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CAMZX vs ISMVX

Shared holdings
7
CAMZX covered by ISMVX
9.31%
ISMVX covered by CAMZX
9.31%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 43 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CAMZX (Jan. 31, 2026)

SecurityWeight
ICHOR HOLDINGS L3.11%
RAMBUS INC2.99%
Tower Semiconductor Ltd (Tel Aviv)2.78%
NETSTREIT CORP2.77%
REINSURANCE GROUP OF AMERICA2.72%
UNITED BANKSHS2.71%
LAZARD INC CL A2.70%
LATTICE SEMICONDUCTOR CORP2.67%
FIRST AM-TR OB-X2.57%
PROSPERITY BNCSH2.55%
UNITED COMMUNITY BANKS GA2.55%
BOK FINL CORP2.55%
GLOBUS MEDICAL INC2.49%
ALIGN TECHNOLOGY INC COMMON STOCK2.47%
TEXAS CAPITAL BANCSHARES INC2.46%
ALAMO GROUP INC COMMON STOCK2.42%
ATMUS FILTRATION TECHNOLOGIES INC2.36%
NOV INC2.35%
TXNM ENERGY INC2.35%
FIRST AMERICAN FINANCIAL CORP2.34%
IDACORP INC2.34%
HUB GROUP INC CL A2.32%
DIODES INC2.31%
US PHYSICAL THERAPY INC2.20%
MONARCH CASINO and RESORT INC2.19%
UNIVERSAL DISPLAY CORP2.18%
HEALTHSTREAM INC2.15%
INGREDION INC2.14%
GENTEX CORP2.12%
RENAISSANCERE2.11%
ADDUS HOMECARE CORP COMMON STOCK2.09%
BORGWARNER INC COMMON STOCK2.07%
PHREESIA INC2.07%
HALOZYME THERAPEUTICS INC2.06%
TERRENO REALTY CORP2.04%
Sportradar Group AG CLASS A ORD SHS2.04%
WEX INC2.03%
Americold Realty Trust Inc2.02%
TIMKENSTEEL CORP2.02%
HEALTHCARE SERVS1.95%
BANNER CORPORATI1.91%
ACV AUCTIONS INC CL A1.90%
EAGLE MATERIALS INC1.84%

ISMVX (March 31, 2026)

SecurityWeight
FIXED INC CLEARING CORP.REPO3.08%
MODINE MFG CO2.29%
TOWER SEMICONDCT2.26%
EASTERN BANKSHARES INC1.80%
KIRBY CORP1.75%
FLEX LTD1.74%
ATMUS FILTRATION TECHNOLOGIES INC1.74%
SOUTHSTATE BANK CORP1.64%
FRANK'S INTERNATIONAL NV1.64%
ALLISON TRANSMISSION HLDGS INC1.64%
COLUMBIA BANKING SYSTEMS INC1.63%
GLOBUS MEDICAL INC1.59%
MATADOR RESOURCES COMPANY1.57%
ELEMENT SOLUTIONS INC1.51%
AMERIS BANCORP1.50%
HUNT J B TRANSPORT SERVICES IN1.50%
DONALDSON CO INC1.48%
AVNET INC1.47%
DIODES INC1.44%
IDACORP INC1.43%
VISHAY INTERTECHNOLOGY INC1.42%
NISOURCE INC1.40%
TIMKEN CO1.40%
VALVOLINE INC1.39%
HELIOS TECHNOLOGIES INC1.39%
WYNDHAM HOTELS and RESORTS INC1.36%
CARLYLE GROUP INC (THE)1.36%
ALLEGION PLC1.33%
ROYAL GOLD INC1.31%
LAUREATE EDUCATION INC CL A1.30%
EAST WEST BNCRP1.30%
PBF ENERGY INC CL A1.29%
CULLEN FROST BANKERS INC1.29%
EVEREST REINSURANCE GROUP LTD1.28%
MATSON INC1.28%
WEX INC1.25%
CARGURUS INC CL A1.24%
PPL CORPORATION1.23%
STAG INDUSTRIAL INC CL A1.23%
REGENCY CENTERS CORP REIT1.22%
DOVER CORP1.21%
ICU MEDICAL INC1.20%
LANTHEUS HOLDING1.19%
SELECTIVE INSURANCE GROUP INC1.17%
MCGRATH RENTCORP1.16%
TECNOGLASS INC1.16%
ESSENT GROUP LTD1.14%
ALBANY INTL CORP1.13%
KITE REALTY GROUP TRUST1.12%
EAGLE MATERIALS INC1.09%

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