Thematics Asset Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
126
Total Value
1977412561
Accession Number
0001104659-25-048495
Form Type
13F-HR
Manager Name
Thematics Asset Management
Data Enrichment
98% identified
124 identified2 unidentified

Holdings

126 positions
Manager:
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Page 1 of 7
NVIDIA CORP
Shares:906.2K
Value:$98.2M
SYNOPSYS INC
Shares:154.7K
Value:$66.3M
ServiceNow, Inc.
Shares:78.1K
Value:$62.2M
CADENCE DESIGN SYSTEMS INC
Shares:183.0K
Value:$46.6M
Snowflake Inc.
Shares:293.6K
Value:$42.9M
ECOLAB INC.
Shares:151.7K
Value:$38.5M
Elastic N.V.
Shares:424.8K
Value:$37.8M
Alphabet Inc.
Shares:241.1K
Value:$37.3M
CrowdStrike Holdings, Inc.
Shares:105.4K
Value:$37.2M
nVent Electric plc
Shares:700.4K
Value:$36.7M
INTUITIVE SURGICAL INC
Shares:72.6K
Value:$36.0M
CLEAN HARBORS INC
Shares:180.0K
Value:$35.5M
STERIS plc
Shares:150.1K
Value:$34.0M
PTC INC.
Shares:205.0K
Value:$31.8M
HOLOGIC INC
Shares:466.7K
Value:$28.8M
ADVANCED MICRO DEVICES INC
Shares:278.9K
Value:$28.7M
EQUINIX INC
Shares:35.0K
Value:$28.5M
CyberArk Software Ltd.
Shares:84.4K
Value:$28.5M
Zscaler, Inc.
Shares:140.2K
Value:$27.8M
Motorola Solutions, Inc.
Shares:61.4K
Value:$26.9M