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PWER vs DRLL

Shared holdings
8
PWER covered by DRLL
21.59%
DRLL covered by PWER
21.59%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PWER (March 31, 2026)

SecurityWeight
ALCOA CORP5.17%
STEEL DYNAMICS INC5.10%
HUDBAY MINERALS5.09%
ERO COPPER CORP5.07%
CONOCOPHILLIPS4.61%
VALERO ENERGY CORP4.45%
EOG RESOURCES INC3.96%
SHELL PLC SPONS ADR3.86%
ARC RESOURCES LTD3.85%
FIRST SOLAR INC3.84%
EQT CORPORATION3.66%
WHEATON PRECIOUS METALS CORP3.54%
HF SINCLAIR CORP3.44%
EXPAND ENERGY CORP3.23%
ARCOSA INC3.15%
PERMIAN RESOURCES CORP CL A3.10%
VALTERRA PLATINU3.06%
BAKER HUGHES CO3.04%
GENERAC HOLDINGS INC2.88%
TECK RESOURCES-B2.80%
CHORD ENERGY CORP2.77%
GE VERNOVA LLC2.49%
Invesco Government & Agency Portfolio, Institutional Class2.41%
ANGLO AMER PLC2.39%
CAMECO CORP2.12%
COEUR MINING INC1.88%
METHANEX CORP1.87%
TIMKENSTEEL CORP1.85%
NEXANS SA1.49%
JOHNSON MATTHEY PLC COMMON STOCK1.21%
VISTRA CORP1.18%
MP MATERIALS CORP0.78%
CONSTELLATION ENERGY CORP0.68%
FX Spot Contract: EUR/USD SETTLE 2026-01-050.00%

DRLL (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP21.69%
CHEVRON CORP21.67%
VALERO ENERGY CORP4.77%
MARATHON PETROLEUM CORP4.71%
CONOCOPHILLIPS4.58%
EOG RESOURCES INC4.54%
PHILLIPS 664.46%
OCCIDENTAL PETROLEUM CORP4.04%
EQT CORPORATION3.42%
DIAMONDBACK ENERGY INC3.17%
DEVON ENERGY CORP2.69%
TEXAS PACIFIC LAND CORP2.37%
EXPAND ENERGY CORP2.26%
COTERRA ENERGY INC2.26%
PERMIAN RESOURCES CORP CL A1.38%
APA CORP1.30%
OVINTIV INC1.30%
ANTERO RESOURCES1.06%
RANGE RESOURCES CORP0.92%
HF SINCLAIR CORP0.85%
MURPHY USA INC0.73%
CHORD ENERGY CORP0.69%
VIPER ENERGY INC A0.68%
MATADOR RESOURCES COMPANY0.63%
FRST AM-GV OB-X0.57%
MAGNOLIA OIL and GAS CORPO CL A0.49%
MURPHY OIL CORP0.48%
CALIFORNIA RESOU0.45%
CNX RESOURCES CORP0.42%
PBF ENERGY INC CL A0.34%
CRESCENT ENERGY INC A0.30%
GULFPORT ENERGY CORP0.29%
NORTHERN OIL AND GAS INC0.24%
COMSTOCK RESOURCES INC0.14%
Landbridge Company, LLC0.11%

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