CCM
Connective Capital Management Portfolio holdings
AUM
$107M
1-Year Est. Return
34.65%
1 Year Est. Return
+34.65%
AUM
$109M
AUM Growth
+$22.7M
(+26%)
Holding
90
Top Buys
| 1 | +$27.1M | |
| 2 | +$9.03M | |
| 3 | +$2.93M | |
| 4 |
Broadcom
AVGO
|
+$2.16M |
| 5 |
Advanced Micro Devices
AMD
|
+$2.15M |
Top Sells
| 1 | +$7.25M | |
| 2 | +$3.37M | |
| 3 | +$2.2M | |
| 4 |
IBM
IBM
|
+$1.63M |
| 5 |
HubSpot
HUBS
|
+$1.59M |
Sector Composition
| 1 | Technology | 21.34% |
| 2 | Healthcare | 11.19% |
| 3 | Communication Services | 9.3% |
| 4 | Consumer Discretionary | 7.55% |
| 5 | Consumer Staples | 4.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ooma
OOMA
$306M
| – | – |
-30,644
|
|
||
77
RCM Technologies
RCMT
$173M
| – | – |
-15,735
|
|
||
|
RENT
78
Rent the Runway
RENT
$32.3M
| – | – |
-21,485
|
|
||
|
SBFM
79
Sunshine Biopharma
SBFM
$10M
| – | – |
-11,345
|
|
||
80
SKYX Platforms
SKYX
$146M
| – | – |
-132,105
|
|
||
81
Tandem Diabetes Care
TNDM
$1.03B
| – | – |
-16,960
|
|
||
82
Interactive Strength
TRNR
$6.36M
| – | – |
-1,140
|
|
||
83
Titan International
TWI
$472M
| – | – |
-55,062
|
|
||
84
United States Antimony
UAMY
$1.71B
| – | – |
-136,088
|
|
||
85
VivoPower
VVPR
$43M
| – | – |
-108,489
|
|
||
86
cbdMD
YCBD
$9.36M
| – | – |
-11,152
|
|
||
87
Zillow
ZG
$17.1B
| – | – |
-15,524
|
|
||
88
Psyence Biomedical
PBM
$808K
| – | – |
-1,399
|
|
||
|
NBIS
89
Nebius Group N.V.
NBIS
$30.9B
| – | – |
-9,836
|
|
||
|
NMHI
90
DELISTED
Natures Miracle Holding Inc. Common Stock
NMHI
| – | – |
-15,860
|
|