TCW Transform Supply Chain ETF (SUPP)

SUPP Holdings List

As of Aug 14, 2025

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No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	9.21%	5,309
2	TSX: WCN	Waste Connections, Inc.	7.92%	4,500
3	TDG	TransDigm Group Incorporated	7.08%	526
4	MLM	Martin Marietta Materials, Inc.	6.50%	1,113
5	ETN	Eaton Corporation plc	6.45%	1,905
6	AVGO	Broadcom Inc.	6.40%	2,157
7	VMC	Vulcan Materials Company	5.93%	2,123
8	TSX: GFL	GFL Environmental Inc.	4.99%	10,439
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	4.96%	2,160
10	PTC	PTC Inc.	4.80%	2,423
11	CRS	Carpenter Technology Corporation	4.78%	2,036
12	TT	Trane Technologies plc	4.47%	1,095
13	FERG	Ferguson Enterprises Inc.	3.59%	1,650
14	ORLY	O'Reilly Automotive, Inc.	3.10%	3,203
15	WMS	Advanced Drainage Systems, Inc.	2.97%	2,239
16	MRVL	Marvell Technology, Inc.	2.94%	3,909
17	ROP	Roper Technologies, Inc.	2.88%	575
18	WSC	WillScot Holdings Corporation	2.87%	12,200
19	TSX: CP	Canadian Pacific Kansas City Limited	2.81%	3,997
20	ETR: SIE	Siemens Aktiengesellschaft	2.15%	831
21	ASML	ASML Holding N.V.	1.79%	249
22	SAIA	Saia, Inc.	1.02%	350
23	n/a	Us Dollars	0.39%	41,333

As of Aug 14, 2025