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MIGO vs ALAI

Shared holdings
11
MIGO covered by ALAI
28.52%
ALAI covered by MIGO
28.52%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MIGO (Feb. 28, 2026)

SecurityWeight
Vanguard S&P 500 ETF17.16%
OPTION5.93%
CELSIUS HOLDINGS INC5.31%
BROADCOM INC4.81%
DEXCOM INC4.15%
V/E SEMICONDUCT3.99%
META PLATFORMS INC CL A3.95%
MICROSOFT CORP3.85%
ALPHABET INC CL C3.55%
TAIWAN SEMIC MFG CO LTD SP ADR3.54%
WESTERN DIGITAL CORP3.54%
KNIFE RIVER HOLDING CO W/I3.45%
ADVANCED DRAINAGE SYSTEMS INC3.40%
AMAZON.COM INC3.25%
SOTERA HEALTH CO3.01%
MICRON TECHNOLOGY INC2.88%
CREDIT ACCEPTANCE CORP2.77%
SEAGATE TECHNOLO2.46%
LILLY ELI and CO2.14%
LAM RESEARCH CORP1.82%
COHERENT CORP1.78%
APPLIED MATERIALS INC1.42%
KLA CORP1.27%
CIENA CORP1.24%
MONGODB INC CL A1.11%
TD SYNNEX CORP0.81%
REDDIT INC-A0.75%
SHOPIFY INC CL A0.74%
NVIDIA CORP0.74%
DATADOG INC CL A0.60%
SOLV ENERGY IN-A0.59%
PTC INC0.58%
RUBRIK INC-A0.56%
ROBLOX CORP - A0.55%
Spotify Technology SA0.50%
SNOWFLAKE INC CL A0.49%
PALO ALTO NETWORKS INC0.49%
ZSCALER INC0.44%
SYNOPSYS INC0.36%

ALAI (March 31, 2026)

SecurityWeight
NVIDIA CORP15.00%
MICROSOFT CORP6.97%
AMAZON.COM INC6.45%
TAIWAN SEMIC MFG CO LTD SP ADR6.00%
ALPHABET INC CL C5.47%
Nebius Group NV, Class A4.98%
WESTERN DIGITAL CORP4.60%
BROADCOM INC4.55%
META PLATFORMS INC CL A3.98%
APPLE INC3.34%
DREYFUS TRSY OBLIG CASH M2.96%
TESLA INC2.96%
DISRUPTIVE TECHNOLOGY SOL2.54%
Databricks, Inc. Series K1.99%
SEA LTD ADR1.88%
APPLOVIN CORP1.64%
GE VERNOVA LLC1.53%
ASTERA LABS INC1.51%
NATERA INC1.39%
SEAGATE TECHNOLOGY HOLDINGS PLC1.18%
TALEN ENERGY CORP1.15%
PALANTIR TECHNOLOGIES INC1.12%
ROCKET COS INC-A0.97%
INTUITIVE SURGICAL INC0.90%
MERCADOLIBRE INC0.88%
ROKU INC CLASS A0.87%
ARISTA NETWORKS INC0.86%
NRG ENERGY INC0.74%
SHOPIFY INC CL A0.70%
FIGURE TECHNOLOGY SOLUTIONS INC A0.70%
SB Technology, Inc. Series E Preferred Stock0.68%
MIRION TECHNOLOGIES INC-A0.58%
EATON CORP PLC0.58%
NETFLIX INC0.54%
Databricks, Inc. Series L0.50%
Figure AI Inc Class C0.50%
CADENCE DESIGN SYSTEMS INC0.50%
IREN LTD0.48%
MONGODB INC CL A0.48%
UNITEDHEALTH GRP0.46%
CLOUDFLARE INC-A0.44%
CATERPILLAR INC0.41%
ROBINHOOD MARKETS INC0.40%
DELL TECHNOLOGIES INC CL C0.39%
Apptronik Series A-X10.39%
SHARKNINJA INC0.37%
MICRON TECHNOLOGY INC0.37%
SANDISK CORPORATION0.36%
Databricks, Inc. Series J0.33%
VEEVA SYSTEMS-A0.28%

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