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WAR vs CHAT

Shared holdings
13
WAR covered by CHAT
19.57%
CHAT covered by WAR
19.57%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

WAR (March 31, 2026)

SecurityWeight
DRONESHIELD LTD7.37%
Mount Vernon Liquid Assets Portfolio, LLC7.18%
AMPRIUS TECHNOLOGIES INC7.14%
MILDEF GROUP AB6.18%
ASTERA LABS INC5.25%
AEROEDGE CO LTD5.21%
MICRON TECHNOLOGY INC5.20%
AEROVIRONMENT INC5.02%
MARVELL TECHNOLOGY INC4.86%
PALANTIR TECHNOLOGIES INC4.28%
ADV MICRO DEVICE3.97%
LOCKHEED MARTIN CORP3.94%
WOODWARD INC3.91%
INNOVATIVE SOLUT and SUPP INC3.61%
NVIDIA CORP3.57%
TELOS CORP3.50%
BOEING CO/THE3.30%
AMBARELLA INC3.03%
SANDISK CORPORATION1.60%
LUMENTUM HOLDINGS INC1.54%
Nebius Group NV, Class A1.29%
SAILPOINT INC1.27%
ZSCALER INC1.25%
UBIQUITI INC1.14%
NVENT ELECTRIC PLC1.04%
AMPHENOL CORPORATION CL A1.04%
COREWEAVE INC1.01%
CREDO TECHNOLOGY GROUP HOLDING LTD0.94%
SUPER MICRO COMPUTER INC0.73%
FRST AM-GV OB-X0.62%

CHAT (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL A6.88%
NVIDIA CORP6.71%
MICROSOFT CORP4.84%
AMAZON.COM INC4.34%
META PLATFORMS INC CL A4.09%
SK HYNIX INC3.90%
SAMSUNG ELECTRONICS CO LTD3.54%
SOFTBANK GROUP CORP3.49%
ADV MICRO DEVICE3.08%
BROADCOM INC2.85%
BABA-W2.61%
ARISTA NETWORKS INC2.60%
Minimax Group, Inc.2.60%
APPLE INC2.58%
TSMC2.55%
ASML HOLDING-NY2.55%
MICRON TECHNOLOGY INC2.53%
PALANTIR TECHNOLOGIES INC2.48%
TENCENT HOLDINGS LTD2.35%
ARM HOLDINGS LTD2.02%
SENSETIME-W1.98%
Knowledge Atlas Technology JSC Ltd1.85%
BIDU-SW1.76%
SNOWFLAKE INC CL A1.67%
CLOUDFLARE INC-A1.63%
MONGODB INC CL A1.60%
IFLYTEK CO LTD-A1.49%
QUALCOMM INC1.46%
Nebius Group NV, Class A1.37%
ASTERA LABS INC1.37%
LUMENTUM HOLDINGS INC1.36%
COREWEAVE INC1.27%
ORACLE CORP1.22%
QUANTA COMPUTER1.18%
WISTRON CORP1.09%
INTEL CORP1.00%
DELL TECHNOLOGIES INC CL C0.95%
VERTIV HOLDINGS CO0.91%
HEWLETT PACKARD ENTERPRISE CO0.87%
COHERENT CORP0.86%
SUPER MICRO COMPUTER INC0.83%
MARVELL TECHNOLOGY INC0.81%
CELESTICA INC SUB VTG0.74%
CREDO TECHNOLOGY GROUP HOLDING LTD0.67%
SANDISK CORPORATION0.55%
WESTERN DIGITAL CORP0.47%
Receive CAMBRICON TECHNO Pay Overnight Rate -20.35%
FRST AM-GV OB-X0.12%

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