CIK: 0001702973
申告総資産額
$9109.7万
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.86% | — | — | |
| 2 | NXPI | NXP Semiconductors N.V. | 株式-IT | 5.80% | — | — | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 3.84% | — | — | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.61% | — | — | |
| 5 | VMWEUR | Vmware Inc-class A | 株式-その他 | 3.55% | — | — | |
| 6 | ADBE | Adobe INC | 株式-IT | 2.94% | — | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.93% | — | — | |
| 8 | MCO | Moody's CORP | 株式-金融 | 2.81% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.81% | — | — | |
| 10 | SWKS | Skyworks Solutions INC | 株式-IT | 2.75% | — | — | |
| 11 | IPHI | Inphi CORP | 株式-その他 | 2.69% | — | — | |
| 12 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 2.66% | — | — | |
| 13 | G | Genpact Limited | 株式-IT | 2.57% | — | — | |
| 14 | MRVL | Marvell Technology, Inc. | 株式-IT | 2.49% | — | — | |
| 15 | DOCU | Docusign INC | 株式-IT | 2.49% | — | — | |
| 16 | MU | Micron Technology INC | 株式-IT | 2.43% | — | — | |
| 17 | CIEN | Ciena CORP | 株式-IT | 2.36% | — | — | |
| 18 | VRSK | Verisk Analytics INC | 株式-資本財 | 2.33% | — | — | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 2.31% | — | — | |
| 20 | KLAC | Kla CORP | 株式-IT | 2.19% | — | — | |
| 21 | T | At&t INC | 株式-通信サービス | 2.16% | — | — | |
| 22 | IHS | Ihs Markit LTD | 株式-その他 | 2.09% | — | — | |
| 23 | JBL | Jabil INC | 株式-IT | 2.04% | — | — | |
| 24 | APH | Amphenol Corp-cl A | 株式-IT | 2.04% | — | — | |
| 25 | DELL | Dell Technologies -c | 株式-IT | 1.95% | — | — | |
| 26 | PLANUSD | Anaplan INC | 株式-その他 | 1.92% | — | — | |
| 27 | INTC | Intel CORP | 株式-IT | 1.90% | — | — | |
| 28 | STX | Seagate Technology Holdings plc | 株式-IT | 1.88% | — | — | |
| 29 | EFX | Equifax INC | 株式-資本財 | 1.82% | — | — | |
| 30 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.80% | — | — | |
| 31 | OPTU | Optimum Communications Inc-a | 株式-通信サービス | 1.77% | — | — | |
| 32 | RPD | Rapid7 INC | 株式-その他 | 1.62% | — | — | |
| 33 | WDAY | Workday Inc-class A | 株式-IT | 1.51% | — | — | |
| 34 | TEAM | Atlassian Corporation | 株式-IT | 1.39% | — | — | |
| 35 | NOW | Servicenow INC | 株式-IT | 1.35% | — | — | |
| 36 | DDOG | Datadog INC - Class A | 株式-IT | 1.29% | — | — | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 1.05% | — | — | |
| 38 | SHOP | Shopify INC - Class A | 株式-IT | 1.04% | — | — | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.99% | — | — | |
| 40 | FIS | Fidelity National Info Serv | 株式-IT | 0.98% | — | — | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.97% | — | — | |
| 42 | 0VVB | Paramount Global-class B | 株式-その他 | 0.94% | — | — | |
| 43 | NOK | Nokia Corp-spon Adr | 株式-IT | 0.92% | — | — | |
| 44 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 0.91% | — | — | |
| 45 | GPN | Global Payments INC | 株式-資本財 | 0.90% | — | — | |
| 46 | TWLO | Twilio INC - A | 株式-IT | 0.86% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | — | — |