Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Storebrand Asset Management As ⇄ National Pension Service
60Shared positions
57.9%Name overlap (Jaccard)
15+Only Storebrand…
15+Only National…
Shared holdings · Q2 2026
Distinctively Storebrand Asset…
| TSM Taiwan Semiconductor… | 0.2% |
| NXT Nextpower Inc. | 0.2% |
| TRI Thomson Reuters… | 0.2% |
| VMI Valmont Industries… | 0.1% |
| AYI Acuity Brands, Inc. | 0.1% |
| SPXC SPX Technologies, Inc. | 0.1% |
| ARW Arrow Electronics… | 0.1% |
| WTS Watts Water… | 0.1% |
| HASI HA Sustainable… | 0.1% |
| DAR Darling Ingredients… | 0.1% |
| AVT Avnet, Inc. | 0.1% |
| BMI Badger Meter, Inc. | 0.1% |
| SNDK Sandisk Corporation | 0.1% |
| ORA Ormat Technologies… | 0.1% |
| WMS Advanced Drainage… | 0.1% |
Distinctively National Pension…
| PBUS Invesco MSCI USA ETF | 2.3% |
| IVV iShares Core S&P 500… | 2.0% |
| XONA.DE Exxon Mobil… | 0.9% |
| WMT Walmart Inc. | 0.8% |
| CAT Caterpillar Inc. | 0.7% |
| GE GE Aerospace | 0.6% |
| TGRW T. Rowe Price Growth… | 0.5% |
| CVX Chevron Corporation | 0.5% |
| PM Philip Morris… | 0.4% |
| INFO | 0.4% |
| GEV GE Vernova Inc. | 0.4% |
| IBM International… | 0.4% |
| LSVD | 0.4% |
| PLTR Palantir Technologies… | 0.4% |
| RTX RTX Corporation | 0.4% |
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