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 | |
|---|---|---|---|---|---|---|
101
Orion Group Holdings
ORN
$397M
| $2.58M | 0.4% |
310,652
+10,365
|
|
||
102
Upwork
UPWK
$2.55B
| $2.57M | 0.39% |
138,628
+4,432
|
|
||
103
Journey Medical
DERM
$210M
| $2.52M | 0.39% |
354,021
+125,818
|
|
||
104
Range Resources
RRC
$9.31B
| $2.52M | 0.39% |
66,909
-5,959
|
|
||
105
Phreesia
PHR
$1.21B
| $2.47M | 0.38% |
104,906
+3,676
|
|
||
106
Zeta Global
ZETA
$4.45B
| $2.46M | 0.38% |
123,944
+4,423
|
|
||
107
IBEX
IBEX
$472M
| $2.35M | 0.36% |
58,002
+1,912
|
|
||
108
Castellum
CTM
$97.5M
| $2.35M | 0.36% |
2,153,617
+63,117
|
|
||
109
Paychex
PAYX
$40.1B
| $2.26M | 0.35% |
17,867
-19
|
|
||
110
Neuropace
NPCE
$543M
| $2.23M | 0.34% |
216,722
+143,063
|
|
||
|
TEM
111
Tempus AI
TEM
$13.6B
| $2.23M | 0.34% |
27,577
-441
|
|
||
112
American Vanguard Corp
AVD
$132M
| $2.14M | 0.33% |
+372,064
|
|
||
113
Energy Recovery
ERII
$758M
| $2.13M | 0.33% |
137,886
-8,018
|
|
||
114
Riverview Bancorp
RVSB
$109M
| $2.11M | 0.32% |
392,296
+13,107
|
|
||
115
Novanta
NOVT
$4.03B
| $2.08M | 0.32% |
20,815
+704
|
|
||
116
First Solar
FSLR
$28.7B
| $2.02M | 0.31% |
9,152
|
|
||
117
FreightCar America
RAIL
$155M
| $2.01M | 0.31% |
+205,198
|
|
||
118
Perma-Fix Environmental Services
PESI
$235M
| $1.98M | 0.3% |
196,197
+6,482
|
|
||
119
Cheniere Energy
LNG
$45.4B
| $1.94M | 0.3% |
8,263
|
|
||
120
Gencor Industries
GENC
$192M
| $1.9M | 0.29% |
+129,751
|
|
||
121
Exelixis
EXEL
$11.7B
| $1.88M | 0.29% |
45,625
+44,415
|
|
||
122
Matador Resources
MTDR
$5.42B
| $1.85M | 0.28% |
41,103
+1,444
|
|
||
123
Fiverr
FVRR
$769M
| $1.85M | 0.28% |
75,619
+2,622
|
|
||
124
EyePoint Pharmaceuticals
EYPT
$1.21B
| $1.82M | 0.28% |
127,789
+4,098
|
|
||
125
Expro
XPRO
$1.61B
| $1.8M | 0.27% |
151,174
+5,225
|
|