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HIMDX vs TCAI

Shared holdings
4
HIMDX covered by TCAI
8.04%
TCAI covered by HIMDX
8.04%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HIMDX (Jan. 31, 2026)

SecurityWeight
CH ROBINSON WORLDWIDE INC4.78%
VIASAT INC4.63%
ECHOSTAR CORP CL A4.60%
DYCOM INDUSTRIES INC4.46%
MASTEC INC4.20%
PRIMORIS SVCS CORP3.95%
SANMINA CORP3.68%
WAYFAIR INC- A3.67%
MACYS INC3.62%
STONEX GROUP INC3.60%
CASEY'S GENERAL3.59%
JONES LANG LASALLE INC3.54%
GRANITE CONSTRUCTION INC3.45%
CROWN HOLDINGS INC3.44%
VISTANCE NETWORKS INC3.43%
LEIDOS HOLDINGS INC3.27%
TD SYNNEX CORP3.26%
CHEESECAKE FACTORY INC3.19%
AMERICAN AIRLINES GROUP INC3.18%
NEXSTAR MEDIA GROUP INC3.14%
AUTOLIV INC2.95%
LITHIA MOTORS INC CL A2.94%
JACOBS SOLUTIONS INC2.89%
CAL-MAINE FOODS INC2.47%
AECOM2.35%
LYFT INC-A2.32%
PELOTON INTERACTIVE INC CL A2.14%
PENN ENTERTAINMENT INC1.97%
FRST AM-GV OB-X1.93%
WOLVERINE WORLD WIDE INC1.72%
OPENDOOR TECHNOLOGIES INC1.64%

TCAI (Feb. 28, 2026)

SecurityWeight
VERTIV HOLDINGS CO5.13%
DELL TECHNOLOGIES INC CL C5.01%
SEAGATE TECHNOLOGY HOLDINGS PLC4.97%
CONSTELLATION ENERGY CORP4.53%
CIENA CORP4.47%
QUANTA SVCS INC4.34%
WESTERN DIGITAL CORP3.93%
MICRON TECHNOLOGY INC3.74%
NRG ENERGY INC3.68%
MASTEC INC3.39%
NVENT ELECTRIC PLC3.28%
EQT CORPORATION3.12%
SCHNEIDER ELECTR2.94%
MYR GROUP INC/DELAWARE2.78%
IREN LTD2.61%
TERAWULF INC2.45%
CIPHER MINING INC2.31%
PRIMORIS SVCS CORP2.24%
WILLIAMS COS INC2.23%
CORE SCIENTIFIC INC2.09%
DYCOM INDUSTRIES INC2.00%
EVERGY INC1.89%
VISTRA CORP1.79%
PURE STORAGE INC CL A1.78%
ARISTA NETWORKS INC1.63%
CREDO TECHNOLOGY GROUP HOLDING LTD1.62%
FORGENT POWER SOLUTIONS INC1.58%
AMPHENOL CORPORATION CL A1.58%
SUPER MICRO COMPUTER INC1.57%
MODINE MFG CO1.53%
GE VERNOVA LLC1.51%
SANDISK CORPORATION1.41%
ENTERGY CORP1.39%
HUT 8 CORP1.05%
CATERPILLAR INC1.04%
FERMI INC1.01%
MLP0.95%
SIEMENS ENERGY AG0.86%
DT MIDSTREAM INC0.86%
TALEN ENERGY CORP0.80%
NVIDIA CORP0.72%
Nebius Group NV, Class A0.66%
CUMMINS INC0.65%
CELESTICA INC SUB VTG0.45%
FRST AM-GV OB-X0.40%

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