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ASEFX vs GSC

Shared holdings
25
ASEFX covered by GSC
25.36%
GSC covered by ASEFX
25.36%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ASEFX (Jan. 31, 2026)

SecurityWeight
FIRSTCASH HOLDINGS INC2.12%
CARETRUST REIT INC1.85%
PATRICK INDUSTRIES INC1.84%
PLEXUS CORP1.70%
STEVEN MADDEN LTD1.69%
SPIRE INC1.67%
DYCOM INDUSTRIES INC1.55%
ENPRO INDUSTRIES INC1.52%
UMB FINANCIAL CORP1.49%
PIPER SANDLER COS1.49%
JOHN BEAN TECHNOLOGIES CORP1.47%
ATMUS FILTRATION TECHNOLOGIES INC1.47%
GRANITE CONSTRUCTION INC1.46%
AXSOME THERAPEUTICS INC1.46%
BANNER CORPORATI1.46%
HEALTHEQUITY INC1.45%
BLACK HILLS CORP1.45%
KRATOS DEFENSE and SEC SOLTN INC1.44%
MATADOR RESOURCES COMPANY1.44%
Fixed Income Clearing Corporation1.42%
SOLARIS OIL IN-A1.41%
RADNET INC1.40%
SPX TECHNOLOGIES INC1.39%
ESCO TECHNOLOGIES INC1.38%
UNIVERSAL TECHNI1.37%
MERIT MEDICAL SYSTEMS INC1.37%
SEMTECH CORP1.33%
NORTHERN OIL AND GAS INC1.33%
MIRION TECHNOLOGIES INC-A1.31%
ATLANTIC UNION B1.30%
OLD NATL BANCORP1.30%
SIGNET JEWELERS1.29%
GATES INDUSTRIAL1.27%
STAG INDUSTRIAL INC CL A1.27%
AAR CORP1.25%
EASTGROUP PROP1.25%
AMERIS BANCORP1.24%
HOME BANCSHARES INC1.21%
ANI PHARMACEUTICALS INC1.19%
TRI POINTE HOMES INC1.14%
ZIFF DAVIS INC1.14%
BOOT BARN HOLDINGS INC1.14%
ARCBEST CORP1.13%
COMMERCIAL METALS CO1.13%
ARCOSA INC1.12%
BOYD GAMING CORP1.12%
TREX CO INC1.11%
KNIFE RIVER HOLDING CO W/I1.08%
GLAUKOS CORP1.07%
FIRST MERCHANTS CORP1.06%

GSC (Feb. 28, 2026)

SecurityWeight
MOOG INC-CLASS A2.15%
ONTO INNOVATION INC1.90%
PIPER SANDLER COS1.79%
FORMFACTOR INC1.67%
TERRENO REALTY CORP1.65%
ADV ENERGY INDS1.55%
MERITAGE HOMES CORP1.54%
MERCURY SYSTEMS INC1.51%
GLACIER BANCORP INC1.51%
FIVE BELOW INC1.50%
STANDEX INTL CORP1.46%
ESCO TECHNOLOGIES INC1.44%
COMMERCIAL METALS CO1.41%
LITTELFUSE INC1.38%
BOOT BARN HOLDINGS INC1.37%
ENPRO INDUSTRIES INC1.35%
NMI HOLDINGS INC A1.34%
SPIRE INC1.33%
ATLANTIC UNION B1.31%
TAYLOR MORRISON HOME CORP1.30%
SEMTECH CORP1.29%
PATRICK INDUSTRIES INC1.26%
RENASANT CORP1.26%
SKYWARD SPECIALTY INSURANCE GROUP INC1.26%
ALAMO GROUP INC1.26%
COLUMBIA BANKING SYSTEMS INC1.24%
REVOLUTION MEDICINES INC1.23%
SITIME CORP1.20%
INSTALLED BUILDING PRODUCTS INC1.20%
GATES INDUSTRIAL CORP PLC1.19%
SOUTHSTATE BANK CORP1.18%
IDACORP INC1.17%
KRATOS DEFENSE and SEC SOLTN INC1.17%
NICOLET BANKSHARES INC1.16%
ALLEGRO MICROSYSTEMS INC1.16%
GLAUKOS CORP1.16%
COEUR MINING INC1.13%
GRANITE CONSTRUCTION INC1.13%
SEADRILL LTD1.12%
PERELLA WEINBERG PARTNERS1.11%
WESBANCO INC1.10%
CENTURI HOLDINGS INC1.09%
HERC HOLDINGS INC1.07%
MIRION TECHNOLOGIES INC-A1.04%
ARCOSA INC1.03%
ESAB CORP1.03%
KRYSTAL BIOTECH INC1.01%
PENNYMAC FINANCIAL SERVICES INC1.01%
VALLEY NATL BANCORP0.99%
IRHYTHM TECHNOLOGIES INC0.98%

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