# Portfolio overlap — HOORX vs MCGFX

Comparing **Hartford Schroders US Small Cap Opportunities Fund** (2026-01-31) and **AMG GW&K Small Cap Growth Fund** (2026-01-30).

- Shared positions: 18
- Hartford Schroders US Small Cap Opportunities Fund covered by AMG GW&K Small Cap Growth Fund: 0.2125182970615742718806289632
- AMG GW&K Small Cap Growth Fund covered by Hartford Schroders US Small Cap Opportunities Fund: 0.2125182970615742718806289633

## Hartford Schroders US Small Cap Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ICU MEDICAL INC | 0.028043 |  |
| VIAVI SOLUTIONS INC | 0.026561 | ✓ |
| MOOG INC-CLASS A | 0.022165 | ✓ |
| FIRST BANCORP/NC | 0.021305 |  |
| HEXCEL CORPORATION | 0.020444 |  |
| NOVANTA INC | 0.018853 | ✓ |
| MCGRATH RENTCORP | 0.018469 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.017486 | ✓ |
| PERELLA WEINBERG PARTNERS | 0.017370 |  |
| SEACOAST BANKING CORP FLORIDA | 0.016707 |  |
| BALCHEM CORP | 0.016535 | ✓ |
| PATRICK INDUSTRIES INC | 0.016373 |  |
| ESCO TECHNOLOGIES INC | 0.016248 |  |
| QCR HOLDINGS INC | 0.015913 |  |
| SEMTECH CORP | 0.015815 | ✓ |
| MIRION TECHNOLOGIES INC-A | 0.015724 |  |
| HELIOS TECHNOLOGIES INC | 0.015655 |  |
| ENPRO INDUSTRIES INC | 0.015629 |  |
| US PHYSICAL THERAPY INC | 0.015264 | ✓ |
| MODINE MFG CO | 0.014930 |  |
| V2X INC | 0.014893 |  |
| MATERION CORP | 0.014770 |  |
| LIVERAMP HOLDINGS INC | 0.014743 |  |
| CAVCO INDUSTRIES INC | 0.014036 |  |
| MSA SAFETY INC | 0.013900 |  |
| ESAB CORP | 0.013861 |  |
| CIENA CORP | 0.013692 |  |
| TERRENO REALTY CORP | 0.013649 |  |
| PRIMORIS SVCS CORP | 0.013607 |  |
| HAYWARD HOLDINGS INC | 0.013421 |  |
| CHURCHILL DOWNS INC | 0.013175 | ✓ |
| ASGN INC | 0.013020 |  |
| SOUTHSTATE BANK CORP | 0.012748 |  |
| LUMENTUM HOLDINGS INC | 0.012671 | ✓ |
| SIMPSON MFG | 0.012429 |  |
| CHEFS WAREHOUSE INC | 0.012428 |  |
| FB FINANCIAL CORP | 0.012367 |  |
| REPLIGEN CORP | 0.012205 |  |
| NEOGENOMICS INC | 0.012166 | ✓ |
| HOULIHAN LOKEY I | 0.012056 | ✓ |
| AZENTA INC | 0.011864 | ✓ |
| KIRBY CORP | 0.011862 |  |
| PERMIAN RESOURCES CORP CL A | 0.011657 |  |
| UL SOLUTIONS INC CL A | 0.010876 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.010775 |  |
| UNITED COMMUNITY BANKS GA | 0.010750 |  |
| REINSURANCE GROUP OF AMERICA | 0.010702 |  |
| TRICO BANCSHARES | 0.010695 |  |
| BOX INC- CLASS A | 0.010357 |  |
| FIRST BANCORP PUERTO RICO | 0.010346 |  |

## AMG GW&K Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SPX TECHNOLOGIES INC | 0.029248 |  |
| ADV ENERGY INDS | 0.026877 |  |
| GRAND CANYON EDUCATION INC | 0.024779 |  |
| RBC BEARINGS INC | 0.022873 |  |
| LUMENTUM HOLDINGS INC | 0.022260 | ✓ |
| FIXED INC CLEARING CORP.REPO | 0.020175 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020078 | ✓ |
| PJT PARTNERS INC | 0.019958 | ✓ |
| INTERFACE INC | 0.019609 | ✓ |
| VIAVI SOLUTIONS INC | 0.019190 | ✓ |
| MOOG INC-CLASS A | 0.019130 | ✓ |
| POWELL INDUSTRIES INC | 0.018097 |  |
| STERLING INFRASTRUCTURE INC | 0.017986 |  |
| SEMTECH CORP | 0.016741 | ✓ |
| NOVANTA INC | 0.016494 | ✓ |
| HOULIHAN LOKEY I | 0.016403 | ✓ |
| GATES INDUSTRIAL CORP PLC | 0.016129 |  |
| IONIS PHARMACEUTICALS INC | 0.015730 |  |
| TOPBUILD CORP | 0.015628 |  |
| APPLIED INDU TEC | 0.015495 |  |
| ENERPAC TOOL GROUP CORP CL A | 0.015249 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.014491 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.014109 |  |
| KRYSTAL BIOTECH INC | 0.014106 |  |
| AEROVIRONMENT INC | 0.013813 |  |
| CRINETICS PHARMACEUTICALS INC | 0.013710 |  |
| NEOGENOMICS INC | 0.013706 | ✓ |
| INTAPP INC | 0.013601 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.013477 |  |
| US PHYSICAL THERAPY INC | 0.013417 | ✓ |
| BRIDGEBIO PHARMA INC | 0.013320 |  |
| GLOBUS MEDICAL INC | 0.013071 |  |
| STIFEL FINANCIAL CORP | 0.012888 |  |
| VERICEL CORP | 0.012877 |  |
| VERA THERAPEUTICS INC | 0.012663 |  |
| ULTRAGENYX PHARMA INC | 0.012543 |  |
| PHATHOM PHARMACEUTICALS INC | 0.012430 |  |
| LITHIA MOTORS INC CL A | 0.012353 |  |
| BALCHEM CORP | 0.012231 | ✓ |
| SOLARIS OIL IN-A | 0.012137 |  |
| ATRICURE INC | 0.011957 |  |
| ARTIVION INC | 0.011820 |  |
| BIOCRYST PHARMACEUTICALS INC | 0.011367 |  |
| TRAVERE THERAPEUTICS INC | 0.011295 |  |
| CADRE HOLDINGS I | 0.011162 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.011061 |  |
| LEGENCE CORP-A | 0.010671 |  |
| AVIENT CORP | 0.010449 |  |
| AMERIS BANCORP | 0.010402 |  |
| CSW INDUSTRI INC | 0.010226 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030424` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/49905/000141036826030424/0001410368-26-030424-index.htm>
- N-PORT (fund B) — accession `0000940400-26-012087` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/912036/000094040026012087/0000940400-26-012087-index.htm>

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