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 | 17.84% | -11.53% | EXIT | |
| 2 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 15.97% | +2.55% | -16.57% | |
| 3 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 14.80% | -7.86% | EXIT | |
| 4 | TDG | Transdigm Group INC | 股票-工业 | 12.99% | +0.74% | — | |
| 5 | TLN | Talen Energy CORP | 股票-公用事业 | 11.02% | -0.69% | -22.21% | |
| 6 | APH | Amphenol Corp-cl A | 股票-科技 | 9.64% | -2.05% | — | |
| 7 | WDC | Western Digital CORP | 股票-科技 | 6.23% | -5.30% | — | |
| 8 | MRVL | Marvell Technology INC | 股票-科技 | 5.82% | — | -70.64% | |
| 9 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 5.69% | — | -38.55% |