TCW Transform Supply Chain ETF

SUPP

Market cap $12.5M

Net of fees, TCW Transform Supply Chain ETF returned +0.74% in Q1 2026 compared to -4.33% for the S&P 500. Strength in the specialty alloys operations business remains the growth story for Carpenter Technology as impressive demand from industrial, defense, and aerospace customers are driving orders. TransDigm shares moved lower in the quarter after its earnings release highlighted commercial aftermarket growth that disappointed the market despite continuing to grow solidly at 7%.

With trade wars wreaking havoc on the markets, investors and advisors are scrambling to pinpoint areas to place their geographic bets across the globe. Despite the temporary breather on “reciprocal” tariff policies, many expect more uncertainty ahead and are shying away from tariff-exposed regions.

It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone. The ETF market, once dominated by passive indexed strategies, has undergone a seismic shift, as issuers tap into investor demand for flexible and transparent tailor-made strategies.

Following the recent drag in A.I. companies, Eli Horton turns to other investment themes investors may be missing.

If 2024 was the story of the AI macrotrend, with AI set to upend not only technology companies but almost every part of the economy, what other macrotrends deserve a look? As political and economic shifts around the world continue to grow, investors may want to revisit the impact of shifting supply chains.

It's been a rocky August so far for U.S. investors. They have been yet again reminded markets don't only move in one direction.

The pandemic was a wake-up call for many companies, highlighting the fragility of their supply chains. After the pandemic, nearshoring, or the act of moving business production closer to home to neighboring countries, has become an important disruptive theme.

Halfway through the year, thematic equity ETFs have exhibited wide levels of dispersion but continue to capture the market's attention heading into the second half of 2024.

On Thursday, the TCW Group transferred five of its exchange traded funds to the New York Stock Exchange floor. Two funds were originally on the NYSE Arca, while the other three were previously on the Cboe BZX Exchange.

LOS ANGELES--(BUSINESS WIRE)--The TCW Group, a leading global asset management firm, today announced that, effective May 30, 2024, the listing exchange for shares of each of the following series (each, an “ETF” and, collectively, the “ETFs”) of TCW ETF Trust (the “Trust”) will be changed from each ETF's current listing exchange, as indicated below, to the floor of the New York Stock Exchange LLC (“NYSE”): ETF Ticker Current Exchange TCW Transform 500 ETF VOTE Cboe BZX Exchange, Inc. TCW Transfo.