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NESIX vs PSI

Shared holdings
7
NESIX covered by PSI
10.34%
PSI covered by NESIX
10.34%

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.

NESIX (March 31, 2026)

SecurityWeight
ARTERIS INC7.77%
ADTRAN HOLDINGS INC6.75%
VISHAY INTERTECHNOLOGY INC5.81%
DREYFUS-TR SE-IN4.46%
PDF SOLUTIONS INC3.74%
ROGERS CORP3.59%
VEECO INSTRUMENT3.48%
HARMONIC INC3.46%
TRANSCAT INC2.96%
NLIGHT INC2.96%
BADGER METER INC2.63%
VAIL RESORTS INC2.59%
CEVA INC2.48%
COHU INC2.29%
AXCELIS TECHNOLOGIES INC2.28%
ASPEN AEROGELS INC1.92%
COGNEX CORP1.84%
GENERAC HOLDINGS INC1.80%
CRYOPORT INC1.72%
MATTHEWS INTL CORP CL A1.71%
CENTURI HOLDINGS INC1.68%
BRUKER CORP1.67%
PARSONS CORP1.66%
PHOTRONICS INC1.63%
SYNAPTICS INC1.49%
TENNANT CO1.44%
MKS INSTRUMENTS INC1.32%
MAXLINEAR INC1.15%
FORMFACTOR INC1.12%
ARLO TECHNOLOGIES INC1.07%
MARVELL TECHNOLOGY INC1.03%
SUPER MICRO COMPUTER INC1.00%
VISHAY PRECISION GROUP INC1.00%
ALLEGRO MICROSYSTEMS INC1.00%
BENTLEY SYSTEM-B0.86%
EVERUS CONSTRUCTION GROUP INC0.85%
TTM TECHNOLOGIES INC0.84%
POWER INTEGRATIONS INC0.75%
MDU RESOURCES GROUP INC0.72%
SOLSTICE ADV MAT0.70%
KOPIN CORP0.65%
COSTAR GROUP INC0.63%
AMBARELLA INC0.59%
UNUSUAL MACHINES INC /US0.54%
CECO ENVIRONMNTL0.52%
PENGUIN SOLUTIONS INC0.51%
NETSKOPE INC-A0.49%
Camtek, Ltd./Israel0.44%
MASTEC INC0.43%
908 DEVICES INC0.42%

PSI (Jan. 31, 2026)

SecurityWeight
MICRON TECHNOLOGY INC6.79%
LAM RESEARCH CORP5.69%
INTEL CORP4.77%
KLA CORP4.61%
Invesco Private Prime Fund4.19%
ADV MICRO DEVICE4.04%
NVIDIA CORP3.84%
ULTRA CLEAN HOLDINGS INC3.79%
ACM RESEARCH INC-CLASS A3.63%
QUALCOMM INC3.37%
BROADCOM INC3.22%
PHOTRONICS INC3.17%
MKS INSTRUMENTS INC3.14%
ALLEGRO MICROSYSTEMS INC2.97%
AMKOR TECHNOLOGY INC2.92%
TERADYNE INC2.90%
NLIGHT INC2.82%
KULICKE and SOFFA INDUSTRIES INC2.76%
ANALOG DEVICES INC2.60%
SITIME CORP2.60%
ON SEMICONDUCTOR CORP2.53%
MONOLITHIC POWER SYS INC2.52%
ADV ENERGY INDS2.48%
SILICON LABS2.35%
MAXLINEAR INC2.34%
SEMTECH CORP2.28%
AXCELIS TECHNOLOGIES INC2.23%
CIRRUS LOGIC INC2.23%
NAVITAS SEMICONDUCTOR CORP2.07%
SKYWORKS SOLUTIONS INC1.77%
CREDO TECHNOLOGY1.66%
Invesco Private Government Fund1.61%
Invesco Government & Agency Portfolio, Institutional Class0.11%

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