Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MAKX vs JACDX
Shared holdings
4
MAKX covered by JACDX
9.57%
JACDX covered by MAKX
9.57%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 23 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
MAKX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| COGNEX CORP | 8.04% | |
| EMERSON ELECTRIC CO | 6.42% | |
| SK TELEC-SPN ADR | 6.18% | |
| ROCKWELL AUTOMATION INC | 5.82% | |
| APPLIED MATERIALS INC | 5.56% | |
| ZEBRA TECHNOLOGIES CORP CL A | 4.95% | |
| 3D SYSTEMS CORP DEL | 4.67% | |
| ON SEMICONDUCTOR CORP | 4.66% | |
| AUTODESK INC | 4.60% | |
| OUSTER INC | 4.38% | |
| FLOWSERVE CORP | 4.37% | |
| POSCO HOLDINGS INC SPON ADR | 4.36% | |
| ALLIENT INC | 4.27% | |
| DOVER CORP | 4.24% | |
| TOWER SEMICONDCT | 4.05% | |
| Turkcell Iletisim Hizmetleri A/S ADR | 4.04% | |
| APPLIED INDU TEC | 3.80% | |
| SYNOPSYS INC | 3.58% | |
| STRATASYS LTD | 3.48% | |
| SANMINA CORP | 3.15% | |
| PTC INC | 3.03% | |
| AMBARELLA INC | 2.18% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.15% |
JACDX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTU COMMON STOCK TWD10.0 | 4.72% | |
| ASML HOLDING NV COMMON STOCK EUR.09 | 4.51% | |
| SCHNEIDER ELECTRIC SE COMMON STOCK EUR4.0 | 4.13% | |
| TRANE TECHNOLOGI | 3.77% | |
| APPLIED MATERIALS INC | 3.72% | |
| QUANTA SVCS INC | 3.68% | |
| NOVONESIS NOVOZYMES B COMMON STOCK DKK2.0 | 3.41% | |
| LEGRAND SA COMMON STOCK EUR4.0 | 3.33% | |
| EATON CORP PLC | 3.32% | |
| CADENCE DESIGN SYSTEMS INC | 3.20% | |
| XYLEM INC | 3.19% | |
| SAP SE COMMON STOCK | 3.06% | |
| WSP GLOBAL INC | 2.77% | |
| HITACHI LTD COMMON STOCK | 2.77% | |
| AUTODESK INC | 2.77% | |
| AGILENT TECHNOLOGIES INC | 2.67% | |
| WASTE MANAGEMENT INC | 2.61% | |
| TERNA RETE ELETTRICA NAZIONA COMMON STOCK EUR.22 | 2.53% | |
| CARRIER GLOBAL CORP | 2.50% | |
| ANALOG DEVICES INC | 2.37% | |
| STANTEC INC | 2.17% | |
| AECOM | 2.09% | |
| ECOLAB INC | 2.06% | |
| REPUBLIC SVCS | 2.04% | |
| WASTE CONNECTIONS INC | 1.97% | |
| VEOLIA ENVIRONNEMENT SA COMMON STOCK EUR5.0 | 1.94% | |
| TOKYO ELECTRON LTD COMMON STOCK | 1.91% | |
| SIEMENS AG REG COMMON STOCK | 1.84% | |
| PTC INC | 1.83% | |
| IBERDROLA SA COMMON STOCK EUR.75 | 1.83% | |
| CARLISLE COS INC | 1.69% | |
| GIVAUDAN SA COMMON STOCK CHF10.0 | 1.69% | |
| MEDIATEK INC COMMON STOCK TWD10.0 | 1.54% | |
| ARISTA NETWORKS INC | 1.51% | |
| VERALTO CORP | 1.46% | |
| TETRA TECH INC | 1.41% | |
| DIGITAL REALTY TRUST INC | 1.40% | |
| AAON INC | 1.31% | |
| SYNOPSYS INC | 1.24% | |
| ASM INTERNATIONAL NV COMMON STOCK EUR.04 | 0.98% | |
| BENTLEY SYSTEM-B | 0.97% | |
| SMURFIT WESTROCK | 0.04% |
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