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| Name: |
Montanaro Asset Management Ltd |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
EC2R 8AR |
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data |
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| Holdings
Found :
17 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TYL |
Tyler Technologies Inc |
3 |
- |
$492.05 |
$28,104,000 |
66,125 |
5.08% |
1,052,000 |
1,425 |
0.164 |
Information Technolog... |
|
|
AWK |
American Water Works Compan... |
9 |
- |
$128.23 |
$20,867,000 |
170,750 |
3.77% |
838,000 |
19,000 |
0.094 |
Multi Utilities |
|
|
HLI |
Houlihan Lokey, Inc. |
10 |
- |
$135.72 |
$18,748,000 |
146,250 |
3.39% |
1,391,000 |
1,500 |
0.255 |
N/A |
|
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ENTG |
Entegris Inc |
12 |
- |
$132.29 |
$17,317,000 |
123,221 |
3.13% |
3,298,000 |
6,221 |
0.077 |
Semiconductor Equipme... |
|
|
BSY |
Bentley Systems Inc |
14 |
- |
$53.29 |
$16,385,000 |
313,775 |
2.96% |
372,000 |
6,900 |
0.121 |
N/A |
|
|
MASI |
Masimo Corp |
15 |
- |
$127.00 |
$15,728,000 |
107,100 |
2.84% |
3,509,000 |
2,850 |
0.195 |
Medical Appliances & ... |
|
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ALRM |
Alarm.com Holdings, Inc. |
16 |
- |
$67.11 |
$15,683,000 |
216,400 |
2.83% |
2,371,000 |
10,400 |
0.441 |
N/A |
|
|
CGNX |
Cognex Corp |
18 |
- |
$47.67 |
$15,477,000 |
364,850 |
2.79% |
2,266,000 |
48,350 |
0.209 |
Scientific & Technica... |
|
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XYL |
Xylem Inc. |
19 |
- |
$144.25 |
$14,992,000 |
116,000 |
2.71% |
1,955,000 |
2,000 |
0.048 |
Diversified Machinery |
|
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POWI |
Power Integrations Inc |
21 |
- |
$77.19 |
$13,677,000 |
191,150 |
2.47% |
-918,000 |
13,400 |
0.319 |
Semiconductor - Integ... |
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BMI |
Badger Meter Inc |
23 |
- |
$200.64 |
$11,416,000 |
70,550 |
2.06% |
764,000 |
1,550 |
0.242 |
Scientific & Technica... |
|
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SEDG |
Solaredge Technologies Inc |
25 |
- |
$48.02 |
$10,523,000 |
148,250 |
1.9% |
-304,000 |
32,575 |
0.289 |
N/A |
|
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ROL |
Rollins Inc |
26 |
- |
$46.19 |
$9,555,000 |
206,500 |
1.73% |
755,000 |
5,000 |
0.042 |
Business Services |
|
|
FN |
Fabrinet |
28 |
- |
$246.07 |
$7,830,000 |
41,425 |
1.41% |
217,000 |
1,425 |
0.112 |
Electronic Equipment |
|
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TMDX |
Transmedics Group, Inc. |
29 |
- |
$140.29 |
$7,120,000 |
96,300 |
1.29% |
6,556,000 |
89,150 |
0.268 |
N/A |
|
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FORM |
Formfactor Inc |
32 |
- |
$44.32 |
$5,952,000 |
130,450 |
1.07% |
551,000 |
950 |
0.169 |
Semiconductor- Broad... |
|
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ZS |
Zscaler Inc |
42 |
- |
$171.64 |
$284,000 |
1,475 |
0.05% |
62,000 |
475 |
0.001 |
N/A |
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