Smart Money Radar / Tickers / AMSC

AMSC Capital Goods

CROWD: RED Active holders jumped 82 to 90 recently (10% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
90
of 241 total, index funds excluded
This quarter
+34
26 out
Conviction
3 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $1.1B held
FundValueNote
BlackRock, Inc. $135M
VANGUARD CAPITAL MANAGEMENT… $69M
VANGUARD PORTFOLIO MANAGEME… $58M
Baillie Gifford $49M famous whale
STATE STREET CORP $43M
GEODE CAPITAL MANAGEMENT, L… $40M
BARROW HANLEY MEWHINNEY & S… $39M
Nuveen, LLC $35M
OBERWEIS ASSET MANAGEMENT I… $29M
AWM Investment Company, Inc. $27M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.