Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TMAT vs ESLG
Shared holdings
24
TMAT covered by ESLG
16.02%
ESLG covered by TMAT
16.02%
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.
TMAT (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MICRON TECHNOLOGY INC | 2.42% | |
| FAIR ISAAC CORP | 2.39% | |
| CLEAR SECURE INC | 2.15% | |
| Sportradar Group AG CLASS A ORD SHS | 1.92% | |
| INSULET CORP | 1.88% | |
| AUTODESK INC | 1.86% | |
| UBER TECHNOLOGIES INC | 1.77% | |
| MERCADOLIBRE INC | 1.75% | |
| CROWDSTRIKE HOLDINGS INC | 1.64% | |
| AAON INC | 1.60% | |
| TALEN ENERGY CORP | 1.57% | |
| ROCKWELL AUTOMATION INC | 1.55% | |
| DOXIMITY INC-A | 1.52% | |
| VISTRA CORP | 1.49% | |
| GE VERNOVA LLC | 1.49% | |
| MOODYS CORP | 1.48% | |
| DOORDASH INC-A | 1.42% | |
| KEYSIGHT TECHNOLOGIES INC | 1.41% | |
| QUALYS INC | 1.35% | |
| BWX TECHNOLOGIES INC | 1.34% | |
| CIENA CORP | 1.34% | |
| CONSTELLATION ENERGY CORP | 1.33% | |
| WOODWARD INC | 1.30% | |
| LUMENTUM HOLDINGS INC | 1.28% | |
| SEA LTD ADR | 1.28% | |
| EQUIFAX INC | 1.24% | |
| VERACYTE INC | 1.21% | |
| KARMAN HOLDINGS INC | 1.19% | |
| AXON ENTERPRISE INC | 1.19% | |
| TERADYNE INC | 1.18% | |
| BENTLEY SYSTEM-B | 1.16% | |
| ADV MICRO DEVICE | 1.16% | |
| HINGE HEALTH INC | 1.11% | |
| GRACO INC | 1.10% | |
| CLOUDFLARE INC-A | 1.09% | |
| VERTIV HOLDINGS CO | 1.07% | |
| CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.01 | 1.06% | |
| WATERS CORP | 1.06% | |
| KRATOS DEFENSE and SEC SOLTN INC | 1.05% | |
| TRANSUNION | 1.03% | |
| VEEVA SYSTEMS-A | 1.00% | |
| ARGAN INC | 0.99% | |
| ONTO INNOVATION INC | 0.99% | |
| HAEMONETICS CORP MASS | 0.98% | |
| EXPEDIA INC | 0.97% | |
| STATE STR INSTL INVT TR TREAS MMKT FD INST | 0.96% | |
| TRIMBLE INC | 0.96% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.94% | |
| ZSCALER INC | 0.94% | |
| TRADE DESK INC-A | 0.93% |
ESLG (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 11.21% | |
| BROADCOM INC | 4.65% | |
| CATERPILLAR INC | 4.07% | |
| S&P GLOBAL INC | 3.05% | |
| AMERICAN EXPRESS CO | 2.91% | |
| MOODYS CORP | 2.77% | |
| LOWES COS INC | 2.65% | |
| HOME DEPOT INC | 2.63% | |
| LILLY ELI and CO | 2.58% | |
| LAM RESEARCH CORP | 2.51% | |
| O'REILLY AUTOMOTIVE INC | 2.48% | |
| ARISTA NETWORKS INC | 2.46% | |
| MOTOROLA SOLUTIONS INC | 2.16% | |
| CIENA CORP | 1.98% | |
| CADENCE DESIGN SYSTEMS INC | 1.96% | |
| INTUIT INC | 1.86% | |
| UNION PACIFIC CORP | 1.85% | |
| WASTE MANAGEMENT INC | 1.84% | |
| STRYKER CORP | 1.83% | |
| BOSTON SCIENTIFIC CORP | 1.82% | |
| PALO ALTO NETWORKS INC | 1.75% | |
| ADV MICRO DEVICE | 1.57% | |
| TRANE TECHNOLOGI | 1.56% | |
| AUTOMATIC DATA PROCESSING INC | 1.53% | |
| GE VERNOVA LLC | 1.51% | |
| SERVICENOW INC | 1.46% | |
| LINDE PLC | 1.33% | |
| ILLINOIS TOOL WORKS INC | 1.30% | |
| ECOLAB INC | 1.28% | |
| CROWDSTRIKE HOLDINGS INC | 1.28% | |
| INTUITIVE SURGICAL INC | 1.25% | |
| NASDAQ INC | 1.24% | |
| PROGRESSIVE CORP OHIO | 1.12% | |
| MICRON TECHNOLOGY INC | 1.03% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.96% | |
| PROLOGIS INC REIT | 0.92% | |
| SHERWIN WILLIAMS CO | 0.88% | |
| FORTINET INC | 0.84% | |
| FERGUSON ENTERPRISES INC | 0.83% | |
| ARTHUR J GALLAGHAR AND CO | 0.82% | |
| COPART INC | 0.80% | |
| HOULIHAN LOKEY I | 0.70% | |
| DELL TECHNOLOGIES INC CL C | 0.66% | |
| ZSCALER INC | 0.66% | |
| KLA CORP | 0.60% | |
| WORKDAY INC CL A | 0.58% | |
| THOMSON REUTERS CORP | 0.55% | |
| ROCKWELL AUTOMATION INC | 0.53% | |
| NEXTERA ENERGY INC | 0.51% | |
| SEAGATE TECHNOLO | 0.51% |
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