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 | PWR | Quanta Services INC | 株式-資本財 | 5.83% | +0.55% | +119.88% | |
| 2 | BLDR | Builders Firstsource INC | 株式-資本財 | 5.07% | — | +55.42% | |
| 3 | TRP | Tc Energy CORP | 株式-エネルギー | 4.95% | — | — | |
| 4 | VST | Vistra CORP | 株式-公益事業 | 4.94% | — | +17.73% | |
| 5 | GEV | GE Vernova INC | 株式-資本財 | 4.63% | — | +49.32% | |
| 6 | WAB | Wabtec CORP | 株式-資本財 | 4.17% | — | +3.66% | |
| 7 | CLH | Clean Harbors INC | 株式-資本財 | 4.13% | — | +41.95% | |
| 8 | GE | General Electric | 株式-資本財 | 4.05% | +1.17% | NEW | |
| 9 | CW | Curtiss-wright CORP | 株式-資本財 | 4.00% | -0.10% | +14.59% | |
| 10 | GLW | Corning INC | 株式-IT | 3.97% | -1.29% | — | |
| 11 | ADSK | Autodesk INC | 株式-IT | 3.66% | — | -10.91% | |
| 12 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 3.53% | +1.03% | NEW | |
| 13 | LNG | Cheniere Energy INC | 株式-エネルギー | 3.50% | +2.44% | NEW | |
| 14 | PTC | Ptc INC | 株式-IT | 3.28% | — | -19.67% | |
| 15 | COHR | Coherent CORP | 株式-IT | 3.23% | — | — | |
| 16 | CRH | CRH plc | 株式-素材 | 3.18% | — | -12.23% | |
| 17 | ATS | Ats CORP | 株式-その他 | 3.09% | +2.92% | — | |
| 18 | BDC | Belden INC | 株式-IT | 3.00% | -3.83% | EXIT | |
| 19 | GPOR | Gulfport Energy CORP | 株式-その他 | 2.94% | — | -12.00% | |
| 20 | CORZ | Core Scientific INC | 株式-IT | 2.91% | — | — | |
| 21 | PRIM | Primoris Services CORP | 株式-資本財 | 2.88% | — | — | |
| 22 | DTM | Dt Midstream INC | 株式-エネルギー | 2.85% | — | — | |
| 23 | TAC | Transalta CORP | 株式-その他 | 2.83% | — | — | |
| 24 | TLN | Talen Energy CORP | 株式-公益事業 | 2.74% | -1.13% | -9.72% | |
| 25 | TDG | Transdigm Group INC | 株式-資本財 | 2.60% | — | -11.91% | |
| 26 | ESI | Element Solutions INC | 株式-素材 | 2.52% | -1.08% | -45.07% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 2.48% | — | -0.82% | |
| 28 | BE | Bloom Energy Corp- A | 株式-資本財 | 1.70% | — | — | |
| 29 | POWL | Powell Industries INC | 株式-資本財 | 1.01% | — | -43.96% | |
| 30 | CE | Celanese CORP | 株式-素材 | 0.35% | — | — |