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XDAT vs USSCX

Shared holdings
23
XDAT covered by USSCX
31.00%
USSCX covered by XDAT
31.00%

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.

XDAT (March 31, 2026)

SecurityWeight
CLOUDFLARE INC-A11.19%
ALPHABET INC CL A9.23%
META PLATFORMS INC CL A7.67%
MICROSOFT CORP6.00%
APPLOVIN CORP4.56%
Franklin Institutional US Government Money Market Fund4.11%
CROWDSTRIKE HOLDINGS INC3.83%
PALANTIR TECHNOLOGIES INC3.67%
PALO ALTO NETWORKS INC3.58%
NETFLIX INC3.05%
SNOWFLAKE INC CL A2.60%
ARISTA NETWORKS INC2.57%
T-MOBILE US INC2.38%
SERVICENOW INC2.27%
ROKU INC CLASS A1.95%
MONGODB INC CL A1.72%
REDDIT INC-A1.67%
DATADOG INC CL A1.56%
EQUINIX INC1.40%
TENCENT HOLDINGS LTD1.26%
GUIDEWIRE SOFTWARE INC1.20%
TRADEWEB MARKETS INC A1.18%
ZSCALER INC1.01%
SALESFORCE INC1.01%
ALIBABA GROUP HOLDING LTD SPON ADR0.96%
COINBASE GLOBAL INC0.90%
VEEVA SYSTEMS-A0.90%
ORACLE CORP0.89%
FAIR ISAAC CORP0.85%
TREND MICRO INC0.71%
CELESTICA INC SUB VTG0.68%
SERVICETITAN INC-A0.64%
SAMSARA INC-CL A0.63%
UNITY SOFTWARE INC0.60%
MSCI INC0.58%
LIFE360 INC0.57%
MOODYS CORP0.55%
CROWN CASTLE INC0.55%
SENTINELONE INC0.55%
ROBINHOOD MARKETS INC0.54%
CLEARWATER ANALYTICS HOLDINGS INC0.53%
SBA COMMUNICATIONS CORP0.52%
SCHRODINGER INC0.49%
MONDAY.COM LTD0.47%
FORTINET INC0.45%
DOXIMITY INC-A0.39%
CONSTELLATION SOFTWARE INC0.39%
VERISK ANALYTICS INC0.39%
WAYSTAR HOLDING CORP0.38%
TYLER TECHNOLOGIES INC0.36%

USSCX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.90%
META PLATFORMS INC CL A6.63%
MICROSOFT CORP5.90%
AMAZON.COM INC4.26%
ALPHABET INC CL A3.98%
BROADCOM INC2.77%
LAM RESEARCH CORP2.53%
APPLOVIN CORP2.39%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.31%
APPLE INC2.12%
MONOLITHIC POWER SYS INC1.90%
GUARDANT HEALTH INC1.89%
COHERENT CORP1.80%
ARISTA NETWORKS INC1.76%
NETFLIX INC1.54%
ORACLE CORP1.49%
SERVICENOW INC1.47%
SNOWFLAKE INC CL A1.38%
VISA INC-CLASS A1.15%
REVOLUTION MEDICINES INC1.10%
SEMTECH CORP1.10%
AMPHENOL CORPORATION CL A1.07%
SYNOPSYS INC0.99%
INSMED INC0.99%
LILLY ELI and CO0.97%
PALANTIR TECHNOLOGIES INC0.93%
NATERA INC0.91%
REDDIT INC-A0.85%
FABRINET0.85%
SEAGATE TECHNOLO0.80%
MASTERCARD INC CL A0.79%
JFROG LTD0.79%
VARONIS SYSTEMS INC0.79%
CREDO TECHNOLOGY0.78%
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.010.77%
BRIDGEBIO PHARMA INC0.72%
MAXLINEAR INC0.68%
CADENCE DESIGN SYSTEMS INC0.67%
TAKE-TWO INTERACTV SOFTWR INC0.67%
ANAPTYSBIO INC0.66%
Silicon Motion Technology Corp. SPONSORED ADR0.66%
VIRIDIAN THERAPEUTICS INC0.61%
VERTEX PHARMACEUTICALS INC0.59%
KLA CORP0.58%
INTUIT INC0.54%
CRINETICS PHARMACEUTICALS INC0.53%
DISC MEDICINE INC0.53%
FAIR ISAAC CORP0.53%
KLAVIYO INC-A0.51%
OLEMA PHARMACEUTICALS INC0.49%

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