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NESIX vs ROFCX

Shared holdings
20
NESIX covered by ROFCX
8.55%
ROFCX covered by NESIX
8.55%

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.

NESIX (March 31, 2026)

SecurityWeight
ARTERIS INC7.77%
ADTRAN HOLDINGS INC6.75%
VISHAY INTERTECHNOLOGY INC5.81%
DREYFUS-TR SE-IN4.46%
PDF SOLUTIONS INC3.74%
ROGERS CORP3.59%
VEECO INSTRUMENT3.48%
HARMONIC INC3.46%
TRANSCAT INC2.96%
NLIGHT INC2.96%
BADGER METER INC2.63%
VAIL RESORTS INC2.59%
CEVA INC2.48%
COHU INC2.29%
AXCELIS TECHNOLOGIES INC2.28%
ASPEN AEROGELS INC1.92%
COGNEX CORP1.84%
GENERAC HOLDINGS INC1.80%
CRYOPORT INC1.72%
MATTHEWS INTL CORP CL A1.71%
CENTURI HOLDINGS INC1.68%
BRUKER CORP1.67%
PARSONS CORP1.66%
PHOTRONICS INC1.63%
SYNAPTICS INC1.49%
TENNANT CO1.44%
MKS INSTRUMENTS INC1.32%
MAXLINEAR INC1.15%
FORMFACTOR INC1.12%
ARLO TECHNOLOGIES INC1.07%
MARVELL TECHNOLOGY INC1.03%
SUPER MICRO COMPUTER INC1.00%
VISHAY PRECISION GROUP INC1.00%
ALLEGRO MICROSYSTEMS INC1.00%
BENTLEY SYSTEM-B0.86%
EVERUS CONSTRUCTION GROUP INC0.85%
TTM TECHNOLOGIES INC0.84%
POWER INTEGRATIONS INC0.75%
MDU RESOURCES GROUP INC0.72%
SOLSTICE ADV MAT0.70%
KOPIN CORP0.65%
COSTAR GROUP INC0.63%
AMBARELLA INC0.59%
UNUSUAL MACHINES INC /US0.54%
CECO ENVIRONMNTL0.52%
PENGUIN SOLUTIONS INC0.51%
NETSKOPE INC-A0.49%
Camtek, Ltd./Israel0.44%
MASTEC INC0.43%
908 DEVICES INC0.42%

ROFCX (March 31, 2026)

SecurityWeight
FIXED INC CLEARING CORP.REPO4.81%
SELECT WATER SOLUTIONS INC CL A1.02%
KODIAK GAS SERVICES INC0.90%
ADVANCE AUTO PARTS INC0.87%
LIBERTY ENERGY INC CL A0.86%
ADTRAN HOLDINGS INC0.85%
A10 NETWORKS INC0.85%
AMERICAN PUBLIC EDUCATION INC0.84%
MISTRAS GROUP INC0.83%
COHU INC0.82%
CECO ENVIRONMNTL0.77%
DIGI INTL INC0.77%
RESIDEO TECHNOLOGIES INC0.76%
LIONSGATE STUDIOS CORP0.75%
VEECO INSTRUMENT0.74%
ORION GROUP HOLDINGS INC0.74%
UNIVERSAL TECHNI0.73%
MERCURY SYSTEMS INC0.73%
SOLARIS OIL IN-A0.73%
SEACOAST BANKING CORP FLORIDA0.73%
ULTRA CLEAN HOLDINGS INC0.72%
BANKUNITED INC0.72%
NPK INTERNATIONAL INC0.72%
NWPX INFRASTRUCTURE INC0.72%
NOW INC0.72%
AAR CORP0.71%
KNOWLES CORP0.70%
MAJOR DRILLING GROUP INTL INC0.69%
MATERION CORP0.68%
AVIAT NETWORKS INC0.68%
INGEVITY CORP0.68%
SANDRIDGE ENERGY INC0.66%
PERELLA WEINBERG PARTNERS0.66%
TETRA TECHNOLOGIES INC0.65%
AMENTUM HOLDINGS INC0.65%
VICTORY CAPITAL HOLDINGS INC CL A0.65%
FTAI INFRASTRUCTURE LLC0.65%
ATI INC0.65%
ANGIODYNAMICS INC0.64%
BUSINESS FIRST BANCSHARES INC0.64%
NAVIGATOR HOLDINGS LTD0.64%
BIOVENTUS INC0.63%
MODINE MFG CO0.63%
BAYCOM CORP0.63%
PRIMORIS SVCS CORP0.63%
PRIVIA HEALTH GROUP INC0.62%
ASTRONICS CORP0.62%
GENTHERM INC0.62%
INNOVIVA INC0.62%
IAC INC0.62%

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