Thornburg American Opportunities Fund Class A (TVAFX) - Small Blend fund with $489.50 Million in assets. The fund allocates 30.43% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Casella Waste Systems Inc at 3.32% of total assets. This is followed by Clean Harbors Inc (2.94%) and Vertiv Holdings Co (2.92%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Casella Waste Systems Inc | 3.32% | - | - |
| Clean Harbors Inc | 2.94% | - | - |
| Vertiv Holdings Co | 2.92% | - | - |
| Coherent Corp | 4.12% | - | - |
| PetIQ Inc | 2.66% | - | - |
| Agilysys Inc | 2.87% | - | - |
| TechnipFMC PLC | 2.89% | - | - |
| LPL Financial Holdings Inc | 3.07% | - | - |
| Repay Holdings Corp | 2.53% | - | - |
| BJ's Wholesale Club Holdings Inc | 3.11% | - | - |
| TXNM Energy Inc | 3.26% | - | - |
| Pinnacle Financial Partners Inc | 2.68% | - | - |
| Nutanix Inc | 2.77% | - | - |
| Applied Industrial Technologies Inc | 2.96% | - | - |
| Western Alliance Bancorp | 2.86% | - | - |
| Talen Energy Corp | 2.89% | - | - |
| MYR Group Inc | 2.72% | - | - |
| Marex Group PLC | 3.22% | - | - |
| ITT Inc | 2.69% | - | - |
| MACOM Technology Solutions Holdings Inc | 3.29% | - | - |