CIK: 0001409427
申告総資産額
$16.9億
上位200銘柄を表示中（全313銘柄）
| # | 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 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.35% | +1.25% | -6.59% | |
| 2 | ✓ | Schneider Electric SA | 株式-その他 | 1.71% | — | -14.36% | |
| 3 | ✓ | Deutsche Telekom | 株式-その他 | 1.57% | — | -15.38% | |
| 4 | ✓ | Prysmian SpA | 株式-その他 | 1.51% | — | -16.47% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.48% | +0.07% | +21.59% | |
| 6 | ✓ | Byd Co LTD Shs H | 株式-その他 | 1.44% | — | -9.11% | |
| 7 | ✓ | Macquarie Group Limited Shs New | 株式-その他 | 1.31% | — | -14.08% | |
| 8 | ✓ | Orix Corporation F | 株式-その他 | 1.31% | — | -25.71% | |
| 9 | ✓ | Oversea-chinese Bk | 株式-その他 | 1.30% | — | -14.52% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.16% | -0.05% | -6.47% | |
| 11 | ✓ | Hannover Rueck Se | 株式-その他 | 1.11% | — | -12.05% | |
| 12 | ✓ | Inditex SA | 株式-その他 | 1.08% | — | -15.33% | |
| 13 | ✓ | Axa SA | 株式-その他 | 1.08% | — | -13.05% | |
| 14 | ✓ | Novo-Nordisk A-S Ord | 株式-その他 | 1.06% | — | -3.16% | |
| 15 | AZN | AstraZeneca PLC | 株式-ヘルスケア | 1.06% | — | -9.18% | |
| 16 | ✓ | Sse PLC | 株式-その他 | 1.05% | — | -15.24% | |
| 17 | ✓ | Relx PLC Ordf | 株式-その他 | 0.98% | — | +8.95% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 0.96% | — | -5.16% | |
| 19 | ✓ | 株式-その他 | 0.94% | — | -12.93% | ||
| 20 | ✓ | Kurita Water Inds | 株式-その他 | 0.93% | — | -11.86% | |
| 21 | WAB | Wabtec CORP | 株式-資本財 | 0.91% | — | -1.62% | |
| 22 | ✓ | Ing Groep N.v.-sponsored Adr | 株式-その他 | 0.88% | — | -12.72% | |
| 23 | ✓ | Hoya CORP | 株式-その他 | 0.87% | — | -3.83% | |
| 24 | ✓ | Unilever PLC | 株式-その他 | 0.86% | — | -15.46% | |
| 25 | ✓ | Mitsubishi Ufj Financial Group INC | 株式-その他 | 0.83% | — | -14.85% | |
| 26 | SONY | Sony Group Corporation | 株式-IT | 0.82% | — | +332.57% | |
| 27 | ✓ | Rexel | 株式-その他 | 0.81% | — | -10.88% | |
| 28 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.80% | — | -10.18% | |
| 29 | ✓ | Pt Bk Rakyat Indonesia Persero | 株式-その他 | 0.79% | — | -13.84% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.77% | +0.07% | +845.51% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | -0.31% | +1.62% | |
| 32 | AWK | American Water Works Co INC | 株式-公益事業 | 0.73% | — | -12.97% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | — | -1.10% | |
| 34 | ✓ | Ashtead Group PLC | 株式-その他 | 0.72% | — | -17.96% | |
| 35 | ✓ | Atlas Copco Aktiebolag Shs B | 株式-その他 | 0.72% | — | -13.72% | |
| 36 | ✓ | Kerry Group | 株式-その他 | 0.72% | — | +19.93% | |
| 37 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 0.71% | -0.28% | -1.84% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.18% | +5.20% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.69% | -0.38% | +6.44% | |
| 40 | ✓ | Convatec Group PLC Shs | 株式-その他 | 0.68% | — | -0.45% | |
| 41 | ✓ | Kon Ahold Delhaize | 株式-その他 | 0.67% | — | -14.76% | |
| 42 | ✓ | Prosus NV | 株式-その他 | 0.66% | — | +0.64% | |
| 43 | ✓ | Dsm-firmenich AG | 株式-その他 | 0.65% | — | -14.04% | |
| 44 | MU | Micron Technology INC | 株式-IT | 0.65% | +1.20% | +16.07% | |
| 45 | HO1 | Hologic INC | 株式-その他 | 0.65% | — | +0.27% | |
| 46 | CARR | Carrier Global CORP | 株式-資本財 | 0.64% | — | +4.89% | |
| 47 | ✓ | Intesa Sanpaolo | 株式-その他 | 0.64% | — | -11.17% | |
| 48 | CB | Chubb Limited | 株式-金融 | 0.64% | — | +1.11% | |
| 49 | ✓ | Keyence Corp | 株式-その他 | 0.63% | — | -28.80% | |
| 50 | ✓ | Naspers LTD Ord Shs Cl N | 株式-その他 | 0.63% | — | -5.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | +0.4% | NEW | 新規購入 |
| 2 | ✓ | Tryg A/s | +0.3% | NEW | 新規購入 |
| 3 | CRH | CRH plc | +0.3% | NEW | 新規購入 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +271.32% | 増加 |
| 5 | ✓ | Kerry Group | +0.3% | +19.93% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | +21.59% | 増加 |
| 7 | DHI | Dr Horton INC | +0.2% | +651.07% | 増加 |
| 8 | ✓ | Sabesp Cia Saneame | +0.2% | NEW | 新規購入 |
| 9 | LLY | Eli Lilly & Co | +0.2% | +77.52% | 増加 |
| 10 | ✓ | Ping An Insurance | +0.2% | -0.30% | 減少 |
| 11 | CARR | Carrier Global CORP | +0.2% | +4.89% | 増加 |
| 12 | ✓ | Byd Co LTD Shs H | +0.2% | -9.11% | 減少 |
| 13 | ELV | Elevance Health INC | +0.2% | NEW | 新規購入 |
| 14 | CBRE | Cbre Group INC - A | +0.2% | +47.72% | 増加 |
| 15 | VRTX | Vertex Pharmaceuticals INC | +0.2% | +34.91% | 増加 |
| 16 | ✓ | +0.2% | -1.44% | 減少 | |
| 17 | TMUS | T-mobile US INC | +0.2% | +6.44% | 増加 |
| 18 | ✓ | +0.1% | +34.21% | 増加 | |
| 19 | TEL | TE Connectivity plc | +0.1% | NEW | 新規購入 |
| 20 | ✓ | Prosus NV | +0.1% | +0.64% | 増加 |
| 21 | ULTA | Ulta Beauty INC | +0.1% | NEW | 新規購入 |
| 22 | CMCSA | Comcast Corp-class A | +0.1% | NEW | 新規購入 |
| 23 | ✓ | -0.1% | -12.93% | 減少 | |
| 24 | ✓ | Murata MFG Co Ltd Ord | -0.1% | -16.48% | 減少 |
| 25 | EW | Edwards Lifesciences CORP | -0.1% | +3.99% | 増加 |
| 26 | SCHW | Schwab (charles) CORP | -0.1% | -5.50% | 減少 |
| 27 | ✓ | Mercedes-Benz Group AG | -0.1% | -15.58% | 減少 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -6.59% | 減少 |
| 29 | ✓ | Sap Se | -0.1% | -27.57% | 減少 |
| 30 | ✓ | Unimicron Technolo | -0.1% | -51.34% | 減少 |
| 31 | INTU | Intuit INC | -0.2% | -17.94% | 減少 |
| 32 | ✓ | Gerresheimer AG | -0.2% | -19.82% | 減少 |
| 33 | ✓ | Telkom Indonesia | -0.2% | -58.85% | 減少 |
| 34 | ✓ | Keyence Corp | -0.2% | -28.80% | 減少 |
| 35 | TEL | TE Connectivity plc | -0.2% | EXIT | 全売却 |
| 36 | ✓ | Mitsubishi Ufj Financial Group INC | -0.2% | -14.85% | 減少 |
| 37 | A | Agilent Technologies INC | -0.2% | -53.37% | 減少 |
| 38 | BIIB | Biogen INC | -0.2% | EXIT | 全売却 |
| 39 | SQM | Quimica Y Minera Chil-sp Adr | -0.2% | EXIT | 全売却 |
| 40 | ✓ | -0.2% | EXIT | 全売却 | |
| 41 | ✓ | Novo-Nordisk A-S Ord | -0.3% | -3.16% | 減少 |
| 42 | ASML | ASML Holding N.V. | -0.3% | -5.16% | 減少 |
| 43 | AMAT | Applied Materials INC | -0.3% | -27.83% | 減少 |
| 44 | ✓ | Orix Corporation F | -0.3% | -25.71% | 減少 |
| 45 | ✓ | L Oreal Ordf | -0.3% | -45.18% | 減少 |
| 46 | WRKUSD | Westrock Co | -0.4% | EXIT | 全売却 |
| 47 | ✓ | Mirvac Group Stapled Sec | -0.4% | -99.18% | 減少 |
| 48 | ✓ | Daikin Industries LTD | -0.5% | EXIT | 全売却 |
| 49 | ✓ | Spirax-Sarco Engineering PLC ( | -0.5% | EXIT | 全売却 |
| 50 | ✓ | Sk Hynix INC Krw 5000.0 | -0.6% | -67.26% | 減少 |