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Dorsey Wright & Associates
Dorsey, Wright & Associates, founded in 1987 and based in Richmond, VA, is a registered investment advisory firm specializing in technical analysis, particularly using Point & Figure charting and relative strength analysis. Acquired by Nasdaq in 2015, the firm provides research, modeling, and index development services for a global clientele, including financial professionals and investment managers. Dorsey Wright offers analysis of market data, actionable investment insights, and serves both institutional and individual clients. The firm employs about 14 people and is recognized for its expertise in technical analysis and creating rules-based investment strategies.
Investment Strategy
Dorsey Wright & Associates focuses on technical analysis-driven investment strategies, primarily implementing Point & Figure charting, relative strength analysis, and quantitative research. Their approach emphasizes identifying market trends, momentum, and leadership using these methodologies, enabling rules-based portfolio construction and security selection. The firm delivers its research and index solutions to financial professionals and institutions globally, recognizing that disciplined, data-driven decision-making can enhance long-term investment outcomes.
Latest 13F Filing Activity
Dorsey Wright & Associates filed their most recent 13F report on Jun 30, 2025 disclosing 130 equity positions with a total 13F market value of $421M. The fund increased holdings in NRG Energy Inc. Com New, Palantir Technologies Inc. CL A, Netflix Inc. Com among other positions. Dorsey Wright & Associates reduced exposure to Evercore Partners Inc. Class A, Louisiana Pac Corp. Com, Quanta SVCS Inc. Com among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC CL A | 3.90% | $16.4M | 120,275 | $93.46 | $136.32 | +$8.0M |
N NRG | NRG ENERGY INC COM NEW | 3.54% | $14.9M | 92,617 | $111.15 | $160.58 | +$9.0M |
N NVDA | NVIDIA CORP COM | 3.32% | $14.0M | 88,474 | $51.37 | $157.99 | +$2.0M |
A AJG | GALLAGHER ARTHUR J & CO COM | 2.40% | $10.1M | 31,516 | $260.36 | $320.12 | -$386.0K |
M META | FACEBOOK INC CL A | 2.32% | $9.8M | 13,235 | $291.79 | $738.09 | +$2.1M |
Industry Allocation
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