StockDriftsStockDriftsTop 50 Essex Investment Management CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 3.22% | 115.9K | $20.3M | -39.82%(-76.69K) | $33.89(+546.44%) | 2026-03-31 | |
| LINC | LINCOLN EDL SVCS CORP | 2.29% | 355.3K | $14.5M | -8.62%(-33.52K) | $6.16(+748.93%) | 2026-03-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 2.07% | 32.1K | $13.1M | -28.26%(-12.63K) | $56.49(+1140.44%) | 2026-03-31 | |
| KNSA | KINIKSA PHARMACEUTICALS INTL P | 1.9% | 249.3K | $12.0M | -0.68%(-1.70K) | $19.95(+223.51%) | 2026-03-31 | |
| LGND | LIGAND PHARMACEUTICALS INC | 1.85% | 58.5K | $11.7M | -2.60%(-1.56K) | $79.04(+304.28%) | 2026-03-31 | |
| DRS | LEONARDO DRS INC | 1.84% | 261.5K | $11.6M | +1.79%(+4.59K) | $14.86(+194.12%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS | 1.77% | 158.8K | $11.2M | -16.48%(-31.35K) | $15.50(+257.10%) | 2026-03-31 | |
| GSAT | GLOBALSTAR INC | 1.74% | 165.7K | $11.0M | -1.03%(-1.72K) | $29.97(+168.23%) | 2026-03-31 | |
| INSM | INSMED INC | 1.62% | 62.7K | $10.2M | +0.41%(+253) | $45.57(+144.88%) | 2026-03-31 | |
| GHM | GRAHAM CORP | 1.6% | 128.3K | $10.1M | -8.81%(-12.40K) | $13.59(+749.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.18% | +136.20% |
| Top 20 Holdings Unweighted | +29.33% | +116.34% |
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