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TSME vs LSMIX

Shared holdings
11
TSME covered by LSMIX
11.60%
LSMIX covered by TSME
11.60%

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.

TSME (March 31, 2026)

SecurityWeight
MODINE MFG CO3.54%
BEL FUSE INC NV CL B3.38%
COHERENT CORP2.79%
LIMBACH HOLDINGS INC2.66%
TURNING POINT BRANDS INC2.64%
ELEMENT SOLUTIONS INC2.61%
CECO ENVIRONMNTL2.43%
FTAI AVIATION LTD2.41%
LITTELFUSE INC2.39%
SHARKNINJA INC2.37%
CELESTICA INC SUB VTG2.18%
CASEY'S GENERAL2.13%
LSI INDUSTRIES INC2.10%
ENOVA INTL INC2.09%
UNIVERSAL TECHNI2.01%
NPK INTERNATIONAL INC1.99%
NVENT ELECTRIC PLC1.97%
PATRICK INDUSTRIES INC1.89%
VIKING HOLDINGS LTD1.88%
ONEMAIN HOLDINGS INC1.86%
INTERDIGITAL INC1.79%
RYDER SYSTEM INC1.79%
FED SIGNAL CORP1.72%
CORE & MAIN IN-A1.69%
IES HOLDINGS INC1.69%
GPGI INC1.65%
AVANOS MEDICAL INC1.55%
DAKTRONICS INC1.53%
INSTALLED BUILDING PRODUCTS INC1.51%
STANDEX INTL CORP1.45%
STEEL DYNAMICS INC1.43%
NISOURCE INC1.42%
ROYALTY PHARMA PLC1.40%
QUANTA SVCS INC1.38%
STERIS PLC1.35%
AUTOZONE INC1.29%
LABCORP HOLDINGS INC1.26%
CLIMB GLOBAL SOLUTIONS INC1.23%
FEDERAL AGRI MTG NON VTG CL C1.23%
I3 VERTICALS INC CL A1.21%
TOPBUILD CORP1.21%
BURLINGTON STORES INC1.20%
OLD REPUBLIC INTL CORP1.18%
REGAL REXNORD CORP1.17%
BIO-TECHNE CORP1.11%
SAIA INC1.10%
RAYMOND JAMES FINANCIAL INC.1.09%
TALEN ENERGY CORP1.09%
ADVANCED DRAINAGE SYSTEMS INC1.08%
TEMPUR SEALY INTERNATIONAL INC1.07%

LSMIX (March 31, 2026)

SecurityWeight
FIXED INC CLEARING CORP.REPO2.98%
BWX TECHNOLOGIES INC2.40%
CASEY'S GENERAL2.34%
ADV ENERGY INDS2.29%
CIENA CORP2.20%
RBC BEARINGS INC2.10%
INSMED INC2.01%
ITT INC1.86%
LAUREATE EDUCATION INC CL A1.84%
MKS INSTRUMENTS INC1.84%
NOVA LTD1.82%
NATERA INC1.75%
ATI INC1.72%
LEGENCE CORP-A1.70%
GENERAC HOLDINGS INC1.63%
ALLEGRO MICROSYSTEMS INC1.60%
AXOS FINANCIAL INC1.60%
FLOWSERVE CORP1.56%
LIFE TIME GROUP HOLDINGS INC1.56%
MAGNOLIA OIL and GAS CORPO CL A1.51%
ENOVA INTL INC1.47%
VSE CORP1.43%
KARMAN HOLDINGS INC1.40%
TEXAS ROADHOUSE INC1.39%
TRIMBLE INC1.38%
UNIVERSAL TECHNI1.35%
PRIVIA HEALTH GROUP INC1.35%
NEUROCRINE BIOSCIENCES INC1.35%
HEXCEL CORPORATION1.33%
RAMBUS INC1.32%
HEALTHEQUITY INC1.31%
LEONARDO DRS INC1.29%
CRANE CO1.29%
FED SIGNAL CORP1.28%
JAZZ PHARMA PLC1.28%
ALKERMES PLC1.26%
FLOWCO HOLDINGS INC1.23%
INTERDIGITAL INC1.22%
STIFEL FINANCIAL CORP1.21%
CACI INTL-A1.21%
SILICON LABS1.19%
BRIGHTSPRING HEALTH SERVICES INC1.16%
Ascendis Pharma A/S1.14%
REPLIGEN CORP1.11%
STONEX GROUP INC1.11%
PERFORMANCE FOOD GROUP CO1.09%
INNOVEX INTERNATIONAL INC1.03%
BJS WHSL CLUB HLDGS INC1.02%
PLANET FITNESS INC CL A1.01%
GLAUKOS CORP1.01%

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