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GCSDX vs DFDMX

Shared holdings
8
GCSDX covered by DFDMX
16.83%
DFDMX covered by GCSDX
16.83%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GCSDX (Feb. 28, 2026)

SecurityWeight
RBC BEARINGS INC6.65%
KEYSIGHT TECHNOLOGIES INC6.52%
MONOLITHIC POWER SYS INC4.26%
ROLLINS INC4.26%
ADVANCED DRAINAGE SYSTEMS INC4.01%
BALCHEM CORP3.97%
AAON INC3.92%
AXON ENTERPRISE INC3.75%
BURLINGTON STORES INC3.71%
EXPONENT INC3.67%
FRST AM-GV OB-X3.42%
EXLSERVICE HOLDINGS INC3.41%
GLOBUS MEDICAL INC3.25%
REPLIGEN CORP3.13%
CHURCH & DWIGHT3.01%
CONSTRUCTION PARTNERS INC CL A2.83%
TYLER TECHNOLOGIES INC2.82%
ONTO INNOVATION INC2.70%
OLLIES BARGAIN OUTLET HOLDINGS INC2.60%
KINSALE CAPITAL GROUP INC2.59%
BIO-TECHNE CORP2.37%
NOVANTA INC2.20%
FAIR ISAAC CORP2.17%
COPART INC2.11%
RYAN SPECIALTY HOLDINGS INC2.01%
POOL CORP1.90%
WATSCO INC1.88%
DESCARTES SYS1.86%
HEALTHEQUITY INC1.80%
COSTAR GROUP INC1.75%
EPAM SYSTEMS INC1.23%
VERTEX INC - CLASS A1.22%
MARKETAXESS HLDGS INC1.10%
HUBSPOT INC1.01%
CERTARA INC0.93%
ABIOMED INC CVR RIGHTS (DEC 2022)0.00%

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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