CIK: 0001738063
申报总市值
US$6.9亿
| # | 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 | QLYS | Qualys INC | 股票-科技 | 2.42% | — | +2.00% | |
| 2 | ✓ | Hollysys Automation Tchngy L | 股票-其他 | 2.41% | +0.09% | +3.89% | |
| 3 | RAVN | Raven Industries INC | 股票-其他 | 2.35% | +0.25% | +49.13% | |
| 4 | IPGP | Ipg Photonics CORP | 股票-科技 | 2.33% | +0.34% | +74.90% | |
| 5 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 2.33% | +0.13% | +27.45% | |
| 6 | ROK | Rockwell Automation INC | 股票-工业 | 2.33% | +0.28% | +18.64% | |
| 7 | OII | Oceaneering Intl INC | 股票-能源 | 2.31% | +0.56% | +23.73% | |
| 8 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.28% | +0.18% | +12.23% | |
| 9 | CGNX | Cognex CORP | 股票-科技 | 2.23% | +0.20% | +6.62% | |
| 10 | SPLKCHF | Splunk INC | 股票-其他 | 2.23% | -0.06% | +20.22% | |
| 11 | SYMCEUR | Symantec CORP | 股票-其他 | 2.22% | — | +19.25% | |
| 12 | I8R | Irobot CORP | 股票-其他 | 2.19% | +0.75% | +52.90% | |
| 13 | FEYECHF | Mandiant INC | 股票-其他 | 2.10% | — | -8.97% | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 2.06% | — | -7.54% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 2.05% | -0.07% | +18.57% | |
| 16 | ✓ | Gigamon INC | 股票-其他 | 2.04% | -2.04% | EXIT | |
| 17 | RPD | Rapid7 INC | 股票-其他 | 2.00% | — | +20.31% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.99% | — | +3.34% | |
| 19 | FARO | Faro Technologies INC | 股票-其他 | 1.97% | — | +9.08% | |
| 20 | PFPT | Proofpoint INC | 股票-其他 | 1.92% | -0.15% | -5.97% | |
| 21 | JNP | Juniper Networks INC | 股票-其他 | 1.90% | -0.12% | +9.60% | |
| 22 | AKAM | Akamai Technologies INC | 股票-科技 | 1.87% | +0.45% | +31.60% | |
| 23 | SAIC | Science Applications Inte | 股票-科技 | 1.84% | +0.15% | +17.68% | |
| 24 | RDWR | Radware Ltd. | 股票-其他 | 1.83% | +0.17% | +1.16% | |
| 25 | ✓ | Imperva INC | 股票-其他 | 1.73% | — | -5.80% | |
| 26 | ✓ | Cyberark Software LTD | 股票-其他 | 1.57% | +0.19% | +11.82% | |
| 27 | ✓ | Keyw Hldg CORP | 股票-其他 | 1.43% | — | +2.24% | |
| 28 | NOC | Northrop Grumman CORP | 股票-工业 | 1.38% | -1.38% | EXIT | |
| 29 | AZTA | Azenta INC | 股票-其他 | 1.37% | +0.07% | +18.61% | |
| 30 | DE | Deere & Co | 股票-工业 | 1.36% | +0.16% | +32.94% | |
| 31 | AMBA | Ambarella, Inc. | 股票-科技 | 1.35% | +0.12% | +39.38% | |
| 32 | JBTM | Jbt Marel CORP | 股票-工业 | 1.35% | +0.13% | +18.05% | |
| 33 | NDSN | Nordson CORP | 股票-工业 | 1.34% | +0.36% | +27.41% | |
| 34 | XLNXEUR | Xilinx INC | 股票-其他 | 1.33% | +0.12% | — | |
| 35 | ✓ | 股票-其他 | 1.33% | +0.10% | +22.06% | ||
| 36 | FTI | TechnipFMC plc | 股票-能源 | 1.32% | -1.32% | EXIT | |
| 37 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.32% | +0.10% | — | |
| 38 | PTC | Ptc INC | 股票-科技 | 1.32% | +0.13% | +30.46% | |
| 39 | TDY | Teledyne Technologies INC | 股票-科技 | 1.32% | +0.16% | +7.24% | |
| 40 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.30% | +0.16% | +32.04% | |
| 41 | TER | Teradyne INC | 股票-科技 | 1.30% | +0.22% | +15.50% | |
| 42 | HLX | Helix Energy Solutions Group | 股票-其他 | 1.29% | +0.42% | -8.21% | |
| 43 | ✓ | Vasco Data Securit Usd 0.001 Com | 股票-其他 | 1.29% | +0.27% | -13.09% | |
| 44 | MCHP | Microchip Technology INC | 股票-科技 | 1.29% | +0.19% | +16.53% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 1.27% | +0.20% | +36.75% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | +0.22% | +3.91% | |
| 47 | TRMB | Trimble INC | 股票-科技 | 1.27% | +0.18% | +14.56% | |
| 48 | QGEN | Qiagen N.V. | 股票-医疗保健 | 1.26% | +0.19% | +33.03% | |
| 49 | DDD | 3d Systems CORP | 股票-其他 | 1.25% | +0.09% | +82.95% | |
| 50 | FLIR | Flir Systems INC | 股票-其他 | 1.25% | +0.23% | +15.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPGP | Ipg Photonics CORP | +1% | +74.90% | 加仓 |
| 2 | AZTA | Azenta INC | +0.3% | +18.61% | 加仓 |
| 3 | RAVN | Raven Industries INC | +0.3% | +49.13% | 加仓 |
| 4 | OII | Oceaneering Intl INC | +0.3% | +23.73% | 加仓 |
| 5 | SPLKCHF | Splunk INC | +0.3% | +20.22% | 加仓 |
| 6 | I8R | Irobot CORP | +0.2% | +52.90% | 加仓 |
| 7 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | +27.45% | 加仓 |
| 8 | CGNX | Cognex CORP | +0.2% | +6.62% | 加仓 |
| 9 | SYMCEUR | Symantec CORP | +0.2% | +19.25% | 加仓 |
| 10 | ✓ | Hollysys Automation Tchngy L | +0.2% | +3.89% | 加仓 |
| 11 | TER | Teradyne INC | +0.2% | +15.50% | 加仓 |
| 12 | AMBA | Ambarella, Inc. | +0.2% | +39.38% | 加仓 |
| 13 | ROK | Rockwell Automation INC | +0.1% | +18.64% | 加仓 |
| 14 | MCHP | Microchip Technology INC | +0.1% | +16.53% | 加仓 |
| 15 | NOC | Northrop Grumman CORP | +0.1% | +20.25% | 加仓 |
| 16 | DE | Deere & Co | +0.1% | +32.94% | 加仓 |
| 17 | FTI | TechnipFMC plc | +0.1% | +31.94% | 加仓 |
| 18 | SSYS | Stratasys Ltd. | +0.1% | +37.84% | 加仓 |
| 19 | TDY | Teledyne Technologies INC | +0.1% | +7.24% | 加仓 |
| 20 | QLYS | Qualys INC | +0.1% | +2.00% | 加仓 |
| 21 | PTC | Ptc INC | +0.1% | +30.46% | 加仓 |
| 22 | AKAM | Akamai Technologies INC | +0.1% | +31.60% | 加仓 |
| 23 | LECO | Lincoln Electric Holdings | +0.1% | +32.04% | 加仓 |
| 24 | DDD | 3d Systems CORP | +0.1% | +82.95% | 加仓 |
| 25 | FLIR | Flir Systems INC | +0.1% | +15.71% | 加仓 |
| 26 | CSCO | Cisco Systems INC | 0% | +18.57% | 加仓 |
| 27 | NUANEUR | Nuance Communications INC | 0% | +42.99% | 加仓 |
| 28 | ✓ | 0% | +22.06% | 加仓 | |
| 29 | NVDA | Nvidia CORP | 0% | +3.91% | 加仓 |
| 30 | QCOM | Qualcomm INC | 0% | +36.75% | 加仓 |
| 31 | RPD | Rapid7 INC | 0% | +20.31% | 加仓 |
| 32 | LDOS | Leidos Holdings INC | 0% | +11.47% | 加仓 |
| 33 | ISRG | Intuitive Surgical INC | 0% | +12.23% | 加仓 |
| 34 | TRMB | Trimble INC | 0% | +14.56% | 加仓 |
| 35 | QGEN | Qiagen N.V. | — | +33.03% | 加仓 |
| 36 | NDSN | Nordson CORP | 0% | +27.41% | 加仓 |
| 37 | VTY | Verint Systems INC | 0% | +20.08% | 加仓 |
| 38 | JBTM | Jbt Marel CORP | 0% | +18.05% | 加仓 |
| 39 | HLX | Helix Energy Solutions Group | -0.1% | -8.21% | 减仓 |
| 40 | VAREUR | Varian Medical Systems INC | -0.1% | +20.32% | 加仓 |
| 41 | SAIC | Science Applications Inte | -0.2% | +17.68% | 加仓 |
| 42 | FARO | Faro Technologies INC | -0.3% | +9.08% | 加仓 |
| 43 | JNP | Juniper Networks INC | -0.3% | +9.60% | 加仓 |
| 44 | CHKP | Check Point Software Technologies Ltd. | -0.3% | +3.34% | 加仓 |
| 45 | ✓ | Keyw Hldg CORP | -0.7% | +2.24% | 加仓 |
| 46 | ✓ | Imperva INC | -0.8% | -5.80% | 减仓 |
| 47 | ✓ | Vasco Data Securit Usd 0.001 Com | -0.9% | -13.09% | 减仓 |
| 48 | XLNXEUR | Xilinx INC | — | NEW | 新建仓 |
| 49 | CDNS | Cadence Design Sys INC | — | NEW | 新建仓 |
| 50 | MOBL | Mobileiron INC | — | NEW | 新建仓 |