Companies included in CSMD
This is CSMD's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–46 of 46.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVT | nVent Electric PLC | 143,864 | NS | 4.744965% |
| STRL | Sterling Infrastructure Inc | 38,977 | NS | 4.638599% |
| FIX | Comfort Systems USA Inc | 10,381 | NS | 4.409249% |
| CW | Curtiss-Wright Corp | 26,284 | NS | 4.369112% |
| VMI | Valmont Industries Inc | 32,392 | NS | 3.798257% |
| RMBS | Rambus Inc | 134,287 | NS | 3.56776% |
| CRS | Carpenter Technology Corp | 30,263 | NS | 2.990937% |
| BJ | BJ's Wholesale Club Holdings I | 128,951 | NS | 2.794427% |
| PEN | Penumbra Inc | 36,963 | NS | 2.785303% |
| RBRK | Rubrik Inc | 208,436 | NS | 2.558407% |
| ENTG | Entegris Inc | 77,598 | NS | 2.532137% |
| RRC | Range Resources Corp | 239,413 | NS | 2.40373% |
| NOVT | Novanta Inc | 79,527 | NS | 2.377572% |
| BOOT | Boot Barn Holdings Inc | 59,828 | NS | 2.367503% |
| HWKN | Hawkins Inc | 59,752 | NS | 2.309331% |
| HALO | Halozyme Therapeutics Inc | 156,567 | NS | 2.300464% |
| STE | STERIS PLC | 45,152 | NS | 2.260191% |
| LECO | Lincoln Electric Holdings Inc | 36,937 | NS | 2.259208% |
| PBH | Prestige Consumer Healthcare I | 170,357 | NS | 2.214478% |
| TMDX | TransMedics Group Inc | 94,312 | NS | 2.193982% |
| KRMN | Karman Holdings Inc | 136,349 | NS | 2.13935% |
| MEDP | Medpace Holdings Inc | 21,682 | NS | 2.095123% |
| UFPT | UFP Technologies Inc | 46,421 | NS | 2.053178% |
| PTC | PTC Inc | 63,412 | NS | 1.994876% |
| RGEN | Repligen Corp | 69,834 | NS | 1.90694% |
| MIR | Mirion Technologies Inc | 414,324 | NS | 1.888669% |
| PJT | PJT Partners Inc | 52,554 | NS | 1.852709% |
| TSCO | Tractor Supply Co | 216,528 | NS | 1.754163% |
| FND | Floor & Decor Holdings Inc | 153,475 | NS | 1.714477% |
| OLLI | Ollie's Bargain Outlet Holding | 84,805 | NS | 1.69331% |
| BROS | Dutch Bros Inc | 126,514 | NS | 1.679309% |
| AFRM | Affirm Holdings Inc | 112,003 | NS | 1.661706% |
| TRNO | Terreno Realty Corp | 108,610 | NS | 1.634429% |
| ELF | elf Beauty Inc | 110,403 | NS | 1.630069% |
| CELH | Celsius Holdings Inc | 210,082 | NS | 1.627754% |
| PODD | Insulet Corp | 38,048 | NS | 1.511688% |
| EXLS | ExlService Holdings Inc | 198,432 | NS | 1.460087% |
| CDW | CDW Corp/DE | 44,428 | NS | 1.403914% |
| FXFXX | First American Treasury Obliga | 6,022,262.73 | NS | 1.389979% |
| AVY | Avery Dennison Corp | 36,291 | NS | 1.373112% |
| COO | Cooper Cos Inc/The | 85,861 | NS | 1.246508% |
| CVLT | Commvault Systems Inc | 50,095 | NS | 1.143277% |
| KNSL | Kinsale Capital Group Inc | 15,132 | NS | 1.13023% |
| CRDO | Credo Technology Group Holding | 27,474 | NS | 1.10343% |
| BMI | Badger Meter Inc | 39,174 | NS | 1.093223% |
| SPSC | SPS Commerce Inc | -189 | NS | -0.002448% |
SEC N-PORT snapshot as of .