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BDFIX vs WAUSX

Shared holdings
10
BDFIX covered by WAUSX
18.36%
WAUSX covered by BDFIX
18.36%

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.

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%

WAUSX (March 31, 2026)

SecurityWeight
HEALTHEQUITY INC5.72%
UL SOLUTIONS INC CL A4.20%
SAIA INC4.07%
ENSIGN GROUP INC4.06%
SHARKNINJA INC4.01%
EVERUS CONSTRUCTION GROUP INC3.92%
RBC BEARINGS INC3.86%
ROLLINS INC3.81%
CAMTEK LTD3.80%
FABRINET3.62%
AMETEK INC NEW3.55%
PJT PARTNERS INC3.50%
MEDPACE HOLDINGS INC3.49%
NOVA LTD3.48%
HAMILTON LANE INC - A3.26%
BUILDERS FIRSTSOURCE3.14%
MONOLITHIC POWER SYS INC2.97%
NOVANTA INC2.96%
HEICO CORP CL A2.95%
GUIDEWIRE SOFTWARE INC2.82%
FLOOR & DECOR-A2.71%
GLOBAL-E ONLINE LTD2.68%
MANHATTAN ASSOCIATES INC2.65%
PROCORE TECHNOLOGIES INC2.63%
VALVOLINE INC2.62%
PAYMENTUS HOLDINGS INC CL A2.61%
TYLER TECHNOLOGIES INC2.31%
AAON INC2.22%
LOAR HOLDINGS INC2.21%
REPLIGEN CORP2.15%
WINGSTOP INC2.02%

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