OAM
Oberweis Asset Management Portfolio holdings
AUM
$2.61B
1-Year Est. Return
53.13%
1 Year Est. Return
+53.13%
AUM
$2.61B
AUM Growth
+$313M
(+14%)
Holding
208
Top Buys
| 1 | +$21.1M | |
| 2 | +$20.2M | |
| 3 | +$19.4M | |
| 4 |
Littelfuse
LFUS
|
+$16.1M |
| 5 |
New York Times
NYT
|
+$14.5M |
Top Sells
| 1 | +$23.2M | |
| 2 | +$18.1M | |
| 3 | +$17.2M | |
| 4 |
Credo Technology Group
CRDO
|
+$16.7M |
| 5 |
BellRing Brands
BRBR
|
+$15.3M |
Sector Composition
| 1 | Technology | 40.8% |
| 2 | Industrials | 17.96% |
| 3 | Healthcare | 15.54% |
| 4 | Consumer Discretionary | 11.69% |
| 5 | Financials | 4.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Credo Technology Group
CRDO
$34.2B
| $93.8M | 3.59% |
643,948
-114,620
|
|
||
2
Lumentum
LITE
$21.5B
| $53.5M | 2.05% |
328,630
+59,580
|
|
||
3
Rambus
RMBS
$10.6B
| $52.9M | 2.03% |
507,899
+2,119
|
|
||
4
Ambarella
AMBA
$2.99B
| $50.4M | 1.93% |
611,360
+38,000
|
|
||
5
SharkNinja
SN
$15.2B
| $49.8M | 1.91% |
482,810
-1,750
|
|
||
6
Applied Optoelectronics
AAOI
$1.75B
| $49M | 1.87% |
1,888,041
|
|
||
7
Encompass Health
EHC
$11.4B
| $45.6M | 1.75% |
358,800
-225
|
|
||
8
Frontdoor
FTDR
$3.79B
| $41.1M | 1.57% |
610,860
|
|
||
9
ADMA Biologics
ADMA
$4.69B
| $39.8M | 1.52% |
2,712,040
-423,850
|
|
||
10
American Superconductor
AMSC
$1.45B
| $39.5M | 1.51% |
665,700
-2,500
|
|
||
11
Sportradar
SRAD
$6.76B
| $37.1M | 1.42% |
1,379,100
+1,700
|
|
||
12
Nova
NVMI
$9.56B
| $36.2M | 1.39% |
113,285
+185
|
|
||
13
Itron
ITRI
$4.41B
| $35.4M | 1.36% |
284,150
-350
|
|
||
14
Skywest
SKYW
$4.14B
| $33.3M | 1.27% |
330,790
-210
|
|
||
15
SiTime
SITM
$9.04B
| $32.1M | 1.23% |
106,396
+32,900
|
|
||
|
WAY
16
Waystar Holding Corp
WAY
$6.74B
| $31.7M | 1.21% |
836,550
+91,570
|
|
||
17
Mercury Systems
MRCY
$4.22B
| $30.8M | 1.18% |
398,500
|
|
||
18
Clean Harbors
CLH
$12.7B
| $27.1M | 1.04% |
116,770
-530
|
|
||
19
Stride
LRN
$2.68B
| $27.1M | 1.04% |
181,800
|
|
||
20
BrightSpring Health Services
BTSG
$6.33B
| $26.8M | 1.03% |
908,000
+132,200
|
|
||
21
Primoris Services
PRIM
$6.78B
| $26.4M | 1.01% |
192,400
|
|
||
22
DigitalOcean
DOCN
$4.2B
| $26.4M | 1.01% |
772,000
+140,080
|
|
||
23
OSI Systems
OSIS
$4.64B
| $25.3M | 0.97% |
101,400
-7,600
|
|
||
|
TPC
24
Tutor Perini Cor
TPC
$3.57B
| $24.8M | 0.95% |
377,800
|
|
||
25
Veracyte
VCYT
$3.77B
| $24.8M | 0.95% |
721,690
-4,800
|
|