---
ticker: "SUPP"
name: "TCW Transform Supply Chain ETF"
url: "https://etf.net/etf/SUPP"
grade: "D"
score: 38
graded_at: "2026-10-12"
category: "Reshoring & Supply Chain"
category_rank: "7 of 8"
methodology: "https://etf.net/methodology"
---

# SUPP: TCW Transform Supply Chain ETF

Grade **D**, Score 38 of 100. Rank 7 of 8 in Reshoring & Supply Chain.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 20 | 6 of 8 |
| Mission | 64 | 2 of 4 |
| Risk | 45 | 6 of 8 |
| Tradability | 17 | 8 of 8 |
| Holdings | 50 | 4 of 8 |
| Durability | 43 | 6 of 8 |

## Top holdings

The fund holds 28 positions. These are the largest 28, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | TSM | Taiwan Semiconductor-Sp Adr | 8.97% |
| 2 | NVDA | NVIDIA Corp | 8.72% |
| 3 | 0Y3K.L | Eaton Corp PLC | 6.55% |
| 4 | LRCX | Lam Research Corp | 6.08% |
| 5 | AMZN | Amazon.com Inc | 5.39% |
| 6 | ASML | Asml Holding Nv-Ny Reg Shs | 5.17% |
| 7 | CRS | Carpenter Technology | 5.05% |
| 8 | CGNX | Cognex Corp | 4.88% |
| 9 | TT | Trane Technologies PLC | 4.17% |
| 10 | TDG | Transdigm Group Inc | 4.10% |
| 11 | FPS | Forgent Power Solutions-Cl A | 4.04% |
| 12 | MLM | Martin Marietta Materials | 3.71% |
| 13 | GFL.TO | Gfl Environmental Inc-Sub Vt | 2.97% |
| 14 | SIE.DE | Siemens Ag-Reg /Eur/ | 2.96% |
| 15 | — | Cashusd | 2.88% |
| 16 | PTC | Ptc Inc | 2.75% |
| 17 | SAIA | Saia Inc | 2.67% |
| 18 | LFUS | Littelfuse Inc | 2.43% |
| 19 | CAT | Caterpillar Inc | 2.27% |
| 20 | CSX | Csx Corp | 2.15% |
| 21 | AVGO | Broadcom Inc | 2.01% |
| 22 | WMS | Advanced Drainage Systems In | 1.79% |
| 23 | IR | Ingersoll-Rand Inc | 1.59% |
| 24 | CP.TO | Canadian Pacific Kansas City | 1.50% |
| 25 | ORLY | O'reilly Automotive Inc | 1.42% |
| 26 | APG | Api Group Corp | 1.40% |
| 27 | FERG | Ferguson Enterprises Inc | 1.39% |
| 28 | SYM | Symbotic Inc | 1.04% |

Source: etf.net, https://etf.net/etf/SUPP. Please cite the page URL.