Guinness Atkinson Asset Management Inc

data from 30/09/2025

Capitalization

$ 210.522 M 10.41 %

Average holding period

26 ans

Performance

$ 252.429 M 182.10 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Guinness Atkinson Asset Management Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 4.53% 9.539 M $ 34911 2019/12/31 2.279 M $ 23.31 %
2025/09/30 NVDA NVIDIA CORPORATION 4.24% 8.930 M $ 49108 2013/06/30 1.520 M $ 18.10 %
2025/09/30 AVGO BROADCOM INC 4.09% 8.603 M $ 26238 2018/09/30 408.849 K $ 19.68 %
2025/09/30 APH AMPHENOL CORP NEW 4.02% 8.465 M $ 69952 2019/12/31 2.379 M $ 25.32 %
2025/09/30 MSFT MICROSOFT CORP 3.73% 7.861 M $ 15276 2013/06/30 335.972 K $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 3.61% 7.596 M $ 31124 2015/12/31 2.261 M $ 37.94 %
2025/09/30 MDT MEDTRONIC PLC 3.47% 7.298 M $ 77667 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 3.36% 7.073 M $ 9514 2017/09/30 -38.331 K $ -0.50 %
2025/09/30 LRCX LAM RESEARCH CORP 3.33% 7.001 M $ 53404 2024/12/31 2.538 M $ 37.56 %
2025/09/30 KLAC KLA CORP 3.29% 6.931 M $ 6513 2018/03/31 1.494 M $ 20.41 %
2025/09/30 NFLX NETFLIX INC 3.28% 6.915 M $ 5732 2024/09/30 -872.667 K $ -10.47 %
2025/09/30 MA MASTERCARD INCORPORATED 3.24% 6.831 M $ 12023 2020/03/31 89.708 K $ 1.22 %
2025/09/30 V VISA INC 3.02% 6.357 M $ 18687 2020/03/31 -277.459 K $ -3.85 %
2025/09/30 AMAT APPLIED MATLS INC 2.99% 6.297 M $ 30727 2013/06/30 721.914 K $ 11.84 %
2025/09/30 AMZN AMAZON COM INC 2.96% 6.242 M $ 28095 2019/06/30 5.492 K $ 0.08 %
2025/09/30 AME AMETEK INC 2.92% 6.149 M $ 32905 2024/12/31 251.609 K $ 3.89 %
2025/09/30 INTU INTUIT 2.92% 6.140 M $ 8839 2022/06/30 -1.005 M $ -13.30 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 2.89% 6.080 M $ 36190 2013/12/31 -589.241 K $ -8.17 %
2025/09/30 AAPL APPLE INC 2.75% 5.785 M $ 22737 2021/06/30 1.221 M $ 24.11 %
2025/09/30 DHR DANAHER CORPORATION 2.70% 5.678 M $ 30515 2013/06/30 20.109 K $ 0.36 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 2.64% 5.565 M $ 11109 2013/06/30 -690.632 K $ -12.02 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 2.51% 5.280 M $ 11428 2020/03/31 822.173 K $ 19.62 %
2025/09/30 CRM SALESFORCE INC 2.37% 4.994 M $ 20376 2020/12/31 -650.414 K $ -13.09 %
2025/09/30 ADBE ADOBE INC 2.31% 4.862 M $ 13528 2019/06/30 -410.822 K $ -8.82 %
2025/09/30 ETN EATON CORP PLC 1.24% 2.609 M $ 7106 2025/09/30 0.000 $ 0.00 %
2025/09/30 NTES NETEASE INC 1.03% 2.164 M $ 14294 2013/06/30 247.674 K $ 12.94 %
2025/09/30 AFL AFLAC INC 0.79% 1.671 M $ 15003 2013/06/30 85.980 K $ 5.92 %
2025/09/30 BIDU BAIDU INC 0.76% 1.606 M $ 11910 2018/03/31 547.979 K $ 53.65 %
2025/09/30 BLK BLACKROCK INC 0.64% 1.339 M $ 1139 2024/12/31 132.830 K $ 11.11 %
2025/09/30 ABBV ABBVIE INC 0.63% 1.317 M $ 5900 2013/06/30 270.927 K $ 24.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.62% 1.309 M $ 7210 2013/06/30 235.550 K $ 21.39 %
2025/09/30 CME CME GROUP INC 0.60% 1.264 M $ 4642 2015/12/31 -25.206 K $ -1.97 %
2025/09/30 CSCO CISCO SYS INC 0.57% 1.208 M $ 17836 2014/06/30 -17.122 K $ -1.38 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.57% 1.192 M $ 19028 2022/09/30 -94.569 K $ -7.37 %
2025/09/30 JD JD.COM INC 0.55% 1.156 M $ 32438 2020/06/30 75.904 K $ 7.17 %
2025/09/30 EMR EMERSON ELEC CO 0.54% 1.142 M $ 8833 2022/09/30 -18.990 K $ -1.61 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.54% 1.136 M $ 4345 2013/06/30 58.700 K $ 5.46 %
2025/09/30 TXN TEXAS INSTRS INC 0.54% 1.131 M $ 6170 2021/09/30 -147.401 K $ -11.51 %
2025/09/30 KO COCA COLA CO 0.52% 1.101 M $ 16675 2022/09/30 -73.870 K $ -6.26 %
2025/09/30 PEP PEPSICO INC 0.52% 1.085 M $ 7744 2020/03/31 65.049 K $ 6.36 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.50% 1.059 M $ 3463 2013/06/30 -35.945 K $ -3.24 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.50% 1.058 M $ 11587 2020/06/30 -87.945 K $ -7.67 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.49% 1.025 M $ 6676 2013/06/30 -37.852 K $ -3.56 %
2025/09/30 PAYX PAYCHEX INC 0.46% 977.599 K $ 7606 2018/12/31 -142.232 K $ -12.86 %
2025/09/30 APTV APTIV PLC 0.45% 945.100 K $ 11019 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUBB HUBBELL INC 0.45% 937.742 K $ 2199 2020/12/31 48.596 K $ 5.36 %
2025/09/30 NEE NEXTERA ENERGY INC 0.43% 901.869 K $ 11834 2020/03/31 72.536 K $ 8.74 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.43% 894.646 K $ 2159 2025/09/30 0.000 $ 0.00 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.41% 868.715 K $ 3842 2025/09/30 0.000 $ 0.00 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.41% 863.700 K $ 4801 2019/12/31 313.601 K $ 57.60 %
2025/09/30 ORA ORMAT TECHNOLOGIES INC 0.39% 822.294 K $ 8605 2013/06/30 108.538 K $ 14.91 %
2025/09/30 FSLR FIRST SOLAR INC 0.36% 752.626 K $ 3367 2015/12/31 186.911 K $ 33.22 %
2025/09/30 ITRI ITRON INC 0.34% 722.735 K $ 5821 2020/03/31 -41.550 K $ -5.37 %
2025/09/30 IBP INSTALLED BLDG PRODS INC 0.33% 688.233 K $ 2759 2023/06/30 184.756 K $ 36.79 %
2025/09/30 ST SENSATA TECHNOLOGIES HLDG PL 0.32% 679.136 K $ 22340 2025/09/30 0.000 $ 0.00 %
2025/09/30 ON ON SEMICONDUCTOR CORP 0.29% 616.825 K $ 12396 2019/03/31 -38.715 K $ -5.91 %
2025/09/30 XOM EXXON MOBIL CORP 0.26% 537.519 K $ 4706 2020/03/31 23.294 K $ 4.59 %
2025/09/30 CVX CHEVRON CORP NEW 0.25% 521.374 K $ 3340 2016/03/31 43.826 K $ 8.45 %
2025/09/30 VLO VALERO ENERGY CORP 0.25% 517.109 K $ 3004 2013/06/30 107.663 K $ 26.66 %
2025/09/30 AMRC AMERESCO INC 0.24% 502.459 K $ 14709 2019/03/31 272.999 K $ 121.07 %
2025/09/30 QCOM QUALCOMM INC 0.24% 500.859 K $ 3030 2013/12/31 15.123 K $ 4.46 %
2025/09/30 CSL CARLISLE COS INC 0.22% 467.002 K $ 1398 2025/03/31 -62.749 K $ -11.90 %
2025/09/30 OC OWENS CORNING NEW 0.22% 461.125 K $ 3269 2024/06/30 12.998 K $ 2.87 %
2025/09/30 COP CONOCOPHILLIPS 0.22% 454.425 K $ 4741 2016/06/30 20.913 K $ 5.40 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.21% 440.957 K $ 10488 2013/06/30 46.843 K $ 11.64 %
2025/09/30 IMO IMPERIAL OIL LTD 0.20% 422.674 K $ 4586 2016/03/31 60.657 K $ 14.18 %
2025/09/30 TSLA TESLA INC 0.18% 389.138 K $ 878 2019/12/31 111.558 K $ 40.00 %
2025/09/30 PWR QUANTA SVCS INC 0.18% 381.291 K $ 932 2019/03/31 33.868 K $ 9.61 %
2025/09/30 GOOG ALPHABET INC 0.18% 375.337 K $ 1536 2019/12/31 101.621 K $ 37.30 %
2025/09/30 CNQ CANADIAN NAT RES LTD 0.18% 373.599 K $ 11544 2013/06/30 6.149 K $ 1.78 %
2025/09/30 ATHM AUTOHOME INC 0.17% 356.946 K $ 12300 2018/06/30 33.948 K $ 10.70 %
2025/09/30 EOG EOG RES INC 0.16% 336.763 K $ 2971 2019/12/31 -21.833 K $ -6.26 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.16% 329.434 K $ 6517 2022/03/31 67.646 K $ 27.07 %
2025/09/30 CVE CENOVUS ENERGY INC 0.15% 323.840 K $ 18759 2022/06/30 63.593 K $ 24.92 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.15% 321.906 K $ 2242 2022/03/31 11.713 K $ 4.15 %
2025/09/30 HDB HDFC BANK LTD 0.15% 320.916 K $ 9400 2025/09/30 0.000 $ 0.00 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.15% 311.474 K $ 10979 2022/06/30 -15.980 K $ -3.71 %
2025/09/30 ENB ENBRIDGE INC 0.15% 311.347 K $ 6262 2017/03/31 42.040 K $ 11.34 %
2025/09/30 CSIQ CANADIAN SOLAR INC 0.15% 307.103 K $ 23788 2014/09/30 48.022 K $ 18.12 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.14% 297.923 K $ 1368 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRP TC ENERGY CORP 0.13% 273.592 K $ 5118 2025/09/30 0.000 $ 0.00 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.13% 268.531 K $ 7560 2013/06/30 23.260 K $ 10.22 %
2025/09/30 SLB SCHLUMBERGER LTD 0.13% 266.344 K $ 7586 2014/09/30 4.324 K $ 1.69 %
2025/09/30 ADI ANALOG DEVICES INC 0.12% 251.155 K $ 1026 2019/12/31 7.879 K $ 3.23 %
2025/09/30 HAL HALLIBURTON CO 0.12% 245.225 K $ 9809 2022/03/31 41.393 K $ 20.71 %
2025/09/30 DAN DANA INC 0.09% 196.491 K $ 9864 2019/12/31 28.506 K $ 16.85 %
2025/09/30 ENPH ENPHASE ENERGY INC 0.08% 166.545 K $ 4616 2020/03/31 -19.843 K $ -10.74 %
2025/09/30 SWKS SKYWORKS SOLUTIONS INC 0.06% 125.088 K $ 1626 2019/12/31 3.999 K $ 3.30 %
2025/09/30 THRM GENTHERM INC 0.06% 117.026 K $ 3396 2019/03/31 19.594 K $ 20.40 %
2025/09/30 POWI POWER INTEGRATIONS INC 0.05% 101.338 K $ 2574 2019/12/31 -40.386 K $ -28.07 %
2025/09/30 DAR DARLING INGREDIENTS INC 0.04% 91.214 K $ 2976 2023/09/30 -21.040 K $ -18.63 %
2025/09/30 MBLY MOBILEYE GLOBAL INC 0.04% 73.811 K $ 5220 2023/09/30 -20.149 K $ -21.47 %
2025/09/30 HLX HELIX ENERGY SOLUTIONS GRP I 0.03% 65.503 K $ 9762 2013/06/30 3.123 K $ 5.13 %
2025/09/30 DEC DIVERSIFIED ENERGY COMPANY P 0.00% 4.888 K $ 348 2025/09/30 0.000 $ 0.00 %