TCW Transform Supply Chain ETF (SUPP)

SUPP Holdings List

As of Nov 19, 2024

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No.	Symbol	Name	% Weight	Shares
1	TSX: WCN	Waste Connections, Inc.	9.42%	11,102
2	WSC	WillScot Holdings Corporation	7.53%	47,405
3	MLM	Martin Marietta Materials, Inc.	6.90%	2,593
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	6.73%	7,855
5	TDG	TransDigm Group Incorporated	6.49%	1,103
6	NVDA	NVIDIA Corporation	6.31%	9,507
7	ETN	Eaton Corporation plc	5.67%	3,456
8	VMC	Vulcan Materials Company	5.37%	4,248
9	PTC	PTC Inc.	5.22%	6,085
10	TT	Trane Technologies plc	5.20%	2,782
11	TSX: CP	Canadian Pacific Kansas City Limited	5.01%	14,988
12	FERG	Ferguson Enterprises Inc.	4.94%	5,359
13	TSX: GFL	GFL Environmental Inc.	4.93%	23,918
14	WM	Waste Management, Inc.	3.92%	3,937
15	MU	Micron Technology, Inc.	3.15%	7,036
16	WMS	Advanced Drainage Systems, Inc.	2.79%	4,778
17	CSX	CSX Corporation	2.47%	15,703
18	TECK	Teck Resources Limited	2.31%	10,868
19	SAIA	Saia, Inc.	1.34%	556
20	LRCX	Lam Research Corporation	1.19%	3,733
21	n/a	Us Dollars	1.14%	250,843
22	URI	United Rentals, Inc.	1.00%	269
23	ETR: SIE	Siemens Aktiengesellschaft	0.96%	1,139

As of Nov 19, 2024