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CSMD vs RPNIX

Shared holdings
8
CSMD covered by RPNIX
15.20%
RPNIX covered by CSMD
15.20%

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)

SecurityWeight
NVENT ELECTRIC PLC4.74%
STERLING INFRASTRUCTURE INC4.64%
COMFORT SYSTEMS USA INC4.41%
CURTISS WRIGHT CORPORATION4.37%
VALMONT INDUSTRIES INC3.80%
RAMBUS INC3.57%
CARPENTER TECHNOLOGY CORP2.99%
BJS WHSL CLUB HLDGS INC2.79%
PENUMBRA INC2.78%
RUBRIK INC-A2.56%
ENTEGRIS INC2.53%
RANGE RESOURCES CORP2.40%
NOVANTA INC2.38%
BOOT BARN HOLDINGS INC2.37%
HAWKINS INC2.31%
HALOZYME THERAPEUTICS INC2.30%
STERIS PLC2.26%
LINCOLN ELECTRIC HLDGS INC2.26%
PRESTIGE CONSUMER HEALTHCARE INC2.21%
TRANSMEDICS GROUP INC2.19%
KARMAN HOLDINGS INC2.14%
MEDPACE HOLDINGS INC2.09%
UFP TECHNOLOGIES INC2.05%
PTC INC1.99%
REPLIGEN CORP1.91%
MIRION TECHNOLOGIES INC-A1.89%
PJT PARTNERS INC1.85%
TRACTOR SUPPLY CO.1.75%
FLOOR & DECOR-A1.71%
OLLIES BARGAIN OUTLET HOLDINGS INC1.69%
DUTCH BROS INC-A1.68%
AFFIRM HOLDINGS INC1.66%
TERRENO REALTY CORP1.63%
ELF BEAUTY INC1.63%
CELSIUS HOLDINGS INC1.63%
INSULET CORP1.51%
EXLSERVICE HOLDINGS INC1.46%
CDW CORPORATION1.40%
FIRST AM-TR OB-X1.39%
AVERY DENNISON CORP1.37%
COOPER COS INC1.25%
COMMVAULT SYSTEMS INC1.14%
KINSALE CAPITAL GROUP INC1.13%
CREDO TECHNOLOGY GROUP HOLDING LTD1.10%
BADGER METER INC1.09%

RPNIX (March 31, 2026)

SecurityWeight
ASTRONICS CORP COMMON STOCK4.37%
STERLING INFRASTRUCTURE INC4.08%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC4.02%
LATTICE SEMICONDUCTOR CORP3.83%
COHERENT CORP3.42%
CARPENTER TECHNOLOGY CORP3.33%
FTAI AVIATION LT3.31%
ALIGNMENT HEALTHCARE INC3.15%
RBC BEARINGS INC2.88%
ARTIVION INC2.82%
XOMETRY INC-A2.62%
UNIVERSAL TECHNI2.53%
LINCOLN EDUCATIONAL SERVICES2.45%
MYR GROUP INC/DELAWARE2.32%
AXOGEN INC2.25%
DUTCH BROS INC-A2.23%
MIRUM PHARMACEUTICALS INC2.22%
SAIA INC2.14%
PAYMENTUS HOLDINGS INC CL A2.13%
AEHR TEST SYSTEMS2.06%
KARMAN HOLDINGS INC2.03%
Global E Online Ltd SHS1.95%
ALPHATEC HOLDINGS INC1.93%
OLLIES BARGAIN OUTLET HOLDINGS INC1.81%
SITIME CORP1.80%
ULTRA CLEAN HOLDINGS INC1.75%
ALMONTY INDUSTRIES INC COMMON STOCK1.69%
IRHYTHM TECHNOLOGIES INC1.67%
MODINE MFG CO1.62%
LIGAND PHARMACEUTICALS1.57%
CELSIUS HOLDINGS INC1.45%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC1.34%
AAON INC COMMON STOCK1.33%
MAMA'S CREATIONS INC1.32%
FORGENT POWER SOLUTIONS INC1.30%
HEARTFLOW INC1.22%
APPLIED OPTOELECTRONICS INC1.18%
CAVA GROUP INC1.10%
LOAR HOLDINGS INC1.06%
STANDARDAERO INC1.00%
TEREX CORP0.95%
MP MATERIALS CORP0.92%
BLOOM ENERGY CORP- A COMMON STOCK0.90%
AGILYSYS INC0.83%
TRANSMEDICS GROUP INC0.80%
INNODATA INC0.80%
WAYSTAR HOLDING CORP0.78%
JFROG LTD0.72%
EQUIPMENTSHARE-A0.71%
PLANET LABS PBC A0.66%

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