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RYTIX vs XLK

Shared holdings
68
RYTIX covered by XLK
59.39%
XLK covered by RYTIX
59.39%

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.

RYTIX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.48%●
APPLE INC5.33%●
ALPHABET INC CL A5.05%
MICROSOFT CORP4.42%●
BROADCOM INC3.21%●
META PLATFORMS INC CL A3.19%
ADV MICRO DEVICE1.64%●
MICRON TECHNOLOGY INC1.58%●
PALANTIR TECHNOLOGIES INC1.56%●
APPLIED MATERIALS INC1.48%●
LAM RESEARCH CORP1.47%●
CISCO SYSTEMS INC1.46%●
ORACLE CORP1.35%●
INTL BUS MACH CORP1.31%●
KLA CORP1.26%●
TEXAS INSTRUMENTS INC1.20%●
INTEL CORP1.19%●
ANALOG DEVICES INC1.13%●
SALESFORCE INC1.08%●
AMPHENOL CORPORATION CL A1.08%●
QUALCOMM INC1.03%●
PALO ALTO NETWORKS INC0.97%●
ARISTA NETWORKS INC0.96%●
INTUIT INC0.95%●
CORNING INC0.93%●
DELL TECHNOLOGIES INC CL C0.91%●
SERVICENOW INC0.89%●
SANDISK CORPORATION0.88%●
MARVELL TECHNOLOGY INC0.88%
APPLOVIN CORP0.87%●
WESTERN DIGITAL CORP0.86%●
SEAGATE TECHNOLOGY HOLDINGS PLC0.84%●
ADOBE INC0.83%●
CROWDSTRIKE HOLDINGS INC0.80%●
ASML HOLDING-NY0.77%
TAIWAN SEMIC MFG CO LTD SP ADR0.77%
CADENCE DESIGN SYSTEMS INC0.75%●
SYNOPSYS INC0.75%●
ARM HOLDINGS LTD0.75%
NXP SEMICONDUCTORS NV0.75%●
CLOUDFLARE INC-A0.73%
MOTOROLA SOLUTIONS INC0.72%●
SHOPIFY INC CL A0.68%
LUMENTUM HOLDINGS INC0.68%●
CIENA CORP0.68%●
ELECTRONIC ARTS INC0.67%
TERADYNE INC0.62%●
AUTODESK INC0.61%●
FORTINET INC0.60%●
Nebius Group NV, Class A0.60%

XLK (March 31, 2026)

SecurityWeight
NVIDIA CORP15.50%●
APPLE INC13.62%●
MICROSOFT CORP10.05%●
BROADCOM INC5.37%●
MICRON TECHNOLOGY INC3.39%●
PALANTIR TECHNOLOGIES INC2.98%●
ADV MICRO DEVICE2.95%●
CISCO SYSTEMS INC2.73%●
APPLIED MATERIALS INC2.42%●
LAM RESEARCH CORP2.38%●
ORACLE CORP2.22%●
INTL BUS MACH CORP2.02%●
INTEL CORP1.85%●
KLA CORP1.72%●
TEXAS INSTRUMENTS INC1.57%●
SALESFORCE INC1.56%●
ANALOG DEVICES INC1.38%●
AMPHENOL CORPORATION CL A1.38%●
QUALCOMM INC1.22%●
PALO ALTO NETWORKS INC1.15%●
ARISTA NETWORKS INC1.13%●
ACCENTURE PLC CL A1.09%●
INTUIT INC1.07%●
SERVICENOW INC0.97%●
APPLOVIN CORP0.96%●
CORNING INC0.95%●
ADOBE INC0.89%●
CROWDSTRIKE HOLDINGS INC0.88%●
SANDISK CORPORATION0.84%●
WESTERN DIGITAL CORP0.82%●
SEAGATE TECHNOLOGY HOLDINGS PLC0.76%●
SYNOPSYS INC0.68%●
CADENCE DESIGN SYSTEMS INC0.67%●
MOTOROLA SOLUTIONS INC0.64%●
TE CONNECTIVITY PLC0.55%●
CIENA CORP0.49%●
MONOLITHIC POWER SYS INC0.47%●
FORTINET INC0.46%●
AUTODESK INC0.45%●
LUMENTUM HOLDINGS INC0.45%●
NXP SEMICONDUCTORS NV0.44%●
DELL TECHNOLOGIES INC CL C0.43%●
KEYSIGHT TECHNOLOGIES INC0.43%
TERADYNE INC0.41%●
COHERENT CORP0.40%●
DATADOG INC CL A0.35%●
ROPER TECHNOLOGIES INC0.34%●
MICROCHIP TECHNOLOGY0.31%●
HEWLETT PACKARD ENTERPRISE CO0.28%●
COGNIZANT TECH SOLUTIONS CL A0.26%●

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