# Portfolio overlap — NWSIX vs FDHT

Comparing **Nationwide Small Company Growth Fund** (2025-04-30) and **Fidelity Digital Health ETF** (2025-09-30).

- Shared positions: 3
- Nationwide Small Company Growth Fund covered by Fidelity Digital Health ETF: 0.06877441007082730435504602815
- Fidelity Digital Health ETF covered by Nationwide Small Company Growth Fund: 0.06877441007082730435504602815

## Nationwide Small Company Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Treasury Repurchase Agreement | 0.050867 |  |
| VEEVA SYSTEMS-A | 0.046895 | ✓ |
| GUIDEWIRE SOFTWARE INC | 0.045110 |  |
| REPLIGEN CORP | 0.044294 |  |
| MANHATTAN ASSOCIATES INC | 0.042630 |  |
| APPFOLIO INC - A | 0.041362 |  |
| TYLER TECHNOLOGIES INC | 0.040831 |  |
| DATADOG INC CL A | 0.040678 |  |
| GLAUKOS CORP | 0.039815 |  |
| PAYCOM SOFTWARE INC | 0.038078 |  |
| ANSYS INC | 0.037568 |  |
| VERICEL CORP | 0.036132 |  |
| ALARM.COM HOLDINGS INC | 0.034357 |  |
| Q2 HOLDINGS INC | 0.032317 |  |
| Treasury Repurchase Agreement | 0.031904 |  |
| BIO-TECHNE CORP | 0.031295 |  |
| XOMETRY INC-A | 0.028684 |  |
| COGNEX CORP | 0.025176 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.023295 |  |
| OLO INC - CL A | 0.021502 |  |
| WORKIVA INC | 0.019814 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.019507 | ✓ |
| NCINO INC | 0.018534 |  |
| AGILYSYS INC | 0.018097 |  |
| VERTEX INC - CLASS A | 0.015966 |  |
| ORTHOPEDIATRICS CORP | 0.015223 |  |
| TRANSMEDICS GROUP INC | 0.015103 |  |
| SPS COMMERCE INC | 0.013748 |  |
| ENERGY RECOVERY INC | 0.012514 |  |
| VICOR CORPORATION | 0.012442 |  |
| UFP TECHNOLOGIES INC | 0.012333 |  |
| HELIOS TECHNOLOGIES INC | 0.011536 |  |
| BADGER METER INC | 0.011117 |  |
| CYTEK BIOSCIENCES INC | 0.010960 |  |
| Treasury Repurchase Agreement | 0.010635 |  |
| DUOLINGO INC | 0.010529 |  |
| DOUBLEVERIFY HOLDINGS INC | 0.010503 |  |
| CRYOPORT INC | 0.009178 |  |
| TANDEM DIABETES CARE INC | 0.006359 | ✓ |
| RXSIGHT INC | 0.006001 |  |
| RED VIOLET INC | 0.004990 |  |
| PROS HOLDINGS IN | 0.002122 |  |

## Fidelity Digital Health ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VEEVA SYSTEMS-A | 0.049677 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.045636 |  |
| INTUITIVE SURGICAL INC | 0.044310 |  |
| KONINKLIJKE PHIL | 0.043317 |  |
| INSULET CORP | 0.040212 |  |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.038705 |  |
| DEXCOM INC | 0.037600 |  |
| HIMS & HERS HEAL | 0.036308 |  |
| FISHER & PAYKEL | 0.034672 |  |
| PRO MEDICUS LTD | 0.034118 |  |
| DOXIMITY INC-A | 0.032499 |  |
| JD HEALTH INTERN | 0.030852 |  |
| MASIMO CORP | 0.027152 |  |
| MAXIMUS INC | 0.024479 |  |
| ALIBABA HEALTH | 0.024005 |  |
| IRHYTHM TECHNOLOGIES INC | 0.023817 |  |
| SECTRA AB-B | 0.022183 |  |
| APPLE INC | 0.021274 |  |
| WAYSTAR HOLDING CORP | 0.019541 |  |
| THE CIGNA GROUP | 0.019039 |  |
| PREMIER INC-CL A | 0.017989 |  |
| NIHON KOHDEN | 0.016315 |  |
| CORVEL CORP | 0.015808 |  |
| CLEARPOINT NEURO INC | 0.015792 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.015520 | ✓ |
| PING AN HEALTHCA | 0.015490 |  |
| SHOP APOTHEKE EU | 0.014781 |  |
| CATAPULT SPORTS | 0.014679 |  |
| NOVOCURE LTD | 0.014648 |  |
| TELADOC HEALTH INC | 0.014279 |  |
| OMNICELL INC | 0.013715 |  |
| ASTRANA HEALTH INC | 0.012773 |  |
| PHREESIA INC | 0.011812 |  |
| RaySearch Laboratories AB (publ) | 0.011764 |  |
| JMDC INC | 0.011600 |  |
| TANDEM DIABETES CARE INC | 0.011489 | ✓ |
| EVOLENT HEALTH INC A | 0.011348 |  |
| HEALTHSTREAM INC | 0.010910 |  |
| YIDU TECH INC | 0.010233 |  |
| TALKSPACE INC CL A | 0.009084 |  |
| OPTIMIZERX CORP | 0.008904 |  |
| GUARDIAN PHARMACY SERVICES INC | 0.008842 |  |
| ZUR ROSE GROUP A | 0.008791 |  |
| GOODRX HOLDINGS INC | 0.008662 |  |
| SENSEONICS HOLDINGS INC | 0.008187 |  |
| LIFEMD INC | 0.008127 |  |
| DELCATH SYSTEMS | 0.007994 |  |
| TRUBRIDGE INC | 0.007521 |  |
| MULTIPLAN CORP CL A | 0.007233 |  |
| HEALTH CATALYST INC | 0.006310 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-25-148502` (as of 2025-04-30)
  <https://www.sec.gov/Archives/edgar/data/1048702/000175272425148502/0001752724-25-148502-index.htm>
- N-PORT (fund B) — accession `0000035402-25-002122` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540225002122/0000035402-25-002122-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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