CIK: 0001591590
申告総資産額
$2.7億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XYL | Xylem INC | 株式-資本財 | 4.84% | — | -0.24% | |
| 2 | WCN | Waste Connections INC | 株式-資本財 | 4.47% | — | +6.38% | |
| 3 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.84% | — | -0.24% | |
| 4 | ROP | Roper Technologies INC | 株式-IT | 3.83% | — | -0.24% | |
| 5 | AOS | Smith (a.o.) CORP | 株式-資本財 | 3.38% | — | -10.04% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 3.33% | — | -0.24% | |
| 7 | HON | Honeywell International INC | 株式-資本財 | 2.78% | — | +1.87% | |
| 8 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.68% | — | +30.15% | |
| 9 | APTV | Aptiv PLC | 株式-一般消費財 | 2.57% | — | -0.23% | |
| 10 | ECL | Ecolab INC | 株式-素材 | 2.56% | — | -15.42% | |
| 11 | TRMB | Trimble INC | 株式-IT | 2.56% | — | -0.24% | |
| 12 | BEP | Brookfield Renewable Partners L.P. | 株式-その他 | 2.54% | — | +19.89% | |
| 13 | ADI | Analog Devices INC | 株式-IT | 2.50% | — | -0.24% | |
| 14 | APH | Amphenol Corp-cl A | 株式-IT | 2.49% | — | -0.24% | |
| 15 | TREX | Trex Company INC | 株式-資本財 | 2.26% | — | -32.68% | |
| 16 | MPWR | Monolithic Power Systems INC | 株式-IT | 2.26% | — | -0.24% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.23% | — | -10.46% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 2.21% | — | +1.86% | |
| 19 | CB | Chubb Limited | 株式-金融 | 2.16% | — | +1.86% | |
| 20 | MCO | Moody's CORP | 株式-金融 | 2.15% | — | -4.07% | |
| 21 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.00% | — | -12.73% | |
| 22 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 1.96% | — | +19.81% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.94% | — | -0.24% | |
| 24 | CMI | Cummins INC | 株式-資本財 | 1.83% | — | -24.19% | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 1.75% | — | +1.87% | |
| 26 | EQIX | Equinix INC | 株式-不動産 | 1.51% | — | -31.21% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | — | -0.23% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.49% | — | +0.97% | |
| 29 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.48% | — | +0.97% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 1.47% | — | +1.86% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 1.41% | — | -0.24% | |
| 32 | AGCO | Agco CORP | 株式-資本財 | 1.27% | — | +1.86% | |
| 33 | WAB | Wabtec CORP | 株式-資本財 | 1.24% | — | -0.22% | |
| 34 | ✓ | Delphi Technologies PLC | 株式-その他 | 1.22% | — | +153.55% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | — | +1.86% | |
| 36 | ON | On Semiconductor | 株式-IT | 1.10% | — | -0.24% | |
| 37 | OMC | Omnicom Group | 株式-通信サービス | 0.94% | — | -21.55% | |
| 38 | PEGIEUR | Pattern Energy Group INC -a | 株式-その他 | 0.93% | — | -0.24% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | — | +1.86% | |
| 40 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.92% | — | +34.65% | |
| 41 | ✓ | Dun & Bradstreet CORP Del Ne | 株式-その他 | 0.91% | — | +1.86% | |
| 42 | ALB | Albemarle CORP | 株式-素材 | 0.88% | — | -40.50% | |
| 43 | UNM | Unum Group | 株式-金融 | 0.81% | — | +1.86% | |
| 44 | MET | Metlife INC | 株式-金融 | 0.81% | — | +20.32% | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.80% | — | +1.86% | |
| 46 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.78% | — | -0.24% | |
| 47 | FSLR | First Solar INC | 株式-IT | 0.74% | — | -0.23% | |
| 48 | IVZ | Invesco Ltd. | 株式-金融 | 0.72% | — | +1.86% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | +1.86% | |
| 50 | WDC | Western Digital CORP | 株式-IT | 0.63% | — | +1.86% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IDXX | Idexx Laboratories INC | +1% | +30.15% | 増加 |
| 2 | ✓ | Delphi Technologies PLC | +0.7% | +153.55% | 増加 |
| 3 | XYL | Xylem INC | +0.6% | -0.24% | 減少 |
| 4 | WCN | Waste Connections INC | +0.4% | +6.38% | 増加 |
| 5 | TMO | Thermo Fisher Scientific INC | +0.4% | -0.24% | 減少 |
| 6 | ROP | Roper Technologies INC | +0.4% | -0.24% | 減少 |
| 7 | SFM | Sprouts Farmers Market INC | +0.3% | +19.81% | 増加 |
| 8 | EWI | Ishares Msci Italy ETF | +0.3% | +34.65% | 増加 |
| 9 | NVDA | Nvidia CORP | +0.3% | -0.24% | 減少 |
| 10 | EWS | Ishares Msci Singapore ETF | +0.2% | +68.59% | 増加 |
| 11 | DHR | Danaher CORP | +0.2% | -0.24% | 減少 |
| 12 | BEP | Brookfield Renewable Partners L.P. | +0.2% | +19.89% | 増加 |
| 13 | ON | On Semiconductor | +0.2% | -0.24% | 減少 |
| 14 | MCO | Moody's CORP | +0.1% | -4.07% | 減少 |
| 15 | WDC | Western Digital CORP | +0.1% | +1.86% | 増加 |
| 16 | MPWR | Monolithic Power Systems INC | +0.1% | -0.24% | 減少 |
| 17 | MCHI | Ishares Msci China ETF | +0.1% | +0.97% | 増加 |
| 18 | MET | Metlife INC | +0.1% | +20.32% | 増加 |
| 19 | HII | Huntington Ingalls Industrie | +0.1% | +1.86% | 増加 |
| 20 | APH | Amphenol Corp-cl A | — | -0.24% | 減少 |
| 21 | PM | Philip Morris International | 0% | +1.87% | 増加 |
| 22 | HON | Honeywell International INC | -0.1% | +1.87% | 増加 |
| 23 | CB | Chubb Limited | -0.1% | +1.86% | 増加 |
| 24 | WMB | Williams Cos INC | -0.1% | +1.87% | 増加 |
| 25 | HAIN | Hain Celestial Group INC | -0.1% | — | 変化なし |
| 26 | AGCO | Agco CORP | -0.1% | +1.86% | 増加 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | +1.86% | 増加 |
| 28 | IVZ | Invesco Ltd. | -0.1% | +1.86% | 増加 |
| 29 | KHC | Kraft Heinz Co/the | -0.1% | +1.87% | 増加 |
| 30 | UNM | Unum Group | -0.1% | +1.86% | 増加 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.23% | 減少 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -10.46% | 減少 |
| 33 | MO | Altria Group INC | -0.2% | +1.86% | 増加 |
| 34 | AOS | Smith (a.o.) CORP | -0.2% | -10.04% | 減少 |
| 35 | HASI | Ha Sustainable Infrastructur | -0.2% | -0.24% | 減少 |
| 36 | PEGIEUR | Pattern Energy Group INC -a | -0.2% | -0.24% | 減少 |
| 37 | OMC | Omnicom Group | -0.2% | -21.55% | 減少 |
| 38 | TRMB | Trimble INC | -0.3% | -0.24% | 減少 |
| 39 | IBM | Intl Business Machines CORP | -0.3% | -55.87% | 減少 |
| 40 | ECL | Ecolab INC | -0.3% | -15.42% | 減少 |
| 41 | CMI | Cummins INC | -0.7% | -24.19% | 減少 |
| 42 | EQIX | Equinix INC | -0.8% | -31.21% | 減少 |
| 43 | TREX | Trex Company INC | -1% | -32.68% | 減少 |
| 44 | ALB | Albemarle CORP | -1.1% | -40.50% | 減少 |
| 45 | ✓ | Agrium INC | — | EXIT | 全売却 |
| 46 | NTR | Nutrien LTD | — | NEW | 新規購入 |
| 47 | THD | Ishares Msci Thailand ETF | — | EXIT | 全売却 |
| 48 | AFL | Aflac INC | — | NEW | 新規購入 |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 50 | ✓ | Mindbody INC | — | NEW | 新規購入 |