Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Daiwa Securities Group Inc. ⇄ Storebrand Asset Management As
60Shared positions
47.4%Name overlap (Jaccard)
15+Only Daiwa…
15+Only Storebrand…
Shared holdings · Q2 2026
Distinctively Daiwa Securities…
| PLTR Palantir Technologies… | 1.9% |
| IVV iShares Core S&P 500… | 0.6% |
| ADC Agree Realty… | 0.5% |
| CAT Caterpillar Inc. | 0.5% |
| AHR American Healthcare… | 0.5% |
| QQQ Invesco QQQ Trust… | 0.4% |
| EGP EastGroup Properties… | 0.4% |
| HR Healthcare Realty… | 0.4% |
| WMT Walmart Inc. | 0.4% |
| OHI Omega Healthcare… | 0.4% |
| KRC Kilroy Realty… | 0.4% |
| EPRT Essential Properties… | 0.4% |
| LAMR Lamar Advertising… | 0.3% |
| GEV GE Vernova Inc. | 0.3% |
| XONA.DE Exxon Mobil… | 0.3% |
Distinctively Storebrand Asset…
| VMI Valmont Industries… | 0.1% |
| ARW Arrow Electronics… | 0.1% |
| WTS Watts Water… | 0.1% |
| HASI HA Sustainable… | 0.1% |
| AVT Avnet, Inc. | 0.1% |
| BMI Badger Meter, Inc. | 0.1% |
| BWA BorgWarner Inc. | 0.1% |
| NOMD Nomad Foods Limited | 0.1% |
| SON Sonoco Products… | 0.1% |
| JKS JinkoSolar Holding… | 0.1% |
| EQH Equitable Holdings… | 0.1% |
| BAP Credicorp Ltd. | 0.1% |
| BFH Bread Financial… | 0.1% |
| UNM Unum Group | 0.1% |
| BVN Compañía de Minas… | 0.0% |
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