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मैनेजर A मैनेजर B

Grantham, Mayo, Van Otterloo & Co. LLC ⇄ Schroder Investment Management Group

60साझा पोजीशन

29.3%नाम ओवरलैप (Jaccard)

15+केवल Grantham…

15+केवल Schroder…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Grantham, Mayo, Van… भार	Schroder Investment… भार
GOOGL Alphabet Inc.	4.9%	5.6%
MSFT Microsoft Corporation	5.7%	4.2%
AAPL Apple Inc.	4.5%	4.3%
NVDA NVIDIA Corporation	2.1%	6.5%
META Meta Platforms, Inc.	4.4%	2.1%
AMZN Amazon.com, Inc.	3.3%	2.5%
LRCX Lam Research Corporation	5.3%	0.4%
AVGO Broadcom Inc.	2.8%	2.9%
JNJ Johnson & Johnson	4.1%	0.6%
V Visa Inc.	2.6%	1.9%
TMO Thermo Fisher Scientific…	3.1%	0.5%
KLAC KLA Corporation	2.6%	0.9%
TXN Texas Instruments…	3.1%	0.3%
UNH UnitedHealth Group…	2.6%	0.8%
LLY Eli Lilly and Company	2.0%	1.1%
MA Mastercard Incorporated	2.1%	0.8%
KO The Coca-Cola Company	1.5%	0.9%
TSM Taiwan Semiconductor…	0.4%	1.9%
MRK Merck & Co., Inc.	2.0%	0.2%
USB U.S. Bancorp	2.0%	0.1%
NFLX Netflix, Inc.	1.7%	0.3%
CRM Salesforce, Inc.	1.6%	0.3%
ABT Abbott Laboratories	1.8%	0.0%
TJX The TJX Companies, Inc.	1.3%	0.4%
CI Cigna Corporation	1.6%	0.0%
JPM JPMorgan Chase & Co.	0.1%	1.5%
UBER Uber Technologies, Inc.	1.2%	0.3%
MS Morgan Stanley	0.0%	1.5%
ELV Elevance Health Inc.	1.5%	0.0%
STZ Constellation Brands, Inc.	1.3%	0.0%
ISRG Intuitive Surgical, Inc.	1.1%	0.1%
ACN Accenture plc	1.1%	0.0%
HLT Hilton Worldwide Holdings…	1.0%	0.1%
SNPS Synopsys, Inc.	1.0%	0.0%
DGX Quest Diagnostics…	0.9%	0.1%
NEE NextEra Energy, Inc.	0.0%	0.7%
GOOG Alphabet Inc.	0.0%	0.7%
PG The Procter & Gamble…	0.3%	0.4%
MU Micron Technology, Inc.	0.0%	0.7%
MNST Monster Beverage…	0.0%	0.7%
ASML ASML Holding N.V.	0.7%	0.0%
CDNS Cadence Design Systems…	0.0%	0.7%
PH Parker-Hannifin…	0.0%	0.6%
GE GE Aerospace	0.2%	0.4%
BMY Bristol-Myers Squibb…	0.1%	0.5%
TSLA Tesla, Inc.	0.0%	0.5%
AXP American Express Company	0.1%	0.4%
ARMK Aramark	0.4%	0.1%
DE Deere & Company	0.1%	0.4%
MDT Medtronic plc	0.0%	0.4%
XONA.DE Exxon Mobil Corporation	0.1%	0.3%
ABBV AbbVie Inc.	0.0%	0.4%
COP ConocoPhillips	0.1%	0.3%
VZ Verizon Communications…	0.1%	0.3%
RIO Rio Tinto Group	0.4%	0.0%
VRT Vertiv Holdings Co	0.0%	0.4%
CB Chubb Limited	0.0%	0.4%
CSCO Cisco Systems, Inc.	0.0%	0.3%
BAC Bank of America…	0.1%	0.2%
CARR Carrier Global Corporation	0.1%	0.3%

विशिष्ट रूप से Grantham, Mayo, Van…

TW Tradeweb Markets Inc.	0.6%
TD The Toronto-Dominion…	0.5%
GSK GSK plc	0.4%
DB Deutsche Bank AG	0.4%
VOD Vodafone Group Public…	0.3%
TTE TotalEnergies SE	0.3%
BNS The Bank of Nova…	0.3%
MGA Magna International…	0.2%
SEDG SolarEdge…	0.2%
NXGPF Next plc	0.2%
UBS UBS Group AG	0.1%
GPRE Green Plains Inc.	0.1%
STM STMicroelectronics…	0.1%
MFC Manulife Financial…	0.1%
SLF Sun Life Financial…	0.1%

विशिष्ट रूप से Schroder Investment…

ANET Arista Networks, Inc.	1.2%
AMD Advanced Micro…	1.0%
MELI MercadoLibre, Inc.	0.8%
TPR Tapestry, Inc.	0.8%
VOO Vanguard S&P 500 ETF	0.6%
GEV GE Vernova Inc.	0.5%
IVV iShares Core S&P 500…	0.5%
SE Sea Limited	0.5%
SYK Stryker Corporation	0.5%
ARM Arm Holdings plc…	0.5%
PANW Palo Alto Networks…	0.5%
EMR Emerson Electric Co.	0.5%
HTHT H World Group Limited	0.4%
HDB HDFC Bank Limited	0.4%
ETN Eaton Corporation plc	0.4%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली