ZVNIX Zevenbergen Growth Institutional Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Zevenbergen Growth Institutional MF is 1.04T. The market cap for tickers in the group ranges from 9.06B to 4.97T. NVDA holds the highest valuation in this group at 4.97T. The lowest valued company is TTD at 9.06B.

The average weekly volume growth across all stocks in the Zevenbergen Growth Institutional MF was -26%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -20%