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EVX vs DFDMX

Shared holdings
3
EVX covered by DFDMX
12.55%
DFDMX covered by EVX
12.55%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

EVX (March 31, 2026)

SecurityWeight
WASTE MANAGEMENT INC7.93%
ECOLAB INC7.83%
WASTE CONNECTIONS INC6.96%
REPUBLIC SVCS6.49%
VEOLIA ENVIRONNE6.10%
XYLEM INC5.48%
DARLING INGREDIENTS INC5.11%
VERALTO CORP4.93%
CORE & MAIN IN-A4.61%
CLEAN HARBORS INC4.54%
GFL ENVIRONM-SUB4.42%
DONALDSON CO INC4.40%
ADVANCED DRAINAGE SYSTEMS INC4.27%
TETRA TECH INC4.09%
NGK INSULATORS3.99%
FED SIGNAL CORP3.74%
KURITA WATER INDUSTRIES LTD COMMON STOCK3.19%
DRAX GROUP PLC2.28%
CASELLA WASTE SYS INC CL A2.08%
ORGANO CORP1.74%
ARCADIS NV1.51%
CLEANAWAY WASTE1.34%
State Street Navigator Securities Lending Portfolio II0.92%
TAKUMA CO0.89%
DAIEI KANKYO CO0.72%
PURECYCLE TECHNOLOGIES INC0.43%

DFDMX (March 31, 2026)

SecurityWeight
ECOLAB INC5.37%
VULCAN MATERIALS CO5.15%
KINSALE CAPITAL GROUP INC4.30%
VERALTO CORP4.13%
HEICO CORP CL A4.13%
VEEVA SYSTEMS-A3.95%
BIO-TECHNE CORP3.95%
CBRE GROUP INC - CL A3.74%
TRANSDIGM GROUP INC3.70%
APPFOLIO INC - A3.65%
OLD DOMINION FRT3.18%
WEST PHARMACEUTICAL SVCS INC3.06%
PTC INC3.05%
WASTE CONNECTIONS INC3.04%
COPART INC2.87%
COSTAR GROUP INC2.81%
TYLER TECHNOLOGIES INC2.66%
MSCI INC2.60%
METTLER-TOLEDO INTL INC2.58%
GOOSEHEAD INSURANCE2.53%
MOODYS CORP2.51%
CADENCE DESIGN SYSTEMS INC2.31%
MONOLITHIC POWER SYS INC2.18%
FIRST AM-TR OB-X2.14%
BROWN & BROWN1.94%
REPLIGEN CORP1.89%
SITEONE LANDSCAPE SUPPLY INC1.87%
MICROCHIP TECHNOLOGY1.78%
FLOOR & DECOR-A1.77%
MARKEL GROUP INC1.74%
ENTEGRIS INC1.70%
BOOZ ALLEN HAMILTON HLDG CL A1.65%
MANHATTAN ASSOCIATES INC1.37%
GUIDEWIRE SOFTWARE INC1.34%
NOVANTA INC1.28%
MORNINGSTAR INC1.16%
ATLASSIAN CORP PLC CLS A0.91%

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