Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
THGIX vs SCVEX
Shared holdings
11
THGIX covered by SCVEX
27.32%
SCVEX covered by THGIX
27.32%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
THGIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TSMC | 11.99% | |
| TENCENT HOLDINGS LTD | 7.07% | |
| ASTRAZENECA PLC | 4.55% | |
| ASML Holding NV | 4.44% | |
| MASTERCARD INC CL A | 4.19% | |
| HOYA CORP | 4.00% | |
| Thornburg Capital Management Fund | 3.84% | |
| FERRARI NV | 2.99% | |
| LONZA GROUP -REG | 2.97% | |
| ROLLS-ROYCE HOLDINGS PLC | 2.65% | |
| ADV MICRO DEVICE | 2.39% | |
| ASM INTL NV | 2.30% | |
| BE SEMICONDUCTOR | 2.22% | |
| MERCADOLIBRE INC | 2.16% | |
| SHOPIFY INC CL A | 2.16% | |
| L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude | 2.11% | |
| DIPLOMA PLC COMMON STOCK | 2.02% | |
| SEA LTD ADR | 1.99% | |
| ARISTA NETWORKS INC | 1.76% | |
| DEUTSCHE BOERSE | 1.73% | |
| SAMSUNG ELECTRONICS CO LTD | 1.72% | |
| SCHNEIDER ELECTR | 1.61% | |
| BNP PARIBAS | 1.54% | |
| E.ON SE | 1.51% | |
| JAPAN EXCHANGE G | 1.50% | |
| MTU AERO ENGINES | 1.49% | |
| VEND MARKE CL-B | 1.46% | |
| ALCON INC | 1.42% | |
| NOMURA RESEARCH | 1.37% | |
| SMG Swiss Marketplace Group Holding AG | 1.35% | |
| AERCAP HOLDINGS NV | 1.33% | |
| ICICI BANK LTD | 1.30% | |
| THALES SA | 1.25% | |
| BRUNELLO CUCINEL | 1.18% | |
| B3 SA | 1.15% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 1.03% | |
| CELLEBRITE DI LTD | 1.00% | |
| NITTO BOSEKI CO | 0.97% | |
| PB FINTECH LTD | 0.94% | |
| LOTTOMATICA GROU | 0.93% | |
| MONEY FORWARD IN | 0.91% | |
| FAIRFAX INDI-SVS | 0.77% | |
| KANZHUN LTD CL A ADR | 0.65% | |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.51% | |
| WISE PLC - A | 0.51% | |
| ZHONGJI INNOLI-A | 0.49% | |
| GLOBANT SA | 0.46% | |
| BIOARCTIC AB | 0.18% |
SCVEX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| TSMC | 6.82% | |
| ASML Holding NV | 4.84% | |
| ROCHE HOLDINGS AG (GENUSSCHEINE) | 3.61% | |
| TENCENT HOLDINGS LTD | 2.63% | |
| ASTRAZENECA PLC | 2.61% | |
| SAP SE | 2.54% | |
| MITSUBISHI UFJ F | 2.42% | |
| UNILEVER PLC | 2.35% | |
| HOYA CORP | 2.35% | |
| HSBC HOLDINGS PL | 2.29% | |
| CIE FINANCI-REG | 2.29% | |
| LINDT SPRUENGLI AG PC | 2.25% | |
| SIEMENS AG-REG | 2.25% | |
| RECKITT BENCKISE | 2.17% | |
| SAMSUNG ELECTRONICS CO LTD | 2.17% | |
| HALEON PLC | 2.12% | |
| ERSTE GROUP BANK | 2.12% | |
| MS&AD INSURANCE | 2.12% | |
| LEGRAND SA COMMON STOCK | 2.10% | |
| SVENSKA HAN-A | 2.09% | |
| LONDON STOCK EXCHANGE GRP PLC | 2.08% | |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 2.08% | |
| TORONTO-DOMINION BANK | 2.07% | |
| FAST RETAILING CO LTD | 2.07% | |
| LONZA GROUP -REG | 1.94% | |
| SCHNEIDER ELECTR | 1.91% | |
| ITOCHU CORP | 1.80% | |
| SONY GROUP CORP | 1.77% | |
| HDFC BANK LTD SPON ADR | 1.72% | |
| SINGAPORE TELECO (LOT SIZE 100) | 1.70% | |
| LLOYDS BANKING | 1.68% | |
| BANKINTER | 1.68% | |
| SAGE GROUP PLC/T | 1.62% | |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 1.59% | |
| MERCADOLIBRE INC | 1.58% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 1.46% | |
| VESTAS WIND SYST | 1.46% | |
| DNB BANK ASA | 1.44% | |
| RELX PLC | 1.44% | |
| KEYENCE CORP | 1.36% | |
| Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS | 1.31% | |
| SHENZHEN INOVA-A | 1.26% | |
| BEIERSDORF AG | 1.19% | |
| SEA LTD ADR | 1.12% | |
| RECRUIT HOLDINGS | 1.10% | |
| SHIMANO INC | 1.10% | |
| BANK CENTRAL ASI | 1.00% | |
| KINROSS GOLD CORP | 0.95% | |
| ARM HOLDINGS LTD | 0.89% | |
| SOFTBANK GROUP CORP | 0.82% |
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