Holdings (Monthly)
Guide ↗
TCW Transform Supply Chain ETF
· TCW ETF Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 67066G104 | Jan 2026 | 4,737 | $905K | 8.29% | EC |
| 2 | MARTIN MARIETTA MATERIALS | 573284106 | Jan 2026 | 1,221 | $796K | 7.29% | EC |
| 3 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | Jan 2026 | 2,338 | $773K | 7.08% | EC |
| 4 | TRANSDIGM GROUP INC | 893641100 | Jan 2026 | 526 | $751K | 6.87% | EC |
| 5 | BROADCOM INC | 11135F101 | Jan 2026 | 2,067 | $685K | 6.27% | EC |
| 6 | GFL ENVIRONMENTAL INC-SUB VT | 36168Q104 | Jan 2026 | 15,713 | $675K | 6.18% | EC |
| 7 | EATON CORP PLC | G29183103 | Jan 2026 | 1,550 | $545K | 4.99% | EC |
| 8 | AMAZON.COM INC | 023135106 | Jan 2026 | 2,175 | $520K | 4.76% | EC |
| 9 | CARPENTER TECHNOLOGY | 144285103 | Jan 2026 | 1,575 | $501K | 4.58% | EC |
| 10 | ASML HOLDING NV-NY REG SHS | N07059210 | Jan 2026 | 351 | $499K | 4.57% | EC |
| 11 | TRANE TECHNOLOGIES PLC | G8994E103 | Jan 2026 | 953 | $401K | 3.67% | EC |
| 12 | FERGUSON ENTERPRISES INC | 31488V107 | Jan 2026 | 1,387 | $350K | 3.21% | EC |
| 13 | ADVANCED DRAINAGE SYSTEMS IN | 00790R104 | Jan 2026 | 2,239 | $340K | 3.12% | EC |
| 14 | VULCAN MATERIALS CO | 929160109 | Jan 2026 | 1,127 | $339K | 3.10% | EC |
| 15 | O'REILLY AUTOMOTIVE INC | 67103H107 | Jan 2026 | 3,203 | $315K | 2.89% | EC |
| 16 | SIEMENS AG-REG /EUR/ | D69671218 | Jan 2026 | 1,014 | $308K | 2.82% | EC |
| 17 | PTC INC | 69370C100 | Jan 2026 | 1,593 | $249K | 2.28% | EC |
| 18 | API GROUP CORP | 00187Y100 | Jan 2026 | 5,862 | $244K | 2.23% | EC |
| 19 | CANADIAN PACIFIC KANSAS CITY | 13646K108 | Jan 2026 | 3,226 | $240K | 2.20% | EC |
| 20 | LAM RESEARCH CORP | 512807306 | Jan 2026 | 996 | $233K | 2.13% | EC |
| 21 | WASTE CONNECTIONS INC | 94106B101 | Jan 2026 | 1,248 | $209K | 1.91% | EC |
| 22 | SAIA INC | 78709Y105 | Jan 2026 | 581 | $195K | 1.78% | EC |
| 23 | SYMBOTIC INC | 87151X101 | Jan 2026 | 3,416 | $186K | 1.70% | EC |
| 24 | COGNEX CORP | 192422103 | Jan 2026 | 4,721 | $183K | 1.67% | EC |
| 25 | CATERPILLAR INC | 149123101 | Jan 2026 | 255 | $168K | 1.53% | EC |
| 26 | WILLSCOT HOLDINGS CORP | 971378104 | Jan 2026 | 8,275 | $166K | 1.52% | EC |
| 27 | MARVELL TECHNOLOGY INC | 573874104 | Jan 2026 | 1,504 | $119K | 1.09% | EC |