CIK: 0001732621
申告総資産額
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| # | 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 | AMAT | Applied Materials INC | 株式-IT | 6.64% | — | +68.73% | |
| 2 | IR | Ingersoll-rand INC | 株式-資本財 | 5.96% | — | — | |
| 3 | CNH | CNH Industrial N.V. | 株式-資本財 | 5.47% | — | +108.91% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 5.33% | — | +220.97% | |
| 5 | ESI | Element Solutions INC | 株式-素材 | 5.27% | — | +76.16% | |
| 6 | FMC | Fmc CORP | 株式-素材 | 5.20% | — | — | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 5.18% | — | — | |
| 8 | GWW | Ww Grainger INC | 株式-資本財 | 4.57% | — | — | |
| 9 | AYI | Acuity INC | 株式-資本財 | 4.41% | — | — | |
| 10 | FDX | Fedex CORP | 株式-資本財 | 4.32% | — | — | |
| 11 | MRVL | Marvell Technology INC | 株式-IT | 4.07% | — | +1.14% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.70% | — | +152.81% | |
| 13 | RTX | Rtx CORP | 株式-資本財 | 3.66% | — | -50.79% | |
| 14 | ALB | Albemarle CORP | 株式-素材 | 3.21% | — | -12.47% | |
| 15 | EMR | Emerson Electric Co | 株式-資本財 | 3.20% | — | +112.13% | |
| 16 | CF | Cf Industries Holdings INC | 株式-素材 | 3.14% | — | +0.21% | |
| 17 | DOV | Dover CORP | 株式-資本財 | 2.59% | — | — | |
| 18 | URI | United Rentals INC | 株式-資本財 | 2.53% | — | — | |
| 19 | NTR | Nutrien LTD | 株式-素材 | 2.43% | — | -59.64% | |
| 20 | CTVA | Corteva INC | 株式-素材 | 2.34% | — | +119.46% | |
| 21 | LIN | Linde plc | 株式-素材 | 2.25% | — | -73.67% | |
| 22 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 2.22% | — | -35.85% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 2.15% | — | — | |
| 24 | VC | Visteon CORP | 株式-その他 | 1.87% | — | — | |
| 25 | STLA | Stellantis N.V. | 株式-一般消費財 | 1.49% | — | -52.48% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.20% | — | -33.32% | |
| 27 | HWM | Howmet Aerospace INC | 株式-資本財 | 1.15% | — | -54.20% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.82% | — | — | |
| 29 | SQM | Quimica Y Minera Chil-sp Adr | 株式-その他 | 0.78% | — | -46.96% | |
| 30 | ON | On Semiconductor | 株式-IT | 0.75% | — | -91.83% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | — | — | |
| 32 | PCAR | Paccar INC | 株式-資本財 | 0.61% | — | — | |
| 33 | GE | General Electric | 株式-資本財 | 0.37% | — | — | |
| 34 | F | Ford Motor Co | 株式-一般消費財 | 0.37% | — | -46.75% |