StockDriftsStockDriftsTop 41 Montanaro Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVMI | NOVA LTD | 6.25% | 48.1K | $20.9M | -24.36%(-15.50K) | $112.14(+319.24%) | 2026-03-31 | |
| TECH | BIO-TECHNE CORP | 5.33% | 341.1K | $17.8M | -1.56%(-5.40K) | $80.75(-12.29%) | 2026-03-31 | |
| BCPC | BALCHEM CORP | 5% | 98.7K | $16.7M | -2.57%(-2.60K) | $134.38(+25.62%) | 2026-03-31 | |
| HLI | HOULIHAN LOKEY INC | 4.22% | 98.3K | $14.1M | +0.61%(+600) | $94.90(+47.67%) | 2026-03-31 | |
| BSY | BENTLEY SYS INC | 4.2% | 400.3K | $14.1M | -13.24%(-61.11K) | $47.44(-32.00%) | 2026-03-31 | |
| EGP | EASTGROUP PPTYS INC | 4.19% | 75.6K | $14.0M | +58.82%(+28.00K) | $173.93(+21.50%) | 2026-03-31 | |
| FSS | FEDERAL SIGNAL CORP | 3.98% | 123.1K | $13.3M | +79.71%(+54.60K) | $102.57(+27.81%) | 2026-03-31 | |
| CSW | CSW INDUSTRIALS INC | 3.88% | 49.8K | $13.0M | +7.79%(+3.60K) | $160.40(+72.15%) | 2026-03-31 | |
| EXPO | EXPONENT INC | 3.74% | 191.8K | $12.5M | +59.17%(+71.30K) | $80.16(-23.93%) | 2026-03-31 | |
| AWK | AMERICAN WTR WKS CO INC NEW | 3.66% | 89.8K | $12.2M | -0.44%(-400) | $143.05(-4.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.88% | -5.53% |
| Top 20 Holdings Unweighted | -0.07% | -0.22% |
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