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CSMDX vs JOPPX

Shared holdings
13
CSMDX covered by JOPPX
17.32%
JOPPX covered by CSMDX
17.32%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CSMDX (Feb. 28, 2026)

SecurityWeight
CLEAR SECURE INC2.44%
WESCO INTL2.41%
ENSIGN GROUP INC2.17%
VALMONT INDUSTRIES INC2.05%
TRAVEL+LEISURE CO1.95%
PRICESMART INC1.94%
AAON INC1.87%
LITTELFUSE INC1.86%
HEXCEL CORPORATION1.78%
MATADOR RESOURCES COMPANY1.77%
NEW YORK TIMES CO CL A1.76%
DT MIDSTREAM INC1.76%
LEMAITRE VASCULAR INC1.74%
NORDSON CORP1.73%
NVENT ELECTRIC1.73%
CASEY'S GENERAL1.72%
CARETRUST REIT INC1.69%
COGNEX CORP1.68%
ENCOMPASS HEALTH CORP1.68%
ROYAL GOLD INC1.65%
QUEST DIAGNOSTICS INC1.64%
KULICKE and SOFFA INDUSTRIES INC1.63%
STERIS PLC1.61%
WINGSTOP INC1.59%
RELIANCE STEEL and ALUMINUM CO1.55%
CARLISLE COS INC1.53%
TERRENO REALTY CORP1.52%
BRUNSWICK CORP1.51%
NEXSTAR MEDIA GROUP INC1.50%
AZZ INC1.50%
CHESAPEAKE UTILITIES CORP1.50%
NAPCO SECURITY TECHNOLOGIES INC1.49%
STANDEX INTL CORP1.45%
HOME BANCSHARES INC1.45%
BROOKFIELD INFRA1.44%
UNIVERSAL DISPLAY CORP1.44%
TRANSUNION1.44%
RYMAN HOSPITALITY PPTYS INC1.43%
DICKS SPORTING GOODS INC1.40%
POWER INTEGRATIONS INC1.39%
LANDSTAR SYSTEM INC1.37%
GFL ENVIRONM-SUB1.35%
FIRSTSERVICE-WI1.35%
JACK HENRY1.34%
PROSPERITY BNCSH1.33%
PERDOCEO EDUCATION CORP1.33%
BENTLEY SYSTEM-B1.31%
US PHYSICAL THERAPY INC1.31%
UNIFIRST CORP/MA1.29%
DOMINOS PIZZA INC1.24%

JOPPX (March 31, 2026)

SecurityWeight
CHARLES RIVER LABS INTL INC2.31%
RUSH ENTERPRISES INC CL A2.11%
NORDSON CORP2.00%
RELIANCE STEEL and ALUMINUM CO1.80%
ELEMENT SOLUTIONS INC1.77%
JAZZ PHARMACEUTI1.77%
UNITIL CORP1.75%
AVERY DENNISON CORP1.73%
LITTELFUSE INC1.72%
GORMAN-RUPP CO1.65%
HB FULLER CO1.65%
UFP INDUSTRIES INC1.64%
UMB FINANCIAL CORP1.64%
ITT INC1.62%
QUEST DIAGNOSTICS INC1.60%
DONALDSON CO INC1.60%
ON SEMICONDUCTOR CORP1.58%
APPLIED INDU TEC1.57%
CORE & MAIN IN-A1.56%
SEI INVESTMENTS1.55%
ANTERO MIDSTREAM CORP1.53%
DYNATRACE INC1.53%
GENUINE PARTS CO1.50%
AXIS CAPITAL1.49%
SMITH (AO) CORP1.48%
BENTLEY SYSTEM-B1.47%
JONES LANG LASALLE INC1.47%
ESAB CORP1.45%
US PHYSICAL THERAPY INC1.40%
TD SYNNEX CORP1.39%
COCA COLA CONSOLIDATED INC1.38%
JACK HENRY1.36%
NVENT ELECTRIC1.34%
CCC INTELLIGENT SOLUTIONS HOLD CL A1.33%
LEMAITRE VASCULAR INC1.31%
DT MIDSTREAM INC1.30%
HALOZYME THERAPEUTICS INC1.29%
AMERICAN FINL GROUP INC OHIO1.22%
PJT PARTNERS INC1.21%
UNIVERSAL HLTH-B1.19%
QIAGEN NV ORD SHARES1.19%
ALLISON TRANSMISSION HLDGS INC1.17%
HBT FINANCIAL INC1.17%
CHEMED CORP1.15%
EAST WEST BNCRP1.14%
WINTRUST FINL1.14%
ICF INTERNATIONAL INC1.14%
WATTS WATER TECH INC CL A1.13%
GROUP 1 AUTOMOTIVE INC1.13%
ARROW FINL CORP1.12%

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