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 | 3.30% | — | +2.66% | |
| 2 | SBAC | SBA Communications Corporation | 株式-不動産 | 3.00% | — | +3.18% | |
| 3 | EQIX | Equinix INC Reit | 株式-不動産 | 2.65% | — | +106.88% | |
| 4 | ✓ | Clarcor INC | 株式-その他 | 2.57% | — | +28.29% | |
| 5 | WSO | Watsco INC | 株式-資本財 | 2.38% | — | -21.19% | |
| 6 | MTH | Meritage Homes CORP | 株式-一般消費財 | 2.31% | — | +92.10% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.18% | — | -19.86% | |
| 8 | HTLD | Heartland Express, Inc. | 株式-その他 | 2.14% | — | +22.78% | |
| 9 | ECL | Ecolab INC | 株式-素材 | 2.11% | — | +111.99% | |
| 10 | MAA | Mid-america Apartment Comm | 株式-不動産 | 2.10% | — | -26.09% | |
| 11 | RVTY | Revvity INC | 株式-ヘルスケア | 2.03% | — | +79.95% | |
| 12 | AME | Ametek INC | 株式-資本財 | 1.99% | — | +21.30% | |
| 13 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 1.86% | — | +23.55% | |
| 14 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 1.86% | — | -7.48% | |
| 15 | ✓ | 株式-その他 | 1.80% | — | +38.17% | ||
| 16 | AIG | American International Group | 株式-金融 | 1.77% | — | +34.47% | |
| 17 | ✓ | 株式-その他 | 1.70% | — | +10.63% | ||
| 18 | GIL | Gildan Activewear INC | 株式-一般消費財 | 1.70% | — | -9.02% | |
| 19 | FISV | Fiserv INC | 株式-その他 | 1.67% | — | +7.02% | |
| 20 | ✓ | Dun & Bradstreet CORP Del Ne | 株式-その他 | 1.63% | — | -11.29% | |
| 21 | HLT | Hilton Worldwide Holdings Inc. | 株式-一般消費財 | 1.63% | — | — | |
| 22 | AIT | Applied Industrial Tech INC | 株式-資本財 | 1.60% | — | +45.30% | |
| 23 | MDC1USD | Mdc Holdings INC | 株式-その他 | 1.48% | — | +14.39% | |
| 24 | ALLE | Allegion plc | 株式-資本財 | 1.43% | — | +87.77% | |
| 25 | BECNUSD | Beacon Roofing Supply INC | 株式-その他 | 1.41% | — | -12.59% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.29% | — | +4.69% | |
| 27 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.29% | — | +12.36% | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 1.20% | — | — | |
| 29 | FUL | H.b. Fuller Co. | 株式-素材 | 1.18% | — | +41.43% | |
| 30 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.12% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | — | -57.06% | |
| 32 | SKT | Tanger INC | 株式-不動産 | 1.04% | — | -23.15% | |
| 33 | ✓ | Airgas INC | 株式-その他 | 1.04% | — | — | |
| 34 | SRCLEUR | Stericycle INC | 株式-その他 | 1.03% | — | -31.22% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | — | +17.18% | |
| 36 | AXP | American Express Co | 株式-金融 | 1.01% | — | -22.24% | |
| 37 | FIS | Fidelity National Info Serv | 株式-IT | 0.89% | — | -11.12% | |
| 38 | MD | Pediatrix Medical Group INC | 株式-その他 | 0.80% | — | -3.66% | |
| 39 | ✓ | Ryland Group INC | 株式-その他 | 0.77% | — | +7.92% | |
| 40 | ✓ | Allied World Assurance Co Hlds AG | 株式-その他 | 0.77% | — | +43.83% | |
| 41 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.76% | — | -52.24% | |
| 42 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.75% | — | -60.30% | |
| 43 | ABM | Abm Industries INC | 株式-その他 | 0.75% | — | -8.14% | |
| 44 | AON | Aon plc | 株式-金融 | 0.72% | — | +7.36% | |
| 45 | SABR | Sabre CORP | 株式-IT | 0.72% | — | +88.37% | |
| 46 | C | Citigroup INC | 株式-金融 | 0.70% | — | -41.07% | |
| 47 | WAT | Waters CORP | 株式-ヘルスケア | 0.69% | — | -46.78% | |
| 48 | BRO | Brown & Brown INC | 株式-金融 | 0.69% | — | -35.28% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | — | +22.51% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.68% | — | -39.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix INC Reit | +1.5% | +106.88% | 増加 |
| 2 | MTH | Meritage Homes CORP | +1.2% | +92.10% | 増加 |
| 3 | ECL | Ecolab INC | +1.1% | +111.99% | 増加 |
| 4 | RVTY | Revvity INC | +1% | +79.95% | 増加 |
| 5 | ALLE | Allegion plc | +0.8% | +87.77% | 増加 |
| 6 | ✓ | Clarcor INC | +0.8% | +28.29% | 増加 |
| 7 | HTLD | Heartland Express, Inc. | +0.7% | +22.78% | 増加 |
| 8 | AIG | American International Group | +0.6% | +34.47% | 増加 |
| 9 | AIT | Applied Industrial Tech INC | +0.6% | +45.30% | 増加 |
| 10 | ✓ | Spirit Realty Capital Inc | +0.6% | +23.55% | 増加 |
| 11 | AME | Ametek INC | +0.5% | +21.30% | 増加 |
| 12 | FUL | H.b. Fuller Co. | +0.5% | +41.43% | 増加 |
| 13 | SJM | Jm Smucker Co/the | -0.4% | -42.87% | 減少 |
| 14 | C | Citigroup INC | -0.4% | -41.07% | 減少 |
| 15 | WAT | Waters CORP | -0.4% | -46.78% | 減少 |
| 16 | SXT | Sensient Technologies CORP | -0.4% | -65.22% | 減少 |
| 17 | AAP | Advance Auto Parts INC | -0.5% | -52.24% | 減少 |
| 18 | RLJ | Rlj Lodging Trust | -0.5% | -55.38% | 減少 |
| 19 | WDR | Waddell & Reed Financial-a | -0.6% | -66.72% | 減少 |
| 20 | ORLY | O'reilly Automotive INC | -0.6% | -60.30% | 減少 |
| 21 | CCK | Crown Holdings INC | -0.7% | -72.77% | 減少 |
| 22 | AVY | Avery Dennison CORP | -0.7% | -71.63% | 減少 |
| 23 | V | Visa Inc-class A Shares | -0.9% | -57.06% | 減少 |
| 24 | AN | Autonation INC | -1.5% | -86.69% | 減少 |
| 25 | CCI | Crown Castle Inc. | — | EXIT | 全売却 |
| 26 | HLT | Hilton Worldwide Holdings Inc. | — | NEW | 新規購入 |
| 27 | APD | Air Products & Chemicals INC | — | NEW | 新規購入 |
| 28 | LAMR | Lamar Advertising Co-a | — | NEW | 新規購入 |
| 29 | GLPI | Gaming And Leisure Propertie | — | EXIT | 全売却 |
| 30 | ✓ | Airgas INC | — | NEW | 新規購入 |
| 31 | AMT | American Tower CORP | — | EXIT | 全売却 |
| 32 | ARE | Alexandria Real Estate Equit | — | EXIT | 全売却 |
| 33 | EXPD | Expeditors Intl Wash INC | — | NEW | 新規購入 |
| 34 | MSM | Msc Industrial Direct Co-a | — | NEW | 新規購入 |
| 35 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 36 | ROST | Ross Stores INC | — | EXIT | 全売却 |
| 37 | SHO | Sunstone Hotel Investors INC | — | EXIT | 全売却 |
| 38 | LAMR | Lamar Advertising Company | — | EXIT | 全売却 |
| 39 | GEO | Geo Group Inc/the | — | NEW | 新規購入 |
| 40 | KMX | Carmax INC | — | EXIT | 全売却 |
| 41 | UNFI | United Natural Foods INC | — | EXIT | 全売却 |
| 42 | ARL | American Realty Capital Properties Inc | — | EXIT | 全売却 |
| 43 | STAYUSD | Extended Stay America INC | — | EXIT | 全売却 |
| 44 | WPC | Wp Carey INC | — | EXIT | 全売却 |
| 45 | SON | Sonoco Products Co | — | EXIT | 全売却 |
| 46 | ✓ | Biomed Realty Trust INC | — | NEW | 新規購入 |
| 47 | XRAY | DENTSPLY SIRONA Inc. | — | EXIT | 全売却 |
| 48 | PDM | Piedmont Realty Trust, Inc. | — | EXIT | 全売却 |
| 49 | PNR | Pentair plc | — | EXIT | 全売却 |
| 50 | HSIC | Henry Schein INC | — | EXIT | 全売却 |