CIK: 0001694165
申报总市值
US$449.4万
| # | 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 | PYPL | Paypal Holdings INC | 股票-金融 | 5.88% | — | -35.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.93% | — | -28.08% | |
| 3 | EBAY | Ebay INC | 股票-周期性消费 | 4.69% | — | — | |
| 4 | TRI | Thomson Reuters Corporation | 股票-工业 | 4.33% | — | -11.35% | |
| 5 | FCN | Fti Consulting INC | 股票-工业 | 4.28% | — | — | |
| 6 | IHS | Ihs Markit LTD | 股票-其他 | 4.08% | — | — | |
| 7 | CDNS | Cadence Design Sys INC | 股票-科技 | 3.91% | — | -30.29% | |
| 8 | CACI | Caci International INC -cl A | 股票-科技 | 3.90% | — | +214.32% | |
| 9 | ✓ | Verisign Com | 股票-其他 | 3.88% | — | — | |
| 10 | GDDY | Godaddy INC - Class A | 股票-科技 | 3.87% | — | -11.60% | |
| 11 | BR | Broadridge Financial Solutio | 股票-科技 | 3.84% | — | — | |
| 12 | CPRT | Copart INC | 股票-工业 | 3.78% | — | -12.77% | |
| 13 | TRU | Transunion | 股票-金融 | 3.73% | — | -26.20% | |
| 14 | FIS | Fidelity National Info Serv | 股票-科技 | 3.69% | — | -24.47% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.51% | — | -57.28% | |
| 16 | ADBE | Adobe INC | 股票-科技 | 3.37% | — | -25.32% | |
| 17 | CRM | Salesforce INC | 股票-科技 | 3.35% | — | -41.60% | |
| 18 | G | Genpact Limited | 股票-科技 | 3.10% | — | +147.15% | |
| 19 | BKIEUR | Black Knight INC | 股票-其他 | 3.09% | — | -32.42% | |
| 20 | GPN | Global Payments INC | 股票-工业 | 2.95% | — | -35.49% | |
| 21 | FISV | Fiserv INC | 股票-其他 | 2.68% | — | -44.68% | |
| 22 | WNSN | Wns Holdings Ltd-adr | 股票-其他 | 2.66% | — | — | |
| 23 | OPLN | Openlane INC | 股票-其他 | 2.65% | — | — | |
| 24 | PAYX | Paychex INC | 股票-科技 | 2.58% | — | — | |
| 25 | SPGI | S&p Global INC | 股票-金融 | 2.24% | — | -71.59% | |
| 26 | FICO | Fair Isaac CORP | 股票-科技 | 2.03% | — | — | |
| 27 | IT | Gartner INC | 股票-科技 | 1.76% | — | -53.52% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.66% | — | -16.55% | |
| 29 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.64% | — | -12.05% | |
| 30 | NSP | Insperity INC | 股票-其他 | 1.40% | — | — | |
| 31 | RHI | Robert Half INC | 股票-工业 | 0.54% | — | — |