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GCSDX vs WAUSX

Shared holdings
8
GCSDX covered by WAUSX
21.33%
WAUSX covered by GCSDX
21.33%

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%

WAUSX (March 31, 2026)

SecurityWeight
HEALTHEQUITY INC5.72%
UL SOLUTIONS INC CL A4.20%
SAIA INC4.07%
ENSIGN GROUP INC4.06%
SHARKNINJA INC4.01%
EVERUS CONSTRUCTION GROUP INC3.92%
RBC BEARINGS INC3.86%
ROLLINS INC3.81%
CAMTEK LTD3.80%
FABRINET3.62%
AMETEK INC NEW3.55%
PJT PARTNERS INC3.50%
MEDPACE HOLDINGS INC3.49%
NOVA LTD3.48%
HAMILTON LANE INC - A3.26%
BUILDERS FIRSTSOURCE3.14%
MONOLITHIC POWER SYS INC2.97%
NOVANTA INC2.96%
HEICO CORP CL A2.95%
GUIDEWIRE SOFTWARE INC2.82%
FLOOR & DECOR-A2.71%
GLOBAL-E ONLINE LTD2.68%
MANHATTAN ASSOCIATES INC2.65%
PROCORE TECHNOLOGIES INC2.63%
VALVOLINE INC2.62%
PAYMENTUS HOLDINGS INC CL A2.61%
TYLER TECHNOLOGIES INC2.31%
AAON INC2.22%
LOAR HOLDINGS INC2.21%
REPLIGEN CORP2.15%
WINGSTOP INC2.02%

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