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DFSLX vs CCASX

Shared holdings
15
DFSLX covered by CCASX
30.29%
CCASX covered by DFSLX
30.29%

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%

CCASX (March 31, 2026)

SecurityWeight
LEMAITRE VASCULAR INC4.62%
RBC BEARINGS INC4.60%
CASELLA WASTE SYS INC CL A4.45%
ESCO TECHNOLOGIES INC4.24%
BALCHEM CORP4.24%
DIGI INTL INC4.08%
FIRSTSERVICE-WI3.91%
NOVANTA INC3.72%
CONSTRUCTION PARTNERS INC CL A3.43%
SITEONE LANDSCAPE SUPPLY INC3.24%
MERIT MEDICAL SYSTEMS INC3.15%
CSW INDUSTRI INC3.02%
DESCARTES SYS2.98%
MERCURY SYSTEMS INC2.83%
Stevanato Group S.p.A. ORD SHS2.67%
FED SIGNAL CORP2.64%
REPLIGEN CORP2.56%
SPX TECHNOLOGIES INC2.50%
HELIOS TECHNOLOGIES INC2.49%
EXPONENT INC2.39%
AAON INC2.28%
VERICEL CORP2.22%
BRIGHT HORIZONS FAMILY SOLUTIONS INC2.13%
MSA SAFETY INC2.06%
UL SOLUTIONS INC CL A1.96%
SIMPSON MFG1.94%
BLACKLINE INC1.84%
AZENTA INC1.73%
Q2 HOLDINGS INC1.65%
AGILYSYS INC1.41%
KADANT INC1.37%
UNIVERSAL TECHNI1.34%
ARTIVION INC1.18%
WD-40 CO1.12%
MIRION TECHNOLOGIES INC-A1.03%
TRANSCAT INC1.02%
WORKIVA INC1.01%
NCINO INC0.92%
KARMAN HOLDINGS INC0.87%
LEGENCE CORP-A0.71%
CCC INTELLIGENT SOLUTIONS HOLD CL A0.65%
ENPRO INDUSTRIES INC0.59%
BADGER METER INC0.57%
CRANE NXT CO0.43%
MSILF Government Portfolio - Class Advisory0.20%

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