CIK: 0001352342
申告総資産額
—
| # | 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 | EQIX | Equinix INC | 株式-不動産 | 2.62% | — | -4.47% | |
| 2 | ECL | Ecolab INC | 株式-素材 | 2.23% | — | -7.34% | |
| 3 | ✓ | 株式-その他 | 2.12% | — | — | ||
| 4 | SABR | Sabre CORP | 株式-IT | 2.06% | — | +180.85% | |
| 5 | HTLD | Heartland Express, Inc. | 株式-その他 | 1.88% | — | -23.41% | |
| 6 | AMT | American Tower CORP | 株式-不動産 | 1.86% | — | -13.11% | |
| 7 | AME | Ametek INC | 株式-資本財 | 1.80% | — | +11.81% | |
| 8 | GIL | Gildan Activewear INC | 株式-一般消費財 | 1.79% | — | +25.97% | |
| 9 | SBAC | SBA Communications Corporation | 株式-不動産 | 1.71% | — | +8.10% | |
| 10 | ALLE | Allegion plc | 株式-資本財 | 1.70% | — | +43.87% | |
| 11 | ✓ | Clarcor INC | 株式-その他 | 1.66% | — | -10.71% | |
| 12 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 1.65% | — | +22.65% | |
| 13 | FISV | Fiserv INC | 株式-その他 | 1.65% | — | +97.72% | |
| 14 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 1.64% | — | +145.36% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.62% | — | +70.66% | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.61% | — | +496.63% | |
| 17 | UNFI | United Natural Foods INC | 株式-生活必需品 | 1.60% | — | +208.41% | |
| 18 | SRCLEUR | Stericycle INC | 株式-その他 | 1.54% | — | +56.10% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.50% | — | +38.14% | |
| 20 | WSO | Watsco INC | 株式-資本財 | 1.48% | — | +13.84% | |
| 21 | HSY | Hershey Co/the | 株式-生活必需品 | 1.37% | — | +378.51% | |
| 22 | PAYX | Paychex INC | 株式-IT | 1.28% | — | +430.55% | |
| 23 | IVZ | Invesco Ltd. | 株式-金融 | 1.25% | — | +240.83% | |
| 24 | ✓ | Dun & Bradstreet CORP Del Ne | 株式-その他 | 1.24% | — | +11.82% | |
| 25 | ✓ | 株式-その他 | 1.21% | — | +113.53% | ||
| 26 | CCI | Crown Castle INC | 株式-不動産 | 1.18% | — | +91.40% | |
| 27 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.12% | — | +71.26% | |
| 28 | MTH | Meritage Homes CORP | 株式-一般消費財 | 1.11% | — | -4.53% | |
| 29 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.10% | — | -4.69% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 1.07% | — | +126.77% | |
| 31 | ✓ | 株式-その他 | 1.07% | — | -0.48% | ||
| 32 | BECNUSD | Beacon Roofing Supply INC | 株式-その他 | 1.05% | — | +7.33% | |
| 33 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.01% | — | +330.13% | |
| 34 | ✓ | Markit LTD Cmn | 株式-その他 | 0.95% | — | +37.55% | |
| 35 | ✓ | Ryland Group INC | 株式-その他 | 0.92% | — | +66.48% | |
| 36 | NNN | Nnn Reit INC | 株式-不動産 | 0.87% | — | +46.63% | |
| 37 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.84% | — | +237.65% | |
| 38 | ✓ | Dealertrack Technologies INC | 株式-その他 | 0.84% | — | -33.55% | |
| 39 | LKQ | Lkq CORP | 株式-一般消費財 | 0.83% | — | -67.01% | |
| 40 | ✓ | Select Income Reit | 株式-その他 | 0.82% | — | +88.31% | |
| 41 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.82% | — | +224.74% | |
| 42 | WAT | Waters CORP | 株式-ヘルスケア | 0.81% | — | +194.48% | |
| 43 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.80% | — | +221.27% | |
| 44 | AMG | Affiliated Managers Group | 株式-金融 | 0.78% | — | +200.39% | |
| 45 | KNX | Knight-Swift Transportation Holdings Inc. | 株式-資本財 | 0.78% | — | +325.26% | |
| 46 | VTR | Ventas INC | 株式-不動産 | 0.77% | — | +47.59% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.76% | — | +232.37% | |
| 48 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.75% | — | -0.09% | |
| 49 | SIXEUR | Six Flags Entertainment CORP | 株式-その他 | 0.75% | — | — | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.73% | — | -52.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific INC | +1.2% | +496.63% | 増加 |
| 2 | SABR | Sabre CORP | +1.1% | +180.85% | 増加 |
| 3 | PAYX | Paychex INC | +1% | +430.55% | 増加 |
| 4 | HSY | Hershey Co/the | +0.9% | +378.51% | 増加 |
| 5 | UNFI | United Natural Foods INC | +0.8% | +208.41% | 増加 |
| 6 | IVZ | Invesco Ltd. | +0.7% | +240.83% | 増加 |
| 7 | TRV | Travelers Cos Inc/the | +0.7% | +330.13% | 増加 |
| 8 | FISV | Fiserv INC | +0.6% | +97.72% | 増加 |
| 9 | ✓ | Spirit Realty Capital Inc | +0.5% | +145.36% | 増加 |
| 10 | AXS | AXIS Capital Holdings Limited | +0.5% | +224.74% | 増加 |
| 11 | A | Agilent Technologies INC | +0.5% | +237.65% | 増加 |
| 12 | KNX | Knight-Swift Transportation Holdings Inc. | +0.5% | +325.26% | 増加 |
| 13 | WAT | Waters CORP | +0.5% | +194.48% | 増加 |
| 14 | EXPD | Expeditors Intl Wash INC | +0.5% | +221.27% | 増加 |
| 15 | ✓ | +0.4% | +113.53% | 増加 | |
| 16 | AMG | Affiliated Managers Group | +0.4% | +200.39% | 増加 |
| 17 | BLKCHF | Blackrock INC | +0.4% | +232.37% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.4% | +70.66% | 増加 |
| 19 | APD | Air Products & Chemicals INC | +0.4% | +126.77% | 増加 |
| 20 | CCI | Crown Castle INC | +0.4% | +91.40% | 増加 |
| 21 | SRCLEUR | Stericycle INC | +0.2% | +56.10% | 増加 |
| 22 | GIL | Gildan Activewear INC | +0.1% | +25.97% | 増加 |
| 23 | ALLE | Allegion plc | +0.1% | +43.87% | 増加 |
| 24 | RLJ | Rlj Lodging Trust | -0.8% | -59.23% | 減少 |
| 25 | MDC1USD | Mdc Holdings INC | -1.1% | -60.90% | 減少 |
| 26 | UNP | Union Pacific CORP | -1.6% | -52.37% | 減少 |
| 27 | LKQ | Lkq CORP | -2% | -67.01% | 減少 |
| 28 | ✓ | — | NEW | 新規購入 | |
| 29 | IHS | IHS Holding Limited | — | EXIT | 全売却 |
| 30 | SIXEUR | Six Flags Entertainment CORP | — | NEW | 新規購入 |
| 31 | AIG | American International Group | — | EXIT | 全売却 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 33 | UPS | United Parcel Service, Inc. | — | EXIT | 全売却 |
| 34 | ADP | Automatic Data Processing | — | NEW | 新規購入 |
| 35 | HD | The Home Depot, Inc. | — | EXIT | 全売却 |
| 36 | ✓ | Essendant INC | — | NEW | 新規購入 |
| 37 | ✓ | Airgas INC | — | EXIT | 全売却 |
| 38 | CNI | Canadian Natl Railway Co | — | NEW | 新規購入 |
| 39 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 40 | KMX | Carmax INC | — | NEW | 新規購入 |
| 41 | MCO | Moody's CORP | — | EXIT | 全売却 |
| 42 | LMEUR | Legg Mason INC | — | NEW | 新規購入 |
| 43 | CP | Canadian Pacific Kansa F | — | NEW | 新規購入 |
| 44 | KBH | Kb Home | — | NEW | 新規購入 |
| 45 | POOL | Pool CORP | — | NEW | 新規購入 |
| 46 | MDLZ | Mondelez International Inc-a | — | EXIT | 全売却 |
| 47 | SNH1EUR | Senior Housing Prop Trust | — | NEW | 新規購入 |
| 48 | RPM | Rpm International INC | — | EXIT | 全売却 |
| 49 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 50 | AIT | Applied Industrial Tech INC | — | EXIT | 全売却 |