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NATO vs PPA

Shared holdings
34
NATO covered by PPA
61.06%
PPA covered by NATO
61.06%

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.

NATO (March 31, 2026)

SecurityWeight
RTX CORP8.76%
GENERAL ELECTRIC CO7.40%
BOEING CO/THE7.02%
ROLLS-ROYCE HOLDINGS PLC5.87%
LOCKHEED MARTIN CORP5.77%
HONEYWELL INTL INC5.39%
SAFRAN SA5.24%
Airbus SE5.08%
NORTHROP GRUMMAN CORP4.72%
HOWMET AEROSPACE INC4.45%
BAE SYSTEMS PLC4.26%
RHEINMETALL AG3.71%
GENERAL DYNAMICS CORPORATION3.68%
L3HARRIS TECHNOLOGIES INC3.13%
TRANSDIGM GROUP INC3.10%
ROCKET LAB CORP1.52%
AXON ENTERPRISE INC1.51%
TELEDYNE TECHNOLOGIES INC1.36%
LEONARDO SPA1.28%
CURTISS WRIGHT CORPORATION1.24%
THALES SA1.22%
FTAI AVIATION LTD1.21%
SAAB AB-B0.95%
MTU AERO ENGINES0.93%
BWX TECHNOLOGIES INC0.91%
TEXTRON INC0.76%
BOMBARDIER INC-B0.74%
HUNTINGTON INGALLS INDUSTRIES INC0.70%
KRATOS DEFENSE and SEC SOLTN INC0.57%
HEICO CORP0.54%
FIRST AM-TR OB-X0.45%
ASELSAN0.41%
MELROSE INDUSTRI0.41%
CRANE CO0.40%
MOOG INC-CLASS A0.39%
DASSAULT AVIATION SA0.31%
HEXCEL CORPORATION0.30%
KARMAN HOLDINGS INC0.30%
AEROVIRONMENT INC0.26%
HENSOLDT AG0.26%
RENK GROUP AG0.23%
MIRION TECHNOLOGIES INC-A0.21%
JOBY AVIATION INC0.21%
AAR CORP0.20%
OSI SYSTEMS INC0.20%
MERCURY SYSTEMS INC0.18%
AMENTUM HOLDINGS INC0.18%
QINETIQ GROUP PLC COMMON STOCK0.14%
ARCHER AVIATION INC A0.13%
SATELLOGIC INC-A0.12%

PPA (Jan. 31, 2026)

SecurityWeight
LOCKHEED MARTIN CORP8.62%
RTX CORP8.30%
BOEING CO/THE8.27%
GENERAL ELECTRIC CO7.48%
NORTHROP GRUMMAN CORP5.81%
GENERAL DYNAMICS CORPORATION4.73%
L3HARRIS TECHNOLOGIES INC4.04%
HONEYWELL INTL INC4.04%
Invesco Private Prime Fund3.57%
HOWMET AEROSPACE INC3.48%
PARKER HANNIFIN CORP3.02%
TRANSDIGM GROUP INC2.70%
Elbit Systems Ltd ILS12.59%
AMPHENOL CORPORATION CL A2.38%
ROCKET LAB CORP1.69%
EATON CORP PLC1.62%
AXON ENTERPRISE INC1.40%
Invesco Private Government Fund1.39%
KRATOS DEFENSE and SEC SOLTN INC1.38%
CURTISS WRIGHT CORPORATION1.32%
HEICO CORP1.30%
LEIDOS HOLDINGS INC1.27%
HUNTINGTON INGALLS INDUSTRIES INC1.25%
AEROVIRONMENT INC1.10%
BWX TECHNOLOGIES INC1.06%
PALANTIR TECHNOLOGIES INC1.04%
WOODWARD INC1.00%
TEXTRON INC0.96%
CACI INTL-A0.93%
ATI INC0.91%
CAE INC0.82%
LEONARDO DRS INC0.80%
STANDARDAERO INC0.79%
KARMAN HOLDINGS INC0.78%
TELEDYNE TECHNOLOGIES INC0.72%
BOOZ ALLEN HAMILTON HLDG CL A0.59%
PLANET LABS PBC A0.58%
KEYSIGHT TECHNOLOGIES INC0.54%
MOOG INC-CLASS A0.52%
HEXCEL CORPORATION0.49%
MERCURY SYSTEMS INC0.45%
AMENTUM HOLDINGS INC0.44%
VIASAT INC0.42%
TTM TECHNOLOGIES INC0.37%
AAR CORP0.33%
KBR INC0.31%
SCIENCE APPLICATIONS INTERNATIONAL CORP0.28%
LOAR HOLDINGS INC0.27%
PARSONS CORP0.25%
OSI SYSTEMS INC0.25%

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