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IQM vs BGSIX

Shared holdings
24
IQM covered by BGSIX
37.03%
BGSIX covered by IQM
37.03%

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.

IQM (March 31, 2026)

SecurityWeight
NVIDIA CORP7.78%
TAIWAN SEMIC MFG CO LTD SP ADR5.83%
BROADCOM INC5.64%
TESLA INC5.43%
CELESTICA INC SUB VTG5.36%
APPLE INC3.66%
GE VERNOVA LLC3.62%
KRATOS DEFENSE and SEC SOLTN INC3.35%
TERADYNE INC2.67%
AMPHENOL CORPORATION CL A2.61%
BLOOM ENERGY CORP CL A2.32%
QUANTA SVCS INC2.09%
LAM RESEARCH CORP2.09%
CLOUDFLARE INC-A2.01%
ARISTA NETWORKS INC1.96%
KLA CORP1.85%
PALANTIR TECHNOLOGIES INC1.71%
INTUITIVE SURGICAL INC1.68%
ROCKET LAB CORP1.65%
APPLIED MATERIALS INC1.57%
ASML HOLDING-NY1.43%
VERTIV HOLDINGS CO1.40%
AXON ENTERPRISE INC1.38%
TECHNIPFMC PLC1.22%
ALPHABET INC CL A1.18%
SANDISK CORPORATION1.08%
TTM TECHNOLOGIES INC1.01%
AUTODESK INC0.95%
CAMECO CORP0.84%
ELBIT SYSTEMS LTD0.84%
SIEMENS ENERGY AG0.83%
MONOLITHIC POWER SYS INC0.83%
TE CONNECTIVITY PLC0.79%
SK HYNIX INC0.77%
CONTEMPORARY A-H0.74%
Rheinmetall A.G. Unsponsored ADR0.74%
KARMAN HOLDINGS INC0.71%
BAKER HUGHES CO0.70%
PURE STORAGE INC CL A0.67%
SITIME CORP0.65%
CURTISS WRIGHT CORPORATION0.64%
NEXTRACKER INC CL A0.64%
GARMIN LTD0.63%
Nebius Group NV, Class A0.61%
CIENA CORP0.60%
SYMBOTIC INC0.60%
LEGENCE CORP-A0.59%
FABRINET0.58%
ADV ENERGY INDS0.56%
Hesai Group SPONSORED ADS0.55%

BGSIX (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP11.78%
BROADCOM INC7.18%
APPLE INC6.01%
MICROSOFT CORP5.35%
TAIWAN SEMIC MFG CO LTD SP ADR4.84%
SAMSUNG ELECTRONICS CO LTD4.62%
SK HYNIX INC4.40%
ALPHABET INC CL A4.34%
LAM RESEARCH CORP4.21%
ADVANTEST CORP3.54%
MONOLITHIC POWER SYS INC2.21%
META PLATFORMS INC CL A2.20%
ADV MICRO DEVICE2.19%
DATABRICKS INC SER L PC PP2.11%
SNOWFLAKE INC CL A1.99%
AMAZON.COM INC1.78%
TESLA INC1.63%
LUMENTUM HOLDINGS INC1.58%
ARISTA NETWORKS INC1.51%
INTEL CORP1.49%
VERTIV HOLDINGS CO1.31%
ORACLE CORP1.30%
SIEMENS ENERGY AG1.28%
BlackRock Cash Funds: Institutional, SL Agency Shares1.25%
SOFTBANK GROUP CORP1.20%
ASML Holding NV1.14%
CROWDSTRIKE HOLDINGS INC1.08%
PALO ALTO NETWORKS INC1.07%
ANTHROPIC PBC SERIES F PC PP0.98%
TAKE-TWO INTERACTV SOFTWR INC0.92%
CORNING INC0.85%
ECHOSTAR CORP CL A0.79%
FLEX LTD0.74%
HYUNDAI MOTOR CO0.74%
ELITE MATERIAL0.73%
CISCO SYSTEMS INC0.72%
SPOTIFY TECHNOLOGY SA0.72%
MERCADOLIBRE INC0.69%
KRATOS DEFENSE and SEC SOLTN INC0.65%
CADENCE DESIGN SYSTEMS INC0.62%
MONGODB INC CL A0.57%
WESTERN DIGITAL CORP0.56%
CREDO TECHNOLOGY GROUP HOLDING LTD0.54%
ASE TECHNOLOGY H0.50%
COHERENT CORP0.50%
PALANTIR TECHNOLOGIES INC0.48%
RUBRIK INC-A0.42%
AEROVIRONMENT INC0.40%
BYTEDANCE LTD SER E-1 PC PP0.37%
DATADOG INC CL A0.36%

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