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 | LIN | Linde plc | 株式-素材 | 10.34% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 10.15% | — | — | |
| 3 | MLM | Martin Marietta Materials | 株式-素材 | 9.23% | — | — | |
| 4 | FMC | Fmc CORP | 株式-素材 | 8.48% | — | +42.51% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 6.77% | — | — | |
| 6 | CTVA | Corteva INC | 株式-素材 | 6.23% | — | +136.84% | |
| 7 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 5.75% | — | +123.21% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 5.13% | — | +2177.45% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 5.06% | — | -20.71% | |
| 10 | APTV | Aptiv PLC | 株式-一般消費財 | 2.61% | — | +14.69% | |
| 11 | CE | Celanese CORP | 株式-素材 | 2.60% | — | — | |
| 12 | HWM | Howmet Aerospace INC | 株式-資本財 | 2.22% | — | — | |
| 13 | ON | On Semiconductor | 株式-IT | 2.10% | — | — | |
| 14 | VC | Visteon CORP | 株式-その他 | 1.85% | — | +18.08% | |
| 15 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 1.83% | — | +107.12% | |
| 16 | ETN | Eaton Corporation plc | 株式-資本財 | 1.81% | — | — | |
| 17 | APD | Air Products & Chemicals INC | 株式-素材 | 1.81% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | — | -2.70% | |
| 19 | ANETEUR | Arista Networks INC | 株式-その他 | 1.64% | — | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.45% | — | — | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.44% | — | -25.93% | |
| 22 | EMN | Eastman Chemical Co | 株式-素材 | 0.93% | — | +143.55% | |
| 23 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 0.90% | — | — | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 0.86% | — | — | |
| 25 | ROK | Rockwell Automation INC | 株式-資本財 | 0.84% | — | — | |
| 26 | ITT | Itt INC | 株式-資本財 | 0.84% | — | — | |
| 27 | MT | Arcelormittal-ny Registered | 株式-その他 | 0.75% | — | — | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.61% | — | +50.58% | |
| 29 | SWKS | Skyworks Solutions INC | 株式-IT | 0.58% | — | -53.33% | |
| 30 | DAL | Delta Air Lines INC | 株式-資本財 | 0.51% | — | +14.68% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 0.48% | — | — | |
| 32 | ADI | Analog Devices INC | 株式-IT | 0.40% | — | -17.64% | |
| 33 | ST | Sensata Technologies Holding plc | 株式-IT | 0.39% | — | — | |
| 34 | VMC | Vulcan Materials Co | 株式-素材 | 0.31% | — | — | |
| 35 | CRUS | Cirrus Logic INC | 株式-IT | 0.30% | — | — | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.21% | — | — | |
| 37 | P | Everpure Inc-a | 株式-IT | 0.19% | — | — | |
| 38 | KLIC | Kulicke & Soffa Industries | 株式-IT | 0.19% | — | — | |
| 39 | HPQ | Hp INC | 株式-IT | 0.19% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | — | — | |
| 41 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.15% | — | — |