Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Caisse De Depot Et Placement Du Quebec ⇄ Credit Agricole S A
60Shared positions
44.7%Name overlap (Jaccard)
15+Only Caisse De…
15+Only Credit…
Shared holdings · Q2 2026
Distinctively Caisse De Depot Et…
| CAE CAE Inc. | 1.1% |
| VTV Vanguard Morningstar… | 1.1% |
| USHY iShares Broad USD… | 0.5% |
| HYG iShares iBoxx $ High… | 0.4% |
| LSPD Lightspeed Commerce… | 0.4% |
| XLF State Street… | 0.3% |
| JNK State Street SPDR… | 0.2% |
| MTG MGIC Investment… | 0.1% |
| GFL GFL Environmental Inc. | 0.1% |
| RDN Radian Group Inc. | 0.1% |
| OR OR Royalties Inc. | 0.1% |
| MEDP Medpace Holdings, Inc. | 0.1% |
| GNTX Gentex Corporation | 0.1% |
| LEA Lear Corporation | 0.1% |
| NEU NewMarket Corporation | 0.1% |
Distinctively Credit Agricole S A
| TTE TotalEnergies SE | 1.9% |
| TSM Taiwan Semiconductor… | 0.8% |
| SPY State Street SPDR S&P… | 0.4% |
| FER.MC Ferrovial SE | 0.4% |
| QQQ Invesco QQQ Trust… | 0.3% |
| LMT Lockheed Martin… | 0.3% |
| WM Waste Management, Inc. | 0.3% |
| VICI VICI Properties Inc. | 0.2% |
| PSNY | 0.2% |
| PM Philip Morris… | 0.2% |
| PLTR Palantir Technologies… | 0.2% |
| CDNS Cadence Design… | 0.2% |
| PWR Quanta Services, Inc. | 0.2% |
| ECL Ecolab Inc. | 0.1% |
| COTY Coty Inc. | 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