Loading...
Loading...
$22.40B
1,270 positions
$63.93B
3,878 positions
899 of 4111 distinct holdings are shared (Jaccard overlap). The two books are moderately alike.
| MU | $498.55M | $730.74M |
| MSFT | $401.63M | $3.52M |
| GEV | $379.62M | $0 |
| TSM | $364.00M | $191.94M |
| LRCX | $335.71M | $727.78K |
| AMD | $262.99M | $42.84M |
| NEM | $250.78M | $180.95M |
| ORCL | $234.21M | $0 |
| EWY | $217.27M | $28.46M |
| META | $166.87M | $144.96M |
| ANET | $163.31M | $8.19M |
| KLAC | $160.01M | $0 |
| CLS | $148.06M | $68.95M |
| VWO | $147.11M | $1.06M |
| AAPL | $143.01M | $780.57M |
| UNP | $129.28M | $5.12M |
| MBB | $129.13M | $2.66M |
| STX | $128.93M | $121.64M |
| B | $125.60M | $223.39M |
| ASML | $121.78M | $438.74K |
| FIX | $119.23M | $78.13M |
| MO | $112.55M | $110.63M |
| LQD | $111.36M | $10.03M |
| GOOG | $111.02M | $57.66M |
| SE | $110.81M | $126.38M |
| APH | $109.05M | $72.54M |
| VRT | $107.69M | $242.56M |
| TER | $100.48M | $48.89M |
| CSX | $97.50M | $20.67M |
| CRDO | $96.52M | $34.01M |
| VOO | $94.79M | $0 |
| IEMG | $93.67M | $15.01M |
| C | $89.98M | $76.51M |
| ARM | $89.76M | $2.56M |
| PCAR | $89.75M | $14.22M |
| NRG | $86.00M | $0 |
| BKR | $84.35M | $76.83M |
| SNPS | $82.61M | $120.62M |
| ALAB | $82.30M | $14.18M |
| TSEM | $81.20M | $48.21M |
| WFC | $75.04M | $2.66M |
| MFC | $72.58M | $38.76M |
| TEL | $70.27M | $112.14M |
| WDC | $67.36M | $310.02M |