CIK: 0001374701
申报总市值
US$2.4亿
仅显示前 200 大持股(共 544 只)
| # | 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 | ✓ | Cyberark Software LTD | 股票-其他 | 1.11% | — | — | |
| 2 | RDWR | Radware Ltd. | 股票-其他 | 0.95% | — | +206.85% | |
| 3 | ✓ | Mellanox Technologies LTD | 股票-其他 | 0.93% | — | -23.72% | |
| 4 | GWRUSD | Genesee & Wyoming Inc-cl A | 股票-其他 | 0.75% | — | -20.33% | |
| 5 | WAT | Waters CORP | 股票-医疗保健 | 0.75% | — | -4.23% | |
| 6 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.72% | — | +182.99% | |
| 7 | CVLT | Commvault Systems INC | 股票-科技 | 0.72% | +0.48% | NEW | |
| 8 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.69% | — | -6.31% | |
| 9 | ILMN | Illumina INC | 股票-医疗保健 | 0.65% | — | -13.75% | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 0.60% | — | -27.45% | |
| 11 | NEOG | Neogen CORP | 股票-医疗保健 | 0.60% | — | +49.57% | |
| 12 | AKAM | Akamai Technologies INC | 股票-科技 | 0.59% | — | +36.46% | |
| 13 | BC | Brunswick CORP | 股票-周期性消费 | 0.59% | — | +39.86% | |
| 14 | H | Hyatt Hotels CORP - Cl A | 股票-周期性消费 | 0.58% | — | +41.28% | |
| 15 | CASS | Cass Information Systems INC | 股票-其他 | 0.58% | — | -14.19% | |
| 16 | MTN | Vail Resorts INC | 股票-周期性消费 | 0.58% | — | -15.18% | |
| 17 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.56% | — | +382.55% | |
| 18 | SR | Spire INC | 股票-公用事业 | 0.56% | — | +3.10% | |
| 19 | ✓ | Sodastream Intl F | 股票-其他 | 0.56% | — | -66.74% | |
| 20 | ECHO | Echostar Corp-a | 股票-通信服务 | 0.54% | — | -0.01% | |
| 21 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 0.54% | — | — | |
| 22 | ✓ | 股票-其他 | 0.52% | — | — | ||
| 23 | ABMDEUR | Abiomed INC | 股票-其他 | 0.52% | — | +2.67% | |
| 24 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.51% | — | +328.48% | |
| 25 | BWA | Borgwarner INC | 股票-周期性消费 | 0.49% | — | — | |
| 26 | NBL2EUR | Noble Energy INC | 股票-其他 | 0.49% | — | +14.78% | |
| 27 | 9HI | Hillenbrand INC | 股票-其他 | 0.46% | — | -5.61% | |
| 28 | ✓ | Radcom LTD | 股票-其他 | 0.45% | — | -7.50% | |
| 29 | DATA | Tableau Software Inc-cl A | 股票-其他 | 0.45% | — | -38.65% | |
| 30 | HIVEEUR | Aerohive Networks INC | 股票-其他 | 0.45% | — | -1.02% | |
| 31 | LOPE | Grand Canyon Education INC | 股票-非周期性消费 | 0.44% | — | -22.46% | |
| 32 | EVEUR | Eaton Vance CORP | 股票-其他 | 0.44% | — | +14.80% | |
| 33 | TXT | Textron INC | 股票-工业 | 0.44% | — | +197.13% | |
| 34 | ALTREUR | Altair Engineering INC - A | 股票-其他 | 0.42% | — | -25.82% | |
| 35 | SLAB | Silicon Laboratories INC | 股票-科技 | 0.42% | — | -0.67% | |
| 36 | RLGT | Radiant Logistics INC | 股票-其他 | 0.42% | — | -30.15% | |
| 37 | LMEUR | Legg Mason INC | 股票-其他 | 0.42% | -0.48% | EXIT | |
| 38 | MRO* | Marathon Oil CORP | 股票-其他 | 0.41% | — | -10.95% | |
| 39 | LSTR | Landstar System INC | 股票-工业 | 0.41% | — | +15.86% | |
| 40 | CARG | Cargurus INC | 股票-周期性消费 | 0.40% | — | -17.18% | |
| 41 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.40% | — | +53.57% | |
| 42 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.40% | — | -24.59% | |
| 43 | EBAY | Ebay INC | 股票-周期性消费 | 0.39% | — | -18.63% | |
| 44 | QLYS | Qualys INC | 股票-科技 | 0.39% | — | -22.46% | |
| 45 | WCC | Wesco International INC | 股票-工业 | 0.39% | — | — | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.38% | — | -51.78% | |
| 47 | GOLF | Acushnet Holdings CORP | 股票-其他 | 0.38% | — | — | |
| 48 | CAMT | Camtek Ltd. | 股票-其他 | 0.37% | — | +30.96% | |
| 49 | INGR | Ingredion INC | 股票-非周期性消费 | 0.37% | — | — | |
| 50 | NTAP | Netapp INC | 股票-科技 | 0.37% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RDWR | Radware Ltd. | +0.8% | +206.85% | 加仓 |
| 2 | BAH | Booz Allen Hamilton Holdings | +0.6% | +182.99% | 加仓 |
| 3 | CAH | Cardinal Health INC | +0.5% | +382.55% | 加仓 |
| 4 | CRL | Charles River Laboratories | +0.4% | +328.48% | 加仓 |
| 5 | ✓ | Mellanox Technologies LTD | — | -23.72% | 减仓 |
| 6 | ✓ | Sodastream Intl F | -0.1% | -66.74% | 减仓 |
| 7 | ✓ | Radcom LTD | -0.1% | -7.50% | 减仓 |
| 8 | CTSH | Cognizant Tech Solutions-a | -0.2% | -51.78% | 减仓 |
| 9 | MCB | Metropolitan Bank Holding Co | -0.2% | -66.64% | 减仓 |
| 10 | RBBN | Ribbon Communications INC | -0.3% | -71.40% | 减仓 |
| 11 | ✓ | Energen CORP | -0.3% | -82.80% | 减仓 |
| 12 | XHC | Heritage Commerce CORP | -0.3% | -86.73% | 减仓 |
| 13 | MDRX | Veradigm INC | -0.4% | -93.67% | 减仓 |
| 14 | ✓ | Orbotech LTD | -0.5% | -74.81% | 减仓 |
| 15 | NICE | Nice LTD - Spon Adr | — | EXIT | 清仓 |
| 16 | ✓ | Cyberark Software LTD | — | NEW | 新建仓 |
| 17 | UGI | Ugi CORP | — | EXIT | 清仓 |
| 18 | NI | Nisource INC | — | EXIT | 清仓 |
| 19 | XLNXEUR | Xilinx INC | — | EXIT | 清仓 |
| 20 | EXC | Exelon CORP | — | EXIT | 清仓 |
| 21 | CTXSEUR | Citrix Systems INC | — | EXIT | 清仓 |
| 22 | GNTX | Gentex CORP | — | EXIT | 清仓 |
| 23 | TSEM | Tower Semiconductor Ltd. | — | EXIT | 清仓 |
| 24 | XEL | Xcel Energy INC | — | EXIT | 清仓 |
| 25 | SNDR | Schneider National Inc-cl B | — | EXIT | 清仓 |
| 26 | FIBK | First Interstate Bancsys-a | — | EXIT | 清仓 |
| 27 | PFBC | Preferred Bank/los Angeles | — | EXIT | 清仓 |
| 28 | CERNCHF | Cerner CORP | — | EXIT | 清仓 |
| 29 | CSOD | Cornerstone Ondemand INC | — | NEW | 新建仓 |
| 30 | KO | Coca-cola Co/the | — | EXIT | 清仓 |
| 31 | TECH | Bio-techne CORP | — | EXIT | 清仓 |
| 32 | JPM | Jpmorgan Chase & Co | — | EXIT | 清仓 |
| 33 | ✓ | — | NEW | 新建仓 | |
| 34 | FFIV | F5 INC | — | EXIT | 清仓 |
| 35 | ACCO | Acco Brands CORP | — | EXIT | 清仓 |
| 36 | INTU | Intuit INC | — | EXIT | 清仓 |
| 37 | BWA | Borgwarner INC | — | NEW | 新建仓 |
| 38 | CMS | Cms Energy CORP | — | EXIT | 清仓 |
| 39 | HWC | Hancock Whitney CORP | — | EXIT | 清仓 |
| 40 | IFF | Intl Flavors & Fragrances | — | EXIT | 清仓 |
| 41 | BBSI | Barrett Business Svcs INC | — | EXIT | 清仓 |
| 42 | DPZ | Domino's Pizza INC | — | EXIT | 清仓 |
| 43 | SHOO | Steven Madden LTD | — | EXIT | 清仓 |
| 44 | PAG | Penske Automotive Group INC | — | EXIT | 清仓 |
| 45 | ✓ | Kapstone Paper Packaging CORP Com | — | EXIT | 清仓 |
| 46 | LRCXEUR | Lam Research CORP | — | EXIT | 清仓 |
| 47 | UHS | Universal Health Services-b | — | EXIT | 清仓 |
| 48 | ✓ | Athenahealth INC | — | EXIT | 清仓 |
| 49 | OCFC | Oceanfirst Financial CORP | — | EXIT | 清仓 |
| 50 | LITE | Lumentum Holdings INC | — | EXIT | 清仓 |