ZVGIX Zevenbergen Genea Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Uber Technologies (NYSE:UBER), Shopify Inc (NASDAQ:SHOP), MongoDB (NASDAQ:MDB), Trade Desk (The) (NASDAQ:TTD).

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.

The average market capitalization across the Zevenbergen Genea Institutional MF is 975.63B. The market cap for tickers in the group ranges from 8.7B to 5.1T. NVDA holds the highest valuation in this group at 5.1T. The lowest valued company is TTD at 8.7B.

The average weekly volume growth across all stocks in the Zevenbergen Genea Institutional MF was 55%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was -24%