Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
1832 Asset Management L.P. ⇄ TD Waterhouse Canada Inc.
60Shared positions
23.2%Name overlap (Jaccard)
15+Only 1832 Asset…
15+Only TD Waterhouse…
Shared holdings · Q2 2026
Distinctively 1832 Asset Management…
| ARGX argenx SE | 0.2% |
| FROG JFrog Ltd. | 0.1% |
| AOS A. O. Smith… | 0.1% |
| EXPD Expeditors… | 0.1% |
| RSI Rush Street… | 0.1% |
| EMLC VanEck J.P. Morgan EM… | 0.1% |
| CNXC Concentrix Corporation | 0.1% |
| GUNR FlexShares… | 0.1% |
| VMBS Vanguard… | 0.0% |
| KRYS Krystal Biotech, Inc. | 0.0% |
| KNX Knight-Swift… | 0.0% |
| PAC Grupo Aeroportuario… | 0.0% |
| BURL Burlington Stores… | 0.0% |
| BNL Broadstone Net Lease… | 0.0% |
| ASR Grupo Aeroportuario… | 0.0% |
Distinctively TD Waterhouse Canada…
| XLK State Street… | 0.3% |
| HLT Hilton Worldwide… | 0.2% |
| CMDY | 0.2% |
| ABCL AbCellera Biologics… | 0.2% |
| GILD Gilead Sciences, Inc. | 0.2% |
| XLV State Street Health… | 0.2% |
| PH Parker-Hannifin… | 0.1% |
| BEPC Brookfield Renewable… | 0.1% |
| CLS Celestica Inc. | 0.1% |
| TIP iShares TIPS Bond ETF | 0.1% |
| SOXX iShares Semiconductor… | 0.1% |
| IAU iShares Gold Trust | 0.1% |
| GEHC GE HealthCare… | 0.1% |
| AMGN Amgen Inc. | 0.1% |
| RCL Royal Caribbean… | 0.1% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology