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THPMX vs DALCX

Shared holdings
9
THPMX covered by DALCX
11.86%
DALCX covered by THPMX
11.86%

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.

THPMX (Feb. 28, 2026)

SecurityWeight
WARNER BROS DISCOVERY INC3.02%
VIATRIS INC2.91%
INFINEON TECHNOLOGIES AG2.34%
Kornit Digital Ltd. (Israel)2.34%
O-I GLASS INC2.26%
NEUROCRINE BIOSCIENCES INC2.24%
ALEXANDRIA REAL ES EQ INC REIT2.09%
LKQ CORP2.00%
NY COMM BANCORP1.95%
JAZZ PHARMACEUTI1.90%
NXP SEMICONDUCTO1.89%
MARVELL TECHNOLOGY INC1.85%
AMN HEALTHCARE SERVICES INC1.83%
PERFORMANCE FOOD GROUP CO1.82%
CONCENTRIX CORP1.82%
SCHWAB CHARLES CORP1.80%
TARGET CORP1.78%
CHEWY INC- CL A1.69%
XCEL ENERGY INC1.63%
EXACT SCIENCES CORP1.62%
WEC ENERGY GROUP INC1.60%
WILLSCOT MOBILE MINI HOLDINGS CORP1.60%
ALLIANT ENERGY CORPORATION1.60%
FISERV INC1.60%
TELEFLEX INC1.57%
NORTHERN TRUST CORP1.47%
ASSOCIATED BANC CORP1.44%
KEYSIGHT TECHNOLOGIES INC1.35%
ANNALY CAPITAL MGMT INC REIT1.35%
MICROCHIP TECHNOLOGY1.33%
REGAL REXNORD CORP1.32%
EBAY INC1.32%
EXXON MOBIL CORP1.32%
CHENIERE ENERGY INC1.29%
FREEPORT MCMORAN INC1.26%
ZIONS BANCORP NA1.25%
CALIX NETWORKS INC1.25%
SS&C TECHNOLOGIE1.23%
CLOROX CO1.18%
LEVI STRAUSS and COMPANY CL A1.17%
James Hardie Industries PLC1.17%
VIAVI SOLUTIONS INC1.14%
JM SMUCKER CO/THE1.14%
CAPITAL ONE FINANCIAL CORP1.13%
SMITH (AO) CORP1.12%
OMEGA HEALTHCARE INVESTORS INC1.11%
Green Thumb Industries Inc1.08%
GLOBAL NET LEASE INC1.08%
OKTA INC CL A1.07%
GLOBAL PAYMENTS INC1.06%

DALCX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep254.31%
JAZZ PHARMACEUTI3.01%
BANK OF NEW YORK MELLON CORP2.60%
LITTELFUSE INC2.46%
KEYSIGHT TECHNOLOGIES INC2.32%
PERMIAN RESOURCES CORP CL A2.24%
HERSHEY CO/THE2.16%
AMEREN CORP2.13%
BAKER HUGHES CO2.11%
DOLLAR GENERAL CORP2.06%
L3HARRIS TECHNOLOGIES INC2.05%
OGE ENERGY CORP1.98%
COTERRA ENERGY INC1.96%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC1.93%
ATMOS ENERGY CORP1.93%
AVERY DENNISON CORP1.88%
ASSURANT INC1.84%
QUEST DIAGNOSTICS INC1.84%
DOVER CORP1.84%
PROSPERITY BNCSH1.83%
HARTFORD INSURANCE GROUP INC/THE1.81%
WESCO INTL1.81%
INTL FLVR & FRAG1.80%
REGENCY CENTERS CORP REIT1.79%
EASTMAN CHEMICAL CO1.78%
SS&C TECHNOLOGIE1.76%
ITT INC1.75%
CENTERPOINT ENERGY INC1.74%
BORGWARNER INC1.73%
REINSURANCE GROUP OF AMERICA1.72%
BJS WHSL CLUB HLDGS INC1.72%
ARROW ELECTRONICS INC1.71%
ZIMMER BIOMET HO1.67%
WR BERKLEY CORP1.66%
REGIONS FINANCIAL CORP1.64%
ENCOMPASS HEALTH CORP1.62%
XCEL ENERGY INC1.60%
HASBRO INC1.60%
MKS INSTRUMENTS INC1.59%
US FOODS HOLDING CORP1.56%
GATES INDUSTRIAL1.56%
RAYMOND JAMES FINANCIAL INC.1.55%
REGAL REXNORD CORP1.55%
AGCO CORP1.54%
REPUBLIC SVCS1.53%
STAG INDUSTRIAL INC CL A1.51%
MICROCHIP TECHNOLOGY1.48%
LKQ CORP1.45%
OMNICOM GROUP INC1.45%
AVALONBAY COMMUNITIES INC REIT1.36%

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