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LMPOX vs TCMSX

Shared holdings
25
LMPOX covered by TCMSX
21.31%
TCMSX covered by LMPOX
21.31%

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.

LMPOX (April 30, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A5.46%
LATTICE SEMICONDUCTOR CORP3.93%
RBC BEARINGS INC3.16%
FABRINET3.02%
XPO LOGISTICS INC2.57%
ALLEGRO MICROSYSTEMS INC2.50%
ELEMENT SOLUTIONS INC2.44%
BWX TECHNOLOGIES INC2.28%
CASEY'S GENERAL2.26%
CONSTRUCTION PARTNERS INC CL A2.15%
PJT PARTNERS INC2.01%
CREDO TECHNOLOGY GROUP HOLDING LTD1.90%
ST STR SPDR S P BIOTECH E1.81%
GXO LOGISTICS INC1.79%
CACTUS INC CL A1.68%
PERFORMANCE FOOD GROUP CO1.65%
DUTCH BROS INC-A1.64%
MODINE MFG CO1.57%
MATADOR RESOURCES COMPANY1.53%
OSI SYSTEMS INC1.52%
MIRUM PHARMACEUTICALS INC1.49%
HEALTHEQUITY INC1.47%
BJS WHSL CLUB HLDGS INC1.46%
TG THERAPEUTICS INC1.44%
MOOG INC-CLASS A1.44%
BALCHEM CORP1.37%
HAMILTON LANE INC - A1.35%
GLOBAL-E ONLINE LTD1.34%
XOMETRY INC-A1.33%
MCGRATH RENTCORP1.28%
RADNET INC1.28%
BRIDGEBIO PHARMA INC1.27%
VARONIS SYSTEMS INC1.24%
WINTRUST FINL1.22%
WINGSTOP INC1.19%
KRATOS DEFENSE and SEC SOLTN INC1.07%
WIX.COM LTD1.06%
MEDPACE HOLDINGS INC1.04%
INSMED INC1.00%
SURGERY PARTNERS INC0.98%
TARSUS PHARMACEUTICALS INC0.98%
ZETA GLOBAL HOLDINGS CORP0.98%
RAMBUS INC0.97%
BOOT BARN HOLDINGS INC0.97%
SHIFT4 PAYMENTS INC0.97%
PROTAGONIST THERAPEUTICS INC0.95%
KLAVIYO INC-A0.95%
SOLARIS OIL IN-A0.94%
FTAI AVIATION LTD0.92%
TREX CO INC0.92%

TCMSX (Feb. 28, 2026)

SecurityWeight
STANDEX INTL CORP2.32%
CASELLA WASTE SYS INC CL A2.16%
GRANITE CONSTRUCTION INC2.13%
ONTO INNOVATION INC2.09%
MODINE MFG CO1.91%
FIVE BELOW INC1.87%
MSILF-GOVT-INS1.82%
ALLEGRO MICROSYSTEMS INC1.74%
BLOOM ENERGY CORP CL A1.69%
MERCURY SYSTEMS INC1.69%
CELSIUS HOLDINGS INC1.64%
BRIGHTSPRING HEALTH SERVICES INC1.60%
VSE CORP1.59%
HERC HOLDINGS INC1.57%
QXO INC1.56%
ALIGNMENT HEALTHCARE INC1.52%
DYCOM INDUSTRIES INC1.45%
GLACIER BANCORP INC1.44%
Silicon Motion Technology Corp. SPONSORED ADR1.43%
TOWER SEMICONDCT1.41%
ELF BEAUTY INC1.40%
SAIA INC1.39%
NEXTRACKER INC CL A1.39%
SPX TECHNOLOGIES INC1.39%
LUMENTUM HOLDINGS INC1.35%
CONSTRUCTION PARTNERS INC CL A1.32%
PALOMAR HOLDINGS1.29%
LOAR HOLDINGS INC1.27%
FIRSTSERVICE-WI1.25%
SITEONE LANDSCAPE SUPPLY INC1.24%
PIPER SANDLER COS1.22%
REPLIGEN CORP1.22%
LIFE TIME GROUP HOLDINGS INC1.21%
HELIOS TECHNOLOGIES INC1.21%
SKYLINE CHAMPION CORP1.19%
COGNEX CORP1.19%
WESTERN ALLIANCE BANCORP1.18%
NORTHERN OIL AND GAS INC1.17%
CREDO TECHNOLOGY GROUP HOLDING LTD1.14%
RAMBUS INC1.12%
DAVE INC1.09%
ELEMENT SOLUTIONS INC1.07%
DUTCH BROS INC-A1.07%
SITIME CORP1.05%
SOLARIS OIL IN-A1.04%
BRIDGEBIO PHARMA INC0.99%
AAON INC0.97%
ATRICURE INC0.95%
PROTAGONIST THERAPEUTICS INC0.93%
ARROWHEAD PHARMACEUTICALS INC0.91%

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