Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CSMD vs MCOW
Shared holdings
8
CSMD covered by MCOW
15.49%
MCOW covered by CSMD
15.49%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CSMD (April 30, 2026)
| Security | Weight | |
|---|---|---|
| NVENT ELECTRIC PLC | 4.74% | |
| STERLING INFRASTRUCTURE INC | 4.64% | |
| COMFORT SYSTEMS USA INC | 4.41% | |
| CURTISS WRIGHT CORPORATION | 4.37% | |
| VALMONT INDUSTRIES INC | 3.80% | |
| RAMBUS INC | 3.57% | |
| CARPENTER TECHNOLOGY CORP | 2.99% | |
| BJS WHSL CLUB HLDGS INC | 2.79% | |
| PENUMBRA INC | 2.78% | |
| RUBRIK INC-A | 2.56% | |
| ENTEGRIS INC | 2.53% | |
| RANGE RESOURCES CORP | 2.40% | |
| NOVANTA INC | 2.38% | |
| BOOT BARN HOLDINGS INC | 2.37% | |
| HAWKINS INC | 2.31% | |
| HALOZYME THERAPEUTICS INC | 2.30% | |
| STERIS PLC | 2.26% | |
| LINCOLN ELECTRIC HLDGS INC | 2.26% | |
| PRESTIGE CONSUMER HEALTHCARE INC | 2.21% | |
| TRANSMEDICS GROUP INC | 2.19% | |
| KARMAN HOLDINGS INC | 2.14% | |
| MEDPACE HOLDINGS INC | 2.09% | |
| UFP TECHNOLOGIES INC | 2.05% | |
| PTC INC | 1.99% | |
| REPLIGEN CORP | 1.91% | |
| MIRION TECHNOLOGIES INC-A | 1.89% | |
| PJT PARTNERS INC | 1.85% | |
| TRACTOR SUPPLY CO. | 1.75% | |
| FLOOR & DECOR-A | 1.71% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 1.69% | |
| DUTCH BROS INC-A | 1.68% | |
| AFFIRM HOLDINGS INC | 1.66% | |
| TERRENO REALTY CORP | 1.63% | |
| ELF BEAUTY INC | 1.63% | |
| CELSIUS HOLDINGS INC | 1.63% | |
| INSULET CORP | 1.51% | |
| EXLSERVICE HOLDINGS INC | 1.46% | |
| CDW CORPORATION | 1.40% | |
| FIRST AM-TR OB-X | 1.39% | |
| AVERY DENNISON CORP | 1.37% | |
| COOPER COS INC | 1.25% | |
| COMMVAULT SYSTEMS INC | 1.14% | |
| KINSALE CAPITAL GROUP INC | 1.13% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 1.10% | |
| BADGER METER INC | 1.09% |
MCOW (April 30, 2026)
| Security | Weight | |
|---|---|---|
| PURE STORAGE INC CL A | 4.86% | |
| LATTICE SEMICONDUCTOR CORP | 3.81% | |
| DOCUSIGN INC | 3.22% | |
| RAMBUS INC | 3.09% | |
| MANHATTAN ASSOCIATES INC | 2.81% | |
| MEDPACE HOLDINGS INC | 2.81% | |
| STERLING INFRASTRUCTURE INC | 2.77% | |
| MUELLER INDUSTRIES INC | 2.53% | |
| DT MIDSTREAM INC | 2.46% | |
| EXELIXIS INC | 2.38% | |
| CURTISS WRIGHT CORPORATION | 2.34% | |
| NEUROCRINE BIOSCIENCES INC | 2.17% | |
| JAZZ PHARMA PLC | 2.16% | |
| GRACO INC | 2.08% | |
| INTERDIGITAL INC | 1.96% | |
| CARLISLE COS INC | 1.95% | |
| RB GLOBAL INC | 1.92% | |
| NVENT ELECTRIC PLC | 1.83% | |
| ANTERO MIDSTREAM CORP | 1.70% | |
| LINCOLN ELECTRIC HLDGS INC | 1.69% | |
| DROPBOX INC CL A | 1.58% | |
| NEW YORK TIMES CO CL A | 1.53% | |
| ONTO INNOVATION INC | 1.53% | |
| ESSENT GROUP LTD | 1.40% | |
| MGIC INVT CORP | 1.38% | |
| WATSCO INC | 1.33% | |
| CIRRUS LOGIC INC | 1.32% | |
| ADVANCED DRAINAGE SYSTEMS INC | 1.32% | |
| COMMVAULT SYSTEMS INC | 1.31% | |
| DOXIMITY INC-A | 1.30% | |
| QUALYS INC | 1.30% | |
| PAYLOCITY HOLDING CORP | 1.21% | |
| COCA COLA CONSOLIDATED INC | 1.21% | |
| COGNEX CORP | 1.13% | |
| TOPBUILD CORP | 1.12% | |
| OKTA INC CL A | 1.11% | |
| BENTLEY SYSTEM-B | 0.99% | |
| CHEMED CORP | 0.99% | |
| EAGLE MATERIALS INC | 0.98% | |
| LANDSTAR SYSTEM INC | 0.97% | |
| CROCS INC | 0.95% | |
| DONALDSON CO INC | 0.95% | |
| HEALTHEQUITY INC | 0.94% | |
| OWENS CORNING INC | 0.94% | |
| GRAND CANYON EDUCATION INC | 0.89% | |
| ACUITY INC | 0.88% | |
| WYNDHAM HOTELS and RESORTS INC | 0.87% | |
| GLOBUS MEDICAL INC | 0.82% | |
| WATTS WATER TECH INC CL A | 0.82% | |
| LITTELFUSE INC | 0.82% |
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