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SUPP vs FRWD

Shared holdings
5
SUPP covered by FRWD
27.45%
FRWD covered by SUPP
27.45%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SUPP (April 30, 2026)

SecurityWeight
NVIDIA CORP7.78%
TAIWAN SEMIC MFG CO LTD SP ADR7.62%
BROADCOM INC7.10%
EATON CORP PLC6.55%
FORGENT POWER SOLUTIONS INC5.77%
MARTIN MAR MTLS5.27%
LAM RESEARCH CORP5.17%
TRANSDIGM GROUP INC5.01%
CARPENTER TECHNOLOGY CORP5.00%
ASML Holding NV - NY Reg Shares4.15%
TRANE TECHNOLOGI3.86%
AMAZON.COM INC3.55%
GFL ENVIRONM-SUB3.41%
FERGUSON ENTERPRISES INC3.05%
ADVANCED DRAINAGE SYSTEMS INC2.75%
COGNEX CORP2.64%
SAIA INC2.45%
CATERPILLAR INC2.41%
VULCAN MATERIALS CO2.36%
O'REILLY AUTOMOTIVE INC2.12%
SIEMENS AG-REG /EUR/ 0.000000001.97%
CANADIAN PACIFIC KANSAS CITY LTD1.82%
API GROUP CORP1.71%
SYMBOTIC INC1.66%
CSX CORP1.50%
INGERSOLL RAND INC1.28%
WASTE CONNECTIONS INC1.24%
PTC INC0.79%

FRWD (March 31, 2026)

SecurityWeight
NVIDIA CORP8.75%
SEAGATE TECHNOLOGY HOLDINGS PLC7.22%
ADV MICRO DEVICE6.49%
TAIWAN SEMIC MFG CO LTD SP ADR6.05%
LAM RESEARCH CORP5.21%
META PLATFORMS INC CL A5.10%
MICRON TECHNOLOGY INC5.00%
BROADCOM INC4.89%
ASML HOLDING-NY4.68%
NETFLIX INC4.67%
AMAZON.COM INC4.39%
MICROSOFT CORP4.29%
TEXAS INSTRUMENTS INC3.84%
SAMSUNG ELECTRONICS CO LTD3.78%
ALPHABET INC CL A3.47%
SPOTIFY TECHNOLOGY SA3.25%
CELESTICA INC SUB VTG3.11%
DOORDASH INC-A2.57%
KRATOS DEFENSE and SEC SOLTN INC2.36%
THE BOOKING HOLDINGS INC2.23%
SERVICENOW INC2.17%
MERCADOLIBRE INC2.11%
SHOPIFY INC CL A2.00%
CADENCE DESIGN SYSTEMS INC1.96%
Invesco Government & Agency Portfolio, Institutional Class0.42%

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