CIK: 0001660389
申报总市值
US$890.2万
| # | 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 | IHS | Ihs Markit LTD | 股票-其他 | 5.52% | — | — | |
| 2 | ADBE | Adobe INC | 股票-科技 | 5.51% | — | — | |
| 3 | ACN | Accenture plc | 股票-科技 | 5.34% | — | +37.27% | |
| 4 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 5.06% | — | — | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 4.72% | — | — | |
| 6 | UNF | Unifirst Corp/ma | 股票-其他 | 4.58% | — | — | |
| 7 | CASY | Casey's General Stores INC | 股票-周期性消费 | 4.55% | — | +6.78% | |
| 8 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 4.53% | — | — | |
| 9 | ACM | Aecom | 股票-工业 | 4.36% | — | — | |
| 10 | CACI | Caci International INC -cl A | 股票-科技 | 4.27% | — | — | |
| 11 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 3.78% | — | — | |
| 12 | COUPEUR | Coupa Software INC | 股票-其他 | 3.73% | — | — | |
| 13 | KBH | Kb Home | 股票-周期性消费 | 3.69% | — | — | |
| 14 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 3.66% | — | -14.45% | |
| 15 | CRM | Salesforce INC | 股票-科技 | 3.63% | — | +44.06% | |
| 16 | MLKN | Millerknoll INC | 股票-其他 | 3.62% | — | — | |
| 17 | KMX | Carmax INC | 股票-周期性消费 | 3.61% | — | — | |
| 18 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 3.59% | — | -17.12% | |
| 19 | SAIC | Science Applications Inte | 股票-科技 | 3.57% | — | — | |
| 20 | PRGS | Progress Software CORP | 股票-其他 | 3.48% | — | +31.35% | |
| 21 | SNX | TD Synnex CORP | 股票-科技 | 3.48% | — | — | |
| 22 | SHOP | Shopify INC - Class A | 股票-科技 | 3.40% | — | — | |
| 23 | CIEN | Ciena CORP | 股票-科技 | 3.36% | — | — | |
| 24 | MDB | Mongodb INC | 股票-科技 | 3.15% | — | +12.52% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.82% | — | -88.16% |