Stock Taper 
THEMATICS ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vertiv Holdings Co | VRT | 265.88K | $40.11M |
 Tetra Tech, Inc. | TTEK | 345.75K | $11.54M |
 JFrog Ltd. | FROG | 346.74K | $16.41M |
 DexCom, Inc. | DXCM | 362.29K | $24.38M |
 Rapid7, Inc. | RPD | 376.74K | $7.06M |
 Essential Utilities, Inc. | WTRG | 412.73K | $16.47M |
 Core & Main, Inc. | CNM | 418K | $22.5M |
 nVent Electric plc | NVT | 424.87K | $41.91M |
 Varonis Systems, Inc. | VRNS | 434.7K | $24.98M |
 Rollins, Inc. | ROL | 450K | $26.43M |
 Elastic N.V. | ESTC | 523.28K | $44.21M |
 Bentley Systems, Incorporated | BSY | 531.48K | $27.36M |
 NVIDIA Corporation | NVDA | 581.08K | $108.42M |
 PROCEPT BioRobotics Corporation | PRCT | 630.05K | $22.49M |
 Uniti Group Inc. | UNIT | 637.27K | $3.9M |
 APi Group Corporation | APG | 744.57K | $25.59M |
 Cellebrite DI Ltd. | CLBT | 1.07M | $19.77M |
 SentinelOne, Inc. | S | 1.16M | $20.41M |
 Cryoport, Inc. | CYRX | 1.64M | $15.53M |