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RYESX vs AIWEX

Shared holdings
7
RYESX covered by AIWEX
11.59%
AIWEX covered by RYESX
11.59%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RYESX (March 31, 2026)

SecurityWeight
SLB LTD13.14%
BAKER HUGHES CO11.25%
HALLIBURTON CO7.85%
TECHNIPFMC PLC4.12%
WEATHERFORD INTERNATIONAL PLC3.83%
NOV INC3.54%
NOBLE CORP PLC3.47%
ARCHROCK INC3.31%
TRANSOCEAN LTD3.30%
KODIAK GAS SERVICES INC3.18%
VALARIS LTD3.17%
TENARIS SA SPON ADR3.13%
PATTERSON-UTI ENERGY INC2.83%
BORR DRILLING LT2.81%
LIBERTY ENERGY INC CL A2.77%
CACTUS INC CL A2.73%
SOLARIS OIL IN-A2.67%
SEADRILL LTD2.62%
HELMERICH & PAYN2.51%
OCEANEERING INTL2.51%
TIDEWATER INC2.30%
SELECT WATER SOLUTIONS INC CL A2.00%
FRANK'S INTERNATIONAL NV1.92%
HELIX ENERGY SOL GRP INC1.70%
National Energy Services Reunited Corporation1.64%
PROPETRO HOLDING CORP1.57%
TETRA TECHNOLOGIES INC1.45%
ATLAS ENERGY SOLUTIONS INC1.35%
NABORS INDUSTRIES LTD0.91%
PROFRAC HOLDING CORP0.44%

AIWEX (Feb. 28, 2026)

SecurityWeight
GE VERNOVA LLC5.17%
CHEVRON CORP5.16%
TECHNIPFMC PLC4.18%
WILLIAMS COS INC3.91%
MARATHON PETROLEUM CORP3.85%
CONOCOPHILLIPS3.60%
KINDER MORGAN INC3.51%
CAMECO CORP3.44%
Siemens Energy AG3.30%
EATON CORP PLC2.96%
VALERO ENERGY CORP2.75%
BAKER HUGHES CO2.58%
WEATHERFORD INTE2.45%
HALLIBURTON CO2.45%
SLB LTD2.44%
MASTEC INC2.35%
BHP Group Ltd. SPONSORED ADS2.25%
LIBERTY ENERGY INC CL A2.21%
EQT CORPORATION2.18%
APA CORP2.15%
CAVANAL HILL GOVERNMENT SECURITIES MONEY MARKET2.10%
PHILLIPS 662.07%
CASEY'S GENERAL1.89%
SOLSTICE ADV MAT1.86%
COMMSTCK1.83%
PERMIAN RESOURCES CORP CL A1.80%
COGNEX CORP1.72%
MP MATERIALS CORP1.62%
BWX TECHNOLOGIES INC1.54%
VERTIV HOLDINGS CO1.51%
DIAMONDBACK ENERGY INC1.44%
SHELL PLC SPONS ADR1.38%
ENBRIDGE INC1.34%
TIDEWATER INC1.31%
EXPAND ENERGY CORP1.28%
CHENIERE ENERGY INC1.19%
CURTISS WRIGHT CORPORATION1.10%
ENERGY FUELS INC1.01%
EXXON MOBIL CORP0.86%
URANIUM ENERGY CORP0.79%
CENTRUS ENERGY CORP CL A0.64%
TEXAS PACIFIC LAND CORP0.63%
TENARIS SA SPON ADR0.59%
TARGA RESOURCES CORP0.57%
VIPER ENERGY INC A0.55%
TC ENERGY CORP0.43%
ONEOK INC0.34%
NRG ENERGY INC REGD 144A P/P 6.250000000.33%
Transocean Inc.0.31%
VALARIS LTD SECURED 144A 04/30 8.3750.29%

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