CIK: 0001140331
申报总市值
US$1.7亿
| # | 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 | WAB | Wabtec CORP | 股票-工业 | 8.16% | +0.52% | +1.95% | |
| 2 | GPN | Global Payments INC | 股票-工业 | 7.49% | -0.22% | — | |
| 3 | TSS | Total System Services INC | 股票-其他 | 7.49% | -1.53% | — | |
| 4 | ✓ | Csg Systems International In | 股票-其他 | 7.43% | -0.40% | — | |
| 5 | MKSI | Mks INC | 股票-科技 | 6.58% | +0.41% | — | |
| 6 | ROL | Rollins INC | 股票-周期性消费 | 6.23% | -0.56% | — | |
| 7 | COHREUR | Coherent INC | 股票-其他 | 6.14% | +0.59% | — | |
| 8 | THO | Thor Industries INC | 股票-周期性消费 | 5.41% | +1.06% | +2.38% | |
| 9 | PRIM | Primoris Services CORP | 股票-工业 | 5.31% | -0.01% | +0.61% | |
| 10 | EME | Emcor Group INC | 股票-工业 | 5.02% | +0.53% | — | |
| 11 | NSP | Insperity INC | 股票-其他 | 4.95% | -0.90% | — | |
| 12 | TTEK | Tetra Tech INC | 股票-工业 | 4.32% | +0.24% | — | |
| 13 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 3.68% | -0.17% | — | |
| 14 | AIT | Applied Industrial Tech INC | 股票-工业 | 2.81% | -0.16% | — | |
| 15 | CUBUSD | Cubic CORP | 股票-其他 | 2.63% | +0.25% | — | |
| 16 | XECEUR | Cimarex Energy Co | 股票-其他 | 2.60% | +0.09% | — | |
| 17 | DRQEUR | Dril-quip INC | 股票-其他 | 2.48% | -0.29% | +1.63% | |
| 18 | VMI | Valmont Industries | 股票-工业 | 1.52% | -0.14% | — | |
| 19 | LFUS | Littelfuse INC | 股票-科技 | 1.27% | -0.51% | — | |
| 20 | HURC | Hurco Companies INC | 股票-其他 | 1.00% | -0.02% | +15.62% | |
| 21 | GIFI | Gulf Island Fabrication INC | 股票-其他 | 0.79% | +0.24% | +10.46% | |
| 22 | ✓ | Drew Inds INC | 股票-其他 | 0.75% | +0.05% | — | |
| 23 | ROG | Rogers CORP | 股票-其他 | 0.69% | -0.06% | +83.33% | |
| 24 | RTECEUR | Rudolph Technologies INC | 股票-其他 | 0.56% | +0.10% | +112.05% | |
| 25 | FSTR | Foster (lb) Co-a | 股票-其他 | 0.54% | -0.14% | EXIT | |
| 26 | GHM | Graham CORP | 股票-其他 | 0.50% | -0.04% | +21.92% | |
| 27 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.47% | -0.33% | EXIT | |
| 28 | MRCY | Mercury Systems INC | 股票-工业 | 0.45% | -0.01% | — | |
| 29 | BWEUR | Babcock & Wilcox Enterpr | 股票-其他 | 0.44% | +0.15% | +34.33% | |
| 30 | RAIL | Freightcar America INC | 股票-其他 | 0.43% | +0.02% | +20.23% | |
| 31 | RBC | RBC Bearings INC | 股票-工业 | 0.42% | -0.40% | EXIT | |
| 32 | ✓ | Nanometrics INC Com | 股票-其他 | 0.36% | +0.07% | +190.21% | |
| 33 | VECO | Veeco Instruments INC | 股票-其他 | 0.32% | +0.32% | +38.67% | |
| 34 | PDFS | Pdf Solutions INC | 股票-其他 | 0.22% | +0.05% | +38.89% | |
| 35 | COHU | Cohu INC | 股票-其他 | 0.21% | -0.01% | +17.09% | |
| 36 | ✓ | Synergy Res CORP | 股票-其他 | 0.21% | +0.38% | — | |
| 37 | MTDR | Matador Resources Co | 股票-能源 | 0.07% | +0.07% | — | |
| 38 | ✓ | Planet Payment INC | 股票-其他 | 0.01% | +0.16% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COHREUR | Coherent INC | +1.3% | — | 不变 |
| 2 | ✓ | Csg Systems International In | +0.9% | — | 不变 |
| 3 | MSM | Msc Industrial Direct Co-a | +0.7% | — | 不变 |
| 4 | ROG | Rogers CORP | +0.3% | +83.33% | 加仓 |
| 5 | THO | Thor Industries INC | +0.3% | +2.38% | 加仓 |
| 6 | RTECEUR | Rudolph Technologies INC | +0.3% | +112.05% | 加仓 |
| 7 | HURC | Hurco Companies INC | +0.2% | +15.62% | 加仓 |
| 8 | ✓ | Nanometrics INC Com | +0.2% | +190.21% | 加仓 |
| 9 | WAB | Wabtec CORP | +0.2% | +1.95% | 加仓 |
| 10 | TTEK | Tetra Tech INC | +0.1% | — | 不变 |
| 11 | GHM | Graham CORP | +0.1% | +21.92% | 加仓 |
| 12 | FSTR | Foster (lb) Co-a | +0.1% | — | 不变 |
| 13 | BWEUR | Babcock & Wilcox Enterpr | +0.1% | +34.33% | 加仓 |
| 14 | PDFS | Pdf Solutions INC | +0.1% | +38.89% | 加仓 |
| 15 | VMI | Valmont Industries | +0.1% | — | 不变 |
| 16 | LFUS | Littelfuse INC | +0.1% | — | 不变 |
| 17 | VECO | Veeco Instruments INC | +0.1% | +38.67% | 加仓 |
| 18 | PRIM | Primoris Services CORP | 0% | +0.61% | 加仓 |
| 19 | RBC | RBC Bearings INC | 0% | — | 不变 |
| 20 | COHU | Cohu INC | — | +17.09% | 加仓 |
| 21 | ✓ | Drew Inds INC | 0% | — | 不变 |
| 22 | XECEUR | Cimarex Energy Co | -0.1% | — | 不变 |
| 23 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | — | 不变 |
| 24 | RAIL | Freightcar America INC | -0.1% | +20.23% | 加仓 |
| 25 | AIT | Applied Industrial Tech INC | -0.1% | — | 不变 |
| 26 | NSP | Insperity INC | -0.2% | — | 不变 |
| 27 | DRQEUR | Dril-quip INC | -0.2% | +1.63% | 加仓 |
| 28 | GIFI | Gulf Island Fabrication INC | -0.3% | +10.46% | 加仓 |
| 29 | ROL | Rollins INC | -0.4% | — | 不变 |
| 30 | MKSI | Mks INC | -0.4% | — | 不变 |
| 31 | EME | Emcor Group INC | -0.5% | — | 不变 |
| 32 | GPN | Global Payments INC | -0.7% | — | 不变 |
| 33 | CUBUSD | Cubic CORP | -0.8% | — | 不变 |
| 34 | TSS | Total System Services INC | -1.2% | — | 不变 |
| 35 | WDFC | Wd-40 Co | — | EXIT | 清仓 |
| 36 | MRCY | Mercury Systems INC | — | NEW | 新建仓 |
| 37 | ✓ | Synergy Res CORP | — | NEW | 新建仓 |
| 38 | ✓ | Cascade Microtech INC | — | EXIT | 清仓 |
| 39 | MTDR | Matador Resources Co | — | NEW | 新建仓 |
| 40 | ✓ | Planet Payment INC | — | NEW | 新建仓 |