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BDFIX vs CCSMX

Shared holdings
10
BDFIX covered by CCSMX
18.64%
CCSMX covered by BDFIX
18.64%

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.

BDFIX (March 31, 2026)

SecurityWeight
LIBERTY LIVE HOLDINGS INC C4.13%
ADV ENERGY INDS4.09%
DYNATRACE INC3.93%
LOAR HOLDINGS INC3.02%
GUIDEWIRE SOFTWARE INC2.96%
CAREDX INC2.74%
FORGENT POWER SOLUTIONS INC2.66%
SITEONE LANDSCAPE SUPPLY INC2.64%
WAYSTAR HOLDING CORP2.63%
ESTABLISHMENT LABS HOLDINGS INC2.58%
HEARTFLOW INC2.58%
WYNN RESORTS LTD2.35%
NOVANTA INC2.28%
TEXAS ROADHOUSE INC2.23%
REPLIGEN CORP2.13%
CASELLA WASTE SYS INC CL A2.12%
MONTROSE ENVIRONMENTAL GROUP INC2.05%
BIRKENSTOCK HOLDING LTD2.01%
PRIMO BRANDS CORP A1.96%
KARMAN HOLDINGS INC1.91%
TEMPUS AI INC-A1.91%
SITIME CORP1.91%
MERCURY SYSTEMS INC1.91%
PROCORE TECHNOLOGIES INC1.88%
STEPSTONE GROUP INC CLASS A1.81%
DRAFTKINGS INC1.78%
AAON INC1.72%
ALKAMI TECHNOLOGY INC1.71%
KINSALE CAPITAL GROUP INC1.69%
BADGER METER INC1.66%
SERVICETITAN INC-A1.65%
ENPRO INDUSTRIES INC1.58%
WINGSTOP INC1.53%
STEVANATO GROUP SPA1.53%
BILLIONTOONE INC1.49%
NOVA LTD1.44%
Brunello Cucinelli SpA1.44%
GCI LIBERTY INC. - CL C1.41%
FLOOR & DECOR-A1.27%
VARONIS SYSTEMS INC1.26%
SENTINELONE INC1.16%
TWFG INC (CLASS A)1.13%
INDIE SEMICONDUCTOR INC1.12%
ARCUTIS BIOTHERAPEUTICS INC1.10%
RBC BEARINGS INC1.08%
NETSKOPE INC-A1.06%
IRHYTHM TECHNOLOGIES INC1.01%
VERACYTE INC1.00%
ON HOLDING AG0.95%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A0.95%

CCSMX (March 31, 2026)

SecurityWeight
RBC BEARINGS INC4.97%
CASELLA WASTE SYS INC CL A4.55%
ROLLINS INC4.23%
BALCHEM CORP4.17%
FIRSTSERVICE-WI4.03%
CONSTRUCTION PARTNERS INC CL A3.66%
DESCARTES SYS3.16%
CSW INDUSTRI INC3.08%
SPX TECHNOLOGIES INC3.07%
NOVANTA INC3.05%
GRACO INC3.02%
WATSCO INC3.01%
MERCURY SYSTEMS INC2.91%
GUIDEWIRE SOFTWARE INC2.79%
REPLIGEN CORP2.74%
MERIT MEDICAL SYSTEMS INC2.70%
EXPONENT INC2.69%
TYLER TECHNOLOGIES INC2.65%
JACK HENRY2.64%
HEICO CORP CL A2.46%
MSA SAFETY INC2.39%
SITEONE LANDSCAPE SUPPLY INC2.35%
SIMPSON MFG2.32%
BRIGHT HORIZONS FAMILY SOLUTIONS INC2.26%
WEST PHARMACEUTICAL SVCS INC2.21%
POOL CORP2.11%
Q2 HOLDINGS INC1.88%
LCI INDUSTRIES1.73%
Stevanato Group S.p.A. ORD SHS1.67%
BIO-TECHNE CORP1.65%
JOHN BEAN TECHNOLOGIES CORP1.64%
PROCORE TECHNOLOGIES INC1.59%
AAON INC1.58%
UL SOLUTIONS INC CL A1.41%
EVI INDUSTRIES INC1.11%
KADANT INC1.09%
CACI INTL-A1.02%
MSILF Government Portfolio - Class Advisory0.92%
KARMAN HOLDINGS INC0.81%
NCINO INC0.74%
WORKIVA INC0.70%
CCC INTELLIGENT SOLUTIONS HOLD CL A0.64%
CLEARWATER ANALYTICS HOLDINGS INC0.58%

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