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| Knowledge Leaders Capital LLC
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| |
|---|---|
| CRD # | 144482 |
| SEC # | 801-69490 |
| CIK # | 0001563223 |
| AUM | $166.9 MM (2024-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 303-717-5987 |
| Address | 902 S Race St Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001563223 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Amphenol Corp /DE/ | 38,646.8 | 2.4 | |
| Analog Devices Inc | 77,186.0 | 1.8 | |
| Garmin Ltd | 18,961.0 | 1.7 | |
| KLA Tencor Corp | 49,261.0 | 1.7 | |
| Ingersoll-Rand PLC | 30,146.9 | 1.7 | |
| Ecolab Inc | 43,790.9 | 1.7 | |
| Boston Scientific Corp | 53,608.9 | 1.6 | |
| Lam Research Corp | 60,793.2 | 1.5 | |
| Accenture PLC | 179,517.0 | 1.5 | |
| Alphabet Inc | 1,475,138.5 | 1.5 | |
| NetApp Inc | 14,518.9 | 1.5 | |
| Agilent Technologies Inc | 34,966.8 | 1.5 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 1.5 | |
| Monolithic Power Systems Inc | 18,523.3 | 1.4 | |
| Genuine Parts Co | 19,179.1 | 1.4 | |
| Intuit Inc | 108,963.5 | 1.4 | |
| Micron Technology Inc | 64,610.3 | 1.4 | |
| Danaher Corp /DE/ | 183,136.1 | 1.4 | |
| Amazon Com Inc | 1,092,997.8 | 1.4 | |
| Dr Pepper Snapple Group Inc | 50,372.6 | 1.3 | |
| PPG Industries Inc | 28,170.9 | 1.2 | |
| Hubbell Inc | 9,707.3 | 1.2 | |
| Steris PLC | 20,471.4 | 1.1 | |
| Transunion Holding Company Inc | 15,295.8 | 1.1 | |
| 3M Co | 74,165.4 | 1.1 | |
| Carrier Global Corp | 30,528.2 | 0.9 | |
| Airbnb Inc | 58,166.8 | 0.8 | |
| Global Payments Inc | 31,912.5 | 0.8 | |
| Datadog Inc | 30,657.5 | 0.7 | |
| Suncor Energy Inc | 51,730.4 | 0.7 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 8.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 155.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 166.9 |
| By Discretionary | ||
| Discretionary | 35 | 166.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 166.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.9 | |
| Total | 35 | 166.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001563223] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ECON Financial Services Corporation
✚
|
PA | 0.2 |
|
Browning Capital Management LLC
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|
OR | 0.2 |
|
Gunn & Company Investment Management Inc
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FL | 0.2 |
|
Mosaic Wealth Management LLC
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GA | 0.2 |
|
Altamont Wealth Management Inc
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CA | 0.2 |
|
Center for Wealth Management LLC
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OH | 0.2 |
|
The Westchester Group LLC
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|
OH | 0.2 |
|
Salus Financial Advisors LLC
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|
CO | 0.2 |
|
Position Wealth LLC
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|
TX | 0.2 |
|
Meridian Capital Management Group Inc
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|
OH | 0.2 |