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FRMPX vs TCMSX

Shared holdings
31
FRMPX covered by TCMSX
29.35%
TCMSX covered by FRMPX
29.35%

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.

FRMPX (Jan. 31, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A2.59%
FIRSTCASH HOLDINGS INC2.29%
DYCOM INDUSTRIES INC2.12%
CREDO TECHNOLOGY2.03%
AXSOME THERAPEUTICS INC1.99%
HEALTHEQUITY INC1.95%
STEVEN MADDEN LTD1.95%
KRATOS DEFENSE and SEC SOLTN INC1.94%
MODINE MFG CO1.88%
SOLARIS OIL IN-A1.84%
RAMBUS INC1.80%
RADNET INC1.72%
SPX TECHNOLOGIES INC1.68%
PATRICK INDUSTRIES INC1.67%
JOHN BEAN TECHNOLOGIES CORP1.66%
FED SIGNAL CORP1.64%
CARETRUST REIT INC1.58%
VSE CORP1.57%
ZURN ELKAY WATER SOLUTIONS CORP1.57%
GRANITE CONSTRUCTION INC1.53%
ESCO TECHNOLOGIES INC1.51%
GLAUKOS CORP1.51%
HURON CONSULTING GROUP INC1.47%
SEMTECH CORP1.46%
MIRION TECHNOLOGIES INC-A1.44%
BOOT BARN HOLDINGS INC1.42%
PRIVIA HEALTH GROUP INC1.39%
RED ROCK RESORTS INC1.35%
MOELIS & CO-CL A1.35%
STRIDE INC1.32%
PIPER SANDLER COS1.31%
CASELLA WASTE SYS INC CL A1.31%
AMERIS BANCORP1.30%
GUARDANT HEALTH INC1.27%
ENSIGN GROUP INC1.24%
IMPINJ INC1.23%
ADDUS HOMECARE CORP1.22%
MATADOR RESOURCES COMPANY1.21%
MAGNITE INC1.18%
COMMERCIAL METALS CO1.18%
ANI PHARMACEUTICALS INC1.17%
TREX CO INC1.17%
WINGSTOP INC1.17%
SI-BONE INC1.14%
FABRINET1.14%
BADGER METER INC1.13%
KNIFE RIVER HOLDING CO W/I1.10%
WORKIVA INC1.10%
COMMVAULT SYSTEMS INC1.08%
PREFERRED BANK LOS ANGELES1.08%

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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