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DRMCX vs IAXAX

Shared holdings
60
DRMCX covered by IAXAX
51.26%
IAXAX covered by DRMCX
51.26%

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.

DRMCX (March 31, 2026)

SecurityWeight
VERTIV HOLDINGS CO4.62%●
QUANTA SVCS INC3.65%●
HOWMET AEROSPACE INC3.53%●
MONOLITHIC POWER SYS INC3.43%●
CLOUDFLARE INC-A3.11%●
HILTON WORLDWIDE HOLDINGS INC3.04%●
ROYAL CARIBBEAN CRUISES LTD2.83%●
CENCORA INC2.42%●
AXON ENTERPRISE INC2.07%●
VISTRA CORP2.02%●
IDEXX LABS INC1.78%●
CARVANA CO CL A1.76%●
WESTINGHOUSE AIR BRAKE TECH CORP1.74%●
ARES MANAGEMENT CORP CL A1.71%●
EXPEDIA INC1.65%●
MSCI INC1.57%●
ALNYLAM PHARMACEUTICALS INC1.45%●
FAIR ISAAC CORP1.44%●
LIVE NATION ENTERTAINMENT INC1.41%●
LPL FINL HLDGS INC1.39%●
DATADOG INC CL A1.38%●
STERLING INFRASTRUCTURE INC1.35%
TRANE TECHNOLOGIES PLC1.34%
TEXAS PACIFIC LAND CORP1.33%●
TE CONNECTIVITY PLC1.32%●
JABIL INC1.27%
UNITED RENTALS INC1.27%
FIFTH THIRD BANCORP1.26%
SHARKNINJA INC1.19%●
DARDEN RESTAURANTS INC1.19%●
ROCKWELL AUTOMATION INC1.18%●
BURLINGTON STORES INC1.14%●
NRG ENERGY INC1.11%●
ENTEGRIS INC1.11%●
HEICO CORP1.10%●
JONES LANG LASALLE INC1.08%
TAPESTRY INC1.08%●
ROCKET LAB CORP1.08%●
COUPANG INC A1.05%●
FERGUSON ENTERPRISES INC1.05%●
LAM RESEARCH CORP1.04%
NATERA INC1.03%●
MICROCHIP TECHNOLOGY1.03%
DECKERS OUTDOOR CORP1.00%
METTLER-TOLEDO INTL INC0.98%●
COMFORT SYSTEMS USA INC0.96%●
REDDIT INC-A0.95%●
TELEDYNE TECHNOLOGIES INC0.95%●
CH ROBINSON WORLDWIDE INC0.92%
TRACTOR SUPPLY CO.0.92%●

IAXAX (March 31, 2026)

SecurityWeight
HOWMET AEROSPACE INC3.24%●
VERTIV HOLDINGS CO3.04%●
ROYAL CARIBBEAN CRUISES LTD2.55%●
HILTON WORLDWIDE HOLDINGS INC2.24%●
CENCORA INC2.15%●
CLOUDFLARE INC-A2.09%●
QUANTA SVCS INC1.96%●
MONOLITHIC POWER SYS INC1.81%●
COMFORT SYSTEMS USA INC1.74%●
VISTRA CORP1.73%●
TARGA RESOURCES CORP1.72%
IDEXX LABS INC1.66%●
CARVANA CO CL A1.59%●
ALNYLAM PHARMACEUTICALS INC1.47%●
AMERIPRISE FINANCIAL INC1.44%
ROBLOX CORP - A1.30%
FASTENAL CO1.24%
AXON ENTERPRISE INC1.16%●
INSMED INC1.06%●
CARDINAL HEALTH INC1.06%
HEICO CORP1.06%●
DATADOG INC CL A1.05%●
EXPEDIA INC1.04%●
NATERA INC0.97%●
ROCKET LAB CORP0.94%●
FTAI AVIATION LTD0.93%
LIVE NATION ENTERTAINMENT INC0.93%●
LPL FINL HLDGS INC0.92%●
CHENIERE ENERGY INC0.91%
NRG ENERGY INC0.90%●
DARDEN RESTAURANTS INC0.89%●
BURLINGTON STORES INC0.88%●
MSCI INC0.83%●
CORPAY INC0.80%
TRACTOR SUPPLY CO.0.79%●
DEXCOM INC0.78%●
US FOODS HOLDING CORP0.77%
ROSS STORES INC0.75%
FAIR ISAAC CORP0.73%●
TAPESTRY INC0.72%●
REDDIT INC-A0.70%●
TEXAS PACIFIC LAND CORP0.67%●
VEEVA SYSTEMS-A0.66%●
COUPANG INC A0.61%●
TEMPUR SEALY INTERNATIONAL INC0.60%●
YUM! BRANDS INC0.59%
ZSCALER INC0.57%
VERISK ANALYTICS INC0.57%
BANK OF NEW YORK MELLON CORP0.55%
SIMON PROPERTY0.54%

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