Knowledge Leaders Capital, LLC Portfolio Holdings by Sector
Knowledge Leaders Capital, LLC
- $42.1 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
ADI MPWR MU 3 stocks |
$4,688
11.12% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
A TMO DHR 3 stocks |
$4,355
10.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC LRCX 2 stocks |
$3,260
7.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL PPG 2 stocks |
$2,864
6.8% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX STE 2 stocks |
$2,715
6.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU DDOG ZM 3 stocks |
$2,601
6.17% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR 2 stocks |
$2,597
6.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$2,376
5.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$1,742
4.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$1,540
3.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1,531
3.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP 1 stocks |
$1,528
3.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$1,420
3.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,360
3.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$1,284
3.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$1,206
2.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
TRU 1 stocks |
$1,101
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$1,054
2.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$786
1.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$772
1.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SU 1 stocks |
$707
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
AKAM 1 stocks |
$658
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|