Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SCICX vs BLYAX
Shared holdings
19
SCICX covered by BLYAX
34.86%
BLYAX covered by SCICX
34.86%
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.
SCICX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| BLOOM ENERGY CORP CL A | 10.62% | |
| LAM RESEARCH CORP | 7.90% | |
| COLUMBIA SHORT TERM CASH FUND | 5.01% | |
| APPLIED MATERIALS INC | 4.83% | |
| WESTERN DIGITAL CORP | 4.70% | |
| NVIDIA CORP | 4.70% | |
| BROADCOM INC | 4.46% | |
| ALPHABET INC CL A | 4.33% | |
| MARVELL TECHNOLOGY INC | 4.08% | |
| MICROSOFT CORP | 3.02% | |
| APPLE INC | 2.96% | |
| TERADYNE INC | 2.26% | |
| ALPHABET INC CL C | 2.17% | |
| VISA INC-CLASS A | 1.82% | |
| SYNAPTICS INC | 1.82% | |
| GLOBAL PAYMENTS INC | 1.63% | |
| CISCO SYSTEMS INC | 1.62% | |
| SEMTECH CORP | 1.61% | |
| ARISTA NETWORKS INC | 1.57% | |
| NETAPP INC | 1.46% | |
| GODADDY INC CL A | 1.44% | |
| LYFT INC-A | 1.43% | |
| WIX.COM LTD | 1.40% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.34% | |
| HEWLETT PACKARD ENTERPRISE CO | 1.34% | |
| GEN DIGITAL INC | 1.31% | |
| ADV ENERGY INDS | 1.24% | |
| META PLATFORMS INC CL A | 1.15% | |
| RENESAS ELECTRON | 1.13% | |
| AMAZON.COM INC | 1.10% | |
| NXP SEMICONDUCTORS NV | 1.07% | |
| MATCH GROUP INC | 1.04% | |
| EBAY INC | 0.98% | |
| ON SEMICONDUCTOR CORP | 0.96% | |
| QUALCOMM INC | 0.85% | |
| ADEIA INC | 0.85% | |
| PINTEREST INC CL A | 0.82% | |
| PALO ALTO NETWORKS INC | 0.74% | |
| SYNOPSYS INC | 0.71% | |
| SALESFORCE INC | 0.71% | |
| BLOCK INC CL A | 0.63% | |
| F5 INC | 0.59% | |
| AIRBNB INC CLASS A | 0.57% | |
| ORACLE CORP | 0.54% | |
| RINGCENTRAL INC CL A | 0.51% | |
| TENABLE HOLDINGS INC | 0.36% | |
| BILL HOLDINGS INC | 0.34% | |
| COHERENT CORP | 0.30% | |
| DELL TECHNOLOGIES INC CL C | 0.30% | |
| INTUIT INC | 0.26% |
BLYAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 8.69% | |
| NVIDIA CORP | 6.31% | |
| APPLE INC | 5.12% | |
| MICROSOFT CORP | 4.44% | |
| AMAZON.COM INC | 4.18% | |
| MASTERCARD INC CL A | 3.88% | |
| META PLATFORMS INC CL A | 3.82% | |
| APPLIED MATERIALS INC | 3.33% | |
| ADV MICRO DEVICE | 2.90% | |
| FORTINET INC | 2.35% | |
| BROADCOM INC | 2.29% | |
| LAM RESEARCH CORP | 2.26% | |
| ABBVIE INC | 2.23% | |
| TERADYNE INC | 2.19% | |
| MCKESSON CORP | 2.16% | |
| MERCK & CO | 2.10% | |
| American Beacon U.S. Government Money Market Fund | 1.99% | |
| ARISTA NETWORKS INC | 1.88% | |
| MARVELL TECHNOLOGY INC | 1.76% | |
| COSTCO WHOLESALE CORP | 1.57% | |
| NETFLIX INC | 1.55% | |
| VEEVA SYSTEMS-A | 1.38% | |
| THE BOOKING HOLDINGS INC | 1.37% | |
| QUALCOMM INC | 1.37% | |
| EMCOR GROUP INC | 1.35% | |
| TRANE TECHNOLOGIES PLC | 1.33% | |
| UBER TECHNOLOGIES INC | 1.31% | |
| ADOBE INC | 1.28% | |
| ONTO INNOVATION INC | 1.25% | |
| SALESFORCE INC | 1.23% | |
| NETAPP INC | 1.18% | |
| CADENCE DESIGN SYSTEMS INC | 1.17% | |
| INTUIT INC | 1.15% | |
| INCYTE CORP | 1.15% | |
| PURE STORAGE INC CL A | 1.05% | |
| AMPHENOL CORPORATION CL A | 0.98% | |
| VISTRA CORP | 0.94% | |
| TWILIO INC CLASS A | 0.93% | |
| SERVICENOW INC | 0.91% | |
| OKTA INC CL A | 0.85% | |
| DYNATRACE INC | 0.75% | |
| CARDINAL HEALTH INC | 0.74% | |
| ROKU INC CLASS A | 0.74% | |
| HUBSPOT INC | 0.72% | |
| EXELIXIS INC | 0.65% | |
| AUTODESK INC | 0.63% | |
| REGENERON PHARMACEUTICALS INC | 0.63% | |
| ATLASSIAN CORP PLC CLS A | 0.62% | |
| ZOETIS INC CL A | 0.57% | |
| SPROUTS FMRS MKT INC | 0.53% |
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