Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
NRSH vs FSELX
Shared holdings
4
NRSH covered by FSELX
16.22%
FSELX covered by NRSH
16.22%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
NRSH (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MICRON TECHNOLOGY INC | 5.37% | |
| LAM RESEARCH CORP | 4.54% | |
| ASTRONICS CORP | 4.35% | |
| MERCURY SYSTEMS INC | 3.95% | |
| CH ROBINSON WORLDWIDE INC | 3.88% | |
| PRIMORIS SVCS CORP | 3.67% | |
| BWX TECHNOLOGIES INC | 3.67% | |
| MYR GROUP INC/DELAWARE | 3.58% | |
| STERLING INFRASTRUCTURE INC | 3.55% | |
| CENTRUS ENERGY CORP CL A | 3.49% | |
| ATI INC | 3.45% | |
| NVIDIA CORP | 3.41% | |
| ARGAN INC | 3.39% | |
| Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SER'B' NPV | 3.39% | |
| DYCOM INDUSTRIES INC | 3.29% | |
| ROCKWELL AUTOMATION INC | 3.25% | |
| NETSCOUT SYSTEMS INC | 3.16% | |
| CISCO SYSTEMS INC | 3.13% | |
| LEIDOS HOLDINGS INC | 3.10% | |
| AMERICAN TOWER CORP | 3.10% | |
| BROADCOM INC | 2.89% | |
| CELESTICA INC SUB VTG | 2.88% | |
| QORVO INC | 2.77% | |
| SANMINA CORP | 2.76% | |
| CROWDSTRIKE HOLDINGS INC | 2.73% | |
| QUALYS INC | 2.70% | |
| TENABLE HOLDINGS INC | 2.62% | |
| NETAPP INC | 2.60% | |
| CALIX NETWORKS INC | 2.60% | |
| PALANTIR TECHNOLOGIES INC | 2.49% | |
| FRST AM-GV OB-X | 0.22% |
FSELX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 24.05% | |
| BROADCOM INC | 11.63% | |
| MARVELL TECHNOLOGY INC | 8.64% | |
| MICRON TECHNOLOGY INC | 7.02% | |
| NXP SEMICONDUCTORS NV | 6.30% | |
| MONOLITHIC POWER SYS INC | 5.46% | |
| LAM RESEARCH CORP | 5.22% | |
| ON SEMICONDUCTOR CORP | 5.17% | |
| GLOBALFOUNDRIES INC | 3.99% | |
| WESTERN DIGITAL CORP | 3.05% | |
| ASML HOLDING-NY | 3.03% | |
| NOVA LTD | 2.59% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 2.39% | |
| ASTERA LABS INC | 2.31% | |
| COHERENT CORP | 1.96% | |
| ALLEGRO MICROSYSTEMS INC | 1.83% | |
| Fidelity Cash Central Fund | 1.60% | |
| KIOXIA HOLDINGS | 0.76% | |
| ENTEGRIS INC | 0.65% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.49% | |
| IMPINJ INC | 0.42% | |
| SYNAPTICS INC | 0.34% | |
| FRORE SYSTEMS INC SER C PC PP | 0.25% | |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.20% | |
| ARM HOLDINGS LTD | 0.10% | |
| LIGHTMATTER INC SERIES D PC PP | 0.09% | |
| TAALAS INC WT PP | 0.08% | |
| ALIF SEMICONDUCTOR SER D PP | 0.07% | |
| ELEMENT LABS LTD SER B PC PP | 0.05% | |
| TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.04% | |
| ALPHA and OMEGA SEMICNDTR LTD | 0.03% | |
| EMPOWER SEMICONDUCTOR INC SER D PC PP | 0.03% | |
| SIMA TECHNOLOGIES INC SER B PC PP | 0.03% | |
| DANGER DEVICES INC SER B PC PP | 0.02% | |
| RETYM INC SER D PC PP | 0.02% | |
| DIAMOND FOUNDRY INC SER C PC PP | 0.02% | |
| DENSITY AI INC SEED PC PP | 0.02% | |
| CELESTIAL AI INC SER C-1 PC PP | 0.01% | |
| Fidelity Securities Lending Cash Central Fund | 0.01% | |
| AEVA TECHNOLOGIES INC | 0.01% | |
| LYTE AI INC SER B PC PP | 0.01% | |
| AKEANA SER C PC PP | 0.00% | |
| MENLO MICROSYSTEMS INC SER C PC PP | 0.00% | |
| WOLFSPEED INC/DE | 0.00% |
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