GW&K Investment Management, LLC

data from 30/09/2025

Capitalization

$ 11.302 B 1.17 %

Average holding period

14 ans

Performance

$ 11.573 B 1 137 168.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GW&K Investment Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 1.39% 156.792 M $ 302717 2018/12/31 6.333 M $ 4.13 %
2025/09/30 RBC RBC BEARINGS INC 1.36% 153.871 M $ 394243 2011/09/30 2.330 M $ 1.43 %
2025/09/30 FIX COMFORT SYSTEMS USA INC 1.28% 144.260 M $ 174817 2020/12/31 58.680 M $ 53.89 %
2025/09/30 MTSI MACOM TECHNOLOGY SOLUTIONS H 1.26% 142.886 M $ 1147768 2016/03/31 -23.011 M $ -13.12 %
2025/09/30 LOPE GRAND CANYON EDUCATION INC 1.24% 139.880 M $ 637204 2011/12/31 21.131 M $ 16.15 %
2025/09/30 ITT ITT INC 1.17% 132.104 M $ 738993 2022/03/31 16.806 M $ 13.98 %
2025/09/30 AVGO BROADCOM INC 1.16% 131.484 M $ 398544 2018/03/31 31.041 M $ 19.68 %
2025/09/30 TXRH TEXAS ROADHOUSE INC 1.06% 119.667 M $ 720232 2010/06/30 -15.843 M $ -11.34 %
2025/09/30 AEIS ADVANCED ENERGY INDUSTRIES 1.05% 119.062 M $ 699780 2024/06/30 17.385 M $ 28.41 %
2025/09/30 APG API GROUP CORP 0.99% 112.451 M $ 3271772 2024/03/31 1.247 M $ 1.00 %
2025/09/30 GTES GATES INDUSTRIAL CORP PLC 0.99% 111.788 M $ 4503972 2021/03/31 8.863 M $ 7.77 %
2025/09/30 PIPR PIPER SANDLER COS 0.95% 107.259 M $ 309109 2016/12/31 22.299 M $ 24.84 %
2025/09/30 SF STIFEL FINANCIAL CORP 0.94% 106.762 M $ 940880 2010/09/30 10.007 M $ 9.34 %
2025/09/30 PFGC PERFORMANCE FOOD GROUP CO 0.92% 103.663 M $ 996370 2017/09/30 22.618 M $ 18.94 %
2025/09/30 SPXC SPX TECHNOLOGIES INC 0.91% 102.842 M $ 550597 2022/09/30 7.457 M $ 11.39 %
2025/09/30 MEDP MEDPACE HOLDINGS INC 0.90% 101.941 M $ 198261 2020/12/31 52.019 M $ 63.82 %
2025/09/30 GMED GLOBUS MEDICAL INC - A 0.90% 101.793 M $ 1777431 2014/03/31 -3.237 M $ -2.97 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.82% 92.535 M $ 1261717 2020/12/31 30.371 M $ 40.98 %
2025/09/30 CVCO CAVCO INDUSTRIES INC 0.82% 92.142 M $ 158660 2016/03/31 24.216 M $ 33.68 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 0.81% 91.086 M $ 268151 2024/06/30 42.942 M $ 47.22 %
2025/09/30 IDA IDACORP INC 0.78% 88.505 M $ 669727 2016/06/30 11.626 M $ 14.46 %
2025/09/30 UMBF UMB FINANCIAL CORP 0.78% 87.930 M $ 742958 2023/12/31 8.168 M $ 12.54 %
2025/09/30 ABBV ABBVIE INC 0.77% 87.008 M $ 375778 2013/03/31 17.541 M $ 24.74 %
2025/09/30 INSM INSMED INC 0.77% 86.667 M $ 601803 2020/12/31 55.267 M $ 43.09 %
2025/09/30 DORM DORMAN PRODUCTS INC 0.76% 85.640 M $ 549391 2014/06/30 19.808 M $ 27.07 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 0.74% 83.440 M $ 594385 2016/03/31 8.996 M $ 11.69 %
2025/09/30 NDSN NORDSON CORP 0.73% 82.027 M $ 361428 2008/12/31 4.733 M $ 5.87 %
2025/09/30 JBL JABIL INC 0.71% 80.551 M $ 370907 2024/03/31 -260.386 K $ -0.43 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 0.69% 78.088 M $ 1070871 2023/12/31 3.763 M $ 6.58 %
2025/09/30 BJ BJS WHOLESALE CLUB HOLDINGS 0.68% 76.704 M $ 822563 2019/06/30 -10.461 M $ -13.52 %
2025/09/30 BURL BURLINGTON STORES INC 0.67% 75.765 M $ 297697 2014/09/30 6.571 M $ 9.40 %
2025/09/30 SAIL SAILPOINT INC 0.66% 74.975 M $ 3395602 2025/03/31 -1.972 M $ -3.41 %
2025/09/30 CGNX COGNEX CORP 0.65% 73.485 M $ 1622197 2008/12/31 22.734 M $ 42.81 %
2025/09/30 VOYA VOYA FINANCIAL INC 0.65% 73.213 M $ 978780 2020/03/31 3.883 M $ 5.35 %
2025/09/30 EXP EAGLE MATERIALS INC 0.64% 72.807 M $ 312422 2016/12/31 10.035 M $ 15.30 %
2025/09/30 ENTG ENTEGRIS INC 0.63% 71.079 M $ 768752 2017/03/31 7.227 M $ 14.64 %
2025/09/30 FSS FEDERAL SIGNAL CORP 0.62% 70.556 M $ 592957 2017/12/31 9.340 M $ 11.81 %
2025/09/30 MTDR MATADOR RESOURCES CO 0.62% 70.376 M $ 1566350 2013/12/31 -4.704 M $ -5.85 %
2025/09/30 HLI HOULIHAN LOKEY INC 0.62% 70.352 M $ 342641 2018/09/30 9.812 M $ 14.10 %
2025/09/30 GPI GROUP 1 AUTOMOTIVE INC 0.62% 70.307 M $ 160693 2019/06/30 134.030 K $ 0.18 %
2025/09/30 RPM RPM INTERNATIONAL INC 0.62% 69.785 M $ 592000 2008/12/31 4.930 M $ 7.32 %
2025/09/30 PRIM PRIMORIS SERVICES CORP 0.62% 69.656 M $ 507214 2014/06/30 30.956 M $ 76.20 %
2025/09/30 ADC AGREE REALTY CORP 0.62% 69.511 M $ 978476 2017/12/31 -2.048 M $ -2.76 %
2025/09/30 KNSL KINSALE CAPITAL GROUP INC 0.61% 69.130 M $ 162556 2020/06/30 -9.888 M $ -12.12 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.61% 68.784 M $ 218063 2023/03/31 5.682 M $ 8.80 %
2025/09/30 POWL POWELL INDUSTRIES INC 0.61% 68.434 M $ 224507 2025/03/31 17.146 M $ 44.84 %
2025/09/30 SITE SITEONE LANDSCAPE SUPPLY INC 0.60% 67.667 M $ 525360 2016/12/31 4.647 M $ 6.50 %
2025/09/30 TPH TRI POINTE HOMES INC 0.59% 66.950 M $ 1970833 2023/12/31 3.977 M $ 6.32 %
2025/09/30 NTRA NATERA INC 0.59% 66.558 M $ 413474 2023/06/30 -3.415 M $ -4.72 %
2025/09/30 PM PHILIP MORRIS INTERNATIONAL 0.58% 66.042 M $ 407164 2008/12/31 -8.189 M $ -10.94 %
2025/09/30 MGY MAGNOLIA OIL & GAS CORP - A 0.58% 66.003 M $ 2765094 2021/03/31 4.244 M $ 6.18 %
2025/09/30 WTFC WINTRUST FINANCIAL CORP 0.58% 65.795 M $ 496794 2023/03/31 4.388 M $ 6.82 %
2025/09/30 NVDA NVIDIA CORP 0.56% 63.472 M $ 340184 2023/03/31 10.042 M $ 18.10 %
2025/09/30 ESI ELEMENT SOLUTIONS INC 0.55% 62.307 M $ 2475413 2020/12/31 6.512 M $ 11.13 %
2025/09/30 MOG-A MOOG INC-CLASS A 0.55% 62.063 M $ 298846 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCCS CCC INTELLIGENT SOLUTIONS HO 0.53% 60.432 M $ 6633570 2023/09/30 -2.063 M $ -3.19 %
2025/09/30 JAZZ JAZZ PHARMACEUTICALS PLC 0.53% 59.931 M $ 454712 2018/12/31 12.135 M $ 24.20 %
2025/09/30 AUB ATLANTIC UNION BANKSHARES CO 0.53% 59.740 M $ 1692845 2019/06/30 6.225 M $ 12.82 %
2025/09/30 AIZ ASSURANT INC 0.53% 59.537 M $ 274862 2023/06/30 4.182 M $ 9.68 %
2025/09/30 ORI OLD REPUBLIC INTL CORP 0.52% 59.119 M $ 1392008 2022/03/31 5.916 M $ 10.48 %
2025/09/30 PCTY PAYLOCITY HOLDING CORP 0.52% 58.904 M $ 369831 2018/09/30 -8.415 M $ -12.10 %
2025/09/30 BFAM BRIGHT HORIZONS FAMILY SOLUT 0.52% 58.851 M $ 542056 2020/06/30 -8.479 M $ -12.15 %
2025/09/30 CHDN CHURCHILL DOWNS INC 0.52% 58.739 M $ 605493 2018/12/31 -2.495 M $ -3.95 %
2025/09/30 GBCI GLACIER BANCORP INC 0.50% 55.998 M $ 1150558 2009/03/31 6.961 M $ 12.98 %
2025/09/30 AIT APPLIED INDUSTRIAL TECH INC 0.49% 55.131 M $ 211182 2023/09/30 5.872 M $ 12.30 %
2025/09/30 ZBRA ZEBRA TECHNOLOGIES CORP-CL A 0.48% 54.401 M $ 183065 2009/09/30 -2.126 M $ -3.63 %
2025/09/30 ETR ENTERGY CORP 0.48% 54.157 M $ 581150 2023/06/30 5.935 M $ 12.12 %
2025/09/30 SUI SUN COMMUNITIES INC 0.47% 53.575 M $ 415306 2015/12/31 1.082 M $ 1.98 %
2025/09/30 SUPN SUPERNUS PHARMACEUTICALS INC 0.46% 51.639 M $ 1080538 2020/06/30 20.578 M $ 51.62 %
2025/09/30 ENB ENBRIDGE INC 0.46% 51.583 M $ 1022255 2023/06/30 5.306 M $ 11.34 %
2025/09/30 BIO BIO-RAD LABORATORIES-A 0.46% 51.550 M $ 183845 2018/09/30 5.752 M $ 16.19 %
2025/09/30 BR BROADRIDGE FINANCIAL SOLUTIO 0.45% 51.339 M $ 215556 2019/03/31 -1.062 M $ -2.00 %
2025/09/30 EGP EASTGROUP PROPERTIES INC 0.45% 50.793 M $ 300085 2020/09/30 665.229 K $ 1.28 %
2025/09/30 CFR CULLEN/FROST BANKERS INC 0.45% 50.714 M $ 400040 2024/12/31 -626.121 K $ -1.38 %
2025/09/30 LECO LINCOLN ELECTRIC HOLDINGS 0.45% 50.588 M $ 214508 2016/09/30 6.376 M $ 13.75 %
2025/09/30 CFG CITIZENS FINANCIAL GROUP 0.44% 50.033 M $ 941172 2023/06/30 7.991 M $ 18.79 %
2025/09/30 LIN LINDE PLC 0.44% 49.894 M $ 105040 2023/03/31 621.395 K $ 1.24 %
2025/09/30 FTAI FTAI AVIATION LTD 0.43% 49.032 M $ 293849 2025/03/31 14.858 M $ 45.05 %
2025/09/30 HOLX HOLOGIC INC 0.43% 48.948 M $ 725249 2022/03/31 1.272 M $ 3.58 %
2025/09/30 ABCB AMERIS BANCORP 0.43% 48.629 M $ 663330 2016/06/30 6.304 M $ 13.31 %
2025/09/30 MANH MANHATTAN ASSOCIATES INC 0.43% 48.624 M $ 237208 2021/06/30 2.242 M $ 3.80 %
2025/09/30 MS MORGAN STANLEY 0.42% 47.721 M $ 300206 2023/03/31 5.526 M $ 12.85 %
2025/09/30 RTX RTX CORP 0.42% 47.186 M $ 281996 2023/06/30 6.066 M $ 14.59 %
2025/09/30 SEI SOLARIS ENERGY INFRASTRUCTUR 0.42% 47.078 M $ 1177830 2020/12/31 12.227 M $ 41.29 %
2025/09/30 POOL POOL CORP 0.42% 47.045 M $ 151721 2014/06/30 2.910 M $ 6.38 %
2025/09/30 BLK BLACKROCK INC 0.41% 46.338 M $ 39745 2024/12/31 4.703 M $ 11.11 %
2025/09/30 DSGX DESCARTES SYSTEMS GRP/THE 0.40% 45.605 M $ 483976 2020/03/31 -4.028 M $ -7.30 %
2025/09/30 SBCF SEACOAST BANKING CORP/FL 0.40% 45.313 M $ 1489081 2019/12/31 3.964 M $ 10.17 %
2025/09/30 ABT ABBOTT LABORATORIES 0.40% 45.130 M $ 336941 2023/06/30 -706.410 K $ -1.52 %
2025/09/30 WSO WATSCO INC 0.40% 44.963 M $ 111213 2017/06/30 -4.209 M $ -8.45 %
2025/09/30 INTA INTAPP INC 0.40% 44.874 M $ 1097150 2023/09/30 -10.426 M $ -20.77 %
2025/09/30 FAST FASTENAL CO 0.40% 44.807 M $ 913689 2023/06/30 6.505 M $ 16.76 %
2025/09/30 VCYT VERACYTE INC 0.39% 44.062 M $ 1283479 2019/12/31 10.254 M $ 27.01 %
2025/09/30 HD HOME DEPOT INC 0.39% 43.720 M $ 107900 2023/03/31 4.209 M $ 10.51 %
2025/09/30 MARZETTI COMPANY/THE 0.39% 43.623 M $ 252458 2020/03/31 6.738 K $ 0.01 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.38% 43.242 M $ 192546 2024/09/30 1.331 M $ 3.14 %
2025/09/30 STE STERIS PLC 0.38% 43.242 M $ 174758 2019/03/31 1.278 M $ 3.01 %
2025/09/30 ITGR INTEGER HOLDINGS CORP 0.38% 42.994 M $ 416077 2020/03/31 -8.513 M $ -15.97 %
2025/09/30 AVNT AVIENT CORP 0.38% 42.993 M $ 1304781 2020/09/30 742.271 K $ 1.98 %
2025/09/30 HQY HEALTHEQUITY INC 0.37% 42.362 M $ 446993 2020/03/31 -4.984 M $ -9.54 %