Thematics Asset Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
OSI Systems, Inc.
OSIS
$24.07M0.99168,500+6.65%+$1.5M1
John Bean Technologies Corporation
JBT
$21.98M0.66209,517+44.37%+$6.75M0.91
nVent Electric plc
NVT
$77.8M0.621.03M+4.76%+$3.54M3.23
Stericycle, Inc.
SRCL
$24.79M0.51470,000-4.56%-$1.19M1.03
Altair Engineering Inc.
ALTR
$32.42M0.45376,281+14.54%+$4.11M1.35
Clean Harbors, Inc.
CLH
$45.85M0.42227,774-2.77%-$1.31M1.91
MSA Safety Incorporated
MSA
$30.49M0.4157,500+5%+$1.45M1.27
Varonis Systems, Inc.
VRNS
$19.62M0.37416,000-19.07%-$4.62M0.82
Shift4 Payments, Inc.
FOUR
$19.16M0.33290,000+20.83%+$3.3M0.8
APi Group Corporation
APG
$29.45M0.27750,000-0.66%-$196,350.001.22
STERIS plc
STE
$56.34M0.25250,610+14.53%+$7.15M2.34
Gentex Corporation
GNTX
$19.76M0.24547,000+4.55%+$859,403.160.82
Hologic, Inc.
HOLX
$39.31M0.22504,285+16.33%+$5.52M1.63
Core & Main, Inc.
CNM
$23.99M0.21419,000-25.84%-$8.36M1
CyberArk Software Ltd.
CYBR
$23.16M0.2187,200-26.72%-$8.45M0.96
ANSYS, Inc.
ANSS
$54.11M0.18155,856+71.46%+$22.55M2.25
PTC Inc.
PTC
$37.72M0.17199,6580%+$01.57
Avantor, Inc.
AVTR
$22.12M0.13865,000+31.88%+$5.35M0.92
Rollins, Inc.
ROL
$26.88M0.12581,000+11.52%+$2.78M1.12
Teradyne, Inc.
TER
$20.44M0.12181,130+20.54%+$3.48M0.85
Westinghouse Air Brake Technologies Corporation
WAB
$29.14M0.11200,000-10.71%-$3.5M1.21
CrowdStrike Holdings, Inc.
CRWD
$57.32M0.07178,807-23.23%-$17.35M2.38
Synopsys, Inc.
SNPS
$65.18M0.07114,049+7.27%+$4.42M2.71
Mettler-Toledo International Inc.
MTD
$20.57M0.0715,449-0.24%-$50,589.020.86
Xylem Inc.
XYL
$21.54M0.07166,669-3.48%-$775,440.020.9
Mobileye Global Inc.
MBLY
$17.84M0.07555,000New+$17.84M0.74
Ecolab Inc.
ECL
$44.34M0.07192,037-3.61%-$1.66M1.84
Symbotic Inc.
SYM
$17.24M0.07383,038New+$17.24M0.72
Global Payments Inc.
GPN
$22.02M0.07164,710-11.78%-$2.94M0.92
Digital Realty Trust, Inc.
DLR
$28.16M0.06195,500+16.37%+$3.96M1.17
Snowflake Inc.
SNOW
$32.52M0.06201,251+9.98%+$2.95M1.35
Cadence Design Systems, Inc.
CDNS
$43.28M0.05139,040+10.21%+$4.01M1.8
DexCom, Inc.
DXCM
$24.91M0.05179,561-5.31%-$1.4M1.04
Waste Connections, Inc.
WCN
$20.12M0.05116,969-9.3%-$2.06M0.84
Motorola Solutions, Inc.
MSI
$23.43M0.0466,000+6.45%+$1.42M0.97
Ferguson plc
FERG
$17.81M0.0481,538-56.46%-$23.1M0.74
Roper Technologies, Inc.
ROP
$22.6M0.0440,3030%+$00.94
ServiceNow, Inc.
NOW
$58.07M0.0476,161-13.91%-$9.38M2.41
Medtronic plc
MDT
$40.91M0.04469,383-0.91%-$374,745.001.7
Equinix, Inc.
EQIX
$27.73M0.0433,600-2.04%-$577,731.001.15
Cintas Corporation
CTAS
$23.36M0.0334,000-1.45%-$343,515.000.97
KLA Corporation
KLAC
$25.9M0.0337,0720%+$01.08
Palo Alto Networks, Inc.
PANW
$24.15M0.0384,984-7.82%-$2.05M1
Fiserv, Inc.
FI
$23.54M0.03147,300-16.78%-$4.75M0.98
Intuitive Surgical, Inc.
ISRG
$31.91M0.0279,969-7.8%-$2.7M1.33
Thermo Fisher Scientific Inc.
TMO
$31.77M0.0154,661-1.8%-$581,210.001.32
Advanced Micro Devices, Inc.
AMD
$31.6M0.01175,055-7.04%-$2.39M1.31
NVIDIA Corporation
NVDA
$98.98M<0.01109,544+3.53%+$3.38M4.11
Visa Inc.
V
$22.6M<0.0180,984-12.9%-$3.35M0.94
Alphabet Inc.
GOOGL
$42.44M<0.01281,158+12.12%+$4.59M1.76