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STRMX vs TPHE

Shared holdings
6
STRMX covered by TPHE
6.18%
TPHE covered by STRMX
6.18%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

STRMX (March 31, 2025)

SecurityWeight
GLOBE LIFE INC4.43%
CORTEVA INC4.22%
PAYCOM SOFTWARE INC4.04%
NISOURCE INC3.99%
HUMANA INC3.88%
CBRE GROUP INC - CL A3.88%
TAKE-TWO INTERACTV SOFTWR INC3.67%
EURONET WORLDWIDE INC3.66%
SS&C TECHNOLOGIE3.56%
MARKEL GROUP INC3.36%
SLM CORP3.23%
DOLLAR GENERAL CORP3.17%
RADIAN GROUP INC3.02%
CMS ENERGY CORP2.92%
JACOBS SOLUTIONS INC2.82%
HILTON WORLDWIDE HOLDINGS INC2.82%
CENTENE CORP2.73%
GENTEX CORP2.60%
GLOBAL PAYMENTS INC2.56%
AIR LEASE CORP CL A2.52%
ALLEGION PLC2.43%
COLUMBIA SPORTSWEAR CO2.43%
PINNACLE FINL PARTNERS INC2.22%
ARROW ELECTRONICS INC2.11%
CROWN HOLDINGS INC2.09%
CACI INTL-A2.04%
MOHAWK INDUSTRIES INC2.00%
PERMIAN RESOURCES CORP CL A1.98%
MUELLER INDUSTRIES INC1.93%
ASGN INC1.91%
EBAY INC1.90%
CSX CORP1.89%
DEVON ENERGY CORP1.85%
TEMPUR SEALY INTERNATIONAL INC1.65%
IDACORP INC1.61%
NCR VOYIX CORP1.33%
Federated Hermes Treasury Oligations Fund1.24%
FORTREA HOLDINGS INC0.34%

TPHE (Sept. 30, 2025)

SecurityWeight
SEAGATE TECHNOLO2.29%
EVERGY INC1.73%
ATMOS ENERGY CORP1.56%
NISOURCE INC1.47%
DTE ENERGY CO1.43%
CMS ENERGY CORP1.39%
WEC ENERGY GROUP INC1.38%
ALLIANT ENERGY CORPORATION1.38%
CME GROUP INC CL A1.36%
ILLINOIS TOOL WORKS INC1.33%
AMEREN CORP1.30%
GENERAL DYNAMICS CORPORATION1.29%
CATERPILLAR INC1.27%
SOUTHERN CO1.25%
SYSCO CORP1.25%
AMERICAN ELECTRIC POWER CO INC1.25%
EVERSOURCE ENERGY1.20%
QUEST DIAGNOSTICS INC1.19%
CINCINNATI FINANCIAL CORP1.15%
PACKAGING CORP OF AMERICA1.15%
CSX CORP1.14%
TD SYNNEX CORP1.14%
AFLAC INC1.13%
UNION PACIFIC CORP1.13%
CH ROBINSON WORLDWIDE INC1.12%
OTIS WORLDWIDE CORP1.10%
CENTERPOINT ENERGY INC1.10%
FASTENAL CO1.10%
OCCIDENTAL PETROLEUM CORP1.09%
PHILLIPS 661.09%
RPM INTL INC1.08%
NORFOLK SOUTHERN CORP1.08%
PRINCIPAL FINL GROUP INC1.08%
KIMBERLY CLARK CORP1.07%
PPG INDUSTRIES INC1.06%
VALERO ENERGY CORP1.06%
CONSOLIDATED EDISON INC1.05%
EAST WEST BNCRP1.05%
MASCO CORPORATION1.04%
AVERY DENNISON CORP1.02%
ROCKWELL AUTOMATION INC1.02%
PUB SERV ENTERP1.01%
MCCORMICK-N/V1.00%
NEWMONT CORP1.00%
SNAP-ON INCORPORATED1.00%
COGNIZANT TECH SOLUTIONS CL A0.99%
WILLIAMS COS INC0.97%
KINDER MORGAN INC0.96%
NEXTERA ENERGY INC0.95%
SERVICE CORP INTERNATIONAL INC0.95%

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