Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
THIGX vs ITYAX
Shared holdings
14
THIGX covered by ITYAX
13.69%
ITYAX covered by THIGX
13.69%
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.
THIGX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Thornburg Capital Management Fund | 7.53% | |
| ARGAN INC | 6.92% | |
| VERTIV HOLDINGS CO | 6.03% | |
| TECHNIPFMC PLC | 4.30% | |
| SITIME CORP | 3.75% | |
| MAREX GROUP PLC | 3.72% | |
| SHARKNINJA INC | 3.53% | |
| CASELLA WASTE SYS INC CL A | 3.30% | |
| INSMED INC | 3.21% | |
| APPLIED INDU TEC | 2.81% | |
| CYTOKINETICS INC | 2.80% | |
| ITT INC | 2.71% | |
| MICROSOFT CORP | 2.64% | |
| JFROG LTD | 2.58% | |
| RAMBUS INC | 2.56% | |
| ARTIVION INC | 2.44% | |
| PURE STORAGE INC CL A | 2.42% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 2.38% | |
| STANDARDAERO INC | 2.21% | |
| ALPHABET INC CL A | 1.95% | |
| TRADEWEB MARKETS INC A | 1.93% | |
| SAIA INC | 1.83% | |
| REPLIGEN CORP | 1.77% | |
| CELSIUS HOLDINGS INC | 1.60% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 1.58% | |
| BROADCOM INC | 1.47% | |
| AMAZON.COM INC | 1.38% | |
| S&P GLOBAL INC | 1.21% | |
| MASTERCARD INC CL A | 1.19% | |
| META PLATFORMS INC CL A | 1.16% | |
| VANGUARD SM-C ET | 0.93% | |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.77% | |
| ROYALTY PHARMA PLC | 0.77% | |
| VICTORIA'S SECRET and CO | 0.76% | |
| TALEN ENERGY CORP | 0.76% | |
| GLAUKOS CORP | 0.60% | |
| HEICO CORP CL A | 0.60% | |
| SAMSARA INC-CL A | 0.58% | |
| REDDIT INC-A | 0.58% | |
| PROGRESSIVE CORP OHIO | 0.58% | |
| TRANSUNION | 0.54% | |
| AGILYSYS INC | 0.51% | |
| MIRION TECHNOLOGIES INC-A | 0.49% | |
| SHOPIFY INC CL A | 0.45% | |
| GUIDEWIRE SOFTWARE INC | 0.45% | |
| TAPESTRY INC | 0.44% | |
| VEEVA SYSTEMS-A | 0.43% | |
| STEPSTONE GROUP INC CLASS A | 0.39% | |
| INSULET CORP | 0.35% | |
| WHEATON PRECIOUS METALS CORP | 0.33% |
ITYAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.59% | |
| ALPHABET INC CL A | 5.23% | |
| BROADCOM INC | 4.26% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 3.91% | |
| MICROSOFT CORP | 3.67% | |
| Invesco Private Prime Fund | 3.41% | |
| LAM RESEARCH CORP | 3.41% | |
| META PLATFORMS INC CL A | 3.08% | |
| APPLE INC | 2.92% | |
| AMAZON.COM INC | 2.84% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 2.44% | |
| TERADYNE INC | 2.31% | |
| ADV MICRO DEVICE | 2.25% | |
| MONGODB INC CL A | 2.22% | |
| TTM TECHNOLOGIES INC | 2.12% | |
| MONOLITHIC POWER SYS INC | 2.08% | |
| ASML Holding NV - NY Reg Shares | 2.05% | |
| Nova Measuring Instruments Ltd | 2.00% | |
| WESTERN DIGITAL CORP | 1.95% | |
| LUMENTUM HOLDINGS INC | 1.87% | |
| AMPHENOL CORPORATION CL A | 1.86% | |
| ARISTA NETWORKS INC | 1.85% | |
| LATTICE SEMICONDUCTOR CORP | 1.85% | |
| SNOWFLAKE INC CL A | 1.82% | |
| SHOPIFY INC CL A | 1.65% | |
| ADV ENERGY INDS | 1.49% | |
| FLEX LTD | 1.48% | |
| DATADOG INC CL A | 1.37% | |
| COMFORT SYSTEMS USA INC | 1.35% | |
| Invesco Private Government Fund | 1.31% | |
| COHERENT CORP | 1.29% | |
| CLOUDFLARE INC-A | 1.25% | |
| ENTEGRIS INC | 1.24% | |
| KARMAN HOLDINGS INC | 1.14% | |
| JFROG LTD | 1.12% | |
| IMPINJ INC | 1.09% | |
| CURTISS WRIGHT CORPORATION | 1.08% | |
| RAMBUS INC | 1.02% | |
| SITIME CORP | 0.98% | |
| ROCKET LAB CORP | 0.98% | |
| BLOOM ENERGY CORP CL A | 0.96% | |
| VERTIV HOLDINGS CO | 0.94% | |
| SILICON LABS | 0.94% | |
| GENERAL ELECTRIC CO | 0.94% | |
| TESLA INC | 0.92% | |
| MP MATERIALS CORP | 0.91% | |
| PALANTIR TECHNOLOGIES INC | 0.81% | |
| ROBINHOOD MARKETS INC | 0.78% | |
| Invesco Treasury Portfolio, Institutional Class | 0.71% | |
| AEROVIRONMENT INC | 0.67% |
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