NAVELLIER & ASSOCIATES INC

PrivateCIK: 872163
Location

RENO, NV

322
Positions
$1.26B
Total AUM (reported)
12.11M
Total Shares

Allocation by class

TOTAL AUM$1.26B322 positions
COM$1.26B100.0%

Portfolio Concentration

Top 316.6%4–1018.5%11–2517.4%Rest47.5%TOP 1035.1%0%100%
Top 3$209.58M16.6%
4–10$233.41M18.5%
11–25$219.73M17.4%
Rest$599.65M47.5%

Top 3 weight

16.6%

Top 10 weight

35.1%

Voting Authority Distribution

Total shares with voting rights: 12.11M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.11M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole322
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings322
Rows:

NVIDIA Corporation

SOLE
COM
Shares606.40K
TypeSH
Market value$121.33M
9.61%
Sole
0.00
Shared
0.00
None
606.40K

Seagate Technology Holdings PLC

SOLE
COM
Shares47.27K
TypeSH
Market value$45.61M
3.61%
Sole
0.00
Shared
0.00
None
47.27K

Bloom Energy Corporation Class A

SOLE
COM
Shares140.85K
TypeSH
Market value$42.64M
3.38%
Sole
0.00
Shared
0.00
None
140.85K

Comfort Systems USA, Inc.

SOLE
COM
Shares20.36K
TypeSH
Market value$40.35M
3.20%
Sole
0.00
Shared
0.00
None
20.36K

EMCOR Group, Inc.

SOLE
COM
Shares40.92K
TypeSH
Market value$33.96M
2.69%
Sole
0.00
Shared
0.00
None
40.92K

Vertiv Holdings Co. Class A

SOLE
COM
Shares99.89K
TypeSH
Market value$33.45M
2.65%
Sole
0.00
Shared
0.00
None
99.89K

Carpenter Technology Corporation

SOLE
COM
Shares52.57K
TypeSH
Market value$32.43M
2.57%
Sole
0.00
Shared
0.00
None
52.57K

Quanta Services, Inc.

SOLE
COM
Shares43.61K
TypeSH
Market value$31.40M
2.49%
Sole
0.00
Shared
0.00
None
43.61K

Eli Lilly and Company

SOLE
COM
Shares26.08K
TypeSH
Market value$31.28M
2.48%
Sole
0.00
Shared
0.00
None
26.08K

Argan, Inc.

SOLE
COM
Shares38.25K
TypeSH
Market value$30.54M
2.42%
Sole
0.00
Shared
0.00
None
38.25K

Micron Technology, Inc.

SOLE
COM
Shares19.91K
TypeSH
Market value$22.99M
1.82%
Sole
0.00
Shared
0.00
None
19.91K

Howmet Aerospace Inc.

SOLE
COM
Shares82.14K
TypeSH
Market value$22.08M
1.75%
Sole
0.00
Shared
0.00
None
82.14K

Cardinal Health, Inc.

SOLE
COM
Shares69.04K
TypeSH
Market value$16.40M
1.30%
Sole
0.00
Shared
0.00
None
69.04K

Lam Research Corporation

SOLE
COM
Shares34.60K
TypeSH
Market value$14.99M
1.19%
Sole
0.00
Shared
0.00
None
34.60K

nVent Electric plc

SOLE
COM
Shares87.57K
TypeSH
Market value$14.85M
1.18%
Sole
0.00
Shared
0.00
None
87.57K

TTM Technologies, Inc.

SOLE
COM
Shares76.23K
TypeSH
Market value$14.26M
1.13%
Sole
0.00
Shared
0.00
None
76.23K

Apple Inc.

SOLE
COM
Shares47.78K
TypeSH
Market value$13.83M
1.10%
Sole
0.00
Shared
0.00
None
47.78K

Ciena Corporation

SOLE
COM
Shares28.04K
TypeSH
Market value$13.76M
1.09%
Sole
0.00
Shared
0.00
None
28.04K

Kinross Gold Corporation

SOLE
COM
Shares580.12K
TypeSH
Market value$13.70M
1.09%
Sole
0.00
Shared
0.00
None
580.12K

Walmart Inc.

SOLE
COM
Shares116.87K
TypeSH
Market value$13.24M
1.05%
Sole
0.00
Shared
0.00
None
116.87K

Exxonmobil Holdings Corporation

SOLE
COM
Shares95.41K
TypeSH
Market value$13.04M
1.03%
Sole
0.00
Shared
0.00
None
95.41K

GE Vernova Inc.

SOLE
COM
Shares10.93K
TypeSH
Market value$12.84M
1.02%
Sole
0.00
Shared
0.00
None
10.93K

Elbit Systems Ltd

SOLE
COM
Shares16.25K
TypeSH
Market value$12.33M
0.98%
Sole
0.00
Shared
0.00
None
16.25K

Coherent Corp.

SOLE
COM
Shares27.17K
TypeSH
Market value$10.72M
0.85%
Sole
0.00
Shared
0.00
None
27.17K

Palantir Technologies Inc. Class A

SOLE
COM
Shares91.81K
TypeSH
Market value$10.71M
0.85%
Sole
0.00
Shared
0.00
None
91.81K
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