EIM
Essex Investment Management Portfolio holdings
AUM
$653M
1-Year Est. Return
77.05%
1 Year Est. Return
+77.05%
AUM
$653M
AUM Growth
+$103M
(+19%)
Holding
327
Top Buys
| 1 | +$7.07M | |
| 2 | +$4.62M | |
| 3 | +$4.42M | |
| 4 |
Travere Therapeutics
TVTX
|
+$3.87M |
| 5 |
MaxLinear
MXL
|
+$3.86M |
Top Sells
| 1 | +$9.71M | |
| 2 | +$5.97M | |
| 3 | +$4.65M | |
| 4 |
NextEra Energy
NEE
|
+$4.53M |
| 5 |
NUTX
Nutex Health
NUTX
|
+$4.03M |
Sector Composition
| 1 | Industrials | 32.34% |
| 2 | Technology | 25.17% |
| 3 | Healthcare | 20.1% |
| 4 | Financials | 5.55% |
| 5 | Communication Services | 4.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Agnico Eagle Mines
AEM
$87.6B
| $6.88M | 1.05% |
40,843
-451
|
|
||
27
LSI Industries
LYTS
$569M
| $6.5M | 0.99% |
275,147
+8,926
|
|
||
28
Amazon
AMZN
$2.49T
| $6.43M | 0.98% |
29,285
-314
|
|
||
29
Xeris Biopharma Holdings
XERS
$1.19B
| $6.11M | 0.93% |
750,034
+24,260
|
|
||
30
Advanced Drainage Systems
WMS
$11.8B
| $5.95M | 0.91% |
42,898
+33,274
|
|
||
31
GE Vernova
GEV
$163B
| $5.83M | 0.89% |
9,483
-5,002
|
|
||
32
EverQuote
EVER
$949M
| $5.39M | 0.83% |
235,782
+1,105
|
|
||
33
Guidewire Software
GWRE
$18.4B
| $5.26M | 0.81% |
22,901
-364
|
|
||
34
BWX Technologies
BWXT
$16.4B
| $5.1M | 0.78% |
27,682
-446
|
|
||
35
ClearPoint Neuro
CLPT
$430M
| $5.07M | 0.78% |
232,458
-92,920
|
|
||
36
Ouster
OUST
$1.38B
| $5.02M | 0.77% |
185,664
-64,508
|
|
||
37
Stereotaxis
STXS
$230M
| $4.97M | 0.76% |
1,598,114
+53,358
|
|
||
38
Patrick Industries
PATK
$3.6B
| $4.85M | 0.74% |
46,874
+819
|
|
||
39
Crexendo
CXDO
$215M
| $4.85M | 0.74% |
745,504
+23,676
|
|
||
40
Universal Insurance Holdings
UVE
$929M
| $4.77M | 0.73% |
181,244
+5,836
|
|
||
|
BWAY
41
Brainsway
BWAY
$342M
| $4.68M | 0.72% |
310,684
+9,744
|
|
||
42
Pegasystems
PEGA
$9.3B
| $4.64M | 0.71% |
80,660
-1,313
|
|
||
43
Ocular Therapeutix
OCUL
$2.59B
| $4.61M | 0.71% |
394,076
+12,481
|
|
||
44
Salesforce
CRM
$219B
| $4.6M | 0.7% |
19,422
-75
|
|
||
45
Enviri
NVRI
$1.48B
| $4.47M | 0.68% |
352,360
+11,514
|
|
||
46
TETRA Technologies
TTI
$1.04B
| $4.47M | 0.68% |
776,904
+25,095
|
|
||
|
BBNX
47
Beta Bionics
BBNX
$1.38B
| $4.42M | 0.68% |
+222,615
|
|
||
|
PENG
48
Penguin Solutions Inc
PENG
$1.07B
| $4.42M | 0.68% |
168,126
+5,610
|
|
||
49
908 Devices
MASS
$230M
| $4.33M | 0.66% |
493,949
+16,607
|
|
||
|
STKL
50
SunOpta
STKL
$444M
| $4.07M | 0.62% |
695,206
+13,504
|
|