Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Uber Technologies (NYSE:UBER), Shopify (NYSE:SHOP), Trade Desk (The) (NASDAQ:TTD), MongoDB (NASDAQ:MDB).
Industry description
The investment seeks long-term capital appreciation.
The fund seeks to invest in companies benefiting from advancements in technology regardless of sector or industry. With a long-term investment horizon, the Adviser identifies companies with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. The fund's portfolio generally will contain 20-40 stocks of any market capitalization. It may also invest in IPOs and other equities new to the public market such as direct listings by organizations as a method of initial access to public markets. The fund is non-diversified.
Market Cap
The average market capitalization across the Zevenbergen Genea Institutional MF is 670.59B. The market cap for tickers in the group ranges from 26.12B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is MDB at 26.12B.
Volume
The average weekly volume growth across all stocks in the Zevenbergen Genea Institutional MF was 31%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 84
P/E Growth Rating: 75
Price Growth Rating: 34
SMR Rating: 50
Profit Risk Rating: 32
Seasonality Score: -19 (-100 ... +100)