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DFSGX vs GCSDX

Shared holdings
10
DFSGX covered by GCSDX
19.54%
GCSDX covered by DFSGX
19.54%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DFSGX (March 31, 2026)

SecurityWeight
PERIMETER SOLUTIONS SA6.59%
RBC BEARINGS INC4.05%
MEDPACE HOLDINGS INC3.67%
Landbridge Company, LLC3.57%
NOVANTA INC3.34%
HEICO CORP CL A3.26%
GUIDEWIRE SOFTWARE INC3.10%
HAYWARD HOLDINGS INC3.00%
REPLIGEN CORP2.97%
FIRST AM-TR OB-X2.86%
CASELLA WASTE SYS INC CL A2.72%
BIO-TECHNE CORP2.67%
CSW INDUSTRI INC2.62%
APPLIED INDU TEC2.44%
SAIA INC2.43%
CORE & MAIN IN-A2.41%
FED SIGNAL CORP2.36%
BADGER METER INC2.33%
MANHATTAN ASSOCIATES INC2.29%
ESCO TECHNOLOGIES INC2.21%
PROCORE TECHNOLOGIES INC2.19%
APPFOLIO INC - A2.12%
ONTO INNOVATION INC1.98%
LEMAITRE VASCULAR INC1.93%
FLOOR & DECOR-A1.88%
KINSALE CAPITAL GROUP INC1.82%
HAMILTON LANE INC - A1.69%
SITEONE LANDSCAPE SUPPLY INC1.66%
VSE CORP1.53%
GOOSEHEAD INSURANCE1.46%
KADANT INC1.46%
DESCARTES SYS1.44%
EAGLE MATERIALS INC1.44%
AGILYSYS INC1.42%
ALARM.COM HOLDINGS INC1.39%
ENSIGN GROUP INC1.38%
SIMPSON MFG1.26%
PDF SOLUTIONS INC1.24%
MURPHY USA INC1.21%
UTZ BRANDS INC A1.21%
WARBY PARKER INC1.20%
HEALTHEQUITY INC1.18%
DOUGLAS DYNAMICS INC1.10%
MORNINGSTAR INC0.96%
RAMBUS INC0.94%
EXPONENT INC0.80%
MARKETAXESS HLDGS INC0.73%
WINGSTOP INC0.48%

GCSDX (Feb. 28, 2026)

SecurityWeight
RBC BEARINGS INC6.65%
KEYSIGHT TECHNOLOGIES INC6.52%
MONOLITHIC POWER SYS INC4.26%
ROLLINS INC4.26%
ADVANCED DRAINAGE SYSTEMS INC4.01%
BALCHEM CORP3.97%
AAON INC3.92%
AXON ENTERPRISE INC3.75%
BURLINGTON STORES INC3.71%
EXPONENT INC3.67%
FRST AM-GV OB-X3.42%
EXLSERVICE HOLDINGS INC3.41%
GLOBUS MEDICAL INC3.25%
REPLIGEN CORP3.13%
CHURCH & DWIGHT3.01%
CONSTRUCTION PARTNERS INC CL A2.83%
TYLER TECHNOLOGIES INC2.82%
ONTO INNOVATION INC2.70%
OLLIES BARGAIN OUTLET HOLDINGS INC2.60%
KINSALE CAPITAL GROUP INC2.59%
BIO-TECHNE CORP2.37%
NOVANTA INC2.20%
FAIR ISAAC CORP2.17%
COPART INC2.11%
RYAN SPECIALTY HOLDINGS INC2.01%
POOL CORP1.90%
WATSCO INC1.88%
DESCARTES SYS1.86%
HEALTHEQUITY INC1.80%
COSTAR GROUP INC1.75%
EPAM SYSTEMS INC1.23%
VERTEX INC - CLASS A1.22%
MARKETAXESS HLDGS INC1.10%
HUBSPOT INC1.01%
CERTARA INC0.93%
ABIOMED INC CVR RIGHTS (DEC 2022)0.00%

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