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CNEQ

Alger Concentrated Equity ETF
1W: -2.4% 1M: -6.6% 3M: -4.8% YTD: -9.3% 1Y: +32.6%
$31.34
-1.02 (-3.15%)
After Hours: $28.43 (-2.91, -9.29%)
ETF AMEX · AUM $82.5M
ETF-Level Metrics
AUM$83M
Holdings28
Top 10 Wt64.2%
Beta1.85
% Profitable83%
Coverage97%
Portfolio Valuation
P/E12.5
P/B4.1
P/S4.5
EV/EBITDA18.4
P/FCF19.7
PEG0.35
Profitability & Returns
Gross Margin58.7%
Net Margin35.6%
ROE36.7%
ROA22.2%
ROIC40.6%
Div Yield0.37%
Leverage & Liquidity
Debt/Equity0.25
Debt/Assets0.16
Net Debt/EBITDA-0.5x
Interest Cov100.4x
Current Ratio2.05
Quick Ratio1.90
Growth (YoY)
Revenue+36.0%
Net Income+49.2%
EPS+50.0%
FCF+43.2%
EBITDA+46.7%
Rev CAGR 3Y+41.4%
Quality Scores
Piotroski F6.9
Altman Z19.79
IS Quality79.7
IS Overall63.2
IS Value39.7
Median P/E32.3

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 8 47.4% 42.2
Communication Services 6 16.8% 71.3
Consumer Cyclical 4 14.1% 103.3
Utilities 3 6.6% 7.4
Industrials 2 6.1% -6.9
Healthcare 3 4.3% -9.8
Other 2 3.1%
Financial Services 2 1.6% -266.6

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 9.89% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 5.26% 4 Bullish 1 11 -3.5%
GEV GE Vernova Inc. 2.25% 4 Bullish 8 7 -2.4%
NFLX Netflix, Inc. 0.48% 4 Bullish 71 14 -5.4%
Showing 30 of 30 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corporation NVDA 14.21% $2.6B 173,445 35.0 $4.2T Technology
2 Microsoft Corporation MSFT 9.89% $1.8B 48,018 23.8 $2.8T Technology
3 Amazon.com, Inc. AMZN 7.07% $1.3B 69,684 28.3 $2.2T Consumer Cyclical
4 Alphabet Inc. Class C GOOG 5.68% $1.1B 41,126 27.5 $3.6T Communication Services
5 Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR TSM 5.40% $1.0B 38,445 27.8 $1.7T Technology
6 Broadcom Inc. AVGO 5.26% $978.8M 35,184 59.0 $1.5T Technology
7 Apple Inc. AAPL 4.81% $895.1M 41,313 31.1 $3.6T Technology
8 Meta Platforms Inc Class A META 4.11% $764.8M 14,342 24.8 $1.5T Communication Services
9 AppLovin Corp. Class A APP 3.98% $740.6M 14,451 44.9 $149.5B Technology
10 QXO, Inc. QXO 3.80% $707.1M 374,532 -0.4 $13.2B Industrials
11 Nebius Group N.V. Class A YNDX 3.79% $705.3M 93,787 279.2 $15.1B Communication Services
12 Tesla, Inc. TSLA 3.71% $690.4M 18,876 313.4 $1.4T Consumer Cyclical
13 HEICO Corporation Class A Private 2.37% $441.0M 20,456
14 Sea Limited Sponsored ADR Class A SE 2.30% $428.0M 37,822 29.9 $46.7B Consumer Cyclical
15 GFL Environmental Inc GFL 2.30% $428.0M 123,764 -13.4 $14.1B Industrials
16 GE Vernova Inc. GEV 2.25% $418.7M 7,572 47.4 $230.9B Utilities
17 Talen Energy Corp TLN 2.16% $402.0M 12,564 -63.2 $13.8B Utilities
18 Constellation Energy Corporation CEG 2.15% $400.1M 13,910 38.1 $88.1B Utilities
19 Astera Labs, Inc. ALAB 1.94% $361.0M 26,716 89.8 $19.8B Technology
20 Western Digital Corporation WDC 1.92% $357.3M 23,488 26.6 $99.4B Technology
21 Liberty Media Corporation Series C Liberty Formula One FWONK 1.74% $323.8M 40,788 23.2 $20.4B Communication Services
22 Eli Lilly and Company LLY 1.66% $308.9M 3,654 39.4 $856.6B Healthcare
23 Natera, Inc. NTRA 1.43% $266.1M 13,786 -128.3 $27.7B Healthcare
24 Rocket Companies, Inc. Class A RKT 1.35% $251.2M 147,218 -567.1 $38.5B Financial Services
25 Intuitive Surgical, Inc. ISRG 1.19% $221.4M 4,806 59.4 $169.7B Healthcare
26 MercadoLibre, Inc. MELI 1.02% $189.8M 1,091 41.5 $82.9B Consumer Cyclical
27 Spotify Technology SA SPOT 1.00% $186.1M 3,874 38.1 $97.7B Communication Services
28 US Dollar Private 0.77% $143.3M 1,771,022
29 Netflix, Inc. NFLX 0.48% $89.3M 11,970 35.4 $389.1B Communication Services
30 Robinhood Markets, Inc. Class A HOOD 0.26% $48.4M 4,885 33.8 $63.8B Financial Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms