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INSIX vs CSMD

Shared holdings
8
INSIX covered by CSMD
13.45%
CSMD covered by INSIX
13.45%

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.

INSIX (March 31, 2026)

SecurityWeight
TEVA PHARMACEUTICAL IND ADR7.94%
COMFORT SYSTEMS USA INC6.40%
TALEN ENERGY CORP6.35%
KINSALE CAPITAL GROUP INC4.49%
PALOMAR HOLDINGS4.35%
FLUOR CORP3.76%
MEDPACE HOLDINGS INC3.68%
Spotify Technology SA3.63%
ARISTA NETWORKS INC3.46%
TRANSMEDICS GROUP INC3.43%
MERCADOLIBRE INC3.29%
MARATHON PETROLEUM CORP3.11%
SERVICENOW INC2.75%
FORTINET INC2.67%
U.S. Treasury Bills2.59%
STERLING INFRASTRUCTURE INC2.45%
GIGACLOUD TECHNOLOGY INC COMMON STOCK USD.052.40%
STONEX GROUP INC2.18%
QUANTA SVCS INC2.09%
MASTERCARD INC CL A2.03%
ZETA GLOBAL HOLDINGS CORP2.00%
BUMBLE INC CL A1.98%
UBER TECHNOLOGIES INC1.60%
International General Insurance Holdings, Ltd.1.58%
META PLATFORMS INC CL A1.55%
PALO ALTO NETWORKS INC1.38%
RAYMOND JAMES FINANCIAL INC.1.37%
SYNOPSYS INC1.20%
NAYAX LTD1.19%
LPL FINL HLDGS INC1.15%
O'REILLY AUTOMOTIVE INC1.12%
TOAST INC-A1.11%
ROBINHOOD MARKETS INC0.81%
Opera Ltd. (Norway)0.78%
IES HOLDINGS INC0.68%
FIRST AM-TR OB-X0.61%
INTERCONTINENTAL EXCHANGE INC0.59%
NASDAQ INC0.56%
DEXCOM INC0.49%
BADGER METER INC0.44%
CLIMB GLOBAL SOLUTIONS INC0.43%
ALLOT LTD COMMON STOCK0.42%
ALPHABET INC CL A0.40%
DAVE INC0.36%
INTUIT INC0.33%
BROADCOM INC0.26%
TAT Technologies ORD NEW0.24%
MSCI INC0.21%
LEMAITRE VASCULAR INC0.20%
XPEL INC0.20%

CSMD (April 30, 2026)

SecurityWeight
NVENT ELECTRIC PLC4.74%
STERLING INFRASTRUCTURE INC4.64%
COMFORT SYSTEMS USA INC4.41%
CURTISS WRIGHT CORPORATION4.37%
VALMONT INDUSTRIES INC3.80%
RAMBUS INC3.57%
CARPENTER TECHNOLOGY CORP2.99%
BJS WHSL CLUB HLDGS INC2.79%
PENUMBRA INC2.78%
RUBRIK INC-A2.56%
ENTEGRIS INC2.53%
RANGE RESOURCES CORP2.40%
NOVANTA INC2.38%
BOOT BARN HOLDINGS INC2.37%
HAWKINS INC2.31%
HALOZYME THERAPEUTICS INC2.30%
STERIS PLC2.26%
LINCOLN ELECTRIC HLDGS INC2.26%
PRESTIGE CONSUMER HEALTHCARE INC2.21%
TRANSMEDICS GROUP INC2.19%
KARMAN HOLDINGS INC2.14%
MEDPACE HOLDINGS INC2.09%
UFP TECHNOLOGIES INC2.05%
PTC INC1.99%
REPLIGEN CORP1.91%
MIRION TECHNOLOGIES INC-A1.89%
PJT PARTNERS INC1.85%
TRACTOR SUPPLY CO.1.75%
FLOOR & DECOR-A1.71%
OLLIES BARGAIN OUTLET HOLDINGS INC1.69%
DUTCH BROS INC-A1.68%
AFFIRM HOLDINGS INC1.66%
TERRENO REALTY CORP1.63%
ELF BEAUTY INC1.63%
CELSIUS HOLDINGS INC1.63%
INSULET CORP1.51%
EXLSERVICE HOLDINGS INC1.46%
CDW CORPORATION1.40%
FIRST AM-TR OB-X1.39%
AVERY DENNISON CORP1.37%
COOPER COS INC1.25%
COMMVAULT SYSTEMS INC1.14%
KINSALE CAPITAL GROUP INC1.13%
CREDO TECHNOLOGY GROUP HOLDING LTD1.10%
BADGER METER INC1.09%

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