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POIIX vs TXUG

Shared holdings
9
POIIX covered by TXUG
26.52%
TXUG covered by POIIX
26.52%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

POIIX (Jan. 30, 2026)

SecurityWeight
ASML Holding NV7.80%
MERCADOLIBRE INC6.61%
SAP SE5.88%
TOKYO ELECTRON5.81%
Icon Public Limited Company5.14%
SCHNEIDER ELECTR4.63%
HDFC BANK LTD4.46%
LONZA GROUP -REG4.28%
INPOST SA3.84%
AON PLC3.73%
SAGE GROUP PLC/T3.64%
NU HOLDINGS LTD/CAYMAN ISLANDS3.64%
ADYEN NV3.50%
TENCENT HOLDINGS LTD3.17%
ASM INTL NV3.10%
SHOPIFY INC CL A2.90%
DISCO CORP2.80%
ASTRAZENECA PLC2.69%
MEDTRONIC PLC2.52%
WILLIS TOWERS WATSON PLC2.51%
DREY-GVT CSH-I2.04%
ICICI BANK LTD1.92%
SEA LTD ADR1.64%
SAAB AB-B1.58%
ON HOLDING AG1.58%
TAIWAN SEMIC MFG CO LTD SP ADR1.56%
SPOTIFY TECHNOLOGY SA1.54%
Amadeus IT Holding, S.A.1.41%
GLOBANT SA1.05%
MITSUBISHI HEAVY INDS LTD1.05%
RHEINMETALL AG1.00%
MONDAY.COM LTD0.97%

TXUG (Feb. 28, 2026)

SecurityWeight
ASML Holding NV6.53%
TSMC5.92%
HOYA CORP5.59%
ASTRAZENECA PLC5.16%
L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude3.78%
FERRARI NV3.64%
ROLLS-ROYCE HOLDINGS PLC3.25%
LONZA GROUP -REG3.20%
MERCADOLIBRE INC3.12%
MASTERCARD INC CL A2.95%
SCHNEIDER ELECTR2.89%
SEA LTD ADR2.87%
ASM INTL NV2.86%
NOMURA RESEARCH2.80%
BE SEMICONDUCTOR2.69%
DIPLOMA PLC COMMON STOCK2.57%
DEUTSCHE BOERSE2.40%
BEIERSDORF AG2.35%
JAPAN EXCHANGE G2.32%
SHOPIFY INC CL A2.23%
ALCON INC2.23%
E.ON SE2.23%
ARISTA NETWORKS INC1.89%
BNP PARIBAS1.84%
VEND MARKE CL-B1.83%
AERCAP HOLDINGS NV1.66%
BRUNELLO CUCINEL1.64%
SMG Swiss Marketplace Group Holding AG1.61%
ADV MICRO DEVICE1.52%
MTU Aero Engines Holding AG ADR1.48%
NVIDIA CORP1.41%
NU HOLDINGS LTD/CAYMAN ISLANDS1.36%
NITTO BOSEKI CO1.33%
THALES SA -UNADR1.30%
AMAZON.COM INC1.28%
FAIRFAX INDI-SVS1.26%
CADENCE DESIGN SYSTEMS INC0.92%
MONEY FORWARD IN0.76%
FLUTTER ENTERTAINMENT PLC0.73%
Hong Kong Exchanges & Clearing Ltd. ADR0.63%
CELLEBRITE DI LTD0.59%
WISETECH GLOBAL0.55%
Thornburg Capital Management Fund0.52%
BIOARCTIC AB0.32%

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