CIK: 0001144903
申报总市值
US$6553.1万
| # | 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 | TSS | Total System Services INC | 股票-其他 | 8.49% | -1.53% | -30.04% | |
| 2 | GPN | Global Payments INC | 股票-工业 | 8.44% | -0.34% | +33.40% | |
| 3 | WAB | Wabtec CORP | 股票-工业 | 7.99% | +0.47% | — | |
| 4 | MKSI | Mks INC | 股票-科技 | 7.94% | +0.38% | — | |
| 5 | EME | Emcor Group INC | 股票-工业 | 7.04% | +0.60% | — | |
| 6 | ROL | Rollins INC | 股票-周期性消费 | 6.49% | -0.61% | — | |
| 7 | ✓ | Csg Systems International In | 股票-其他 | 6.05% | -0.43% | — | |
| 8 | NSP | Insperity INC | 股票-其他 | 5.45% | -1.06% | — | |
| 9 | PRIM | Primoris Services CORP | 股票-工业 | 5.39% | -0.03% | — | |
| 10 | THO | Thor Industries INC | 股票-周期性消费 | 5.34% | +0.98% | — | |
| 11 | COHREUR | Coherent INC | 股票-其他 | 4.82% | +0.51% | — | |
| 12 | TTEK | Tetra Tech INC | 股票-工业 | 4.31% | +0.20% | — | |
| 13 | CUBUSD | Cubic CORP | 股票-其他 | 3.75% | +0.22% | — | |
| 14 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 3.45% | -0.23% | — | |
| 15 | AIT | Applied Industrial Tech INC | 股票-工业 | 2.81% | -0.17% | — | |
| 16 | DRQEUR | Dril-quip INC | 股票-其他 | 2.73% | -0.33% | +4.37% | |
| 17 | XECEUR | Cimarex Energy Co | 股票-其他 | 2.50% | +0.05% | — | |
| 18 | GIFI | Gulf Island Fabrication INC | 股票-其他 | 1.06% | +0.22% | +14.03% | |
| 19 | ✓ | Drew Inds INC | 股票-其他 | 0.94% | +0.05% | — | |
| 20 | HURC | Hurco Companies INC | 股票-其他 | 0.92% | -0.08% | +63.93% | |
| 21 | WDFC | Wd-40 Co | 股票-原材料 | 0.53% | — | -51.72% | |
| 22 | RAIL | Freightcar America INC | 股票-其他 | 0.50% | +0.03% | +28.57% | |
| 23 | GHM | Graham CORP | 股票-其他 | 0.49% | -0.06% | +66.67% | |
| 24 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.47% | -0.30% | EXIT | |
| 25 | BWEUR | Babcock & Wilcox Enterpr | 股票-其他 | 0.35% | +0.13% | — | |
| 26 | RTECEUR | Rudolph Technologies INC | 股票-其他 | 0.32% | +0.06% | — | |
| 27 | VMI | Valmont Industries | 股票-工业 | 0.29% | -0.03% | — | |
| 28 | VECO | Veeco Instruments INC | 股票-其他 | 0.28% | +0.20% | — | |
| 29 | ROG | Rogers CORP | 股票-其他 | 0.20% | -0.07% | — | |
| 30 | COHU | Cohu INC | 股票-其他 | 0.20% | +0.02% | — | |
| 31 | ✓ | Nanometrics INC Com | 股票-其他 | 0.18% | +0.06% | — | |
| 32 | PDFS | Pdf Solutions INC | 股票-其他 | 0.17% | +0.04% | — | |
| 33 | ✓ | Cascade Microtech INC | 股票-其他 | 0.13% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PRIM | Primoris Services CORP | +1% | — | 不变 |
| 2 | ✓ | Csg Systems International In | +0.9% | — | 不变 |
| 3 | COHREUR | Coherent INC | +0.8% | — | 不变 |
| 4 | EME | Emcor Group INC | +0.6% | — | 不变 |
| 5 | MKSI | Mks INC | +0.6% | — | 不变 |
| 6 | NSP | Insperity INC | +0.5% | — | 不变 |
| 7 | CUBUSD | Cubic CORP | +0.4% | — | 不变 |
| 8 | THO | Thor Industries INC | +0.4% | — | 不变 |
| 9 | HURC | Hurco Companies INC | +0.4% | +63.93% | 加仓 |
| 10 | TTEK | Tetra Tech INC | +0.3% | — | 不变 |
| 11 | GHM | Graham CORP | +0.2% | +66.67% | 加仓 |
| 12 | AIT | Applied Industrial Tech INC | +0.2% | — | 不变 |
| 13 | DRQEUR | Dril-quip INC | +0.2% | +4.37% | 加仓 |
| 14 | RAIL | Freightcar America INC | +0.2% | +28.57% | 加仓 |
| 15 | GIFI | Gulf Island Fabrication INC | +0.1% | +14.03% | 加仓 |
| 16 | ✓ | Drew Inds INC | +0.1% | — | 不变 |
| 17 | COHU | Cohu INC | 0% | — | 不变 |
| 18 | VMI | Valmont Industries | 0% | — | 不变 |
| 19 | ZBRA | Zebra Technologies Corp-cl A | 0% | — | 不变 |
| 20 | ROL | Rollins INC | -0.2% | — | 不变 |
| 21 | MSM | Msc Industrial Direct Co-a | -0.3% | — | 不变 |
| 22 | XECEUR | Cimarex Energy Co | -0.4% | — | 不变 |
| 23 | WDFC | Wd-40 Co | -0.5% | -51.72% | 减仓 |
| 24 | WAB | Wabtec CORP | -1.9% | — | 不变 |
| 25 | TSS | Total System Services INC | -2.5% | -30.04% | 减仓 |
| 26 | GPN | Global Payments INC | -2.8% | +33.40% | 加仓 |
| 27 | BWEUR | Babcock & Wilcox Enterpr | — | NEW | 新建仓 |
| 28 | RTECEUR | Rudolph Technologies INC | — | NEW | 新建仓 |
| 29 | VECO | Veeco Instruments INC | — | NEW | 新建仓 |
| 30 | ROG | Rogers CORP | — | NEW | 新建仓 |
| 31 | ✓ | Nanometrics INC Com | — | NEW | 新建仓 |
| 32 | PDFS | Pdf Solutions INC | — | NEW | 新建仓 |
| 33 | ✓ | Cascade Microtech INC | — | NEW | 新建仓 |