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TCAI vs FNSTX

Shared holdings
13
TCAI covered by FNSTX
20.76%
FNSTX covered by TCAI
20.76%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TCAI (Feb. 28, 2026)

SecurityWeight
VERTIV HOLDINGS CO5.13%
DELL TECHNOLOGIES INC CL C5.01%
SEAGATE TECHNOLOGY HOLDINGS PLC4.97%
CONSTELLATION ENERGY CORP4.53%
CIENA CORP4.47%
QUANTA SVCS INC4.34%
WESTERN DIGITAL CORP3.93%
MICRON TECHNOLOGY INC3.74%
NRG ENERGY INC3.68%
MASTEC INC3.39%
NVENT ELECTRIC PLC3.28%
EQT CORPORATION3.12%
SCHNEIDER ELECTR2.94%
MYR GROUP INC/DELAWARE2.78%
IREN LTD2.61%
TERAWULF INC2.45%
CIPHER MINING INC2.31%
PRIMORIS SVCS CORP2.24%
WILLIAMS COS INC2.23%
CORE SCIENTIFIC INC2.09%
DYCOM INDUSTRIES INC2.00%
EVERGY INC1.89%
VISTRA CORP1.79%
PURE STORAGE INC CL A1.78%
ARISTA NETWORKS INC1.63%
CREDO TECHNOLOGY GROUP HOLDING LTD1.62%
FORGENT POWER SOLUTIONS INC1.58%
AMPHENOL CORPORATION CL A1.58%
SUPER MICRO COMPUTER INC1.57%
MODINE MFG CO1.53%
GE VERNOVA LLC1.51%
SANDISK CORPORATION1.41%
ENTERGY CORP1.39%
HUT 8 CORP1.05%
CATERPILLAR INC1.04%
FERMI INC1.01%
MLP0.95%
SIEMENS ENERGY AG0.86%
DT MIDSTREAM INC0.86%
TALEN ENERGY CORP0.80%
NVIDIA CORP0.72%
Nebius Group NV, Class A0.66%
CUMMINS INC0.65%
CELESTICA INC SUB VTG0.45%
FRST AM-GV OB-X0.40%

FNSTX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.53%
NEXTERA ENERGY INC5.84%
NRG ENERGY INC4.99%
ECHOSTAR CORP CL A4.59%
SEMPRA ENERGY4.01%
CONSTELLATION ENERGY CORP3.83%
NATIONAL GRID PL3.50%
Fidelity Cash Central Fund3.07%
DUKE ENERGY CORP NEW2.88%
SSE PLC2.85%
VISTRA CORP2.79%
ADV MICRO DEVICE2.74%
BROADCOM INC2.67%
TAIWAN SEMIC MFG CO LTD SP ADR2.64%
CHENIERE ENERGY INC2.56%
EXELON CORP2.22%
ENTERGY CORP2.15%
IBERDROLA SA2.11%
GRUPO AEROPORTUARIO PAC-ADR 0.000000002.07%
WILLIAMS COS INC1.99%
WASTE CONNECTIONS INC1.93%
WELLTOWER INC1.91%
MASTEC INC1.70%
Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SPON ADR EA REP 8 SER 'B'1.69%
CENTERPOINT ENERGY INC1.60%
E.ON SE1.56%
GE VERNOVA LLC1.35%
NEXTRACKER INC CL A1.32%
PG&E CORP1.28%
Fidelity Securities Lending Cash Central Fund1.28%
EVERGY INC1.27%
CAMECO CORP1.12%
UNION PACIFIC CORP1.12%
FERROVIAL SE1.09%
NORFOLK SOUTHERN CORP1.06%
TARGA RESOURCES CORP1.05%
ENEL SPA0.98%
CATERPILLAR INC0.93%
GRUPO AEROPORTUARIO SUR-ADR 0.000000000.90%
TALEN ENERGY CORP0.86%
GFL ENVIRONM-SUB0.82%
AMEREN CORP0.79%
NISOURCE INC0.72%
SIEMENS ENERGY AG0.65%
QUANTA SVCS INC0.64%
WARTSILA OYJ CLASS B0.61%
AES CORP0.55%
CSX CORP0.50%
TRANSALTA CORP0.49%
CANADIAN PACIFIC KANSAS CITY LTD0.48%

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