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IDAT vs PSI

Shared holdings
7
IDAT covered by PSI
18.35%
PSI covered by IDAT
18.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IDAT (July 31, 2025)

SecurityWeight
SEAGATE TECHNOLOGY HOLDINGS PLC3.84%
BROADCOM INC3.82%
SUPER MICRO COMPUTER INC3.66%
ADV MICRO DEVICE3.23%
CORNING INC3.15%
NVIDIA CORP3.06%
CIENA CORP3.01%
VERTIV HOLDINGS CO2.76%
NUTANIX INC CL A2.76%
ARISTA NETWORKS INC2.74%
WESTERN DIGITAL CORP2.73%
INFINEON TECH2.71%
MEDIATEK2.57%
MICRON TECHNOLOGY INC2.55%
CROWN CASTLE INC2.52%
AMERICAN TOWER CORP2.48%
QORVO INC2.48%
SBA COMMUNICATIONS CORP2.47%
CELLNEX TELECOM2.41%
INTEL CORP2.34%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.33%
NXP SEMICONDUCTORS NV2.33%
PURE STORAGE INC CL A2.32%
KEYSIGHT TECHNOLOGIES INC2.32%
DYNATRACE INC2.22%
NOKIA OYJ2.22%
QUALCOMM INC2.18%
MURATA MFG CO2.18%
DATADOG INC CL A2.13%
ERICSSON (LM) TELE CO CL B2.10%
DUPONT DE NEMOURS INC2.09%
SKYWORKS SOLUTIONS INC1.82%
CHINA TOWER CO-H1.80%
MARVELL TECHNOLOGY INC1.72%
AKAMAI TECHNOLOGIES INC1.69%
BELDEN INC1.55%
ECHOSTAR CORP CL A1.32%
KYNDRYL HOLDINGS INC1.29%
INFRASTRUTTURE W1.27%
ELASTIC NV1.14%
LUMENTUM HOLDINGS INC1.12%
WIWYNN CORP1.03%
NORDIC SEMICOND0.70%
NETLINK NBN TRUS0.65%
SOITEC0.33%
COMPUTACENTER PL0.29%
MEGAPORT LTD0.25%
HFCL LTD0.24%
BlackRock Cash Funds: Treasury, SL Agency Shares0.11%

PSI (Jan. 31, 2026)

SecurityWeight
MICRON TECHNOLOGY INC6.79%
LAM RESEARCH CORP5.69%
INTEL CORP4.77%
KLA CORP4.61%
Invesco Private Prime Fund4.19%
ADV MICRO DEVICE4.04%
NVIDIA CORP3.84%
ULTRA CLEAN HOLDINGS INC3.79%
ACM RESEARCH INC-CLASS A3.63%
QUALCOMM INC3.37%
BROADCOM INC3.22%
PHOTRONICS INC3.17%
MKS INSTRUMENTS INC3.14%
ALLEGRO MICROSYSTEMS INC2.97%
AMKOR TECHNOLOGY INC2.92%
TERADYNE INC2.90%
NLIGHT INC2.82%
KULICKE and SOFFA INDUSTRIES INC2.76%
ANALOG DEVICES INC2.60%
SITIME CORP2.60%
ON SEMICONDUCTOR CORP2.53%
MONOLITHIC POWER SYS INC2.52%
ADV ENERGY INDS2.48%
SILICON LABS2.35%
MAXLINEAR INC2.34%
SEMTECH CORP2.28%
AXCELIS TECHNOLOGIES INC2.23%
CIRRUS LOGIC INC2.23%
NAVITAS SEMICONDUCTOR CORP2.07%
SKYWORKS SOLUTIONS INC1.77%
CREDO TECHNOLOGY1.66%
Invesco Private Government Fund1.61%
Invesco Government & Agency Portfolio, Institutional Class0.11%

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