Your funds, side by side
These are 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.
- Nomura Opportunity Fund Delaware Group Equity Funds IV · 93 lines · as of Jun 30, 2026 · 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 | Nomura Opportunity Fund |
|---|---|
| Twilio Inc | 2.17 % |
| Regal Rexnord Corp | 1.91 % |
| Marriott International Inc/MD | 1.68 % |
| Devon Energy Corp | 1.63 % |
| TD SYNNEX Corp | 1.60 % |
| Targa Resources Corp | 1.55 % |
| ITT INC | 1.55 % |
| United Rentals Inc | 1.52 % |
| Teradyne Inc | 1.44 % |
| Keysight Technologies Inc | 1.42 % |
| AMETEK Inc | 1.40 % |
| Reliance Inc | 1.40 % |
| Xcel Energy Inc | 1.39 % |
| Delta Air Lines Inc | 1.38 % |
| Agilent Technologies Inc | 1.38 % |
| Columbia Banking System Inc | 1.37 % |
| Flex Ltd | 1.36 % |
| Old National Bancorp/IN | 1.35 % |
| MasTec Inc | 1.33 % |
| Ross Stores Inc | 1.33 % |
| Oshkosh Corp | 1.33 % |
| CMS Energy Corp | 1.32 % |
| CBRE Group Inc | 1.30 % |
| Quest Diagnostics Inc | 1.28 % |
| Curtiss-Wright Corp | 1.28 % |
| Axis Capital Holdings Ltd | 1.27 % |
| WESCO International Inc | 1.25 % |
| Raymond James Financial Inc | 1.25 % |
| State Street Corp | 1.25 % |
| Ally Financial Inc | 1.24 % |
Titelia read 93 lines in these 1 funds.