CIK: 0001315478
申告総資産額
$78.8億
| # | 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 | IART | Integra Lifesciences Holding | 株式-その他 | 2.58% | — | +6.83% | |
| 2 | P | Everpure Inc-a | 株式-IT | 2.08% | — | +9.64% | |
| 3 | EG | Everest Group, Ltd. | 株式-金融 | 2.03% | — | +0.25% | |
| 4 | CTLTEUR | Catalent INC | 株式-その他 | 2.00% | — | +17.41% | |
| 5 | CMD | Cantel Medical CORP | 株式-その他 | 1.78% | — | +40.10% | |
| 6 | FTV | Fortive CORP | 株式-IT | 1.76% | -0.99% | EXIT | |
| 7 | ROK | Rockwell Automation INC | 株式-資本財 | 1.75% | — | -5.90% | |
| 8 | WAT | Waters CORP | 株式-ヘルスケア | 1.71% | -0.14% | +1.56% | |
| 9 | AME | Ametek INC | 株式-資本財 | 1.66% | -0.12% | +0.24% | |
| 10 | NEWREUR | New Relic INC | 株式-その他 | 1.57% | — | +36.29% | |
| 11 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.55% | -0.45% | +0.42% | |
| 12 | WLY | Wiley (john) & Sons-class A | 株式-その他 | 1.54% | — | +5.27% | |
| 13 | NDSN | Nordson CORP | 株式-資本財 | 1.54% | -0.21% | -13.82% | |
| 14 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.53% | — | +0.14% | |
| 15 | NOW | Servicenow INC | 株式-IT | 1.51% | — | +100.06% | |
| 16 | BLKB | Blackbaud INC | 株式-その他 | 1.51% | — | -0.02% | |
| 17 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 1.50% | — | +7.54% | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 1.47% | — | +2.67% | |
| 19 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.46% | — | +48.21% | |
| 20 | WDAY | Workday Inc-class A | 株式-IT | 1.45% | -1.00% | EXIT | |
| 21 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 1.44% | — | +0.90% | |
| 22 | IEX | Idex CORP | 株式-資本財 | 1.44% | — | +17.49% | |
| 23 | NTRS | Northern Trust CORP | 株式-金融 | 1.43% | — | -0.01% | |
| 24 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.43% | — | +21.09% | |
| 25 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.39% | — | +4.31% | |
| 26 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.35% | — | +0.38% | |
| 27 | PB | Prosperity Bancshares INC | 株式-金融 | 1.34% | — | +4.57% | |
| 28 | THS | Treehouse Foods INC | 株式-その他 | 1.31% | — | +9.57% | |
| 29 | SPLKCHF | Splunk INC | 株式-その他 | 1.29% | — | -29.66% | |
| 30 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.25% | +1.16% | NEW | |
| 31 | MASI* | Masimo CORP | 株式-その他 | 1.23% | — | +15.73% | |
| 32 | SBH | Sally Beauty Holdings INC | 株式-その他 | 1.20% | — | -0.65% | |
| 33 | MSA | Msa Safety INC | 株式-資本財 | 1.13% | -0.38% | +19.34% | |
| 34 | ATR | Aptargroup INC | 株式-ヘルスケア | 1.13% | — | +0.38% | |
| 35 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 1.13% | — | +2.39% | |
| 36 | JBTM | Jbt Marel CORP | 株式-資本財 | 1.10% | — | +10.00% | |
| 37 | TWNKEUR | Hostess Brands INC | 株式-その他 | 1.05% | — | +13.96% | |
| 38 | QTWO | Q2 Holdings INC | 株式-IT | 1.01% | — | +33.23% | |
| 39 | SXT | Sensient Technologies CORP | 株式-素材 | 1.01% | — | +11.05% | |
| 40 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.97% | -0.01% | +20.41% | |
| 41 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.96% | — | +0.51% | |
| 42 | NTNX | Nutanix INC - A | 株式-IT | 0.96% | — | +0.30% | |
| 43 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.93% | +0.73% | +4.32% | |
| 44 | CNMD | Conmed CORP | 株式-その他 | 0.92% | — | -14.11% | |
| 45 | MFS1EUR | Welbilt INC | 株式-その他 | 0.90% | — | +10.88% | |
| 46 | ✓ | 株式-その他 | 0.90% | — | +26.56% | ||
| 47 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.90% | — | +50.40% | |
| 48 | UMBF | Umb Financial CORP | 株式-金融 | 0.88% | — | +13.22% | |
| 49 | IFF | Intl Flavors & Fragrances | 株式-素材 | 0.87% | — | -0.79% | |
| 50 | CSIIEUR | Cardiovascular Systems INC | 株式-その他 | 0.85% | — | +24.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow INC | +0.7% | +100.06% | 増加 |
| 2 | CTLTEUR | Catalent INC | +0.4% | +17.41% | 増加 |
| 3 | NEWREUR | New Relic INC | +0.4% | +36.29% | 増加 |
| 4 | ULTA | Ulta Beauty INC | +0.4% | +48.21% | 増加 |
| 5 | MZTI | Marzetti Company/the | +0.3% | +50.40% | 増加 |
| 6 | SAILEUR | Sailpoint Technologies Holdi | +0.3% | +79.95% | 増加 |
| 7 | NVST | Envista Holdings CORP | +0.3% | +353.45% | 増加 |
| 8 | CMD | Cantel Medical CORP | +0.3% | +40.10% | 増加 |
| 9 | TENB | Tenable Holdings INC | +0.3% | +67.76% | 増加 |
| 10 | MSA | Msa Safety INC | +0.2% | +19.34% | 増加 |
| 11 | INSP | Inspire Medical Systems INC | +0.2% | +123.68% | 増加 |
| 12 | QTWO | Q2 Holdings INC | +0.2% | +33.23% | 増加 |
| 13 | AIMCUSD | Altra Industrial Motion CORP | +0.2% | +14.72% | 増加 |
| 14 | SMPL | Simply Good Foods Co/the | +0.2% | +46.46% | 増加 |
| 15 | CFR | Cullen/frost Bankers INC | +0.2% | +20.41% | 増加 |
| 16 | ENVUSD | Envestnet INC | +0.1% | +19.16% | 増加 |
| 17 | IEX | Idex CORP | +0.1% | +17.49% | 増加 |
| 18 | TSCO | Tractor Supply Company | +0.1% | +22.02% | 増加 |
| 19 | TDOC | Teladoc Health INC | +0.1% | +10.02% | 増加 |
| 20 | BUSD | Barnes Group INC | +0.1% | +10.33% | 増加 |
| 21 | MASI* | Masimo CORP | +0.1% | +15.73% | 増加 |
| 22 | JBTM | Jbt Marel CORP | +0.1% | +10.00% | 増加 |
| 23 | SBH | Sally Beauty Holdings INC | +0.1% | -0.65% | 減少 |
| 24 | CSIIEUR | Cardiovascular Systems INC | +0.1% | +24.41% | 増加 |
| 25 | LW | Lamb Weston Holdings INC | +0.1% | +0.90% | 増加 |
| 26 | PANW | Palo Alto Networks INC | +0.1% | +2.67% | 増加 |
| 27 | TECH | Bio-techne CORP | +0.1% | +4.31% | 増加 |
| 28 | ROK | Rockwell Automation INC | 0% | -5.90% | 減少 |
| 29 | WLY | Wiley (john) & Sons-class A | 0% | +5.27% | 増加 |
| 30 | XRAY | Dentsply Sirona INC | 0% | +7.54% | 増加 |
| 31 | SJM | Jm Smucker Co/the | 0% | +21.09% | 増加 |
| 32 | NTRS | Northern Trust CORP | 0% | -0.01% | 減少 |
| 33 | FTV | Fortive CORP | — | +1.20% | 増加 |
| 34 | P | Everpure Inc-a | 0% | +9.64% | 増加 |
| 35 | NUVAGBP | Nuvasive INC | -0.3% | -57.45% | 減少 |
| 36 | BL | Blackline INC | -0.3% | -41.60% | 減少 |
| 37 | VRSK | Verisk Analytics INC | -0.3% | -24.90% | 減少 |
| 38 | BF-B | Brown-forman Corp-class B | -0.4% | -33.54% | 減少 |
| 39 | BLKB | Blackbaud INC | -0.4% | -0.02% | 減少 |
| 40 | HRL | Hormel Foods CORP | -0.5% | -38.59% | 減少 |
| 41 | GWRE | Guidewire Software INC | -0.5% | -36.75% | 減少 |
| 42 | MDSOEUR | Medidata Solutions INC | — | EXIT | 全売却 |
| 43 | AKAM | Akamai Technologies INC | — | EXIT | 全売却 |
| 44 | MDLA | Medallia INC | — | NEW | 新規購入 |
| 45 | CLVT | Clarivate Plc | — | NEW | 新規購入 |
| 46 | PFPT | Proofpoint INC | — | NEW | 新規購入 |
| 47 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 48 | LOGMEUR | Logmein INC | — | EXIT | 全売却 |
| 49 | HELE | Helen of Troy Limited | — | EXIT | 全売却 |
| 50 | TXRH | Texas Roadhouse INC | — | NEW | 新規購入 |