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HTCIX Hennessy Technology Institutional Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Applied Materials (NASDAQ:AMAT), Lam Research Corp (NASDAQ:LRCX), CrowdStrike Holdings (NASDAQ:CRWD), Pure Storage (NYSE:PSTG).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in companies whose securities are listed on U.S. national securities exchanges, including through American Depositary Receipts (“ADRs”), which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. Under normal circumstances, it invests at least 80% of its net assets in securities of companies that are principally engaged in the research, design, development, manufacturing, or distributing of products or services in the technology industry.

Market Cap

The average market capitalization across the Hennessy Technology Institutional MF is 561.86B. The market cap for tickers in the group ranges from 2.27B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is CLBT at 2.27B.

Volume

The average weekly volume growth across all stocks in the Hennessy Technology Institutional MF was 87%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 62
Price Growth Rating: 47
SMR Rating: 39
Profit Risk Rating: 36
Seasonality Score: 19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Hennessy Funds Trust7250 Redwood Boulevard Suite 200Novato
Phone
N/A
Web
www.hennessyfunds.com
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HTCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HTCIX has been closely correlated with VITAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if HTCIX jumps, then VITAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTCIX
1D Price
Change %
HTCIX100%
+1.72%
VITAX - HTCIX
91%
Closely correlated
+1.11%
CCIZX - HTCIX
91%
Closely correlated
+0.80%
CCOYX - HTCIX
91%
Closely correlated
+0.80%
SCIOX - HTCIX
90%
Closely correlated
+0.80%
SLMCX - HTCIX
89%
Closely correlated
+0.80%
More