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IVES vs TECHX

Shared holdings
21
IVES covered by TECHX
47.90%
TECHX covered by IVES
47.90%

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%

TECHX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.83%
APPLE INC8.24%
ALPHABET INC CL A7.70%
AMAZON.COM INC6.97%
MICROSOFT CORP6.63%
BROADCOM INC5.69%
META PLATFORMS INC CL A4.11%
TESLA INC3.92%
NETFLIX INC1.70%
MICRON TECHNOLOGY INC1.63%
ABBVIE INC1.54%
ORACLE CORP1.44%
ADV MICRO DEVICE1.34%
CISCO SYSTEMS INC1.27%
LAM RESEARCH CORP1.25%
PALANTIR TECHNOLOGIES INC1.23%
APPLIED MATERIALS INC1.20%
T-MOBILE US INC1.05%
INTL BUS MACH CORP0.96%
AMGEN INC0.95%
KLA CORP0.94%
INTEL CORP0.92%
GILEAD SCIENCES INC0.92%
THERMO FISHER SCIENTIFIC INC0.87%
TEXAS INSTRUMENTS INC0.83%
CORNING INC0.82%
ANALOG DEVICES INC0.81%
ARISTA NETWORKS INC0.78%
AMPHENOL CORPORATION CL A0.77%
WESTERN DIGITAL CORP0.75%
SALESFORCE INC0.72%
DANAHER CORP0.68%
SEAGATE TECHNOLOGY HOLDINGS PLC0.67%
QUALCOMM INC0.64%
VERTEX PHARMACEUTICALS INC0.64%
COMCAST CORP CL A0.63%
ACCENTURE PLC CL A0.59%
REGENERON PHARMACEUTICALS INC0.58%
PALO ALTO NETWORKS INC0.57%
MOTOROLA SOLUTIONS INC0.56%
INTUIT INC0.55%
CROWDSTRIKE HOLDINGS INC0.53%
MARVELL TECHNOLOGY INC0.53%
MERCADOLIBRE INC0.52%
DELL TECHNOLOGIES INC CL C0.51%
SERVICENOW INC0.51%
APPLOVIN CORP0.51%
ADOBE INC0.51%
CLOUDFLARE INC-A0.50%
MONOLITHIC POWER SYS INC0.49%

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