Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Advanced Micro Devices (NASDAQ:AMD), Uber Technologies (NYSE:UBER), Shopify Inc (NASDAQ:SHOP), Trade Desk (The) (NASDAQ:TTD).
Industry description
The investment seeks long-term capital appreciation.
The fund seeks to invest in companies that are industry leaders with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. Its portfolio generally will contain 30-60 stocks of any market capitalization. The fund may invest in IPOs and other equities new to the public markets such as direct listings by organizations as a method of initial access to public markets. The Adviser's mission is to build shareholder wealth through ownership of quality high-growth, publicly-traded companies. The fund is non-diversified.
Market Cap
The average market capitalization across the Zevenbergen Growth Investor MF is 893.07B. The market cap for tickers in the group ranges from 27.07B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is TTD at 27.07B.
Volume
The average weekly volume growth across all stocks in the Zevenbergen Growth Investor MF was 67%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 89
P/E Growth Rating: 100
Price Growth Rating: 39
SMR Rating: 100
Profit Risk Rating: 48
Seasonality Score: -26 (-100 ... +100)