# Portfolio overlap — JSML vs PSC

Comparing **Janus Henderson Small Cap Growth Alpha ETF** (2026-01-31) and **Principal U.S. Small-Cap ETF** (2026-03-31).

- Shared positions: 76
- Janus Henderson Small Cap Growth Alpha ETF covered by Principal U.S. Small-Cap ETF: 0.2225947717460535738782281290
- Principal U.S. Small-Cap ETF covered by Janus Henderson Small Cap Growth Alpha ETF: 0.2225947717460535738782281291

## 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 |  |

## Principal U.S. Small-Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HIMS & HERS HEAL | 0.009451 |  |
| PLANET LABS PBC A | 0.008595 |  |
| ARGAN INC | 0.008491 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.007877 |  |
| FABRINET | 0.007821 | ✓ |
| NEXTRACKER INC CL A | 0.007696 | ✓ |
| BREAD FINANCIAL HOLDINGS | 0.007690 |  |
| ZETA GLOBAL HOLDINGS CORP | 0.007650 | ✓ |
| CHART INDUSTRIES INC | 0.007432 |  |
| BRIDGEBIO PHARMA INC | 0.007340 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.006920 | ✓ |
| PATTERSON-UTI ENERGY INC | 0.006907 |  |
| AMERICAN HEALTHCARE REIT INC | 0.006771 |  |
| BRINKER INTL | 0.006594 |  |
| GUARDANT HEALTH INC | 0.006558 | ✓ |
| ADV ENERGY INDS | 0.006537 |  |
| TTM TECHNOLOGIES INC | 0.006523 |  |
| HANCOCK WHITNEY CORP | 0.006495 |  |
| PRIMORIS SVCS CORP | 0.006393 |  |
| COEUR MINING INC | 0.006234 | ✓ |
| RAMBUS INC | 0.006222 | ✓ |
| HECLA MINING CO | 0.006048 |  |
| BLACK HILLS CORP | 0.005916 |  |
| SEZZLE INC | 0.005847 |  |
| DYCOM INDUSTRIES INC | 0.005817 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005752 | ✓ |
| LIBERTY ENERGY INC CL A | 0.005750 |  |
| POWELL INDUSTRIES INC | 0.005710 | ✓ |
| CNX RESOURCES CORP | 0.005632 |  |
| ORMAT TECHNOLOGIES INC | 0.005596 |  |
| Pagseguro Digital Ltd., Class A | 0.005550 |  |
| PJT PARTNERS INC | 0.005511 |  |
| WISDOMTREE INVESTMENTS INC | 0.005502 |  |
| ENERSYS INC | 0.005331 | ✓ |
| VICOR CORPORATION | 0.005304 | ✓ |
| ATLANTIC UNION B | 0.005281 |  |
| ENOVA INTL INC | 0.005170 | ✓ |
| HEALTHEQUITY INC | 0.005159 | ✓ |
| COMPASS INC - A | 0.005152 | ✓ |
| SPX TECHNOLOGIES INC | 0.005139 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.005114 |  |
| GRANITE CONSTRUCTION INC | 0.005079 |  |
| TEXAS CAPITAL BANCSHARES INC | 0.004999 |  |
| SELECTIVE INSURANCE GROUP INC | 0.004953 |  |
| TEREX CORP | 0.004834 |  |
| PROTAGONIST THERAPEUTICS INC | 0.004780 |  |
| ESSENT GROUP LTD | 0.004749 |  |
| PTC THERAPEUTICS INC | 0.004718 |  |
| NOBLE CORP PLC | 0.004660 |  |
| KODIAK GAS SERVICES INC | 0.004651 |  |


## 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 `0001410368-26-043485` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1572661/000141036826043485/0001410368-26-043485-index.htm>

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