TCW Transform Supply Chain ETF (SUPP)

SUPP Holdings List

As of May 9, 2025

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No.	Symbol	Name	% Weight	Shares
1	TSX: WCN	Waste Connections, Inc.	10.80%	5,045
2	TDG	TransDigm Group Incorporated	8.55%	568
3	MLM	Martin Marietta Materials, Inc.	7.54%	1,270
4	TSX: GFL	GFL Environmental Inc.	7.46%	13,705
5	ETN	Eaton Corporation plc	6.85%	2,017
6	VMC	Vulcan Materials Company	6.27%	2,123
7	AVGO	Broadcom Inc.	5.03%	2,204
8	PTC	PTC Inc.	4.89%	2,736
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	4.86%	2,514
10	TT	Trane Technologies plc	4.86%	1,095
11	TSX: CP	Canadian Pacific Kansas City Limited	4.64%	5,770
12	WSC	WillScot Holdings Corporation	4.13%	13,999
13	NVDA	NVIDIA Corporation	3.87%	3,029
14	FERG	Ferguson Enterprises Inc.	3.09%	1,647
15	ROP	Roper Technologies, Inc.	2.93%	468
16	n/a	Us Dollars	2.53%	230,360
17	ETR: SIE	Siemens Aktiengesellschaft	2.19%	831
18	ORLY	O'Reilly Automotive, Inc.	2.15%	144
19	WMS	Advanced Drainage Systems, Inc.	1.68%	1,328
20	CRS	Carpenter Technology Corporation	1.54%	660
21	MRVL	Marvell Technology, Inc.	1.37%	2,100
22	LRCX	Lam Research Corporation	1.04%	1,254
23	MU	Micron Technology, Inc.	1.02%	1,080
24	SAIA	Saia, Inc.	0.71%	250

As of May 9, 2025