Essex Investment Management Co LLC Top Holdings and 13F Report (2024) → Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad) About Essex Investment Management Co LLCInvestment ActivityEssex Investment Management Co LLC has $506.69 million in total holdings as of March 31, 2024.Essex Investment Management Co LLC owns shares of 306 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 12.38% of the portfolio was purchased this quarter.About 21.71% of the portfolio was sold this quarter.This quarter, Essex Investment Management Co LLC has purchased 315 new stocks and bought additional shares in 78 stocks.Essex Investment Management Co LLC sold shares of 100 stocks and completely divested from 33 stocks this quarter.Largest Holdings Microsoft $10,757,390Apple $10,727,446HCI Group $10,503,731NextEra Energy $8,604,459Salesforce $8,110,777 Largest New Holdings this Quarter Tower Semiconductor $5,520,187 HoldingDeciphera Pharmaceuticals $4,540,229 HoldingOneSpan $2,552,564 HoldingARGAN INC $2,524,321 HoldingSimilarweb $2,344,050 Holding Largest Purchases this Quarter Tower Semiconductor 165,028 shares (about $5.52M)Deciphera Pharmaceuticals 288,635 shares (about $4.54M)Dynavax Technologies 278,764 shares (about $3.46M)NextEra Energy 40,265 shares (about $2.57M)OneSpan 219,481 shares (about $2.55M) Largest Sales this Quarter Sterling Infrastructure 97,133 shares (about $10.71M)HCI Group 47,599 shares (about $5.53M)Tenet Healthcare 26,744 shares (about $2.81M)Watts Water Technologies 10,509 shares (about $2.23M)Gates Industrial 111,913 shares (about $1.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssex Investment Management Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$10,757,390$1,336,627 ▼-11.1%25,5692.1%Computer and TechnologyAAPLApple$10,727,446$1,067,634 ▼-9.1%62,5582.1%Computer and TechnologyHCIHCI Group$10,503,731$5,525,292 ▼-34.5%90,4872.1%FinanceNEENextEra Energy$8,604,459$2,573,336 ▲42.7%134,6341.7%UtilitiesCRMSalesforce$8,110,777$986,364 ▼-10.8%26,9301.6%Computer and TechnologyAMSCAmerican Superconductor$7,888,813$541,670 ▼-6.4%583,9241.6%Computer and TechnologyPRIMPrimoris Services$7,653,575$1,712,761 ▼-18.3%179,7881.5%ConstructionDRSLeonardo DRS$7,204,168$47,118 ▲0.7%326,1281.4%AerospaceTHCTenet Healthcare$7,146,219$2,811,062 ▼-28.2%67,9881.4%MedicalDGIIDigi International$7,009,114$447,435 ▲6.8%219,5151.4%Computer and TechnologyAMZNAmazon.com$7,002,893$761,204 ▼-9.8%38,8231.4%Retail/WholesaleASPNAspen Aerogels$6,784,008$839,432 ▼-11.0%385,4551.3%ConstructionBPBP$6,580,263$522,510 ▼-7.4%174,6351.3%Oils/EnergyKTOSKratos Defense & Security Solutions$6,545,761$282,666 ▼-4.1%356,1351.3%AerospaceXYLXylem$6,263,627$1,368,008 ▲27.9%48,4651.2%Industrial ProductsGWREGuidewire Software$6,111,753$667,815 ▼-9.9%52,3671.2%Computer and TechnologySTRLSterling Infrastructure$6,084,810$10,714,741 ▼-63.8%55,1611.2%ConstructionSTKLSunOpta$5,694,248$227,988 ▼-3.8%828,8571.1%Consumer StaplesTSEMTower Semiconductor$5,520,187$5,520,187 ▲New Holding165,0281.1%Computer and TechnologyCOURCoursera$5,053,677$425,787 ▼-7.8%360,4621.0%Business ServicesDVAXDynavax Technologies$5,009,743$3,459,461 ▲223.2%403,6861.0%MedicalGHMGraham$4,896,023$66,481 ▲1.4%179,4731.0%Industrial ProductsGNRCGenerac$4,883,258$653,658 ▼-11.8%38,7131.0%Computer and TechnologyPATKPatrick Industries$4,790,773$836 ▲0.0%40,1000.9%ConstructionTALKTalkspace$4,781,994$73,588 ▲1.6%1,339,4940.9%MedicalGSThe Goldman Sachs Group$4,768,846$503,743 ▼-9.6%11,4170.9%FinanceCECOCECO Environmental$4,741,706$72,444 ▲1.6%205,9820.9%Industrial ProductsSEMSelect Medical$4,720,706$683,621 ▲16.9%156,5740.9%MedicalPAYPaymentus$4,699,013$25,958 ▲0.6%206,5500.9%Business ServicesDCPHDeciphera Pharmaceuticals$4,540,229$4,540,229 ▲New Holding288,6350.9%MedicalDISWalt Disney$4,383,669$544,380 ▼-11.0%35,8260.9%Consumer DiscretionaryINTUIntuit$4,353,050$690,950 ▼-13.7%6,6970.9%Computer and TechnologyZSZscaler$4,345,733$457,304 ▼-9.5%22,5600.9%Computer and TechnologyLINCLincoln Educational Services$4,342,319$60,245 ▲1.4%420,3600.9%Consumer DiscretionaryGMEDGlobus Medical$4,233,269$497,994 ▼-10.5%78,9200.8%MedicalTRNSTranscat$4,171,382$63,404 ▲1.5%37,4350.8%Computer and TechnologyXOMExxon Mobil$4,161,973$664,079 ▼-13.8%35,8050.8%Oils/EnergyERIIEnergy Recovery$4,048,035$808,180 ▼-16.6%256,3670.8%Industrial ProductsICHRIchor$4,044,904$47,116 ▼-1.2%104,7360.8%Computer and TechnologyLYTSLSI Industries$4,015,479$60,525 ▲1.5%265,5740.8%ConstructionWLDNWilldan Group$3,923,391$60,879 ▲1.6%135,3360.8%ConstructionATECAlphatec$3,736,649$56,704 ▲1.5%270,9680.7%MedicalEOLSEvolus$3,567,354$52,654 ▲1.5%254,8110.7%MedicalNOVTNovanta$3,503,265$50,858 ▲1.5%20,0450.7%Computer and TechnologyHEARTurtle Beach$3,471,102$1,057,984 ▲43.8%201,3400.7%Computer and TechnologyCRNTCeragon Networks$3,457,421$53,216 ▲1.6%1,080,4440.7%Computer and TechnologyMEGMontrose Environmental Group$3,441,437$855,355 ▲33.1%87,8590.7%Business ServicesOCULOcular Therapeutix$3,423,420$53,035 ▲1.6%376,2000.7%MedicalKNSAKiniksa Pharmaceuticals$3,408,160$16,770 ▲0.5%172,7400.7%MedicalMRCMRC Global$3,313,113$50,871 ▲1.6%263,5730.7%Industrial ProductsTTITETRA Technologies$3,312,373$51,091 ▲1.6%747,7140.7%Oils/EnergyKRUSKura Sushi USA$3,310,965$48,252 ▲1.5%28,7510.7%Retail/WholesaleAEMAgnico Eagle Mines$3,165,055$456,744 ▼-12.6%53,0600.6%Basic MaterialsINVEIdentiv$3,131,869$47,647 ▲1.5%395,4380.6%Computer and TechnologySTXSStereotaxis$3,116,311$47,792 ▲1.6%1,193,9890.6%MedicalNVRIEnviri$3,097,211$47,855 ▲1.6%338,4930.6%Business ServicesEYPTEyePoint Pharmaceuticals$3,096,759$47,086 ▲1.5%149,8190.6%MedicalPAYXPaychex$2,996,443$29,718 ▼-1.0%24,4010.6%Business ServicesSGSweetgreen$2,977,017$718,445 ▼-19.4%117,8550.6%Retail/WholesalePRCTPROCEPT BioRobotics$2,970,933$16,605 ▲0.6%60,1160.6%MedicalMIRMirion Technologies$2,950,515$16,225 ▲0.6%259,5000.6%Business ServicesINSMInsmed$2,947,105$16,875 ▲0.6%108,6290.6%MedicalGFFGriffon$2,898,837$15,621 ▲0.5%39,5260.6%Multi-Sector ConglomeratesCGNTCognyte Software$2,807,268$43,368 ▲1.6%339,4520.6%Computer and TechnologyCCSCentury Communities$2,718,791$14,572 ▲0.5%28,1740.5%ConstructionBMIBadger Meter$2,680,706$1,947,545 ▼-42.1%16,5670.5%Computer and TechnologyHUBBHubbell$2,680,393$801,877 ▼-23.0%6,4580.5%Industrial ProductsMTRXMatrix Service$2,678,460$41,136 ▲1.6%205,5610.5%Oils/EnergyGLDDGreat Lakes Dredge & Dock$2,647,278$39,533 ▲1.5%302,5460.5%ConstructionAQSTAquestive Therapeutics$2,611,163$993,509 ▼-27.6%612,9490.5%MedicalCGNXCognex$2,589,783$446,343 ▼-14.7%61,0510.5%Computer and TechnologyOSPNOneSpan$2,552,564$2,552,564 ▲New Holding219,4810.5%Computer and TechnologyARGAN INC$2,524,321$2,524,321 ▲New Holding49,9470.5%COMMTDRMatador Resources$2,506,012$11,284 ▲0.5%37,5320.5%Oils/EnergyZETAZeta Global$2,485,668$13,477 ▲0.5%227,4170.5%Business ServicesMWAMueller Water Products$2,480,370$524,663 ▼-17.5%154,1560.5%Industrial ProductsEVREvercore$2,457,063$943,113 ▼-27.7%12,7580.5%FinanceARRYArray Technologies$2,450,071$409,160 ▼-14.3%164,3240.5%Oils/EnergyRVLVRevolve Group$2,435,291$16,237 ▲0.7%115,0350.5%Retail/WholesaleBLDRBuilders FirstSource$2,425,645$589,779 ▼-19.6%11,6310.5%Retail/WholesaleVMIValmont Industries$2,370,916$501,075 ▼-17.4%10,3860.5%Industrial ProductsPETQPetIQ$2,358,614$10,328 ▲0.4%129,0270.5%MedicalVMDViemed Healthcare$2,358,528$35,608 ▲1.5%250,1090.5%MedicalSMWBSimilarweb$2,344,050$2,344,050 ▲New Holding260,4500.5%Computer and TechnologyTBBKBancorp$2,328,013$35,802 ▲1.6%69,5760.5%FinanceALBAlbemarle$2,321,127$370,980 ▼-13.8%17,6190.5%Basic MaterialsZWSZurn Elkay Water Solutions$2,302,703$978,998 ▼-29.8%68,7990.5%Industrial ProductsSUPSuperior Industries International$2,290,843$34,577 ▲1.5%789,9460.5%Auto/Tires/TrucksAUDCAudioCodes$2,275,754$35,234 ▲1.6%174,5210.4%Computer and TechnologyLZLegalZoom.com$2,271,015$10,805 ▲0.5%170,2410.4%Industrial ProductsHRTGHeritage Insurance$2,262,422$1,700,187 ▼-42.9%212,4340.4%Financial ServicesPESIPerma-Fix Environmental Services$2,252,561$34,647 ▲1.6%189,4500.4%Industrial ProductsCLPTClearPoint Neuro$2,243,177$2,243,177 ▲New Holding329,8790.4%MedicalKOPNKopin$2,203,301$173,997 ▼-7.3%1,224,0560.4%Computer and TechnologyDCBODocebo$2,165,945$10,041 ▲0.5%44,2210.4%Computer and TechnologyAUGXAugmedix$2,163,549$513,119 ▲31.1%528,9850.4%MedicalALTGAlta Equipment Group$2,160,461$32,595 ▲1.5%166,8310.4%Industrial ProductsLCUTLifetime Brands$2,133,466$32,792 ▲1.6%203,5750.4%Consumer DiscretionaryMNTXManitex International$2,111,974$32,009 ▲1.5%307,8680.4%Industrial ProductsORNOrion Group$2,102,677$922,967 ▼-30.5%256,4240.4%ConstructionShowing largest 100 holdings. 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