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CSMD vs WTSGX

Shared holdings
9
CSMD covered by WTSGX
13.75%
WTSGX covered by CSMD
13.75%

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%

WTSGX (March 31, 2026)

SecurityWeight
STERLING INFRASTRUCTURE INC3.00%
STONEX GROUP INC2.39%
ENSIGN GROUP INC2.23%
ONTO INNOVATION INC2.17%
GUARDANT HEALTH INC2.13%
MATERION CORP2.08%
MIRION TECHNOLOGIES INC-A2.05%
PROTAGONIST THERAPEUTICS INC1.96%
LATTICE SEMICONDUCTOR CORP1.94%
MODINE MFG CO1.93%
IES HOLDINGS INC1.87%
CAVCO INDUSTRIES INC1.75%
RANGE RESOURCES CORP1.72%
HOULIHAN LOKEY I1.71%
CASELLA WASTE SYS INC CL A1.68%
ESCO TECHNOLOGIES INC1.68%
RADNET INC1.67%
MADRIGAL PHARMACEUTICALS INC1.65%
MIRUM PHARMACEUTICALS INC1.61%
SKYWARD SPECIALTY INSURANCE GROUP INC1.57%
ALKERMES PLC1.56%
VSE CORP1.52%
PRIMORIS SVCS CORP1.51%
CONSTRUCTION PARTNERS INC CL A1.48%
HEALTHEQUITY INC1.40%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC1.39%
NEXTRACKER INC CL A1.35%
RAMBUS INC1.34%
HAWKINS INC1.34%
TERRENO REALTY CORP1.32%
GLAUKOS CORP1.32%
INSTALLED BUILDING PRODUCTS INC1.31%
LIMBACH HOLDINGS INC1.30%
TECHNIPFMC PLC1.29%
PROCORE TECHNOLOGIES INC1.27%
OSI SYSTEMS INC1.25%
SAIA INC1.22%
MOOG INC-CLASS A1.22%
NOVANTA INC1.21%
TOPBUILD CORP1.21%
STEPSTONE GROUP INC CLASS A1.21%
CYTOKINETICS INC1.17%
REVOLVE GROUP INC1.14%
CSW INDUSTRI INC1.13%
FTAI AVIATION LT1.12%
PATRICK INDUSTRIES INC1.07%
DESCARTES SYS1.07%
BOOT BARN HOLDINGS INC1.07%
VAXCYTE INC1.05%
HAMILTON LANE INC - A1.04%

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