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Essex Investment Management Co. LLC
Essex Investment Management Company, LLC is a Boston-based investment adviser registered with the SEC. The firm was founded in 1976 and manages client portfolios across a number of investment styles and strategies. Essex specializes in serving institutional clients and high net worth individuals, focusing on innovative and research-driven investment techniques. The company has a relatively small team, emphasizing a boutique approach to portfolio management and client service.
Investment Strategy
Essex Investment Management implements a research-intensive, active investment approach focused on global equities. The firm’s strategies are tailored for a variety of client risk and return objectives, using both fundamental and quantitative research processes. Essex invests across multiple sectors and regions, constructing diversified portfolios with the aim of achieving risk-adjusted outperformance. Its approach to portfolio construction is guided by risk management and designed to address the unique investment goals of each client.
Latest 13F Filing Activity
Essex Investment Management Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 293 equity positions with a total 13F market value of $550M. The fund increased holdings in Sterling Infrastructure Inc., American Superconductor Corp., Kratos Defense & Sec Solutions among other positions. Essex Investment Management Co. LLC reduced exposure to Intra-cellular Therapies Inc., Travere Therapeutics Inc., Generac HLDGS Inc. among others.
Top Holdings
Equity Positions (293)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KTOS | KRATOS DEFENSE & SEC SOLUTIONS | 2.96% | $16.3M | 350,352 | $15.95 | $46.45 | +$5.7M |
A AMSC | AMERICAN SUPERCONDUCTOR CORP | 2.31% | $12.7M | 346,042 | $7.55 | $36.69 | +$5.9M |
S STRL | STERLING INFRASTRUCTURE INC | 2.23% | $12.3M | 53,121 | $48.78 | $230.73 | +$6.2M |
D DRS | LEONARDO DRS INC | 2.15% | $11.8M | 254,042 | $14.87 | $46.48 | +$3.4M |
A AVPT | AVEPOINT INC | 1.80% | $9.9M | 512,703 | $9.31 | $19.31 | +$2.4M |
Industry Allocation
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