TCW Transform Supply Chain ETF (SUPP) Holdings $70.03 -0.19 (-0.27%) As of 09/19/2025 Add Compare Share Share Holdings Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Top 24 SUPP HoldingsRankCompanyCurrent PriceWeightShares Held1NVDANVIDIA$176.67+0.2%7.83%4,7372Waste Connections, Inc.N/A7.74%4,5003AVGOBroadcom$344.94-0.1%7.03%2,1574TDGTransdigm Group$1,281.44-0.4%6.68%5265MLMMartin Marietta Materials$618.41-0.3%6.62%1,1136ETNEaton$374.95+1.0%6.42%1,9057VMCVulcan Materials$297.51-0.4%6.01%2,1238TSMTaiwan Semiconductor Manufacturing$264.27-1.6%5.25%2,1609GFL Environmental Inc.N/A4.83%10,43910CRSCarpenter Technology$239.52-2.9%4.82%2,03611PTCPTC$205.95-0.1%4.79%2,42312TTTrane Technologies$406.93+1.1%4.34%1,09513FERGFerguson$229.33+0.1%3.65%1,65014ORLYO'Reilly Automotive$103.93+0.2%3.31%3,20315WMSAdvanced Drainage Systems$143.14-1.1%3.00%2,23916Canadian Pacific Kansas City LimitedN/A2.89%3,99717Roper Technologies, Inc.N/A2.89%57518MRVLMarvell Technology$74.26+0.0%2.53%3,90919Siemens AktiengesellschaftN/A2.15%83120CGNXCognex$46.48+0.6%2.03%4,72121ASMLASML$932.15+0.5%1.94%24922WSCWillScot$22.57-0.5%1.28%5,81323SAIASaia$310.04-1.5%1.04%35024Us DollarsN/A0.94%96,975 Geographic ExposureUnited States75.2%Canada14.4%Jersey4.2%Ireland3.2%Germany2.5%Currency ExposureUSD97.6%EUR2.5%Sector ExposureIndustrials39.6%Materials17.9%Technology17.5%Health Care3.4%Energy2.8%Industry ExposureSemiconductors & Semiconductor Equipment17.5%Construction Materials14.7%Commercial Services & Supplies13.4%Transportation Infrastructure8.8%Electrical Equipment7.1%Aerospace & Defense6.2%Health Care Equipment & Supplies3.4%Metals & Mining3.3%Renewable Energy2.8%Trading Companies & Distributors0.9%SubIndustry ExposureSemiconductors17.5%Construction Materials14.7%Environmental & Facilities Services13.4%Highways & Railtracks7.6%Electrical Components & Equipment7.1%Aerospace & Defense6.2%Life Sciences Tools & Services3.4%Precious Metals & Minerals3.3%Renewable Energy Equipment2.8%Trucking1.2%Trading Companies & Distributors0.9% Related Companies and Tools Related Companies JCHI Holdings MOTE Holdings TOKE Holdings RBLD Holdings PSIL Holdings NBCT Holdings SROI Holdings FMKT Holdings FSST Holdings HELX Holdings This page (BATS:SUPP) was last updated on 9/21/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredHe Called Nvidia at $1.10. 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