TCW Transform Supply Chain ETF (SUPP)

SUPP Holdings Information

SUPP is an equity ETF with a total of 24 individual holdings. The top holdings are NVIDIA stock at 8.28%, Waste Connections at 7.42%, Martin Marietta Materials at 6.71%, Eaton Corporation at 6.71%, and Broadcom at 6.68%.

• Total Holdings: 24
• Top 10 Percentage: 63.35%
• Asset Class: Equity
• ETF Category: Large Blend
• Assets: 10.73M
• PE Ratio: 38.66

Top 25 Holdings

As of Oct 10, 2025

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No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	8.28%	4,737
2	TSX: WCN	Waste Connections, Inc.	7.42%	4,500
3	MLM	Martin Marietta Materials, Inc.	6.71%	1,113
4	ETN	Eaton Corporation plc	6.71%	1,905
5	AVGO	Broadcom Inc.	6.68%	2,157
6	TDG	TransDigm Group Incorporated	6.41%	526
7	VMC	Vulcan Materials Company	6.10%	2,123
8	TSM	Taiwan Semiconductor Manufacturing Company Limited	5.78%	2,160
9	CRS	Carpenter Technology Corporation	4.68%	2,036
10	TSX: GFL	GFL Environmental Inc.	4.57%	10,439
11	PTC	PTC Inc.	4.55%	2,423
12	TT	Trane Technologies plc	4.33%	1,095
13	MRVL	Marvell Technology, Inc.	3.19%	3,909
14	ORLY	O'Reilly Automotive, Inc.	3.12%	3,203
15	WMS	Advanced Drainage Systems, Inc.	2.86%	2,239
16	TSX: CP	Canadian Pacific Kansas City Limited	2.86%	3,997
17	ROP	Roper Technologies, Inc.	2.79%	575
18	n/a	Us Dollars	2.39%	250,772
19	ETR: SIE	Siemens Aktiengesellschaft	2.23%	831
20	ASML	ASML Holding N.V.	2.22%	249
21	FERG	Ferguson Enterprises Inc.	2.09%	948
22	CGNX	Cognex Corporation	1.84%	4,721
23	WSC	WillScot Holdings Corporation	1.20%	5,813
24	SAIA	Saia, Inc.	0.98%	350