# Portfolio overlap — JSML vs JSMD

Comparing **Janus Henderson Small Cap Growth Alpha ETF** (2026-01-31) and **Janus Henderson Small/Mid Cap Growth Alpha ETF** (2026-01-31).

- Shared positions: 71
- Janus Henderson Small Cap Growth Alpha ETF covered by Janus Henderson Small/Mid Cap Growth Alpha ETF: 0.5574731590636188324335555968
- Janus Henderson Small/Mid Cap Growth Alpha ETF covered by Janus Henderson Small Cap Growth Alpha ETF: 0.5574731590636188324335555969

## Janus Henderson Small Cap Growth Alpha ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.021272 |  |
| ENOVA INTL INC | 0.020228 | ✓ |
| CACTUS INC CL A | 0.020075 | ✓ |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.019599 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.018918 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.018904 | ✓ |
| INTERDIGITAL INC | 0.018608 | ✓ |
| ARGAN INC | 0.018266 | ✓ |
| CATALYST PHARMACEUTICALS INC | 0.017617 | ✓ |
| NEXTRACKER INC CL A | 0.017014 | ✓ |
| QUALYS INC | 0.015999 | ✓ |
| BANC OF CALIFORNIA INC | 0.015466 | ✓ |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.015406 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.014992 | ✓ |
| WORKIVA INC | 0.014906 | ✓ |
| RAMBUS INC | 0.014807 | ✓ |
| POWELL INDUSTRIES INC | 0.014656 | ✓ |
| FABRINET | 0.014608 | ✓ |
| COLLEGIUM PHARMACEUTICAL INC | 0.014261 | ✓ |
| ST JOE COMPANY | 0.014106 | ✓ |
| HURON CONSULTING GROUP INC | 0.014059 | ✓ |
| SANMINA CORP | 0.014008 | ✓ |
| ENERSYS INC | 0.013903 | ✓ |
| LCI INDUSTRIES | 0.013830 | ✓ |
| THERAVANCE BIOPHARMA INC | 0.013822 | ✓ |
| HAEMONETICS CORP MASS | 0.013712 | ✓ |
| BRIDGEBIO PHARMA INC | 0.012757 | ✓ |
| HARMONY BIOSCIENCES HOLDINGS INC | 0.012724 | ✓ |
| VICOR CORPORATION | 0.012585 | ✓ |
| PALOMAR HOLDINGS | 0.012477 | ✓ |
| SPX TECHNOLOGIES INC | 0.011992 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.011491 | ✓ |
| HEALTHCARE SERVS | 0.011254 | ✓ |
| INTERNATIONAL MONEY EXPRESS INC | 0.011172 | ✓ |
| KRYSTAL BIOTECH INC | 0.011156 | ✓ |
| LAUREATE EDUCATION INC CL A | 0.010780 |  |
| CTS CORP | 0.010687 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.010640 | ✓ |
| CYTOKINETICS INC | 0.010245 | ✓ |
| CUSTOMERS BANCORP INC | 0.010236 | ✓ |
| IES HOLDINGS INC | 0.009631 | ✓ |
| 10X GENOMICS INC | 0.009603 | ✓ |
| AURINIA PHARMS. INC | 0.009491 | ✓ |
| ALKERMES PLC | 0.009245 |  |
| LANTHEUS HOLDING | 0.008853 | ✓ |
| UPWORK INC | 0.008804 | ✓ |
| ABERCROMBIE & FI | 0.008734 | ✓ |
| VERACYTE INC | 0.008722 | ✓ |
| PACS GROUP INC | 0.008684 | ✓ |
| HCI GROUP INC | 0.008591 | ✓ |

## Janus Henderson Small/Mid Cap Growth Alpha ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COMFORT SYSTEMS USA INC | 0.033513 |  |
| MEDPACE HOLDINGS INC | 0.020835 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.019874 |  |
| ONTO INNOVATION INC | 0.018555 |  |
| ENOVA INTL INC | 0.016214 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.016081 | ✓ |
| JABIL INC | 0.015444 |  |
| INTERDIGITAL INC | 0.015046 | ✓ |
| ROCKET LAB CORP | 0.014611 |  |
| WORKIVA INC | 0.014421 | ✓ |
| NEXTRACKER INC CL A | 0.014413 | ✓ |
| CATALYST PHARMACEUTICALS INC | 0.014348 | ✓ |
| FABRINET | 0.013836 | ✓ |
| RAMBUS INC | 0.013682 | ✓ |
| ARGAN INC | 0.013676 | ✓ |
| SANMINA CORP | 0.013539 | ✓ |
| TERADATA CORP | 0.013488 |  |
| BRIDGEBIO PHARMA INC | 0.013136 | ✓ |
| HAMILTON LANE INC - A | 0.013072 |  |
| FTAI AVIATION LTD | 0.013002 |  |
| DIAMONDROCK HOSPITALITY CO | 0.012773 |  |
| CYTOKINETICS INC | 0.012772 | ✓ |
| TAPESTRY INC | 0.012495 |  |
| BANC OF CALIFORNIA INC | 0.011987 | ✓ |
| QUALYS INC | 0.011981 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.011973 | ✓ |
| POWELL INDUSTRIES INC | 0.011911 | ✓ |
| EMCOR GROUP INC | 0.011698 |  |
| PALOMAR HOLDINGS | 0.011616 | ✓ |
| KRYSTAL BIOTECH INC | 0.011490 | ✓ |
| VICOR CORPORATION | 0.011436 | ✓ |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.011284 | ✓ |
| PURE STORAGE INC CL A | 0.011166 |  |
| LAZARD INC CL A | 0.010663 |  |
| CHURCHILL DOWNS INC | 0.010477 |  |
| NOVANTA INC | 0.010422 |  |
| EXELIXIS INC | 0.010184 |  |
| HARMONY BIOSCIENCES HOLDINGS INC | 0.009488 | ✓ |
| HECLA MINING CO | 0.009316 |  |
| 10X GENOMICS INC | 0.009176 | ✓ |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.009166 | ✓ |
| HAEMONETICS CORP MASS | 0.008862 | ✓ |
| COEUR MINING INC | 0.008647 | ✓ |
| AURINIA PHARMS. INC | 0.008327 | ✓ |
| GLOBANT SA | 0.008287 |  |
| VERACYTE INC | 0.008243 | ✓ |
| ENERSYS INC | 0.008162 | ✓ |
| DAILY JOURNAL CORP | 0.008030 |  |
| NAPCO SECURITY TECHNOLOGIES INC | 0.008018 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.007983 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-006021` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1500604/000207169126006021/0002071691-26-006021-index.htm>
- N-PORT (fund B) — accession `0002071691-26-006023` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1500604/000207169126006023/0002071691-26-006023-index.htm>

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