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DFSLX vs BCSIX

Shared holdings
10
DFSLX covered by BCSIX
21.94%
BCSIX covered by DFSLX
21.94%

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.

DFSLX (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%

BCSIX (March 31, 2026)

SecurityWeight
GLAUKOS CORP5.51%
DATADOG INC CL A4.65%
COGNEX CORP4.50%
REPLIGEN CORP4.46%
VEEVA SYSTEMS-A4.45%
GUIDEWIRE SOFTWARE INC4.29%
VERICEL CORP4.24%
TYLER TECHNOLOGIES INC3.97%
MANHATTAN ASSOCIATES INC3.96%
XOMETRY INC-A3.85%
APPFOLIO INC - A3.79%
BIO-TECHNE CORP3.51%
ALARM.COM HOLDINGS INC3.44%
FIRST AM-TR OB-X2.99%
PAYCOM SOFTWARE INC2.77%
Q2 HOLDINGS INC2.64%
UFP TECHNOLOGIES INC2.53%
BADGER METER INC2.45%
AGILYSYS INC2.37%
CLEARWATER ANALYTICS HOLDINGS INC2.24%
TRANSMEDICS GROUP INC2.21%
AXOGEN INC2.05%
WORKIVA INC2.02%
NCINO INC1.73%
CYTEK BIOSCIENCES INC1.45%
CRYOPORT INC1.43%
ENERGY RECOVERY INC1.32%
MAMA'S CREATIONS INC1.31%
DOUBLEVERIFY HOLDINGS INC1.24%
ORTHOPEDIATRICS CORP1.14%
VERTEX INC - CLASS A1.13%
RED VIOLET INC1.03%
LOAR HOLDINGS INC0.97%
INSPIRE MEDICAL SYSTEMS INC0.92%
CORCEPT THERAPEUTICS INC0.90%
SPS COMMERCE INC0.88%
DUOLINGO INC0.79%
VERACYTE INC0.78%
PDF SOLUTIONS INC0.78%
INTAPP INC0.67%
KRYSTAL BIOTECH INC0.54%
AVEPOINT INC0.52%
XPEL INC0.52%
SITIME CORP0.37%
RXSIGHT INC0.35%
CREDO TECHNOLOGY0.34%

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