CIK: 0001631562
申告総資産額
$62.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.57% | -0.44% | -5.73% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.37% | +0.27% | -3.02% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.24% | +1.40% | +1.03% | |
| 4 | ROP | Roper Technologies INC | 株式-IT | 2.38% | -0.27% | +7.29% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.35% | +0.04% | +1.34% | |
| 6 | ICE | Intercontinental Exchange In | 株式-金融 | 2.24% | -0.28% | -4.95% | |
| 7 | SPGI | S&p Global INC | 株式-金融 | 2.20% | +0.16% | +1.01% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.16% | — | +29.34% | |
| 9 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 2.15% | — | -11.03% | |
| 10 | SNPS | Synopsys INC | 株式-IT | 2.14% | -0.44% | +1.04% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.12% | +0.16% | +1.01% | |
| 12 | TRU | Transunion | 株式-金融 | 2.10% | -0.13% | -5.48% | |
| 13 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.04% | — | +1.16% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.00% | — | +1.01% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.98% | +0.10% | +9.76% | |
| 16 | AKX | Ansys INC | 株式-その他 | 1.97% | — | +1.06% | |
| 17 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.97% | -0.52% | +43.99% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.91% | -0.02% | +0.51% | |
| 19 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 1.89% | — | +1.03% | |
| 20 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.84% | -0.13% | -19.52% | |
| 21 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 1.84% | +0.28% | +35.01% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.83% | — | +1.43% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.82% | +0.14% | +1.03% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.81% | -0.01% | -6.10% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.78% | — | +1.03% | |
| 26 | HUM | Humana INC | 株式-ヘルスケア | 1.78% | — | +1.03% | |
| 27 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.75% | +0.13% | +1.09% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.70% | — | +667.60% | |
| 29 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.69% | -0.31% | +22.00% | |
| 30 | AVTR | Avantor INC | 株式-ヘルスケア | 1.69% | — | +8.65% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 1.63% | +0.20% | -5.20% | |
| 32 | CME | Cme Group INC | 株式-金融 | 1.62% | -0.14% | +1.03% | |
| 33 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.61% | -0.19% | +11.21% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.59% | -0.02% | +11.03% | |
| 35 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.58% | +0.18% | +1.19% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 1.57% | — | +1.12% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 1.54% | -0.12% | +1.11% | |
| 38 | TT | Trane Technologies plc | 株式-資本財 | 1.49% | -0.30% | -16.24% | |
| 39 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 1.45% | -1.10% | EXIT | |
| 40 | NOW | Servicenow INC | 株式-IT | 1.45% | -0.19% | +1.07% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 1.40% | — | +1.16% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.38% | -0.31% | +8.22% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.36% | — | +1.10% | |
| 44 | NICE | Nice LTD - Spon Adr | 株式-IT | 1.34% | — | -0.78% | |
| 45 | IEX | Idex CORP | 株式-資本財 | 1.34% | — | +1.79% | |
| 46 | ACN | Accenture plc | 株式-IT | 1.31% | — | +0.35% | |
| 47 | FTNT | Fortinet INC | 株式-IT | 1.28% | -0.40% | +73.96% | |
| 48 | AME | Ametek INC | 株式-資本財 | 1.24% | +0.11% | +1.12% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 1.23% | -0.12% | +1.06% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.20% | — | -7.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | +1.03% | 増加 |
| 2 | ADBE | Adobe INC | +0.6% | +29.34% | 増加 |
| 3 | ORLY | O'reilly Automotive INC | +0.5% | +43.99% | 増加 |
| 4 | FTNT | Fortinet INC | +0.5% | +73.96% | 増加 |
| 5 | ZTS | Zoetis INC | +0.4% | +22.00% | 増加 |
| 6 | BIP | Brookfield Infrastructure Partners L.P. | +0.3% | +35.01% | 増加 |
| 7 | ILMN | Illumina INC | +0.3% | +113.60% | 増加 |
| 8 | KO | Coca-cola Co/the | +0.3% | +9.76% | 増加 |
| 9 | HDB | Hdfc Bank Ltd-adr | +0.3% | +1.09% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.2% | -3.02% | 減少 |
| 11 | AVGO | Broadcom INC | +0.2% | -5.20% | 減少 |
| 12 | NEE | Nextera Energy INC | +0.2% | +1.16% | 増加 |
| 13 | MRSH | Marsh & Mclennan Cos | +0.2% | +11.21% | 増加 |
| 14 | TXN | Texas Instruments INC | +0.2% | +1.11% | 増加 |
| 15 | ROP | Roper Technologies INC | +0.2% | +7.29% | 増加 |
| 16 | SPGI | S&p Global INC | +0.2% | +1.01% | 増加 |
| 17 | SNPS | Synopsys INC | +0.1% | +1.04% | 増加 |
| 18 | HUM | Humana INC | +0.1% | +1.03% | 増加 |
| 19 | NVDA | Nvidia CORP | +0.1% | +667.60% | 増加 |
| 20 | BEP | Brookfield Renewable Partners L.P. | +0.1% | +1.89% | 増加 |
| 21 | COST | Costco Wholesale CORP | +0.1% | -7.80% | 減少 |
| 22 | TW | Tradeweb Markets Inc-class A | +0.1% | +1.03% | 増加 |
| 23 | UNP | Union Pacific CORP | +0.1% | +14.00% | 増加 |
| 24 | MSFT | Microsoft CORP | +0.1% | -5.73% | 減少 |
| 25 | NOW | Servicenow INC | +0.1% | +1.07% | 増加 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | -17.41% | 減少 |
| 27 | PEP | Pepsico INC | -0.1% | +1.43% | 増加 |
| 28 | SYK | Stryker CORP | -0.1% | +1.12% | 増加 |
| 29 | TMO | Thermo Fisher Scientific INC | -0.1% | +1.01% | 増加 |
| 30 | V | Visa Inc-class A Shares | -0.1% | +1.34% | 増加 |
| 31 | DE | Deere & Co | -0.1% | +1.07% | 増加 |
| 32 | DHR | Danaher CORP | -0.1% | -6.10% | 減少 |
| 33 | ICE | Intercontinental Exchange In | -0.1% | -4.95% | 減少 |
| 34 | AME | Ametek INC | -0.1% | +1.12% | 増加 |
| 35 | ARE | Alexandria Real Estate Equit | -0.1% | +0.87% | 増加 |
| 36 | TT | Trane Technologies plc | -0.1% | -16.24% | 減少 |
| 37 | MA | Mastercard INC - A | -0.1% | +0.51% | 増加 |
| 38 | AKX | Ansys INC | -0.1% | +1.06% | 増加 |
| 39 | ACN | Accenture plc | -0.2% | +0.35% | 増加 |
| 40 | CME | Cme Group INC | -0.2% | +1.03% | 増加 |
| 41 | A | Agilent Technologies INC | -0.2% | +1.19% | 増加 |
| 42 | AVTR | Avantor INC | -0.2% | +8.65% | 増加 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.3% | -19.52% | 減少 |
| 44 | IEX | Idex CORP | -0.3% | +1.79% | 増加 |
| 45 | SBUX | Starbucks CORP | -0.3% | +1.03% | 増加 |
| 46 | TRU | Transunion | -0.3% | -5.48% | 減少 |
| 47 | IR | Ingersoll-rand INC | -0.3% | -19.72% | 減少 |
| 48 | ICLR | ICON Public Limited Company | -0.4% | -11.03% | 減少 |
| 49 | BX | Blackstone INC | -1% | EXIT | 全売却 |
| 50 | NICE | Nice LTD - Spon Adr | -1.1% | -0.78% | 減少 |