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BDFUX vs TSCIX

Shared holdings
14
BDFUX covered by TSCIX
15.24%
TSCIX covered by BDFUX
15.24%

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.

BDFUX (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%

TSCIX (March 31, 2026)

SecurityWeight
CASELLA WASTE SYS INC CL A2.35%
RBC BEARINGS INC2.19%
ITT INC2.14%
Dreyfus Instl Resv PFD GOVT INSTL2.14%
LATTICE SEMICONDUCTOR CORP2.09%
BLOOM ENERGY CORP CL A2.09%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.06%
GUARDIAN PHARMACY SERVICES INC2.05%
ONTO INNOVATION INC2.01%
MIRUM PHARMACEUTICALS INC1.84%
VICTORY CAPITAL HOLDINGS INC CL A1.84%
CREDO TECHNOLOGY GROUP HOLDING LTD1.77%
WALMART INC1.75%
JOHN BEAN TECHNOLOGIES CORP1.75%
VIAD CORP1.68%
SITIME CORP1.67%
APPLIED INDU TEC1.67%
ADDUS HOMECARE CORP1.61%
VALVOLINE INC1.61%
BJS WHSL CLUB HLDGS INC1.58%
KRYSTAL BIOTECH INC1.55%
HAMILTON LANE INC - A1.53%
REGAL REXNORD CORP1.52%
REPLIGEN CORP1.51%
TARSUS PHARMACEUTICALS INC1.46%
RAMBUS INC1.43%
DREY-GVT CSH-I1.42%
WORKIVA INC1.41%
MATADOR RESOURCES COMPANY1.37%
NEWAMSTERDAM PHARMA COMPANY NV1.33%
CHEFS WAREHOUSE INC1.33%
OLLIES BARGAIN OUTLET HOLDINGS INC1.30%
JFROG LTD1.29%
URANIUM ENERGY CORP1.28%
CONSTRUCTION PARTNERS INC CL A1.28%
MIRION TECHNOLOGIES INC-A1.25%
STEVANATO GROUP SPA1.23%
ESAB CORP1.22%
XENON PHARMACEUTICALS INC1.22%
PIPER SANDLER CO1.22%
LOAR HOLDINGS INC1.20%
EXCELERATE ENERGY INC1.20%
KRATOS DEFENSE and SEC SOLTN INC1.19%
Empresa Brasileira de Aeronautica S.A. (ADR)1.16%
CG ONCOLOGY INC1.15%
NEPTUNE INSURANCE HOLDINGS INC1.15%
STERLING INFRASTRUCTURE INC1.10%
STEPSTONE GROUP INC CLASS A1.04%
SOLV ENERGY IN-A1.04%
VERICEL CORP1.03%

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