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NEEIX vs STRN

Shared holdings
8
NEEIX covered by STRN
15.73%
STRN covered by NEEIX
15.73%

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.

NEEIX (March 31, 2026)

SecurityWeight
DREYFUS-TR SE-IN12.73%
PDF SOLUTIONS INC4.17%
FORMFACTOR INC3.89%
THERMO FISHER SCIENTIFIC INC3.50%
SUPER MICRO COMPUTER INC3.37%
VERTIV HOLDINGS CO3.30%
CORNING INC3.07%
NVENT ELECTRIC2.99%
LAM RESEARCH CORP2.87%
MKS INSTRUMENTS INC2.69%
PARSONS CORP2.51%
Nova Measuring Instruments Ltd2.45%
VICOR CORPORATION2.34%
COHERENT CORP2.31%
HUNTINGTON INGALLS INDUSTRIES INC2.10%
ENTEGRIS INC2.05%
CLEAN HARBORS INC1.97%
PHOTRONICS INC1.96%
VISHAY INTERTECHNOLOGY INC1.89%
ASML Holding NV - NY Reg Shares1.81%
VEECO INSTRUMENT1.80%
ANALOG DEVICES INC1.71%
MARVELL TECHNOLOGY INC1.61%
MARKEL GROUP INC1.60%
APPLIED MATERIALS INC1.52%
TERADYNE INC1.44%
BECTON DICKINSON and CO1.42%
CARMAX INC1.36%
AKAMAI TECHNOLOGIES INC1.24%
HAMMOND POWER SOLUTIONS INC COMMON STOCK1.22%
SITIME CORP1.11%
QNITY ELECTRONICS INC1.09%
COSTAR GROUP INC0.98%
HEWLETT PACKARD ENTERPRISE CO0.95%
TTM TECHNOLOGIES INC0.92%
MEDTRONIC PLC0.91%
LABCORP HOLDINGS INC0.90%
ASPEN AEROGELS INC0.78%
ALPHABET INC CL A0.77%
CENTURI HOLDINGS INC0.75%
BRUKER CORP0.73%
APPLE INC0.65%
TENNANT CO0.63%
GENERAC HOLDINGS INC0.53%
BRIGHT HORIZONS FAMILY SOLUTIONS INC0.51%
LOCKHEED MARTIN CORP0.49%
COMCAST CORP CL A0.49%
QUEST DIAGNOSTICS INC0.47%
CHEVRON CORP0.47%
AEROVIRONMENT INC0.47%

STRN (March 31, 2026)

SecurityWeight
FRST AM-GV OB-X12.66%
VERTIV HOLDINGS CO7.56%
MONSTER BEVERAGE CORP6.80%
COMFORT SYSTEMS USA INC6.17%
GENERAL ELECTRIC CO6.07%
LILLY ELI and CO5.08%
APPLE INC5.04%
SIMON PROPERTY4.84%
MICRON TECHNOLOGY INC4.51%
SCHWAB CHARLES CORP4.21%
CORNING INC3.95%
WILLIAMS COS INC3.70%
AMPHENOL CORPORATION CL A3.66%
NVIDIA CORP3.15%
LUMENTUM HOLDINGS INC3.12%
TERADYNE INC3.05%
WESTERN DIGITAL CORP2.95%
COHERENT CORP2.72%
LAM RESEARCH CORP2.48%
ALPHABET INC CL C2.42%
ALPHABET INC CL A2.41%
ANALOG DEVICES INC2.04%
Southern Copper Corporation COM USD0.011.40%

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