Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Lam Research Corp (NASDAQ:LRCX), Spotify Technology SA (NYSE:SPOT).
Industry description
The investment seeks capital appreciation.
The fund, under normal market conditions, invests at least 80% of its net assets in equity securities in the form of common stock of U.S. and non-U.S. technology companies of any market capitalization, selected for their durable growth potential from the development, advancement and use of technology, however, investments in non-U.S. securities are limited to 35% of the fund’s total assets at the time of purchase. Technology companies may be located anywhere in the world, including developing countries. The fund is non-diversified.
Market Cap
The average market capitalization across the Baron Technology Institutional MF is 1.16T. The market cap for tickers in the group ranges from 38.37B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is IT at 38.37B.
Volume
The average weekly volume growth across all stocks in the Baron Technology Institutional MF was 40%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -42%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 61
Price Growth Rating: 34
SMR Rating: 45
Profit Risk Rating: 22
Seasonality Score: -3 (-100 ... +100)