Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Telemark Asset Management, LLC

Industry Market Value
Percent
12 - Coal Mining 0 0.00
13 - Oil And Gas Extraction 39,995,000 9.41
28 - Chemicals And Allied Products 6,085,000 1.43
35 - Industrial And Commercial Machinery And Computer Equipment 25,424,000 5.98
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 8,496,000 2.00
37 - Transportation Equipment 6,000,000 1.41
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 49,035,000 11.54
40 - Railroad Transportation 10,592,000 2.49
42 - Motor Freight Transportation And Warehousing 8,198,000 1.93
45 - Transportation By Air 20,977,000 4.94
48 - Communications 18,987,000 4.47
50 - Wholesale Trade-durable Goods 2,953,000 0.70
51 - Wholesale Trade-non-durable Goods 0 0.00
59 - Miscellaneous Retail 74,247,000 17.48
60 - Depository Institutions 27,854,000 6.56
67 - Holding And Other Investment Offices 10,800,000 2.54
73 - Business Services 83,923,000 19.75
Industry Not Reported 31,263,000 7.36
Total 424,829,000 100.00