Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. · 46 lines · as of Dec 31, 2025 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES |
|---|---|
| Comfort Systems USA Inc | 4.77 % |
| Amazon.com Inc | 4.72 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 4.66 % |
| Micron Technology Inc | 4.38 % |
| NVIDIA Corp | 4.29 % |
| Meta Platforms Inc | 4.22 % |
| Alphabet Inc | 4.00 % |
| Broadcom Inc | 3.98 % |
| Celestica Inc | 3.78 % |
| GE Vernova Inc | 3.34 % |
| Sandisk Corp/DE | 3.03 % |
| IES Holdings Inc | 2.98 % |
| Vistra Corp | 2.89 % |
| Seagate Technology Holdings PLC | 2.64 % |
| MercadoLibre Inc | 2.57 % |
| Microsoft Corp | 2.47 % |
| Vertiv Holdings Co | 2.28 % |
| Constellation Energy Corp. | 2.26 % |
| Advanced Micro Devices Inc | 1.92 % |
| Carnival Corp | 1.76 % |
| ETC Source Physical | 1.74 % |
| Modine Manufacturing Co | 1.71 % |
| Freeport-McMoRan Inc | 1.62 % |
| Uber Technologies Inc | 1.62 % |
| United Airlines Holdings Inc | 1.43 % |
| RTX Corp | 1.41 % |
| Cameco Corp | 1.40 % |
| Eldorado Gold Corp | 1.38 % |
| EQT Corp | 1.37 % |
| Arista Networks Inc | 1.34 % |
1 funds, 46 lines read.