTD0.52%
BLUESCOPE STEEL0.51%
JSW STEEL LTD0.50%
CAPSTONE COPPER0.49%
MP MATERIALS CORP0.49%
COMMERCIAL METALS CO0.48%
JFE HOLDINGS INC0.47%
CHINA STEEL CORP0.45%

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