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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ESSEX INVESTMENT MANAGEMENT CO LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0000201772-25-000006

Total Value
$550.0M
Positions
298
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1KRATOS DEFENSE & SEC SOLUTIONS50077B207350,352$16.3M2.96%
2AMERICAN SUPERCONDUCTOR CORPAMSC346,042$12.7M2.31%
3STERLING INFRASTRUCTURE INCSTRL53,121$12.3M2.23%
4LEONARDO DRS INCDRS254,042$11.8M2.15%
5AVEPOINT INCAVPT512,703$9.9M1.80%
6MICROSOFT CORPMSFT18,485$9.2M1.67%
7HCI GROUP INCHCIIP59,981$9.1M1.66%
8LINCOLN EDL SVCS CORP533535100384,552$8.9M1.61%
9TOWER SEMICONDUCTOR LTDTSEM195,296$8.5M1.54%
10GE VERNOVA INCGEV14,485$7.7M1.39%
11APPLE INCAAPL36,647$7.5M1.37%
12ADAPTIVE BIOTECHNOLOGIES CORPADTI617,299$7.2M1.31%
13LIGAND PHARMACEUTICALS INCLGNZZ60,810$6.9M1.26%
14GRAHAM CORPGHM138,974$6.9M1.25%
15WILLDAN GROUP INCWLDN107,227$6.7M1.22%
16INSMED INCINSM66,345$6.7M1.21%
17AMAZON COM INCAMZN29,599$6.5M1.18%
18GOLDMAN SACHS GROUP INCGSCE9,149$6.5M1.18%
19MIRION TECHNOLOGIES INCMIR299,816$6.5M1.17%
20OUSTER INCOUST250,172$6.1M1.10%
21ARGAN INCAGX27,318$6.0M1.10%
22MIRUM PHARMACEUTICALS INCMIRM112,731$5.7M1.04%
23EVERQUOTE INCEVER234,677$5.7M1.03%
24AMBARELLA INCAMBA84,479$5.6M1.01%
25NEXTERA ENERGY INCNEE-PW79,535$5.5M1.00%
26GUIDEWIRE SOFTWARE INCGWRE23,265$5.5M1.00%
27SALESFORCE INCCRM19,497$5.3M0.97%
28AGNICO EAGLE MINES LTDAEM41,294$4.9M0.89%
29UNIVERSAL INS HLDGS INC91359V107175,408$4.9M0.88%
30KINIKSA PHARMACEUTICALS INTL PG52694109171,437$4.7M0.86%
31BLUEPRINT MEDICINES CORP09627Y10936,291$4.7M0.85%
32LSI INDS INC OHIO50216C108266,221$4.5M0.82%
33PEGASYSTEMS INCPEGA81,973$4.4M0.81%
34CREXENDO INCCXDO721,828$4.4M0.80%
35PRIMORIS SVCS CORP74164F10355,869$4.4M0.79%
36CECO ENVIRONMENTAL CORPCECO152,743$4.3M0.79%
37AMPRIUS TECHNOLOGIES INCAMPX-WT1,025,357$4.3M0.78%
38PATRICK INDS INC70334310346,055$4.2M0.77%
39BWX TECHNOLOGIES INCBWXT28,128$4.1M0.74%
40NUTEX HEALTH INCNUTX32,403$4.0M0.73%
41ZSCALER INCZS12,641$4.0M0.72%
42BRAINSWAY LTDBRSYF300,940$4.0M0.72%
43SUNOPTA INCSTKL681,702$4.0M0.72%
44CLEARPOINT NEURO INCCLPT325,378$3.9M0.71%
45SI-BONE INCSIBN206,408$3.9M0.71%
46ONESPAN INCOSPN220,306$3.7M0.67%
47CONCENTRA GROUP HOLDINGS PARENCON178,412$3.7M0.67%
48GREAT LAKES DREDGE & DOCK CORPGLDD298,682$3.6M0.66%
49MRC GLOBAL INC55345K103264,799$3.6M0.66%
50TENET HEALTHCARE CORPTHC20,234$3.6M0.65%
51OCULAR THERAPEUTIX INCOCUL381,595$3.5M0.64%
52OLO INC68134L109387,672$3.5M0.63%
53DOLLAR TREE INCDLTR34,483$3.4M0.62%
54908 DEVICES INCMASS477,342$3.4M0.62%
55XERIS BIOPHARMA HOLDINGS INCXERS725,774$3.4M0.62%
56BGC GROUP INCBGC326,659$3.3M0.61%
57GRIFFON CORPGFF45,661$3.3M0.60%
58DISNEY WALT CO25468710626,458$3.3M0.60%
59STEREOTAXIS INCSTXS1,544,756$3.3M0.60%
60TRANSCAT INCTRNS37,714$3.2M0.59%
61ASML HOLDING N VASMLF4,027$3.2M0.59%
62PENGUIN SOLUTIONS INCPENG162,516$3.2M0.59%
63GLOBUS MED INCGMED54,536$3.2M0.59%
64ARLO TECHNOLOGIES INCARLO186,716$3.2M0.58%
65COGNYTE SOFTWARE LTDCGNT340,470$3.1M0.57%
66COVENANT LOGISTICS GROUP INCCVLG129,895$3.1M0.57%
67IDEX CORP45167R10417,831$3.1M0.57%
68RADCOM LTDRDCM225,719$3.1M0.56%
69PAYMENTUS HOLDINGS INCPAY91,983$3.0M0.55%
70INTUITINTU3,814$3.0M0.55%
71RANGE RES CORPRRC72,868$3.0M0.54%
72ENVIRI CORPNVRI340,846$3.0M0.54%
73RED VIOLET INCRDVT59,202$2.9M0.53%
74PHREESIA INCPHR101,230$2.9M0.52%
75EVERCORE INCEVR10,561$2.9M0.52%
76MEDIWOUND LTDMDWD146,808$2.8M0.52%
77COHU INCCOHU146,733$2.8M0.51%
78MATRIX SVC CO576853105205,496$2.8M0.50%
79MAMAS CREATIONS INC56146T103331,927$2.8M0.50%
80EXTREME NETWORKSEXTR153,300$2.8M0.50%
81ORION GROUP HLDGS INCORN300,287$2.7M0.50%
82BLACKSKY TECHNOLOGY INCBKSY-WT132,217$2.7M0.49%
83POTBELLY CORP73754Y100220,446$2.7M0.49%
84ARTERIS INCAIP282,003$2.7M0.49%
85ARCUTIS BIOTHERAPEUTICS INCARQT189,511$2.7M0.48%
86PAYCHEX INCPAYX17,886$2.6M0.47%
87NOVANTA INCNOVTU20,111$2.6M0.47%
88CERAGON NETWORKS LTDCRNT1,036,139$2.5M0.46%
89TETRA TECHNOLOGIES INC DEL88162F105751,809$2.5M0.46%
90ASPEN AEROGELS INCASPN426,528$2.5M0.46%
91KAMADA LTDKMDA323,832$2.5M0.46%
92BAKER HUGHES COMPANYBKR64,952$2.5M0.45%
93LIQUIDITY SVCS INC53635B107104,912$2.5M0.45%
94MONTROSE ENVIRONMENTAL GROUP IMEG108,414$2.4M0.43%
95LEGALZOOM COM INCLZ264,801$2.4M0.43%
96EVERUS CONSTR GROUPEVEX-WT36,943$2.3M0.43%
97PROCEPT BIOROBOTICS CORPPRCT40,298$2.3M0.42%
98ANGIODYNAMICS INCANGO230,757$2.3M0.42%
99SEMTECH CORPSMTC49,140$2.2M0.40%
100CASTELLUM INCCTM2,090,500$2.2M0.40%
101ULTRALIFE CORPULBI238,877$2.1M0.39%
102FIVERR INTL LTDM4R82T10672,997$2.1M0.39%
103RIVERVIEW BANCORP INCRVSB379,189$2.1M0.38%
104OCEANEERING INTL INC675232102100,336$2.1M0.38%
105FREQUENCY ELECTRS INCFRQN90,361$2.1M0.37%
106SIMILARWEB LTDSMWB260,927$2.0M0.37%
107DOCEBO INCDCBO69,695$2.0M0.37%
108CHENIERE ENERGY INCLNG8,263$2.0M0.37%
109ACV AUCTIONS INCACVA123,358$2.0M0.36%
110PERMA-FIX ENVIRONMENTAL SVCS714157203189,715$2.0M0.36%
111KELLY SVCS INCBEKE169,172$2.0M0.36%
112BADGER METER INCBMI7,877$1.9M0.35%
113MATADOR RES COMTDR39,659$1.9M0.34%
114ENERGY RECOVERY INCERII145,904$1.9M0.34%
115ZETA GLOBAL HOLDINGS CORPZETA119,521$1.9M0.34%
116AIRSHIP AI HLDGS INCAIIR308,792$1.8M0.33%
117UPWORK INCUPWK134,196$1.8M0.33%
118TEMPUS AI INCTEM28,018$1.8M0.32%
119INFUSYSTEM HLDGS INCINFU275,763$1.7M0.31%
120RESEARCH SOLUTIONS INCRSSS587,442$1.7M0.31%
121JOURNEY MED CORPDERM228,203$1.6M0.30%
122IBEX LTDIBEX56,090$1.6M0.30%
123VIANT TECHNOLOGY INCDSP120,360$1.6M0.29%
124BUILDERS FIRSTSOURCE INCBLDR13,350$1.6M0.28%
125FIRST SOLAR INCFSLR9,152$1.5M0.28%
126PROCTER AND GAMBLE CO7427181099,452$1.5M0.27%
127HAVERTY FURNITURE COS INC41959610173,200$1.5M0.27%
128XYLEM INCXYL11,134$1.4M0.26%
129BLEND LABS INCBLND413,549$1.4M0.25%
130AMERICAN EXPRESS COAXP4,089$1.3M0.24%
131IDENTIV INCINVE399,133$1.3M0.24%
132TRIMBLE INCTRMB16,993$1.3M0.23%
133VALMONT INDS INC9202531013,877$1.3M0.23%
134EXPRO GROUP HOLDINGS NVXPRO145,949$1.3M0.23%
135GALLAGHER ARTHUR J & CO3635761093,887$1.2M0.23%
136EYEPOINT PHARMACEUTICALS INCEYPT123,691$1.2M0.21%
137SWEETGREEN INCSG76,002$1.1M0.21%
138ADVANCED DRAIN SYS INC DEL00790R1049,624$1.1M0.20%
139COGNEX CORPCGNX34,023$1.1M0.20%
140COLGATE PALMOLIVE COCL11,382$1.0M0.19%
141AIR PRODS & CHEMS INCAIIR3,576$1.0M0.18%
142VERALTO CORPVLTO9,281$936,9170.17%
143MARSH & MCLENNAN COS INC5717481023,933$859,9110.16%
144JPMORGAN CHASE & CO.VYLD2,923$847,4070.15%
145VALERO ENERGY CORPVLO6,302$847,1150.15%
146MP MATERIALS CORPMP24,748$823,3660.15%
147NEUROPACE INCNPCE73,659$820,5610.15%
148MACOM TECH SOLUTIONS HLDGS INC55405Y1005,400$773,7660.14%
149DEERE & CODE1,455$739,8530.13%
150MARTIN MARIETTA MATLS INC5732841061,333$731,7640.13%
151ON SEMICONDUCTOR CORPON13,652$715,5010.13%
152PEPSICO INCPEP5,336$704,5650.13%
153COPART INCCPRT13,602$667,4500.12%
154AVIENT CORPORATIONAVNT19,572$632,3710.11%
155QUANTA SVCS INC74762E1021,644$621,5640.11%
156YASKAWA ELEC CORP00123021226,595$601,8830.11%
157COCA COLA COKO8,418$595,5740.11%
158VERIZON COMMUNICATIONS INCVZ13,356$577,9140.11%
159WHEATON PRECIOUS METALS CORPWPM6,302$565,9200.10%
160BARRICK MNG CORP06849F10826,925$560,5790.10%
161FRANCO NEV CORPFNV3,145$515,5280.09%
162RIVIAN AUTOMOTIVE INCRIVN34,013$467,3390.08%
163SAMSARA INCIOT11,578$460,5730.08%
164GRAND CANYON ED INCLOPE2,300$434,7000.08%
165MYOMO INCMYO200,000$432,0000.08%
166LENSAR INCLNSR30,034$395,5480.07%
167VANGUARD INDEX FDS9229087691,206$366,5400.07%
168CAMTEK LTDCAMT4,265$360,6480.07%
169SNAP ON INCSNA1,125$350,0780.06%
170ACM RESH INC00108J10913,230$342,6570.06%
171STRATTEC SEC CORPSTRT5,503$342,3420.06%
172NOVARTIS AGNVSEF2,775$335,8030.06%
173BYD CO LTDBYDDF3,394$318,3570.06%
174PERMA-PIPE INTL HLDGS INC71416710312,942$295,9840.05%
175ETON PHARMACEUTICALS INCETON20,182$287,5940.05%
176ISHARES TR464287648974$278,4280.05%
177NEWMONT CORPNEMCL4,754$276,9680.05%
178GE AEROSPACE3696043011,059$272,5760.05%
179EQUINOR ASASTOHF10,773$270,8330.05%
180AXCELIS TECHNOLOGIES INCACLS3,725$259,5950.05%
181ONE STOP SYS INCOSS72,791$258,4080.05%
182CONSTELLATION BRANDS INCSTZ1,563$254,2690.05%
183DUKE ENERGY CORP NEWDUKB2,122$250,3960.05%
184NOVA LTDNVMI900$247,6800.05%
185LIGHTPATH TECHNOLOGIES INCLPTH78,460$241,6570.04%
186OWLET INCOWLTW28,563$239,9290.04%
187DATA I O CORPDAIO74,641$231,3870.04%
188OPTEX SYS HLDGS INC68384X20920,074$230,6500.04%
189ABBOTT LABSABLZF1,631$221,8320.04%
190SOUTHERN COSOMN2,391$219,5660.04%
191MONOLITHIC PWR SYS INC609839105300$219,4140.04%
192ORACLE CORPORCL-PD1,000$218,6300.04%
193AUTOMATIC DATA PROCESSING INCADP701$216,1880.04%
194RAPID MICRO BIOSYSTEMS INCRPID62,326$215,0250.04%
195CPS TECHNOLOGIES CORPCPSH74,114$205,2960.04%
196FUEL TECH INCFTEK77,250$194,6700.04%
197GEOSPACE TECHNOLOGIES CORPGEOS13,636$194,4490.04%
198SITIME CORPSITM850$181,1180.03%
199COSTCO WHSL CORP NEW22160K105180$178,1890.03%
200ENERGY SVCS ACQUISITION CORP29271Q10317,626$175,2020.03%
201BROADWIND INCBWEN94,788$171,5660.03%
202WIDEPOINT CORPWYY50,111$171,3800.03%
203GSI TECHNOLOGY INCGSIT48,337$162,4120.03%
204ALPHA PRO TECH LTDAPT34,375$161,2190.03%
205TRANSACT TECHNOLOGIES INCTACT43,333$158,5990.03%
206RICHARDSON ELECTRS LTD76316510716,092$155,2880.03%
207ASCENT INDUSTRIES COACNT12,041$151,8370.03%
208TESLA INCTSLA471$149,6180.03%
209AMPLITECH GROUP INCAMPGZ69,317$146,9520.03%
210ASGN INCASGN2,900$144,7970.03%
211DUOS TECHNOLOGIES GROUP INCDUOT19,138$136,8370.02%
212Q2 HLDGS INCQTWO1,455$136,1730.02%
213EXXON MOBIL CORPXOM1,245$134,2110.02%
214WASTE MGMT INC DEL94106L109567$129,7410.02%
215NV5 GLOBAL INC62945V1095,600$129,3040.02%
216FLEXIBLE SOLUTIONS INTL INCFLEX26,252$127,3220.02%
217GENASYS INCGNSS72,907$126,1290.02%
218LAIRD SUPERFOOD INCLSF19,699$124,1040.02%
219CODA OCTOPUS GROUP INCCODA14,434$118,0700.02%
220APPLIED INDL TECHNOLOGIES INC03820C105505$117,3870.02%
221MATSON INCMATX1,052$117,1400.02%
222CINEVERSE CORPCNVS22,430$107,2150.02%
223NEPHROS INCNEPH24,822$101,5220.02%
224NEXGEL INCNXGLW38,013$98,0740.02%
225DTE ENERGY CODTK728$96,4310.02%
226AIRGAIN INCAIRG22,772$95,1870.02%
227VIRTRA INCVTSI12,856$90,8920.02%
228MERCK & CO INCMRK1,132$89,6090.02%
229CINCINNATI FINL CORP172062101549$81,7570.01%
230AWARE INC MASSAWRE43,105$81,4680.01%
231WABTEC929740108362$75,7850.01%
232NORTHERN TECHNOLOGIES INTL CORNTRSO10,059$74,5370.01%
233PHILIP MORRIS INTL INC718172109402$73,2160.01%
234GLAUKOS CORPGKOS611$63,1100.01%
235NVENT ELECTRIC PLCNVT842$61,6770.01%
236ROYAL GOLD INCRGLD338$60,1100.01%
237ALPHABET INCGOOG320$56,7650.01%
238FREEPORT-MCMORAN INCFCX1,297$56,2250.01%
239UNITED GUARDIAN INCUG7,013$56,0970.01%
240DOW INCDOW2,043$54,0990.01%
241EXELIXIS INCEXEL1,210$53,3310.01%
242NUTANIX INCNTNX686$52,4380.01%
243BRISTOL-MYERS SQUIBB COCELG-RI1,120$51,8450.01%
244MORGAN STANLEYMS-PQ363$51,1320.01%
245DUPONT DE NEMOURS INCDD715$49,0420.01%
246JOHNSON & JOHNSONJNJ319$48,7270.01%
247ITRON INCITRI362$47,6500.01%
248GATES INDL CORP PLCG391081081,996$45,9680.01%
249WEC ENERGY GROUP INCWEC430$44,8060.01%
250CLEAN HARBORS INCCLH193$44,6180.01%
251WILLIAMS COS INC969457100680$42,7110.01%
252PPL CORPPPLC1,238$41,9560.01%
253KINROSS GOLD CORPKGCRF2,661$41,5910.01%
254VISA INCV117$41,5410.01%
255UNITED PARCEL SERVICE INCUPS404$40,7800.01%
256DT MIDSTREAM INCDTM364$40,0070.01%
257ENTERPRISE PRODS PARTNERS L P2937921071,266$39,2590.01%
258ACUITY INCAYI131$39,0830.01%
259BERKSHIRE HATHAWAY INC DELBRK-A76$36,9190.01%
260FLOWSERVE CORPFLS697$36,4880.01%
261ALKAMI TECHNOLOGY INCALKT1,204$36,2890.01%
262GENPACT LIMITEDG823$36,2200.01%
263TRANE TECHNOLOGIES PLCTT81$35,4300.01%
264AXALTA COATING SYS LTDAXTA1,123$33,3420.01%
265RIO TINTO PLCRTNTF567$33,0730.01%
266VERTEX INCVERX929$32,8260.01%
267EATON CORP PLCETN88$31,4150.01%
268SEMPRASREA390$29,5500.01%
269ARCOSA INCACA331$28,7010.01%
270DANA INCDAN1,665$28,5550.01%
271MASTERCARD INCORPORATEDMA50$28,0970.01%
272DEXCOM INCDXCM318$27,7580.01%
273INFINEON TECHNOLOGIES AGIFNNF607$25,8460.00%
274CLEARWATER ANALYTICS HLDGS INCCWAN1,166$25,5700.00%
275ISHARES SILVER TRSLV771$25,2970.00%
276ROCKWELL AUTOMATION INCROK70$23,2520.00%
277ECOLAB INCECL83$22,3640.00%
278BP PLCBPPFF662$19,8140.00%
279MICRON TECHNOLOGY INCMU153$18,8570.00%
280IAC INCIAC486$18,1470.00%
281FIVE BELOW INCFIVE137$17,9720.00%
282SCHLUMBERGER LTDSLB514$17,3730.00%
283AMPHENOL CORP NEW032095101168$16,5900.00%
284ANGI INCANGI984$15,0160.00%
285REGAL REXNORD CORPORATIONRRX100$14,4960.00%
286ARCHER DANIELS MIDLAND COADM262$13,8280.00%
287TERADYNE INCTER145$13,0380.00%
288TRIPADVISOR INCTRIP867$11,3140.00%
289HELMERICH & PAYNE INCHP733$11,1120.00%
290SANDOZ GROUP AG799926100203$11,0970.00%
291VANECK ETF TRUST92189F791156$10,5440.00%
292FEDEX CORPFDX45$10,2290.00%
293SANOFISNYNF200$9,6620.00%
294UNION PAC CORPUNP35$8,0530.00%
295LYONDELLBASELL INDUSTRIES N VLYB25$1,4470.00%
296WATTS WATER TECHNOLOGIES INCWTS5$1,2290.00%
297XPLR INFRASTRUCTURE LPNEE-PW77$6310.00%
298ORGANON & COOGN11$1060.00%