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XSW vs COWG

Shared holdings
33
XSW covered by COWG
17.60%
COWG covered by XSW
17.60%

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.

XSW (March 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II8.33%
BRAZE INC-A0.90%
A10 NETWORKS INC0.80%
UNITY SOFTWARE INC0.79%
CLEAR SECURE INC0.78%
ZOOM VIDEO COMMUNICATIONS INC CL A0.76%
ARTERIS INC0.76%
KYNDRYL HOLDINGS INC0.75%
ADEIA INC0.74%
DXC TECHNOLOGY CO0.74%
BLACKLINE INC0.74%
ELECTRONIC ARTS INC0.74%
CLEARWATER ANALYTICS HOLDINGS INC0.73%
PROCORE TECHNOLOGIES INC0.73%
ONESTREAM INC0.73%
INTAPP INC0.73%
SPRINKLR INC-A0.73%
ROPER TECHNOLOGIES INC0.73%
FRESHWORKS INC CL A0.72%
ASGN INC0.72%
SEMRUSH HOLDINGS INC0.72%
CCC INTELLIGENT SOLUTIONS HOLD CL A0.72%
NUTANIX INC CL A0.72%
ACI WORLDWIDE INC0.72%
SAMSARA INC-CL A0.71%
DOCUSIGN INC0.71%
GARTNER INC0.71%
ACCENTURE PLC CL A0.71%
INTUIT INC0.71%
DYNATRACE INC0.71%
TYLER TECHNOLOGIES INC0.71%
COGNIZANT TECH SOLUTIONS CL A0.71%
KLAVIYO INC-A0.71%
FORTINET INC0.71%
AGILYSYS INC0.71%
PEGASYSTEMS INC0.70%
ONESPAN INC0.70%
INTL BUS MACH CORP0.70%
PALO ALTO NETWORKS INC0.70%
N-ABLE INC0.70%
TRIMBLE INC0.70%
I3 VERTICALS INC CL A0.70%
COMMVAULT SYSTEMS INC0.70%
PALANTIR TECHNOLOGIES INC0.70%
SALESFORCE INC0.69%
WORKIVA INC0.69%
RINGCENTRAL INC CL A0.69%
BOX INC- CLASS A0.69%
EPAM SYSTEMS INC0.69%
MARATHON DIGITAL HOLDINGS INC0.69%

COWG (April 30, 2026)

SecurityWeight
ONTO INNOVATION INC4.60%
LAM RESEARCH CORP4.37%
Southern Copper Corporation COM USD0.013.09%
KLA CORP2.94%
UNITED THERAPEUTICS CORP DEL2.48%
MONOLITHIC POWER SYS INC2.41%
NEWMONT CORP2.15%
ANALOG DEVICES INC2.06%
JAZZ PHARMA PLC1.96%
TEXAS PACIFIC LAND CORP1.80%
CIRRUS LOGIC INC1.59%
Mount Vernon Liquid Assets Portfolio, LLC1.55%
DT MIDSTREAM INC1.52%
ROYALTY PHARMA PLC1.50%
CLEARWAY ENERGY INC CL C1.47%
BRISTOL-MYERS SQUIBB CO1.44%
COGNEX CORP1.43%
REGENERON PHARMACEUTICALS INC1.38%
DIAMONDBACK ENERGY INC1.31%
GILEAD SCIENCES INC1.30%
IRIDIUM COMMUNICATIONS INC1.28%
VIPER ENERGY INC A1.28%
ANTERO MIDSTREAM CORP1.26%
VERTEX PHARMACEUTICALS INC1.25%
EXELIXIS INC1.24%
BROADCOM INC1.21%
INCYTE CORP1.19%
CF INDUSTRIES HOLDINGS INC1.19%
APPLE INC1.14%
EQT CORPORATION1.14%
TKO GROUP HOLDINGS INC1.07%
ARISTA NETWORKS INC1.05%
PHILIP MORRIS INTL INC1.02%
NVIDIA CORP0.97%
ALTRIA GROUP INC0.96%
AIRBNB INC CLASS A0.94%
ABBVIE INC0.93%
QUALCOMM INC0.93%
GRACO INC0.92%
ZOOM VIDEO COMMUNICATIONS INC CL A0.91%
MCDONALDS CORP0.89%
INTUITIVE SURGICAL INC0.88%
ASTERA LABS INC0.86%
FORTINET INC0.85%
ADT INC0.85%
MATCH GROUP INC0.82%
SKYWORKS SOLUTIONS INC0.79%
IDEXX LABS INC0.79%
NEUROCRINE BIOSCIENCES INC0.79%
F5 INC0.77%

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