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IVES vs KLCAX

Shared holdings
17
IVES covered by KLCAX
48.90%
KLCAX covered by IVES
48.90%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IVES (April 30, 2026)

SecurityWeight
ADV MICRO DEVICE6.32%
BROADCOM INC5.44%
AMAZON.COM INC5.41%
ALPHABET INC CL A5.37%
TAIWAN SEMIC MFG CO LTD SP ADR4.94%
NVIDIA CORP4.83%
APPLE INC4.71%
MICRON TECHNOLOGY INC4.65%
MICROSOFT CORP4.43%
GE VERNOVA LLC4.24%
META PLATFORMS INC CL A4.17%
TESLA INC4.05%
ORACLE CORP3.44%
ALIBABA GROUP HOLDING LTD SPON ADR3.39%
PALANTIR TECHNOLOGIES INC3.22%
PALO ALTO NETWORKS INC3.00%
INTL BUS MACH CORP3.00%
SHOPIFY INC CL A2.83%
SALESFORCE INC2.72%
CROWDSTRIKE HOLDINGS INC2.67%
COREWEAVE INC2.55%
Nebius Group NV, Class A2.20%
SERVICENOW INC2.10%
SNOWFLAKE INC CL A1.73%
IREN LTD1.69%
MONGODB INC CL A1.68%
OKLO INC1.67%
ZSCALER INC1.39%
INNODATA INC1.00%
PEGASYSTEMS INC0.99%
Short-Term Investment0.15%

KLCAX (April 30, 2026)

SecurityWeight
NVIDIA CORP11.25%
ALPHABET INC CL A7.49%
AMAZON.COM INC6.35%
QUANTA SVCS INC5.72%
MICROSOFT CORP5.31%
BROADCOM INC5.23%
TAIWAN SEMIC MFG CO LTD SP ADR4.49%
MICRON TECHNOLOGY INC4.34%
APPLE INC4.13%
GENERAL ELECTRIC CO3.14%
ARGENX SE SPONSORED ADR3.03%
TJX COS INC2.80%
COSTCO WHOLESALE CORP2.60%
VISA INC-CLASS A1.90%
GE VERNOVA LLC1.88%
TRANE TECHNOLOGIES PLC1.80%
SHOPIFY INC CL A1.79%
ASTRAZENECA PLC1.74%
META PLATFORMS INC CL A1.70%
ADV MICRO DEVICE1.69%
S&P GLOBAL INC1.48%
Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class1.45%
PARKER HANNIFIN CORP1.45%
BLACKROCK INC1.32%
NETFLIX INC1.25%
KLA CORP1.16%
NEXTERA ENERGY INC1.13%
SPOTIFY TECHNOLOGY SA1.13%
CROWDSTRIKE HOLDINGS INC1.01%
UCB SA0.95%
DATADOG INC CL A0.95%
TESLA INC0.87%
INTUITIVE SURGICAL INC0.85%
SNOWFLAKE INC CL A0.84%
UBER TECHNOLOGIES INC0.84%
HOME DEPOT INC0.80%
STRYKER CORP0.71%
JPMORGAN CHASE and CO0.69%
MEDLINE INC-A0.65%
WALMART INC0.64%
ECOLAB INC0.57%
SERVICENOW INC0.53%
ORACLE CORP0.36%

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