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LGHT vs BMDIX

Shared holdings
5
LGHT covered by BMDIX
10.15%
BMDIX covered by LGHT
10.15%

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.

LGHT (March 31, 2026)

SecurityWeight
INTUITIVE SURGICAL INC15.00%
RESMED INC10.13%
GE HEALTHCARE TECHNOLOGIES INC WI9.00%
VEEVA SYSTEMS-A6.40%
INSULET CORP5.75%
Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.205.39%
IQVIA HOLDINGS INC5.21%
Siemens Healthineers AG5.12%
ZIMMER BIOMET HO4.99%
DEXCOM INC4.44%
BIONTECH SE ADR3.76%
MODERNA INC3.65%
Sonova Holding AG3.42%
ALIGN TECHNOLOGY INC2.97%
MASIMO CORP2.84%
UMB Money Market Special II2.45%
COMMSTCK1.84%
ALKERMES PLC1.37%
DOXIMITY INC-A1.27%
IRHYTHM TECHNOLOGIES INC1.12%
PRIVIA HEALTH GROUP INC1.01%
ALIGNMENT HEALTHCARE INC0.55%
PROCEPT BIOROBOTICS CORP0.47%
OMNICELL INC0.41%
PROGYNY INC0.35%
TANDEM DIABETES CARE INC0.30%
TELADOC HEALTH INC0.27%
SCHRODINGER INC0.19%
LIFESTANCE HEALTH GROUP INC0.19%
PHREESIA INC0.10%
TRUBRIDGE INC0.02%

BMDIX (March 31, 2026)

SecurityWeight
CURTISS WRIGHT CORPORATION3.77%
HILTON WORLDWIDE HOLDINGS INC3.34%
CAVA GROUP INC3.20%
FASTENAL CO2.99%
XPO LOGISTICS INC2.92%
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U2.72%
FERGUSON ENTERPRISES INC2.61%
MSCI INC2.50%
DEXCOM INC2.48%
VIPER ENERGY INC A2.46%
VERTIV HOLDINGS CO2.43%
WOODWARD INC2.42%
TKO GROUP HOLDINGS INC2.38%
ILLUMINA INC2.34%
HUBBELL INC2.32%
ROLLINS INC2.26%
RESMED INC2.23%
CASEY'S GENERAL2.21%
RAYMOND JAMES FINANCIAL INC.2.18%
INSULET CORP2.14%
KONTOOR BRANDS INC2.12%
GRACO INC2.10%
HEICO CORP2.08%
MONOLITHIC POWER SYS INC2.03%
UL SOLUTIONS INC CL A1.98%
EMCOR GROUP INC1.97%
IDEXX LABS INC1.82%
VEEVA SYSTEMS-A1.81%
BROADRIDGE FINL1.81%
LIVE NATION ENTERTAINMENT INC1.81%
LENNOX INTL INC1.79%
REPLIGEN CORP1.77%
EQUIFAX INC1.76%
VICTORIA'S SECRET and CO1.73%
TWILIO INC CLASS A1.65%
DELTA AIR LI1.60%
FLOOR & DECOR-A1.59%
TYLER TECHNOLOGIES INC1.54%
DUTCH BROS INC-A1.51%
ALIGN TECHNOLOGY INC1.51%
VERISK ANALYTICS INC1.50%
BROWN FORMAN CORP NON VTG CL B1.44%
CHURCHILL DOWNS INC1.36%
WEST PHARMACEUTICAL SVCS INC1.35%
DESCARTES SYS1.22%
DATADOG INC CL A1.17%
BJS WHSL CLUB HLDGS INC1.16%
WINGSTOP INC1.11%
DOORDASH INC-A1.10%
CDW CORPORATION0.77%

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