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GRID vs LEAD

Shared holdings
6
GRID covered by LEAD
11.22%
LEAD covered by GRID
11.22%

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.

GRID (March 31, 2026)

SecurityWeight
EATON CORP PLC8.28%
JOHNSON CONTROLS INTERNATIONAL PLC7.90%
NATIONAL GRID PL7.86%
ABB Ltd. (Registered)7.58%
SCHNEIDER ELECTR7.26%
PRYSMIAN SPA4.25%
QUANTA SVCS INC4.24%
E.ON SE4.10%
HUBBELL INC2.87%
NVIDIA CORP2.14%
NVENT ELECTRIC PLC2.10%
TESLA INC2.01%
TERNA-RETE ELETT2.00%
HYDRO ONE LTD1.76%
APTIV PLC1.64%
HYUNDAI ELECTRIC1.56%
FUJIKURA LTD1.40%
CISCO SYSTEMS INC1.33%
EQUATORIAL SA -1.32%
ORACLE CORP1.18%
SPIE SA1.06%
ELIA GROUP SA/NV1.03%
BELIMO HOLDING-R1.00%
INTL BUS MACH CORP0.98%
SAP SE0.96%
GE VERNOVA LLC0.96%
REDEIA CORP SA COMMON STOCK0.92%
NKT A/S0.89%
SIEMENS AG-REG0.87%
LS ELECTRIC CO L0.86%
FORTUNE ELEC0.82%
TEXAS INSTRUMENTS INC0.76%
NEXANS SA0.70%
HITACHI LTD0.69%
IBERDROLA SA0.69%
ANALOG DEVICES INC0.67%
HONEYWELL INTL INC0.67%
QUALCOMM INC0.59%
ENERGISA-UNITS0.52%
ENPHASE ENERGY INC0.50%
MYR GROUP INC/DELAWARE0.46%
ENEL SPA0.44%
ITRON INC0.39%
TRANSM ALIAN-UNI0.38%
MITSUB ELEC CORP0.36%
EMERSON ELECTRIC CO0.34%
SOLAREDGE TECHNOLOGIES INC0.32%
ALUPAR INV-UNIT0.30%
MEIDENSHA CORP0.28%
INFINEON TECH0.28%

LEAD (March 31, 2026)

SecurityWeight
BROADCOM INC5.37%
QUANTA SVCS INC5.30%
KLA CORP4.76%
NVIDIA CORP4.61%
FRST AM-GV OB-X4.44%
COSTCO WHOLESALE CORP4.22%
LAM RESEARCH CORP3.24%
HUBBELL INC2.47%
APPLIED MATERIALS INC2.11%
NORTHROP GRUMMAN CORP2.09%
EMCOR GROUP INC2.02%
WW GRAINGER INC2.02%
ANALOG DEVICES INC1.94%
MCKESSON CORP1.92%
CINTAS CORP1.85%
AMETEK INC NEW1.81%
CARRIER GLOBAL CORP1.80%
PARKER HANNIFIN CORP1.79%
GOLDMAN SACHS GROUP INC1.78%
CUMMINS INC1.75%
ALLSTATE CORPORATION1.73%
MSCI INC1.72%
EXPEDITORS INTL OF WASH INC1.69%
AMPHENOL CORPORATION CL A1.67%
MONOLITHIC POWER SYS INC1.66%
MASTERCARD INC CL A1.65%
APPLE INC1.63%
EATON CORP PLC1.62%
LILLY ELI and CO1.61%
LENNOX INTL INC1.56%
GLOBE LIFE INC1.55%
S&P GLOBAL INC1.55%
ALLEGION PLC1.54%
BANK OF AMERICA CORPORATION1.54%
VISA INC-CLASS A1.51%
MOODYS CORP1.51%
CHUBB LTD1.51%
PULTEGROUP INC1.51%
THERMO FISHER SCIENTIFIC INC1.49%
FASTENAL CO1.49%
MARATHON PETROLEUM CORP1.47%
ABBOTT LABS1.44%
MICROSOFT CORP1.33%
HARTFORD INSURANCE GROUP INC/THE1.26%
BROADRIDGE FINL1.24%
INTUIT INC1.12%
JACOBS SOLUTIONS INC1.06%
COGNIZANT TECH SOLUTIONS CL A0.89%
ACCENTURE PLC CL A0.73%
RESMED INC0.27%

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