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TPLIX vs NETZ

Shared holdings
12
TPLIX covered by NETZ
24.11%
NETZ covered by TPLIX
24.11%

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.

TPLIX (March 31, 2026)

SecurityWeight
TP US LRG/MD CAP10.03%
BROADCOM INC7.44%
COSTCO WHOLESALE CORP5.37%
KLA CORP5.10%
MONEYMKT4.70%
ANALOG DEVICES INC4.46%
CATERPILLAR INC3.69%
ARISTA NETWORKS INC3.08%
AMPHENOL CORPORATION CL A3.04%
TAIWAN SEMIC MFG CO LTD SP ADR2.88%
LINDE PLC2.41%
PALO ALTO NETWORKS INC2.39%
CIENA CORP2.36%
O'REILLY AUTOMOTIVE INC2.32%
STRYKER CORP1.92%
INTUITIVE SURGICAL INC1.84%
INTERCONTINENTAL EXCHANGE INC1.84%
CADENCE DESIGN SYSTEMS INC1.78%
GE VERNOVA LLC1.73%
VERTIV HOLDINGS CO1.73%
SHOPIFY INC CL A1.44%
TRANE TECHNOLOGI1.43%
ROSS STORES INC1.27%
CANADIAN PACIFIC KANSAS CITY LTD1.23%
PROLOGIS INC REIT1.19%
CROWDSTRIKE HOLDINGS INC1.18%
SHERWIN WILLIAMS CO1.14%
CINTAS CORP1.13%
APPLOVIN CORP1.06%
FASTENAL CO1.03%
MARTIN MAR MTLS1.01%
PALANTIR TECHNOLOGIES INC0.97%
WILLIAMS COS INC0.91%
WASTE MANAGEMENT INC0.91%
HCA HEALTHCARE INC0.83%
TRANSDIGM GROUP INC0.82%
HOWMET AEROSPACE INC0.81%
SNOWFLAKE INC CL A0.79%
AMERICAN TOWER CORP0.79%
GUIDEWIRE SOFTWARE INC0.77%
CLOUDFLARE INC-A0.75%
LPL FINL HLDGS INC0.75%
DATADOG INC CL A0.73%
UNITED THERAPEUTICS CORP DEL0.66%
COMFORT SYSTEMS USA INC0.66%
TRACTOR SUPPLY CO.0.66%
QUANTA SVCS INC0.64%
CARVANA CO CL A0.55%
PROGRESSIVE CORP OHIO0.54%
AMERICAN ELECTRIC POWER CO INC0.52%

NETZ (April 30, 2026)

SecurityWeight
GENERAL ELECTRIC CO7.68%
VERTIV HOLDINGS CO7.10%
Safran SA EUR0.205.62%
BROADCOM INC5.28%
GE VERNOVA LLC4.87%
POWELL INDUSTRIES INC4.40%
APPLIED MATERIALS INC4.24%
TRANE TECHNOLOGI4.19%
KLA CORP4.01%
VENTURE GLOBAL INC3.86%
SANDVIK AB /SEK/ 0.000000003.68%
EXXON MOBIL CORP3.65%
BLOOM ENERGY CORP CL A3.35%
AIRBUS SE3.31%
QNITY ELECTRONICS INC3.24%
ARISTA NETWORKS INC3.04%
Siemens Energy AG NPV2.56%
CAMECO CORP2.43%
CATERPILLAR INC2.40%
QUANTA SVCS INC2.28%
MIRION TECHNOLOGIES INC-A2.26%
Schneider Electric SE EUR4.002.22%
UNION PACIFIC CORP2.21%
REPUBLIC SVCS2.05%
MARTIN MAR MTLS2.00%
TAIWAN SEMIC MFG CO LTD SP ADR1.82%
CHENIERE ENERGY INC1.64%
MICROSOFT CORP1.37%
VISTRA CORP1.31%
COMFORT SYSTEMS USA INC1.03%
FIRST SOLAR INC0.92%

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