TCW Transform Supply Chain ETF (SUPP) Holdings $69.06 -0.40 (-0.58%) As of 08/25/2025 03:55 PM Eastern Add Compare Share Share Holdings Stock AnalysisChartHoldingsRatingsBuy This Stock Top 23 SUPP HoldingsRankCompanyCurrent PriceWeightShares Held1NVDANVIDIA$179.81+1.0%9.18%5,3092Waste Connections, Inc.N/A8.09%4,5003TDGTransdigm Group$1,389.71-1.3%7.19%5264ETNEaton$345.94-0.5%6.56%1,9055MLMMartin Marietta Materials$605.00-0.5%6.39%1,1136AVGOBroadcom$294.23+0.1%6.26%2,1577VMCVulcan Materials$290.63-0.6%5.73%2,1238GFL Environmental Inc.N/A5.08%10,4399TSMTaiwan Semiconductor Manufacturing$235.63+1.1%5.01%2,16010CRSCarpenter Technology$241.57-1.0%4.96%2,03611PTCPTC$214.35-0.3%4.78%2,42312TTTrane Technologies$419.78-1.0%4.48%1,09513ORLYO'Reilly Automotive$102.47+0.2%3.17%3,20314FERGFerguson$232.32-0.6%3.04%1,41715ROPRoper Technologies$530.29-1.2%2.95%57516Canadian Pacific Kansas City LimitedN/A2.88%3,99717WSCWillScot$24.75-0.7%2.88%12,20018MRVLMarvell Technology$72.95-0.1%2.83%3,90919Siemens AktiengesellschaftN/A2.10%83120Us DollarsN/A2.08%218,01121LRCXLam Research$101.28+1.2%1.71%1,80622WMSAdvanced Drainage Systems$145.28-1.4%1.70%1,32823SAIASaia$308.66-3.6%0.95%350 Geographic ExposureUnited States72.8%Canada12.7%Ireland11.7%Germany2.1%Currency ExposureUSD97.9%EUR2.1%Sector ExposureIndustrials45.8%Technology26.5%Materials17.7%Consumer Discretionary5.2%Trading Companies & Distributors2.5%Information Technology1.7%Industry ExposureSemiconductors & Semiconductor Equipment23.6%Commercial Services & Supplies15.5%Construction Materials14.3%Electrical Equipment9.0%Aerospace & Defense8.4%Software4.7%Metals & Mining3.4%Auto Components3.2%Ground Transportation3.2%Construction & Engineering2.5%Trading Companies & Distributors2.5%Specialty Retail1.9%Industrial Conglomerates1.8%Transportation Infrastructure0.7%SubIndustry ExposureSemiconductors21.9%Environmental & Facilities Services15.5%Construction Materials14.3%Electrical Components & Equipment9.0%Aerospace & Defense8.4%Application Software4.7%Steel3.4%Auto Parts & Equipment3.2%Railroads3.2%Construction & Engineering2.5%Trading Companies & Distributors2.5%Automotive Retail1.9%Industrial Conglomerates1.8%Semiconductor Materials & Equipment1.7%Trucking0.7% Related Companies and Tools Related Companies Janus Henderson US Sustainable Equity ETF Holdings ProShares Equities For Rising Rates ETF Holdings iShares Transition-Enabling Metals ETF Holdings Amplify Treatments, Testing and Advancements ETF Holdings SPDR Galaxy Digital Asset Ecosystem ETF Holdings Grayscale Future of Finance ETF Holdings Global X Dorsey Wright Thematic ETF Holdings Ionic Inflation Protection ETF Holdings Global X Thematic Growth ETF Holdings YieldMax Dorsey Wright Hybrid 5 Income ETF Holdings This page (NYSEARCA:SUPP) was last updated on 8/26/2025 by MarketBeat.com Staff From Our PartnersBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. 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