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SPAM vs IGV

Shared holdings
13
SPAM covered by IGV
12.78%
IGV covered by SPAM
12.78%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SPAM (March 31, 2026)

SecurityWeight
PALO ALTO NETWORKS INC7.91%
AKAMAI TECHNOLOGIES INC6.51%
Nebius Group NV, Class A5.42%
FORTINET INC5.10%
COREWEAVE INC5.03%
CACI INTL-A4.84%
CLEAR SECURE INC4.72%
NEXTDC LTD4.60%
FASTLY INC CL A4.49%
BOOZ ALLEN HAMILTON HLDG CL A4.34%
OKTA INC CL A4.18%
SENTINELONE INC4.17%
CROWDSTRIKE HOLDINGS INC4.07%
TREND MICRO INC4.03%
CHECK POINT SOFTWARE TECHS LTD3.77%
QUALYS INC3.32%
ZSCALER INC3.05%
NETCOMPANY GROUP AS2.84%
VARONIS SYSTEMS INC2.70%
ALARM.COM HOLDINGS INC2.26%
TENABLE HOLDINGS INC2.20%
BLACKBERRY LTD2.08%
A10 NETWORKS INC1.76%
VNET Group Incorporation DEPOSITARY RECEIPT1.06%
RADWARE LTD1.02%
SAILPOINT INC0.80%
NETSKOPE INC-A0.76%
GB GROUP PLC COMMON STOCK GBP.0250.72%
SUNEVISION HLDGS0.47%
Digital Arts, Inc0.43%
RAPID7 INC0.39%
ONESPAN INC0.38%
BTQ TECHNOLOGIES CORP0.28%
QORIA LTD0.21%
FIRST AM-TR OB-X0.10%

IGV (March 31, 2026)

SecurityWeight
PALANTIR TECHNOLOGIES INC8.37%
MICROSOFT CORP7.93%
ORACLE CORP7.83%
SALESFORCE INC7.02%
PALO ALTO NETWORKS INC5.20%
BlackRock Cash Funds: Institutional, SL Agency Shares5.03%
INTUIT INC4.51%
APPLOVIN CORP4.33%
SERVICENOW INC4.15%
ADOBE INC4.06%
CROWDSTRIKE HOLDINGS INC4.00%
SYNOPSYS INC3.08%
CADENCE DESIGN SYSTEMS INC3.07%
FORTINET INC2.10%
AUTODESK INC2.06%
ELECTRONIC ARTS INC1.87%
STRATEGY INC CL A1.59%
DATADOG INC CL A1.57%
ROPER TECHNOLOGIES INC1.53%
TAKE-TWO INTERACTV SOFTWR INC1.40%
WORKDAY INC CL A1.12%
FAIR ISAAC CORP1.03%
ZOOM VIDEO COMMUNICATIONS INC CL A0.87%
PTC INC0.69%
TRIMBLE INC0.63%
TYLER TECHNOLOGIES INC0.60%
ZSCALER INC0.58%
HUBSPOT INC0.52%
GUIDEWIRE SOFTWARE INC0.52%
ATLASSIAN CORP PLC CLS A0.47%
SAMSARA INC-CL A0.46%
DYNATRACE INC0.45%
GEN DIGITAL INC0.42%
NUTANIX INC CL A0.42%
DOCUSIGN INC0.39%
BITMINE IMMERSION TECHNOLOGIES INC0.37%
MANHATTAN ASSOCIATES INC0.32%
INTERDIGITAL INC0.31%
UNITY SOFTWARE INC0.31%
RUBRIK INC-A0.30%
PROCORE TECHNOLOGIES INC0.28%
CLEARWATER ANALYTICS HOLDINGS INC0.28%
DESCARTES SYS0.25%
OPEN TEXT CORP0.23%
D-WAVE QUANTUM INC0.22%
BENTLEY SYSTEM-B0.21%
CIRCLE INTERNET GROUP INC A0.21%
AURORA INNOVATION INC0.21%
SNAP INC - A0.21%
TERAWULF INC0.19%

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