CIK: 0001352342
申告総資産額
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| # | 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 | LKQ | Lkq CORP | 株式-一般消費財 | 2.85% | — | -15.66% | |
| 2 | SBAC | SBA Communications Corporation | 株式-不動産 | 2.73% | — | -2.12% | |
| 3 | MAA | Mid-america Apartment Comm | 株式-不動産 | 2.34% | — | +21.52% | |
| 4 | WSO | Watsco INC | 株式-資本財 | 2.28% | — | +87.55% | |
| 5 | CCI | Crown Castle Inc. | 株式-不動産 | 2.17% | — | +5.76% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 1.98% | — | -2.61% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.96% | — | -11.46% | |
| 8 | AN | Autonation INC | 株式-一般消費財 | 1.82% | — | — | |
| 9 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 1.80% | — | -15.22% | |
| 10 | ✓ | Clarcor INC | 株式-その他 | 1.78% | — | +52.45% | |
| 11 | GIL | Gildan Activewear INC | 株式-一般消費財 | 1.70% | — | +32.96% | |
| 12 | ✓ | Dun & Bradstreet CORP Del Ne | 株式-その他 | 1.68% | — | +7.44% | |
| 13 | AME | Ametek INC | 株式-資本財 | 1.47% | — | +540.68% | |
| 14 | HTLD | Heartland Express, Inc. | 株式-その他 | 1.45% | — | +45.78% | |
| 15 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.39% | — | +50.79% | |
| 16 | BECNUSD | Beacon Roofing Supply INC | 株式-その他 | 1.39% | — | +370.01% | |
| 17 | ✓ | 株式-その他 | 1.37% | — | +642.72% | ||
| 18 | ✓ | 株式-その他 | 1.35% | — | +265.52% | ||
| 19 | FISV | Fiserv INC | 株式-その他 | 1.33% | — | -25.98% | |
| 20 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 1.31% | — | +18.14% | |
| 21 | SRCLEUR | Stericycle INC | 株式-その他 | 1.25% | — | +25.72% | |
| 22 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.22% | — | +14.97% | |
| 23 | AIG | American International Group | 株式-金融 | 1.19% | — | +56.96% | |
| 24 | MDC1USD | Mdc Holdings INC | 株式-その他 | 1.16% | — | +34.63% | |
| 25 | RLJ | Rlj Lodging Trust | 株式-その他 | 1.15% | — | +7.82% | |
| 26 | AXP | American Express Co | 株式-金融 | 1.14% | — | — | |
| 27 | SKT | Tanger INC | 株式-不動産 | 1.13% | — | +35.58% | |
| 28 | EQIX | Equinix INC Reit | 株式-不動産 | 1.13% | — | +43.33% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.12% | — | +11.44% | |
| 30 | MTH | Meritage Homes CORP | 株式-一般消費財 | 1.11% | — | +34.46% | |
| 31 | WAT | Waters CORP | 株式-ヘルスケア | 1.08% | — | +390.93% | |
| 32 | C | Citigroup INC | 株式-金融 | 1.07% | — | +7.44% | |
| 33 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.06% | — | +13.85% | |
| 34 | RVTY | Revvity INC | 株式-ヘルスケア | 1.06% | — | +209.75% | |
| 35 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 1.04% | — | +122.25% | |
| 36 | AIT | Applied Industrial Tech INC | 株式-資本財 | 1.04% | — | +20.64% | |
| 37 | ECL | Ecolab INC | 株式-素材 | 1.03% | — | -40.39% | |
| 38 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.99% | — | +665.03% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.99% | — | +57.97% | |
| 40 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.98% | — | -29.52% | |
| 41 | BRO | Brown & Brown INC | 株式-金融 | 0.98% | — | -56.62% | |
| 42 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.95% | — | +7.44% | |
| 43 | WDR | Waddell & Reed Financial-a | 株式-その他 | 0.93% | — | — | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | -28.38% | |
| 45 | FIS | Fidelity National Info Serv | 株式-IT | 0.85% | — | +7.44% | |
| 46 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.74% | — | +159.30% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | +57.00% | |
| 48 | SXT | Sensient Technologies CORP | 株式-素材 | 0.72% | — | +8.74% | |
| 49 | FUL | H.b. Fuller Co. | 株式-素材 | 0.70% | — | -2.50% | |
| 50 | ABM | Abm Industries INC | 株式-その他 | 0.68% | — | +61.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AME | Ametek INC | +1.2% | +540.68% | 増加 |
| 2 | ✓ | +1.2% | +642.72% | 増加 | |
| 3 | BECNUSD | Beacon Roofing Supply INC | +1% | +370.01% | 増加 |
| 4 | ✓ | +0.9% | +265.52% | 増加 | |
| 5 | CCK | Crown Holdings INC | +0.8% | +665.03% | 増加 |
| 6 | WAT | Waters CORP | +0.8% | +390.93% | 増加 |
| 7 | WSO | Watsco INC | +0.7% | +87.55% | 増加 |
| 8 | RVTY | Revvity INC | +0.7% | +209.75% | 増加 |
| 9 | ✓ | Clarcor INC | +0.5% | +52.45% | 増加 |
| 10 | HTLD | Heartland Express, Inc. | +0.5% | +45.78% | 増加 |
| 11 | GLPI | Gaming And Leisure Propertie | +0.5% | +122.25% | 増加 |
| 12 | ARE | Alexandria Real Estate Equit | +0.4% | +159.30% | 増加 |
| 13 | ORLY | O'reilly Automotive INC | +0.4% | +50.79% | 増加 |
| 14 | AIG | American International Group | +0.3% | +56.96% | 増加 |
| 15 | HON | Honeywell International INC | +0.3% | +57.97% | 増加 |
| 16 | EPR 9 PERP E | Epr Properties | -0.5% | -66.81% | 減少 |
| 17 | ROST | Ross Stores INC | -0.5% | -45.61% | 減少 |
| 18 | UPS | United Parcel Service, Inc. | -0.6% | -63.97% | 減少 |
| 19 | ARMK | Aramark | -0.7% | -57.01% | 減少 |
| 20 | LAMR | Lamar Advertising Company | -0.8% | -47.16% | 減少 |
| 21 | ECL | Ecolab INC | -0.9% | -40.39% | 減少 |
| 22 | ROP | Roper Technologies INC | -0.9% | -59.79% | 減少 |
| 23 | AZO | Autozone INC | -1% | -75.09% | 減少 |
| 24 | LKQ | Lkq CORP | -1% | -15.66% | 減少 |
| 25 | BRO | Brown & Brown INC | -1.4% | -56.62% | 減少 |
| 26 | AN | Autonation INC | — | NEW | 新規購入 |
| 27 | AXP | American Express Co | — | NEW | 新規購入 |
| 28 | PG | Procter & Gamble Co/the | — | EXIT | 全売却 |
| 29 | WDR | Waddell & Reed Financial-a | — | NEW | 新規購入 |
| 30 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 31 | HD | Home Depot INC | — | EXIT | 全売却 |
| 32 | ✓ | — | EXIT | 全売却 | |
| 33 | ALLE | Allegion plc | — | NEW | 新規購入 |
| 34 | IHS | IHS Holding Limited | — | NEW | 新規購入 |
| 35 | ✓ | Panera Bread Co | — | EXIT | 全売却 |
| 36 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 37 | IVZ | Invesco Ltd. | — | EXIT | 全売却 |
| 38 | PDCOEUR | Patterson Cos INC | — | EXIT | 全売却 |
| 39 | ✓ | Allied World Assurance Co Hlds AG | — | NEW | 新規購入 |
| 40 | WPC | Wp Carey INC | — | NEW | 新規購入 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 全売却 |
| 42 | SPG | Simon Property Group INC | — | EXIT | 全売却 |
| 43 | SON | Sonoco Products Co | — | NEW | 新規購入 |
| 44 | AMG | Affiliated Managers Group | — | NEW | 新規購入 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | PDM | Piedmont Realty Trust, Inc. | — | NEW | 新規購入 |
| 47 | H | Hyatt Hotels CORP - Cl A | — | EXIT | 全売却 |
| 48 | ✓ | Markit LTD Cmn | — | NEW | 新規購入 |
| 49 | INTU | Intuit INC | — | EXIT | 全売却 |
| 50 | MTD | Mettler-toledo International | — | EXIT | 全売却 |