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FMEFX vs TCMSX

Shared holdings
27
FMEFX covered by TCMSX
24.60%
TCMSX covered by FMEFX
24.60%

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.

FMEFX (Jan. 31, 2026)

SecurityWeight
FIRSTCASH HOLDINGS INC1.97%
TEMPUR SEALY INTERNATIONAL INC1.96%
FTAI AVIATION LT1.89%
BLOOM ENERGY CORP CL A1.88%
AXSOME THERAPEUTICS INC1.88%
MODINE MFG CO1.85%
JABIL INC1.82%
CREDO TECHNOLOGY1.71%
KRATOS DEFENSE and SEC SOLTN INC1.69%
GUARDANT HEALTH INC1.62%
PATRICK INDUSTRIES INC1.60%
RADNET INC1.60%
PENUMBRA INC1.57%
DYNATRACE INC1.56%
SOLARIS OIL IN-A1.55%
EQUITABLE HOLDINGS INC1.50%
EMCOR GROUP INC1.49%
ROCKET LAB CORP1.46%
DYCOM INDUSTRIES INC1.45%
TEXAS ROADHOUSE INC1.44%
HEALTHEQUITY INC1.44%
WINGSTOP INC1.42%
JOHN BEAN TECHNOLOGIES CORP1.42%
CARPENTER TECHNOLOGY CORP1.41%
BOOT BARN HOLDINGS INC1.40%
SPX TECHNOLOGIES INC1.39%
EVERCORE INC A1.39%
ESCO TECHNOLOGIES INC1.38%
PIPER SANDLER COS1.37%
GLAUKOS CORP1.35%
MASTEC INC1.33%
DUTCH BROS INC-A1.31%
KRYSTAL BIOTECH INC1.30%
CASEY'S GENERAL1.29%
ADDUS HOMECARE CORP1.29%
GRANITE CONSTRUCTION INC1.28%
MIRION TECHNOLOGIES INC-A1.27%
UMB FINANCIAL CORP1.25%
RED ROCK RESORTS INC1.23%
XPO LOGISTICS INC1.21%
MERIT MEDICAL SYSTEMS INC1.20%
INSMED INC1.20%
SOUTHSTATE BANK CORP1.20%
UNIVERSAL TECHNI1.19%
SEMTECH CORP1.18%
APPLIED INDU TEC1.18%
PERMIAN RESOURCES CORP CL A1.15%
HOULIHAN LOKEY I1.15%
MASIMO CORP1.11%
JFROG LTD1.11%

TCMSX (Feb. 28, 2026)

SecurityWeight
STANDEX INTL CORP2.32%
CASELLA WASTE SYS INC CL A2.16%
GRANITE CONSTRUCTION INC2.13%
ONTO INNOVATION INC2.09%
MODINE MFG CO1.91%
FIVE BELOW INC1.87%
MSILF-GOVT-INS1.82%
ALLEGRO MICROSYSTEMS INC1.74%
BLOOM ENERGY CORP CL A1.69%
MERCURY SYSTEMS INC1.69%
CELSIUS HOLDINGS INC1.64%
BRIGHTSPRING HEALTH SERVICES INC1.60%
VSE CORP1.59%
HERC HOLDINGS INC1.57%
QXO INC1.56%
ALIGNMENT HEALTHCARE INC1.52%
DYCOM INDUSTRIES INC1.45%
GLACIER BANCORP INC1.44%
Silicon Motion Technology Corp. SPONSORED ADR1.43%
TOWER SEMICONDCT1.41%
ELF BEAUTY INC1.40%
SAIA INC1.39%
NEXTRACKER INC CL A1.39%
SPX TECHNOLOGIES INC1.39%
LUMENTUM HOLDINGS INC1.35%
CONSTRUCTION PARTNERS INC CL A1.32%
PALOMAR HOLDINGS1.29%
LOAR HOLDINGS INC1.27%
FIRSTSERVICE-WI1.25%
SITEONE LANDSCAPE SUPPLY INC1.24%
PIPER SANDLER COS1.22%
REPLIGEN CORP1.22%
LIFE TIME GROUP HOLDINGS INC1.21%
HELIOS TECHNOLOGIES INC1.21%
SKYLINE CHAMPION CORP1.19%
COGNEX CORP1.19%
WESTERN ALLIANCE BANCORP1.18%
NORTHERN OIL AND GAS INC1.17%
CREDO TECHNOLOGY GROUP HOLDING LTD1.14%
RAMBUS INC1.12%
DAVE INC1.09%
ELEMENT SOLUTIONS INC1.07%
DUTCH BROS INC-A1.07%
SITIME CORP1.05%
SOLARIS OIL IN-A1.04%
BRIDGEBIO PHARMA INC0.99%
AAON INC0.97%
ATRICURE INC0.95%
PROTAGONIST THERAPEUTICS INC0.93%
ARROWHEAD PHARMACEUTICALS INC0.91%

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