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GRID vs TCAI

Shared holdings
8
GRID covered by TCAI
11.53%
TCAI covered by GRID
11.53%

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%

TCAI (Feb. 28, 2026)

SecurityWeight
VERTIV HOLDINGS CO5.13%
DELL TECHNOLOGIES INC CL C5.01%
SEAGATE TECHNOLOGY HOLDINGS PLC4.97%
CONSTELLATION ENERGY CORP4.53%
CIENA CORP4.47%
QUANTA SVCS INC4.34%
WESTERN DIGITAL CORP3.93%
MICRON TECHNOLOGY INC3.74%
NRG ENERGY INC3.68%
MASTEC INC3.39%
NVENT ELECTRIC PLC3.28%
EQT CORPORATION3.12%
SCHNEIDER ELECTR2.94%
MYR GROUP INC/DELAWARE2.78%
IREN LTD2.61%
TERAWULF INC2.45%
CIPHER MINING INC2.31%
PRIMORIS SVCS CORP2.24%
WILLIAMS COS INC2.23%
CORE SCIENTIFIC INC2.09%
DYCOM INDUSTRIES INC2.00%
EVERGY INC1.89%
VISTRA CORP1.79%
PURE STORAGE INC CL A1.78%
ARISTA NETWORKS INC1.63%
CREDO TECHNOLOGY GROUP HOLDING LTD1.62%
FORGENT POWER SOLUTIONS INC1.58%
AMPHENOL CORPORATION CL A1.58%
SUPER MICRO COMPUTER INC1.57%
MODINE MFG CO1.53%
GE VERNOVA LLC1.51%
SANDISK CORPORATION1.41%
ENTERGY CORP1.39%
HUT 8 CORP1.05%
CATERPILLAR INC1.04%
FERMI INC1.01%
MLP0.95%
SIEMENS ENERGY AG0.86%
DT MIDSTREAM INC0.86%
TALEN ENERGY CORP0.80%
NVIDIA CORP0.72%
Nebius Group NV, Class A0.66%
CUMMINS INC0.65%
CELESTICA INC SUB VTG0.45%
FRST AM-GV OB-X0.40%

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