CIK: 0001845660
申告総資産額
$1.2億
| # | 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 | ESI | Element Solutions INC | 株式-素材 | 7.39% | -1.08% | — | |
| 2 | CRH | CRH plc | 株式-素材 | 7.08% | — | — | |
| 3 | BLDR | Builders Firstsource INC | 株式-資本財 | 7.08% | — | — | |
| 4 | ENTG | Entegris INC | 株式-IT | 6.88% | — | — | |
| 5 | TFII | Tfi International INC | 株式-その他 | 6.77% | — | — | |
| 6 | PTC | Ptc INC | 株式-IT | 6.59% | — | — | |
| 7 | FLEX | Flex Ltd. | 株式-IT | 6.33% | — | — | |
| 8 | LIN | Linde plc | 株式-素材 | 6.29% | +5.60% | NEW | |
| 9 | TEL | TE Connectivity plc | 株式-IT | 6.00% | — | — | |
| 10 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 4.22% | +1.03% | NEW | |
| 11 | GPOR | Gulfport Energy CORP | 株式-その他 | 4.13% | — | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 4.04% | — | — | |
| 13 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 3.95% | — | — | |
| 14 | TDG | Transdigm Group INC | 株式-資本財 | 3.39% | — | — | |
| 15 | WAB | Wabtec CORP | 株式-資本財 | 3.27% | — | — | |
| 16 | FTI | TechnipFMC plc | 株式-エネルギー | 2.84% | — | — | |
| 17 | GNRC | Generac Holdings INC | 株式-資本財 | 2.81% | — | — | |
| 18 | SAIA | Saia INC | 株式-資本財 | 2.44% | — | — | |
| 19 | PWR | Quanta Services INC | 株式-資本財 | 2.44% | +0.55% | — | |
| 20 | ADI | Analog Devices INC | 株式-IT | 1.50% | +0.14% | — | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.04% | — | — | |
| 22 | NVT | nVent Electric plc | 株式-資本財 | 1.00% | — | — | |
| 23 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.97% | — | — | |
| 24 | EXE | Expand Energy CORP | 株式-エネルギー | 0.60% | — | — | |
| 25 | F | Ford Motor Co | 株式-一般消費財 | 0.48% | — | — | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.47% | — | — |