Top 5 stocks held by Firsthand Technology Value Fund
Firsthand Technology Value Fund, Inc., SVVC, a publicly traded venture capital fund that invests in technology and cleantech companies, disclosed today that its top five holdings as of May 31, 2017, were IntraOp Medical, Pivotal Systems, QMAT, Wrightspeed, and Nutanix.
My theme is big data, cloud computing, IoT, AI, e-commerce and voice which is narrower than SVVC’s. Only NTNX fits my theme. $ allocated is much less than SVVC’s $147 million.
UBNT - IoT, networking, Wi-Fi, Enterprise >> Consumer
VEEV - cloud computing, CRM >> ERP
NTNX - big data, HCI >> Enterprise Cloud Platform
SPLK - big data, data analytics
IRBT - AI, robotics, cleaning >> connected robots
SHOP - e-commerce
PANW - IoT, cybersecurity
CRUS - voice, ICs, smart phones >> IoTs
Best guess with limited data. Guess doesn’t need to be accurate, refine as more data is gathered.