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TCW Transform Systems ETF (NETZ) is an ETF managed by Independent / Boutique. Its largest position is GENERAL ELECTRIC CO (GE), representing 7.63% of fund assets.

TCW Transform Systems ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
NETZ
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 29, 2026
Showing 31 out of 31 holdings
Holding Weight Market Value Shares
-
GENERAL ELECTRIC CO
7.63% $112,463,847.00 387,900
-
Vertiv Holdings Co
7.05% $103,973,983.29 316,521
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SAFRAN SA
5.58% $82,240,324.21 256,675
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Broadcom Inc.
5.24% $77,273,389.31 185,117
-
GE Vernova Inc.
4.84% $71,318,754.50 65,825
-
POWELL INDUSTRIES INC
4.37% $64,373,498.63 232,169
-
APPLIED MATERIALS INC /DE
4.21% $62,045,387.20 157,280
-
Trane Technologies plc
4.16% $61,324,677.78 124,507
-
KLA CORP
3.98% $58,734,744.60 33,556
-
Venture Global, Inc.
3.83% $56,514,647.56 4,258,828
-
SANDVIK AB
3.65% $53,812,256.49 1,296,881
-
ExxonMobil Holdings Corp
3.63% $53,459,757.67 346,399
-
Bloom Energy Corp
3.33% $49,033,464.48 173,043
-
AIRBUS SE
3.29% $48,464,367.68 236,126
-
Qnity Electronics, Inc.
3.22% $47,411,281.58 337,063
-
Arista Networks, Inc.
3.02% $44,517,211.47 257,757
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SIEMENS ENERGY AG
2.55% $37,555,574.78 177,201
-
CAMECO CORP
2.41% $35,562,251.20 289,030
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CATERPILLAR INC
2.38% $35,097,927.41 39,431
-
QUANTA SERVICES, INC.
2.27% $33,414,831.78 45,914
-
Mirion Technologies, Inc.
2.24% $33,043,962.00 1,673,112
-
SCHNEIDER ELECTRIC SE
2.21% $32,575,256.60 103,334
-
UNION PACIFIC CORP
2.19% $32,323,587.04 119,948
-
REPUBLIC SERVICES, INC.
2.04% $30,077,885.64 143,762
-
MARTIN MARIETTA MATERIALS INC
1.99% $29,304,297.52 47,336
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1.81% $26,647,708.92 67,282
-
Cheniere Energy, Inc.
1.63% $23,986,088.10 87,238
-
MICROSOFT CORP
1.36% $20,089,689.48 49,266
-
Vistra Corp.
1.30% $19,163,985.76 121,414
-
COMFORT SYSTEMS USA INC
1.02% $15,058,765.75 8,183
-
FIRST SOLAR, INC.
0.91% $13,408,120.57 66,413
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