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HVAC vs VOLT

Shared holdings
7
HVAC covered by VOLT
21.66%
VOLT covered by HVAC
21.66%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HVAC (March 31, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC5.76%
BWX TECHNOLOGIES INC5.00%
JABIL INC4.90%
FLOWSERVE CORP4.74%
GE VERNOVA LLC4.56%
AMPHENOL CORPORATION CL A4.41%
VERTIV HOLDINGS CO4.35%
LEGENCE CORP-A4.23%
FLUOR CORP4.11%
STERLING INFRASTRUCTURE INC3.89%
DREYFUS TRSRY SECURITIES3.81%
AMETEK INC NEW3.78%
PARKER HANNIFIN CORP3.74%
WILLDAN GROUP IN3.73%
CURTISS WRIGHT CORPORATION3.50%
BELDEN INC3.48%
DOVER CORP3.38%
FORTIVE CORP3.33%
MASTEC INC3.29%
MODINE MFG CO3.21%
HUBBELL INC3.10%
DIGITAL REALTY TRUST INC3.01%
TRANE TECHNOLOGIES PLC2.87%
SPX TECHNOLOGIES INC2.86%
ILLINOIS TOOL WORKS INC2.78%
API GROUP CORP2.20%
BLOOM ENERGY CORP CL A1.97%

VOLT (Feb. 28, 2026)

SecurityWeight
BEL FUSE INC NV CL B6.49%
POWELL INDUSTRIES INC6.39%
NEXTERA ENERGY INC6.23%
QUANTA SVCS INC4.82%
AMERICAN ELECTRIC POWER CO INC4.64%
AMPHENOL CORPORATION CL A4.16%
GE VERNOVA LLC4.02%
HUBBELL INC3.88%
ENTERGY CORP3.87%
MLP3.71%
NISOURCE INC3.62%
IDACORP INC3.60%
OGE ENERGY CORP3.40%
EATON CORP PLC3.28%
JOHNSON CONTROLS INTERNATIONAL PLC3.15%
MODINE MFG CO3.02%
VERTIV HOLDINGS CO2.95%
ABB Ltd. (Registered)2.93%
ITRON INC2.85%
ADV ENERGY INDS2.73%
SCHNEIDER ELECTR2.62%
NVENT ELECTRIC PLC2.46%
BWX TECHNOLOGIES INC2.43%
XCEL ENERGY INC2.28%
BLOOM ENERGY CORP CL A2.21%
PPL CORPORATION2.15%
CATERPILLAR INC2.05%
IBERDROLA SA1.19%
CAPITAL POWER CO0.98%
EXPAND ENERGY CORP0.73%
MIRION TECHNOLOGIES INC-A0.71%
FIRST AM-TR OB-X0.45%

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