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TCW Transform Supply Chain ETF (SUPP) Holdings

$70.27 +1.04 (+1.50%)
As of 08/4/2025 02:08 PM Eastern

Top 24 SUPP Holdings

RankCompanyCurrent PriceWeightShares Held
1Waste Connections, Inc.N/A8.96%5,045
2
NVIDIA Corporation stock logo
NVDA
NVIDIA
$178.60
-0.8%
8.66%5,530
3
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$1,386.05
-13.9%
8.50%568
4
Eaton Corporation, PLC stock logo
ETN
Eaton
$360.27
-6.4%
7.18%2,017
5
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$606.56
+0.7%
6.96%1,270
6
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$232.92
-2.5%
6.93%3,005
7
Broadcom Inc. stock logo
AVGO
Broadcom
$295.57
-0.7%
5.96%2,204
8GFL Environmental Inc.N/A5.61%11,786
9
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$281.96
+0.0%
5.55%2,123
10
PTC Inc. stock logo
PTC
PTC
$214.91
-0.7%
4.73%2,736
11
Trane Technologies plc stock logo
TT
Trane Technologies
$427.90
-1.4%
4.70%1,095
12
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$256.14
+1.2%
3.47%1,263
13Canadian Pacific Kansas City LimitedN/A3.18%3,997
14
WillScot Holdings Corporation stock logo
WSC
WillScot
$25.29
+0.7%
2.51%8,851
15
Ferguson plc stock logo
FERG
Ferguson
$225.24
0.0%
2.45%1,115
16
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$76.53
0.0%
2.43%3,297
17Siemens AktiengesellschaftN/A2.12%831
18
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$102.01
+0.6%
1.94%2,160
19
Lam Research Corporation stock logo
LRCX
Lam Research
$96.95
-1.5%
1.75%1,806
20
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$540.21
-1.1%
1.72%305
21
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$116.71
+3.2%
1.55%1,328
22Us DollarsN/A1.35%137,510
23
Micron Technology, Inc. stock logo
MU
Micron Technology
$108.75
+0.9%
1.06%884
24
Saia, Inc. stock logo
SAIA
Saia
$298.30
-0.8%
0.72%250

Geographic Exposure

  • United States
    72.8%
  • Canada
    12.7%
  • Ireland
    11.7%
  • Germany
    2.1%

Currency Exposure

  • USD
    97.9%
  • EUR
    2.1%

Sector Exposure

  • Industrials
    45.8%
  • Technology
    26.5%
  • Materials
    17.7%
  • Consumer Discretionary
    5.2%
  • Trading Companies & Distributors
    2.5%
  • Information Technology
    1.7%

Industry Exposure

  • Semiconductors & Semiconductor Equipment
    23.6%
  • Commercial Services & Supplies
    15.5%
  • Construction Materials
    14.3%
  • Electrical Equipment
    9.0%
  • Aerospace & Defense
    8.4%
  • Software
    4.7%
  • Metals & Mining
    3.4%
  • Auto Components
    3.2%
  • Ground Transportation
    3.2%
  • Construction & Engineering
    2.5%
  • Trading Companies & Distributors
    2.5%
  • Specialty Retail
    1.9%
  • Industrial Conglomerates
    1.8%
  • Transportation Infrastructure
    0.7%

SubIndustry Exposure

  • Semiconductors
    21.9%
  • Environmental & Facilities Services
    15.5%
  • Construction Materials
    14.3%
  • Electrical Components & Equipment
    9.0%
  • Aerospace & Defense
    8.4%
  • Application Software
    4.7%
  • Steel
    3.4%
  • Auto Parts & Equipment
    3.2%
  • Railroads
    3.2%
  • Construction & Engineering
    2.5%
  • Trading Companies & Distributors
    2.5%
  • Automotive Retail
    1.9%
  • Industrial Conglomerates
    1.8%
  • Semiconductor Materials & Equipment
    1.7%
  • Trucking
    0.7%

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This page (NYSEARCA:SUPP) was last updated on 8/5/2025 by MarketBeat.com Staff
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