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WDEF vs PJIO

Shared holdings
5
WDEF covered by PJIO
15.43%
PJIO covered by WDEF
15.43%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

WDEF (March 31, 2026)

SecurityWeight
THALES SA10.32%
BAE SYSTEMS PLC9.87%
RHEINMETALL AG9.72%
LEONARDO SPA5.35%
SAAB AB-B5.17%
KONGSBERG GRUPP4.79%
HENSOLDT AG4.55%
Airbus SE4.47%
DASSAULT AVIATION SA4.38%
SAFRAN SA4.34%
ROLLS-ROYCE HOLDINGS PLC4.17%
BABCOCK INTL GRP3.43%
INDRA SISTEMAS3.11%
TKMS AG& CO KGAA2.87%
RENK GROUP AG2.87%
MELROSE INDUSTRI2.81%
DREY INST PREF GOV MM-M2.10%
CSG NV1.94%
FINCANTIERI SPA1.58%
EXOSENS SAS1.53%
QINETIQ GROUP PLC COMMON STOCK1.44%
THEON INTERNATIO1.28%
EXAIL TECHNOLOGI1.07%
SERCO GROUP1.06%
CHEMRING GROUP0.80%
INVISIO AB0.60%
BITTIUM OYJ COMMON STOCK0.59%
COLT CZ GROUP SE0.56%
EUTELSAT COMMUNI0.42%
SES0.36%
KITRON ASA COMMON STOCK NOK.10.33%
MILDEF GROUP AB0.33%
COHORT PLC COMMON STOCK0.32%
AVIO SPA0.30%
AVON TECHNOLOGIES PLC0.29%
OVZON AB0.28%
SENIOR PLC0.26%
GOODWIN PLC0.17%
CICOR TECHNOLOGIES-REG COMMON STOCK0.13%
DREYFUS TRSY OBLIG CASH M0.05%

PJIO (Feb. 27, 2026)

SecurityWeight
TAIWAN SEMIC MFG CO LTD SP ADR8.70%
SIEMENS ENERGY AG5.17%
SAFRAN SA4.56%
(PIPA070) PGIM Core Government Money Market Fund4.34%
ASML HOLDING-NY4.21%
RHEINMETALL AG4.10%
SHOPIFY INC CL A3.95%
ADVANTEST CORP3.77%
SK HYNIX INC3.62%
SAMSUNG ELECTRONICS CO LTD3.60%
NU HOLDINGS LTD/CAYMAN ISLANDS3.54%
GALDERMA GROUP A3.40%
INDITEX SA3.09%
Hermes International SCA3.00%
CIE FINANCI-REG2.99%
ASM INTL NV2.99%
Airbus SE2.83%
ARGENX SE SPONSORED ADR2.76%
Sartorius Aktiengesellschaft2.53%
NINTENDO CO LTD2.48%
SAAB AB-B2.47%
TENCENT HOLDINGS LTD2.40%
L'OREAL SA ORD2.38%
MONCLER SPA2.29%
Compass Group PLC2.20%
UCB SA2.07%
CSG NV1.69%
ESSILORLUXOTTICA1.54%
SOFTBANK GROUP CORP1.36%
SPOTIFY TECHNOLOGY SA1.05%
SAP SE0.93%
ZOMATO LTD0.88%
MERCADOLIBRE INC0.87%
SEA LTD ADR0.79%
FERRARI NV0.72%
ON HOLDING AG0.72%

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