CIK: 0001654407
申报总市值
US$2.3亿
| # | 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 | URI | United Rentals INC | 股票-工业 | 12.54% | +5.96% | — | |
| 2 | CAT | Caterpillar INC | 股票-工业 | 10.65% | -6.68% | — | |
| 3 | DAN | Dana INC | 股票-其他 | 8.97% | +3.31% | — | |
| 4 | LEA | Lear CORP | 股票-周期性消费 | 7.46% | +6.16% | NEW | |
| 5 | ODFL | Old Dominion Freight Line | 股票-工业 | 6.77% | -3.35% | EXIT | |
| 6 | CSL | Carlisle Cos INC | 股票-工业 | 5.41% | +7.64% | — | |
| 7 | ALLE | Allegion plc | 股票-工业 | 5.19% | -0.29% | — | |
| 8 | LSTR | Landstar System INC | 股票-工业 | 4.80% | — | — | |
| 9 | LII | Lennox International INC | 股票-工业 | 4.64% | +0.51% | — | |
| 10 | LECO | Lincoln Electric Holdings | 股票-工业 | 4.57% | +3.83% | — | |
| 11 | IR | Ingersoll-rand PLC | 股票-工业 | 4.23% | -0.53% | — | |
| 12 | OSK | Oshkosh CORP | 股票-工业 | 4.12% | — | — | |
| 13 | TKR | Timken Co | 股票-工业 | 3.40% | — | — | |
| 14 | DCH | Dauch Corporation | 股票-其他 | 3.01% | -5.03% | EXIT | |
| 15 | WSO | Watsco INC | 股票-工业 | 2.74% | -3.31% | EXIT | |
| 16 | ROK | Rockwell Automation INC | 股票-工业 | 2.56% | — | — | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 2.37% | +8.39% | — | |
| 18 | TDY | Teledyne Technologies INC | 股票-科技 | 2.09% | — | — | |
| 19 | CNH | CNH Industrial N.V. | 股票-工业 | 1.96% | — | — | |
| 20 | FTV | Fortive CORP | 股票-科技 | 1.39% | — | — | |
| 21 | NDSN | Nordson CORP | 股票-工业 | 1.12% | — | — |