Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Clearbridge Investments, LLC ⇄ Royal London Asset Management Ltd
60Shared positions
34.7%Name overlap (Jaccard)
15+Only Clearbridge…
15+Only Royal London…
Shared holdings · Q2 2026
Distinctively Clearbridge…
| ASML ASML Holding N.V. | 1.5% |
| XPO XPO Logistics, Inc. | 0.4% |
| PFGC Performance Food… | 0.3% |
| CLH Clean Harbors, Inc. | 0.3% |
| POR Portland General… | 0.3% |
| OGE OGE Energy Corp. | 0.3% |
| SOBO South Bow Corporation | 0.3% |
| HLN Haleon plc | 0.2% |
| CASY Casey's General… | 0.2% |
| LSCC Lattice Semiconductor… | 0.2% |
| TKO TKO Group Holdings… | 0.2% |
| ET Energy Transfer LP | 0.2% |
| UL Unilever PLC | 0.2% |
| GXO GXO Logistics, Inc. | 0.2% |
| ARGX argenx SE | 0.2% |
Distinctively Royal London Asset…
| AMAT Applied Materials… | 0.6% |
| CNM Core & Main, Inc. | 0.5% |
| WAB Westinghouse Air… | 0.5% |
| STLD Steel Dynamics, Inc. | 0.5% |
| RPRX Royalty Pharma plc | 0.4% |
| KLAC KLA Corporation | 0.4% |
| NXT Nextpower Inc. | 0.4% |
| RACE Ferrari N.V. | 0.3% |
| CIEN Ciena Corporation | 0.3% |
| WRB W. R. Berkley… | 0.3% |
| MCO Moody's Corporation | 0.3% |
| HALO Halozyme… | 0.3% |
| SNDK Sandisk Corporation | 0.2% |
| SBS Companhia de… | 0.2% |
| AGCO AGCO Corporation | 0.2% |
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