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CIPRX vs DFDMX

Shared holdings
5
CIPRX covered by DFDMX
15.72%
DFDMX covered by CIPRX
15.72%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CIPRX (March 31, 2026)

SecurityWeight
IDEX CORPORATION6.67%
FASTENAL CO5.94%
VEEVA SYSTEMS-A5.86%
SYNOPSYS INC5.58%
NORDSON CORP4.98%
ESAB CORP4.52%
AMETEK INC COMMON STOCK4.37%
TRADEWEB MARKETS INC A3.71%
TEXAS PACIFIC LAND CORP3.63%
METTLER-TOLEDO INTL INC3.55%
VERALTO CORP3.55%
PURE STORAGE INC CL A3.53%
RYAN SPECIALTY HOLDINGS INC3.43%
MSCI INC3.41%
CARLISLE COS INC3.10%
WASTE CONNECTIONS INC3.06%
ZSCALER INC3.06%
NUTANIX INC CL A3.05%
OKTA INC CL A2.99%
AUTODESK INC COMMON STOCK2.96%
MONGODB INC CL A2.86%
SERVICENOW INC2.80%
AXON ENTERPRISE INC2.75%
WATERS CORP2.51%
EOG RESOURCES INC2.14%
DATADOG INC CL A2.08%
WINGSTOP INC1.40%
Fidelity Treasury Only Portfolio1.39%
ELF BEAUTY INC1.12%

DFDMX (March 31, 2026)

SecurityWeight
ECOLAB INC5.37%
VULCAN MATERIALS CO5.15%
KINSALE CAPITAL GROUP INC4.30%
VERALTO CORP4.13%
HEICO CORP CL A4.13%
VEEVA SYSTEMS-A3.95%
BIO-TECHNE CORP3.95%
CBRE GROUP INC - CL A3.74%
TRANSDIGM GROUP INC3.70%
APPFOLIO INC - A3.65%
OLD DOMINION FRT3.18%
WEST PHARMACEUTICAL SVCS INC3.06%
PTC INC3.05%
WASTE CONNECTIONS INC3.04%
COPART INC2.87%
COSTAR GROUP INC2.81%
TYLER TECHNOLOGIES INC2.66%
MSCI INC2.60%
METTLER-TOLEDO INTL INC2.58%
GOOSEHEAD INSURANCE2.53%
MOODYS CORP2.51%
CADENCE DESIGN SYSTEMS INC2.31%
MONOLITHIC POWER SYS INC2.18%
FIRST AM-TR OB-X2.14%
BROWN & BROWN1.94%
REPLIGEN CORP1.89%
SITEONE LANDSCAPE SUPPLY INC1.87%
MICROCHIP TECHNOLOGY1.78%
FLOOR & DECOR-A1.77%
MARKEL GROUP INC1.74%
ENTEGRIS INC1.70%
BOOZ ALLEN HAMILTON HLDG CL A1.65%
MANHATTAN ASSOCIATES INC1.37%
GUIDEWIRE SOFTWARE INC1.34%
NOVANTA INC1.28%
MORNINGSTAR INC1.16%
ATLASSIAN CORP PLC CLS A0.91%

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