TCW Transform Supply Chain ETF (SUPP) Holdings $69.86 +0.26 (+0.37%) As of 05:20 PM Eastern Add Compare Share Share Holdings Stock AnalysisChartHoldingsRatingsBuy This Stock Top 24 SUPP HoldingsRankCompanyCurrent PriceWeightShares Held1Waste Connections, Inc.N/A8.05%4,5002NVDANVIDIA$177.750.0%7.92%4,7373TDGTransdigm Group$1,289.53+1.4%6.72%5264MLMMartin Marietta Materials$610.69-0.8%6.71%1,1135ETNEaton$375.99+2.8%6.41%1,9056AVGOBroadcom$364.09+1.2%6.30%2,1577VMCVulcan Materials$294.11-0.3%6.08%2,1238GFL Environmental Inc.N/A5.08%10,4399PTCPTC$204.15-0.5%5.04%2,42310TSMTaiwan Semiconductor Manufacturing$260.80+0.6%4.83%2,16011CRSCarpenter Technology$241.68+0.7%4.78%2,03612TTTrane Technologies$403.27+0.6%4.40%1,09513FERGFerguson$214.38+1.3%3.71%1,65014ORLYO'Reilly Automotive$106.29-1.1%3.23%3,20315WMSAdvanced Drainage Systems$142.84+1.0%3.10%2,23916Canadian Pacific Kansas City LimitedN/A2.99%3,99717ROPRoper Technologies$505.23-1.4%2.92%57518MRVLMarvell Technology$67.43+0.1%2.47%3,90919Siemens AktiengesellschaftN/A2.16%83120CGNXCognex$44.16-0.5%2.05%4,72121ASMLASML$867.30+6.6%1.77%24922WSCWillScot$23.31+1.3%1.35%5,81323SAIASaia$319.50+2.2%1.00%35024Us DollarsN/A0.93%95,429 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 U.S. Global Sea to Sky Cargo ETF Holdings Janus Henderson US Sustainable Equity ETF Holdings iShares Transition-Enabling Metals ETF Holdings ProShares Equities For Rising Rates ETF Holdings First Trust Bloomberg Emerging Market Democracies ETF Holdings YieldMax Dorsey Wright Hybrid 5 Income ETF Holdings Grayscale Future of Finance ETF Holdings Ionic Inflation Protection ETF Holdings SPDR S&P Kensho Intelligent Structures ETF Holdings Global X Thematic Growth ETF Holdings This page (NYSEARCA:SUPP) was last updated on 9/15/2025 by MarketBeat.com Staff From Our PartnersHe Called Nvidia at $1.10. 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