CIK: 0001662906
申报总市值
US$10.8亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPGI | S&p Global INC | 股票-金融 | 15.99% | -11.53% | EXIT | |
| 2 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 15.08% | +2.55% | -9.52% | |
| 3 | TDG | Transdigm Group INC | 股票-工业 | 12.64% | +0.74% | -9.25% | |
| 4 | MRVL | Marvell Technology INC | 股票-科技 | 11.19% | — | +11.08% | |
| 5 | TLN | Talen Energy CORP | 股票-公用事业 | 10.83% | -0.69% | — | |
| 6 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 10.59% | — | -6.31% | |
| 7 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 9.52% | — | -5.29% | |
| 8 | APH | Amphenol Corp-cl A | 股票-科技 | 7.82% | -2.05% | +21.30% | |
| 9 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 6.33% | -7.86% | EXIT |