# Portfolio overlap — AIRR vs PSCI

Comparing **First Trust RBA American Industrial Renaissance ETF** (2026-03-31) and **Invesco S&P SmallCap Industrials ETF** (2026-02-28).

- Shared positions: 13
- First Trust RBA American Industrial Renaissance ETF covered by Invesco S&P SmallCap Industrials ETF: 0.1492658388124419992752139863
- Invesco S&P SmallCap Industrials ETF covered by First Trust RBA American Industrial Renaissance ETF: 0.1492658388124419992752139862

## First Trust RBA American Industrial Renaissance ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ARGAN INC | 0.048898 |  |
| MASTEC INC | 0.046442 |  |
| COMFORT SYSTEMS USA INC | 0.041806 |  |
| STERLING INFRASTRUCTURE INC | 0.039581 |  |
| EMCOR GROUP INC | 0.035392 |  |
| PRIMORIS SVCS CORP | 0.033414 | ✓ |
| SAIA INC | 0.031665 |  |
| BWX TECHNOLOGIES INC | 0.031313 |  |
| SPX TECHNOLOGIES INC | 0.031288 |  |
| DYCOM INDUSTRIES INC | 0.030698 |  |
| CH ROBINSON WORLDWIDE INC | 0.030495 |  |
| HUNTINGTON INGALLS INDUSTRIES INC | 0.030112 |  |
| CORE & MAIN IN-A | 0.027952 |  |
| OWENS CORNING INC | 0.027721 |  |
| CLEAN HARBORS INC | 0.024587 |  |
| RBC BEARINGS INC | 0.023163 |  |
| KARMAN HOLDINGS INC | 0.023129 |  |
| RYDER SYSTEM INC | 0.019680 |  |
| AAON INC | 0.019599 |  |
| OSHKOSH CORP | 0.019357 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.019046 |  |
| KIRBY CORP | 0.019041 |  |
| FNB CORP PA | 0.018798 |  |
| GRANITE CONSTRUCTION INC | 0.018623 | ✓ |
| POWELL INDUSTRIES INC | 0.018315 | ✓ |
| APPLIED INDU TEC | 0.018296 |  |
| IES HOLDINGS INC | 0.018257 |  |
| WINTRUST FINL | 0.016938 |  |
| LANDSTAR SYSTEM INC | 0.015956 |  |
| OLD NATL BANCORP | 0.015729 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.015627 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.015312 |  |
| FED SIGNAL CORP | 0.013714 | ✓ |
| ASSOCIATED BANC CORP | 0.013625 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.012968 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.012706 |  |
| CSW INDUSTRI INC | 0.010633 | ✓ |
| HERC HOLDINGS INC | 0.010048 |  |
| FULTON FINANCIAL CORP | 0.009549 |  |
| MUELLER WATER PRODUCTS INC A | 0.009124 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.009003 | ✓ |
| MERCURY SYSTEMS INC | 0.008338 | ✓ |
| TUTOR PERINI CORP | 0.008072 |  |
| LEONARDO DRS INC | 0.007736 |  |
| XOMETRY INC-A | 0.006650 |  |
| WERNER ENTERPRISES INC | 0.006285 | ✓ |
| SCHNEIDER NATL-B | 0.005956 | ✓ |
| ATKORE INC | 0.005879 |  |
| ARCOSA INC | 0.005554 | ✓ |
| FIRST FIN BANCRP | 0.005526 |  |

## Invesco S&P SmallCap Industrials ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Invesco Private Prime Fund | 0.066007 |  |
| MOOG INC-CLASS A | 0.031022 |  |
| PRIMORIS SVCS CORP | 0.026339 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.025886 |  |
| Invesco Private Government Fund | 0.025433 |  |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.024559 | ✓ |
| ARMSTRONG WORLD INDUSTRIES INC | 0.024202 |  |
| ESCO TECHNOLOGIES INC | 0.023161 |  |
| GATES INDUSTRIAL | 0.023031 |  |
| FED SIGNAL CORP | 0.022899 | ✓ |
| AIR LEASE CORP CL A | 0.022033 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.019941 | ✓ |
| GRANITE CONSTRUCTION INC | 0.018983 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.018833 |  |
| ENPRO INDUSTRIES INC | 0.017621 |  |
| RESIDEO TECHNOLOGIES INC | 0.017241 |  |
| ARCOSA INC | 0.017049 | ✓ |
| MATSON INC | 0.016754 |  |
| POWELL INDUSTRIES INC | 0.015945 | ✓ |
| CSW INDUSTRI INC | 0.015884 | ✓ |
| MERCURY SYSTEMS INC | 0.015229 | ✓ |
| MUELLER WATER PRODUCTS INC A | 0.015134 | ✓ |
| AMENTUM HOLDINGS INC | 0.014810 |  |
| VICOR CORPORATION | 0.014798 |  |
| AAR CORP | 0.014790 |  |
| RUSH ENTERPRISES INC CL A | 0.013920 |  |
| MYR GROUP INC/DELAWARE | 0.013553 |  |
| SKYWEST INC | 0.013500 |  |
| AZZ INC | 0.013219 |  |
| BRADY CORPORATION CL A | 0.013008 |  |
| KADANT INC | 0.012922 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.012717 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.012334 |  |
| UNIFIRST CORP/MA | 0.011062 |  |
| GRIFFON CORP | 0.010782 |  |
| KORN FERRY | 0.010619 |  |
| HAYWARD HOLDINGS INC | 0.010325 |  |
| STANDEX INTL CORP | 0.010268 |  |
| HNI CORP | 0.010013 |  |
| SUNRUN INC | 0.009944 |  |
| KENNAMETAL INC | 0.009914 |  |
| BOISE CASCADE CO | 0.009913 |  |
| OPENLANE INC | 0.009799 |  |
| TRINITY INDUSTRIES INC | 0.008864 |  |
| ABM INDUSTRIES INC | 0.008814 |  |
| VERRA MOBILITY CORP | 0.008624 |  |
| RXO INC | 0.008472 |  |
| HUB GROUP INC CL A | 0.008439 |  |
| ROBERT HALF INTL | 0.007862 |  |
| ARCBEST CORP | 0.007474 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020407` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020407/0000940400-26-020407-index.htm>
- N-PORT (fund B) — accession `0001378872-26-000860` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1378872/000137887226000860/0001378872-26-000860-index.htm>

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