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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 Q3 2025 · Filed November 6, 2025 · Accession 0000201772-25-000008

Total Value
$653.4M
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1KRATOS DEFENSE & SEC SOLUTIONS50077B207244,055$22.3M3.41%
2STERLING INFRASTRUCTURE INCSTRL45,636$15.5M2.37%
3AMERICAN SUPERCONDUCTOR CORPAMSC245,581$14.6M2.23%
4TOWER SEMICONDUCTOR LTDTSEM196,339$14.2M2.17%
5INSMED INCINSM87,077$12.5M1.92%
6LEONARDO DRS INCDRS262,550$11.9M1.82%
7HCI GROUP INCHCIIP60,318$11.6M1.77%
8LIGAND PHARMACEUTICALS INCLGNZZ61,142$10.8M1.66%
9KINIKSA PHARMACEUTICALS INTL PG52694109247,301$9.6M1.47%
10ADAPTIVE BIOTECHNOLOGIES CORPADTI638,461$9.6M1.46%
11MICROSOFT CORPMSFT18,265$9.5M1.45%
12LINCOLN EDL SVCS CORP533535100397,359$9.3M1.43%
13APPLE INCAAPL36,260$9.2M1.41%
14MIRUM PHARMACEUTICALS INCMIRM113,458$8.3M1.27%
15CECO ENVIRONMENTAL CORPCECO157,980$8.1M1.24%
16GRAHAM CORPGHM143,742$7.9M1.21%
17AVEPOINT INCAVPT518,232$7.8M1.19%
18ARGAN INCAGX28,298$7.6M1.17%
19WILLDAN GROUP INCWLDN78,915$7.6M1.17%
20PRIMORIS SVCS CORP74164F10355,123$7.6M1.16%
21AMPRIUS TECHNOLOGIES INCAMPX-WT697,387$7.3M1.12%
22MIRION TECHNOLOGIES INCMIR310,500$7.2M1.11%
23GOLDMAN SACHS GROUP INCGSCE8,993$7.2M1.10%
24GLOBALSTAR INCGSAT194,343$7.1M1.08%
25AMBARELLA INCAMBA85,352$7.0M1.08%
26AGNICO EAGLE MINES LTDAEM40,843$6.9M1.05%
27LSI INDS INC OHIO50216C108275,147$6.5M0.99%
28AMAZON COM INCAMZN29,285$6.4M0.98%
29XERIS BIOPHARMA HOLDINGS INCXERS750,034$6.1M0.93%
30ADVANCED DRAIN SYS INC DEL00790R10442,898$5.9M0.91%
31GE VERNOVA INCGEV9,483$5.8M0.89%
32EVERQUOTE INCEVER235,782$5.4M0.83%
33GUIDEWIRE SOFTWARE INCGWRE22,901$5.3M0.81%
34BWX TECHNOLOGIES INCBWXT27,682$5.1M0.78%
35CLEARPOINT NEURO INCCLPT232,458$5.1M0.78%
36OUSTER INCOUST185,664$5.0M0.77%
37STEREOTAXIS INCSTXS1,598,114$5.0M0.76%
38PATRICK INDS INC70334310346,874$4.8M0.74%
39CREXENDO INCCXDO745,504$4.8M0.74%
40UNIVERSAL INS HLDGS INC91359V107181,244$4.8M0.73%
41BRAINSWAY LTDBRSYF310,684$4.7M0.72%
42PEGASYSTEMS INCPEGA80,660$4.6M0.71%
43OCULAR THERAPEUTIX INCOCUL394,076$4.6M0.71%
44SALESFORCE INCCRM19,422$4.6M0.70%
45ENVIRI CORPNVRI352,360$4.5M0.68%
46TETRA TECHNOLOGIES INC DEL88162F105776,904$4.5M0.68%
47BETA BIONICS INCBBNX222,615$4.4M0.68%
48PENGUIN SOLUTIONS INCPENG168,126$4.4M0.68%
49908 DEVICES INCMASS493,949$4.3M0.66%
50SUNOPTA INCSTKL695,206$4.1M0.62%
51OCEANEERING INTL INC675232102159,261$3.9M0.60%
52COHU INCCOHU192,846$3.9M0.60%
53TRAVERE THERAPEUTICS INCTVTX161,988$3.9M0.59%
54MAXLINEAR INCMXL240,269$3.9M0.59%
55ASML HOLDING N VASMLF3,870$3.7M0.57%
56TRIMBLE INCTRMB45,669$3.7M0.57%
57ZSCALER INCZS12,434$3.7M0.57%
58GREAT LAKES DREDGE & DOCK CORPGLDD308,809$3.7M0.57%
59ARCUTIS BIOTHERAPEUTICS INCARQT196,262$3.7M0.57%
60ANGIODYNAMICS INCANGO327,396$3.7M0.56%
61SEMTECH CORPSMTC50,946$3.6M0.56%
62ONESPAN INCOSPN227,628$3.6M0.55%
63GRIFFON CORPGFF47,302$3.6M0.55%
64MAMAS CREATIONS INC56146T103341,864$3.6M0.55%
65SIMILARWEB LTDSMWB380,793$3.5M0.54%
66CONCENTRA GROUP HOLDINGS PARENCON163,572$3.4M0.52%
67RADCOM LTDRDCM233,361$3.4M0.52%
68CERAGON NETWORKS LTDCRNT1,418,197$3.3M0.51%
69CURIOSITYSTREAM INCCURI622,310$3.3M0.50%
70EVERUS CONSTR GROUPEVEX-WT38,308$3.3M0.50%
71EXTREME NETWORKSEXTR158,817$3.3M0.50%
72ARLO TECHNOLOGIES INCARLO193,267$3.3M0.50%
73BGC GROUP INCBGC338,489$3.2M0.49%
74RED VIOLET INCRDVT61,217$3.2M0.49%
75DOLLAR TREE INCDLTR33,594$3.2M0.49%
76FREQUENCY ELECTRS INCFRQN93,410$3.2M0.48%
77SI-BONE INCSIBN213,385$3.1M0.48%
78INFUSYSTEM HLDGS INCINFU300,397$3.1M0.48%
79MONTROSE ENVIRONMENTAL GROUP IMEG111,954$3.1M0.47%
80PARK AEROSPACE CORPPKE150,434$3.1M0.47%
81WORTHINGTON ENTERPRISES INCWOR55,133$3.1M0.47%
82EVERCORE INCEVR8,958$3.0M0.46%
83GLOBUS MED INCGMED52,624$3.0M0.46%
84LIQUIDITY SVCS INC53635B107108,452$3.0M0.46%
85DISNEY WALT CO25468710625,958$3.0M0.45%
86ARTERIS INCAIP292,159$3.0M0.45%
87PAYMENTUS HOLDINGS INCPAY95,315$2.9M0.45%
88BAKER HUGHES COMPANYBKR59,827$2.9M0.45%
89COVENANT LOGISTICS GROUP INCCVLG134,216$2.9M0.44%
90CS DISCO INCLAW443,942$2.9M0.44%
91TRANSCAT INCTRNS38,982$2.9M0.44%
92LEGALZOOM COM INCLZ274,367$2.8M0.44%
93DOCEBO INCDCBO103,346$2.8M0.43%
94BLEND LABS INCBLND765,257$2.8M0.43%
95MATRIX SVC CO576853105212,743$2.8M0.43%
96BLACKSKY TECHNOLOGY INCBKSY-WT136,881$2.8M0.42%
97KAMADA LTDKMDA396,434$2.8M0.42%
98ASPEN AEROGELS INCASPN390,033$2.7M0.42%
99JAZZ PHARMACEUTICALS PLCJAZZ20,463$2.7M0.41%
100INTUITINTU3,814$2.6M0.40%
101ORION GROUP HLDGS INCORN310,652$2.6M0.40%
102UPWORK INCUPWK138,628$2.6M0.39%
103JOURNEY MED CORPDERM354,021$2.5M0.39%
104RANGE RES CORPRRC66,909$2.5M0.39%
105PHREESIA INCPHR104,906$2.5M0.38%
106ZETA GLOBAL HOLDINGS CORPZETA123,944$2.5M0.38%
107IBEX LTDIBEX58,002$2.4M0.36%
108CASTELLUM INCCTM2,153,617$2.3M0.36%
109PAYCHEX INCPAYX17,867$2.3M0.35%
110NEUROPACE INCNPCE216,722$2.2M0.34%
111TEMPUS AI INCTEM27,577$2.2M0.34%
112AMERICAN VANGUARD CORPAVD372,064$2.1M0.33%
113ENERGY RECOVERY INCERII137,886$2.1M0.33%
114RIVERVIEW BANCORP INCRVSB392,296$2.1M0.32%
115NOVANTA INCNOVTU20,815$2.1M0.32%
116FIRST SOLAR INCFSLR9,152$2.0M0.31%
117FREIGHTCAR AMER INCRAIL205,198$2.0M0.31%
118PERMA-FIX ENVIRONMENTAL SVCS714157203196,197$2.0M0.30%
119CHENIERE ENERGY INCLNG8,263$1.9M0.30%
120GENCOR INDS INC368678108129,751$1.9M0.29%
121EXELIXIS INCEXEL45,625$1.9M0.29%
122MATADOR RES COMTDR41,103$1.8M0.28%
123FIVERR INTL LTDM4R82T10675,619$1.8M0.28%
124EYEPOINT PHARMACEUTICALS INCEYPT127,789$1.8M0.28%
125EXPRO GROUP HOLDINGS NVXPRO151,174$1.8M0.27%
126COGNEX CORPCGNX38,989$1.8M0.27%
127BUILDERS FIRSTSOURCE INCBLDR13,828$1.7M0.26%
128HAVERTY FURNITURE COS INC41959610175,658$1.7M0.25%
129AIRSHIP AI HLDGS INCAIIR320,202$1.7M0.25%
130XYLEM INCXYL11,132$1.6M0.25%
131VALMONT INDS INC9202531013,877$1.5M0.23%
132NEXTERA ENERGY INCNEE-PW19,531$1.5M0.23%
133PROCTER AND GAMBLE CO7427181099,452$1.5M0.22%
134IDENTIV INCINVE412,145$1.4M0.22%
135BADGER METER INCBMI7,877$1.4M0.22%
136AMERICAN EXPRESS COAXP3,965$1.3M0.20%
137GALLAGHER ARTHUR J & CO3635761093,887$1.2M0.18%
138SAMSARA INCIOT30,363$1.1M0.17%
139VALERO ENERGY CORPVLO6,302$1.1M0.16%
140PROTO LABS INCPRLB20,886$1.0M0.16%
141AEHR TEST SYSAEHR34,005$1.0M0.16%
142FREIGHTOS LTDCRGOW308,818$1.0M0.16%
143VERALTO CORPVLTO9,326$994,2450.15%
144AIR PRODS & CHEMS INCAIIR3,563$971,7010.15%
145COCA COLA COKO14,302$948,5090.15%
146JPMORGAN CHASE & CO.VYLD2,923$922,0020.14%
147MEDTRONIC PLCMDT9,651$919,1610.14%
148COLGATE PALMOLIVE COCL11,382$909,8770.14%
149BARRICK MNG CORP06849F10826,898$881,4470.13%
150MARTIN MARIETTA MATLS INC5732841061,333$840,1630.13%
151MARSH & MCLENNAN COS INC5717481023,933$792,6170.12%
152PEPSICO INCPEP5,336$749,3880.11%
153KORNIT DIGITAL LTDKRNT54,072$729,9720.11%
154WHEATON PRECIOUS METALS CORPWPM6,302$704,8160.11%
155FRANCO NEV CORPFNV3,140$699,9370.11%
156ON SEMICONDUCTOR CORPON13,652$673,1800.10%
157DEERE & CODE1,468$671,2580.10%
158QUANTA SVCS INC74762E1021,575$652,7120.10%
159NEXTRACKER INCNXT8,326$616,0410.09%
160COPART INCCPRT13,682$615,2800.09%
161MACOM TECH SOLUTIONS HLDGS INC55405Y1004,919$612,3660.09%
162AEVA TECHNOLOGIES INCAEVA42,064$609,9280.09%
163VERIZON COMMUNICATIONS INCVZ13,333$585,9850.09%
164FLUENCE ENERGY INCFLNC53,185$574,3980.09%
165YASKAWA ELEC CORP00123021226,595$568,5100.09%
166GRAND CANYON ED INCLOPE2,300$504,8960.08%
167RIVIAN AUTOMOTIVE INCRIVN34,013$499,3110.08%
168ACM RESH INC00108J10911,770$460,5600.07%
169JOHNSON & JOHNSONJNJ2,380$441,3000.07%
170ETON PHARMACEUTICALS INCETON20,182$438,5550.07%
171LIGHTPATH TECHNOLOGIES INCLPTH52,019$412,5110.06%
172NEWMONT CORPNEMCL4,741$399,7140.06%
173VANGUARD INDEX FDS9229087691,206$395,7720.06%
174SNAP ON INCSNA1,125$389,8460.06%
175LENSAR INCLNSR30,034$370,9200.06%
176NOVARTIS AGNVSEF2,775$355,8660.05%
177AMTECH SYS INCASYS37,816$350,1760.05%
178AXCELIS TECHNOLOGIES INCACLS3,350$327,0940.05%
179GE AEROSPACE3696043011,059$318,5680.05%
180CAMTEK LTDCAMT2,943$309,1620.05%
181ONE STOP SYS INCOSS56,550$303,1080.05%
182OPTEX SYS HLDGS INC68384X20923,126$298,0940.05%
183BYD CO LTDBYDDF20,364$286,9290.04%
184STRATTEC SEC CORPSTRT4,207$286,3280.04%
185ORACLE CORPORCL-PD1,000$281,2400.04%
186AMPLITECH GROUP INCAMPGZ69,317$269,6430.04%
187CPS TECHNOLOGIES CORPCPSH74,114$264,5870.04%
188EQUINOR ASASTOHF10,773$262,6460.04%
189DUKE ENERGY CORP NEWDUKB2,122$262,5980.04%
190GEOSPACE TECHNOLOGIES CORPGEOS13,636$258,5390.04%
191SITIME CORPSITM850$256,1140.04%
192FLEXIBLE SOLUTIONS INTL INCFLEX26,252$253,0690.04%
193DATA I O CORPDAIO74,641$249,3010.04%
194WIDEPOINT CORPWYY50,111$247,7990.04%
195OWLET INCOWLTW28,563$241,9290.04%
196TRANSACT TECHNOLOGIES INCTACT43,333$234,8650.04%
197FUEL TECH INCFTEK77,250$231,7500.04%
198SOUTHERN COSOMN2,391$226,5950.03%
199PERMA-PIPE INTL HLDGS INC7141671039,526$223,1940.03%
200ARCHER DANIELS MIDLAND COADM3,725$222,5320.03%
201ABBOTT LABSABLZF1,631$218,4560.03%
202TESLA INCTSLA471$209,4630.03%
203RAPID MICRO BIOSYSTEMS INCRPID62,326$208,1690.03%
204AUTOMATIC DATA PROCESSING INCADP701$205,7440.03%
205BROADWIND INCBWEN94,788$199,0550.03%
206ENERGY SVCS ACQUISITION CORP29271Q10317,626$182,4290.03%
207GENASYS INCGNSS72,907$178,6220.03%
208GSI TECHNOLOGY INCGSIT48,337$177,8800.03%
209COSTCO WHSL CORP NEW22160K105180$166,6130.03%
210ALPHA PRO TECH LTDAPT34,375$164,4840.03%
211RICHARDSON ELECTRS LTD76316510716,092$157,5410.02%
212ASCENT INDUSTRIES COACNT12,041$155,0880.02%
213DUOS TECHNOLOGIES GROUP INCDUOT19,138$140,8560.02%
214EXXON MOBIL CORPXOM1,245$140,3740.02%
215OPTICAL CABLE CORPOCC16,633$135,0600.02%
216APPLIED INDL TECHNOLOGIES INC03820C105505$131,8300.02%
217WASTE MGMT INC DEL94106L109567$125,2110.02%
218LASER PHOTONICS CORPLASE27,361$117,9260.02%
219NEPHROS INCNEPH24,822$117,4080.02%
220CODA OCTOPUS GROUP INCCODA14,434$115,8330.02%
221SENESTECH INCSNES26,183$114,9430.02%
222NOVA LTDNVMI359$114,7580.02%
223MONOLITHIC PWR SYS INC609839105120$110,4770.02%
224LAIRD SUPERFOOD INCLSF19,699$109,9200.02%
225AWARE INC MASSAWRE43,105$103,8830.02%
226MATSON INCMATX1,052$103,7170.02%
227OCEAN PWR TECHNOLOGIES INC674870506205,103$103,3100.02%
228DTE ENERGY CODTK728$102,9610.02%
229AIRGAIN INCAIRG22,772$98,8300.02%
230MERCK & CO INCMRK1,132$95,0090.01%
231NEXGEL INCNXGLW38,013$92,7520.01%
232CINCINNATI FINL CORP172062101549$86,7970.01%
233NVENT ELECTRIC PLCNVT842$83,0550.01%
234ALPHABET INCGOOG320$77,9360.01%
235NORTHERN TECHNOLOGIES INTL CORNTRSO10,059$77,5550.01%
236CINEVERSE CORPCNVS22,430$75,3650.01%
237WABTEC929740108362$72,5700.01%
238Q2 HLDGS INCQTWO974$70,5080.01%
239ROYAL GOLD INCRGLD338$67,7960.01%
240VIRTRA INCVTSI12,856$67,6230.01%
241KINROSS GOLD CORPKGCRF2,661$66,1260.01%
242PHILIP MORRIS INTL INC718172109402$65,2040.01%
243WORKIVA INCWK728$62,6660.01%
244MORGAN STANLEYMS-PQ363$57,7020.01%
245DUPONT DE NEMOURS INCDD715$55,6990.01%
246UNITED GUARDIAN INCUG7,013$55,1170.01%
247FREEPORT-MCMORAN INCFCX1,297$50,8680.01%
248BRISTOL-MYERS SQUIBB COCELG-RI1,120$50,5120.01%
249GLAUKOS CORPGKOS611$49,8270.01%
250GATES INDL CORP PLCG391081081,996$49,5410.01%
251WEC ENERGY GROUP INCWEC430$49,2740.01%
252PPL CORPPPLC1,238$46,0040.01%
253ACUITY INCAYI131$45,1150.01%
254ITRON INCITRI362$45,0910.01%
255CLEAN HARBORS INCCLH193$44,8180.01%
256AMKOR TECHNOLOGY INCAMKR1,526$43,3380.01%
257WILLIAMS COS INC969457100680$43,0780.01%
258DT MIDSTREAM INCDTM364$41,1540.01%
259ENTERPRISE PRODS PARTNERS L P2937921071,266$39,5880.01%
260ALKAMI TECHNOLOGY INCALKT1,567$38,9240.01%
261AXSOME THERAPEUTICS INCAXSM317$38,5000.01%
262BERKSHIRE HATHAWAY INC DELBRK-A76$38,2080.01%
263RIO TINTO PLCRTNTF567$37,4280.01%
264FLOWSERVE CORPFLS697$37,0390.01%
265NUTANIX INCNTNX477$35,4840.01%
266SEMPRASREA390$35,0920.01%
267GENPACT LIMITEDG823$34,4750.01%
268UNITED PARCEL SERVICE INCUPS404$33,7460.01%
269DANA INCDAN1,665$33,3670.01%
270EATON CORP PLCETN88$32,9340.01%
271REMITLY GLOBAL INCRELY2,016$32,8610.01%
272ISHARES SILVER TRSLV771$32,6670.00%
273CLEARWATER ANALYTICS HLDGS INCCWAN1,806$32,5440.00%
274VISA INCV92$31,4070.00%
275ARCOSA INCACA331$31,0180.00%
276AVIENT CORPORATIONAVNT915$30,1490.00%
277MICRON TECHNOLOGY INCMU153$25,6000.00%
278TRIPADVISOR INCTRIP1,523$24,7640.00%
279ROCKWELL AUTOMATION INCROK70$24,4670.00%
280TRANE TECHNOLOGIES PLCTT57$24,0520.00%
281CONSTELLATION BRANDS INCSTZ178$23,9710.00%
282BP PLCBPPFF662$22,8130.00%
283ECOLAB INCECL83$22,7300.00%
284FIVE BELOW INCFIVE137$21,1940.00%
285AMPHENOL CORP NEW032095101168$20,7900.00%
286TERADYNE INCTER145$19,9580.00%
287SCHLUMBERGER LTDSLB514$17,6660.00%
288IAC INCIAC486$16,5580.00%
289HELMERICH & PAYNE INCHP733$16,1920.00%
290ANGI INCANGI984$16,0000.00%
291VANECK ETF TRUST92189F791156$15,4490.00%
292REGAL REXNORD CORPORATIONRRX100$14,3440.00%
293SANDOZ GROUP AG799926100203$12,1050.00%
294FEDEX CORPFDX45$10,6110.00%
295SANOFI SASNYNF200$9,4400.00%
296UNION PAC CORPUNP35$8,2730.00%
297WATTS WATER TECHNOLOGIES INCWTS5$1,3960.00%
298LYONDELLBASELL INDUSTRIES N VLYB25$1,2260.00%
299ORGANON & COOGN11$1170.00%