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 | CHH | Choice Hotels Intl INC | 株式-一般消費財 | 3.41% | — | +15.04% | |
| 2 | AMT | American Tower CORP | 株式-不動産 | 3.17% | — | +9.50% | |
| 3 | ✓ | 株式-その他 | 3.02% | — | +27.79% | ||
| 4 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 2.72% | — | +88.97% | |
| 5 | CCI | Crown Castle INC | 株式-不動産 | 2.50% | — | +120.07% | |
| 6 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 2.41% | — | +63.57% | |
| 7 | LKQ | Lkq CORP | 株式-一般消費財 | 2.22% | — | +57.06% | |
| 8 | SABR | Sabre CORP | 株式-IT | 2.09% | — | -11.94% | |
| 9 | AME | Ametek INC | 株式-資本財 | 2.00% | — | +95.08% | |
| 10 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.77% | — | +2316.85% | |
| 11 | S76 | Store Capital CORP | 株式-その他 | 1.77% | — | +830.77% | |
| 12 | 2655957D | Premier Inc-class A | 株式-その他 | 1.45% | — | +16.25% | |
| 13 | SRCLEUR | Stericycle INC | 株式-その他 | 1.43% | — | -9.52% | |
| 14 | EFX | Equifax INC | 株式-資本財 | 1.43% | — | +85.71% | |
| 15 | STAYUSD | Extended Stay America INC | 株式-その他 | 1.40% | — | +598.64% | |
| 16 | LPTUSD | Liberty Property Trust | 株式-その他 | 1.38% | — | +620.97% | |
| 17 | REG | Regency Centers CORP | 株式-不動産 | 1.33% | — | +639.84% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 1.33% | — | +33.12% | |
| 19 | WCN | Waste Connections INC | 株式-資本財 | 1.28% | — | +193.48% | |
| 20 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.23% | — | +52.26% | |
| 21 | RPAIUSD | Retail Properties Of Ame - A | 株式-その他 | 1.20% | — | +74.82% | |
| 22 | TRU | Transunion | 株式-金融 | 1.19% | — | — | |
| 23 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.13% | — | +212.76% | |
| 24 | RP | Realpage INC | 株式-その他 | 1.09% | — | — | |
| 25 | GPN | Global Payments INC | 株式-資本財 | 1.09% | — | +155.54% | |
| 26 | ✓ | Dun & Bradstreet CORP Del Ne | 株式-その他 | 1.06% | — | +3.78% | |
| 27 | SPGI | S&p Global INC | 株式-金融 | 0.97% | — | +574.54% | |
| 28 | EQIX | Equinix INC | 株式-不動産 | 0.96% | — | -41.21% | |
| 29 | KMX | Carmax INC | 株式-一般消費財 | 0.96% | — | -32.49% | |
| 30 | MCO | Moody's CORP | 株式-金融 | 0.95% | — | +718.88% | |
| 31 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.93% | — | +144.66% | |
| 32 | GRA1EUR | Wr Grace & Co | 株式-その他 | 0.92% | — | +60.22% | |
| 33 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.91% | — | -35.06% | |
| 34 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.89% | — | +10.49% | |
| 35 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.89% | — | +862.94% | |
| 36 | ✓ | 株式-その他 | 0.89% | — | +7.78% | ||
| 37 | GIL | Gildan Activewear INC | 株式-一般消費財 | 0.88% | — | -11.59% | |
| 38 | MIDD | Middleby CORP | 株式-資本財 | 0.88% | — | -25.88% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.84% | — | +46.12% | |
| 40 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 0.84% | — | -3.32% | |
| 41 | ALLE | Allegion plc | 株式-資本財 | 0.82% | — | -11.89% | |
| 42 | FDS | Factset Research Systems INC | 株式-金融 | 0.82% | — | -15.23% | |
| 43 | ✓ | 株式-その他 | 0.80% | — | +94.16% | ||
| 44 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.79% | — | +257.56% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +85.16% | |
| 46 | WSO | Watsco INC | 株式-資本財 | 0.77% | — | +2.21% | |
| 47 | ✓ | 株式-その他 | 0.74% | — | — | ||
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | -52.27% | |
| 49 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 0.72% | — | +18.87% | |
| 50 | SSS1EUR | Life Storage INC | 株式-その他 | 0.72% | — | -28.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CHD | Church & Dwight Co INC | +1.7% | +2316.85% | 増加 |
| 2 | S76 | Store Capital CORP | +1.5% | +830.77% | 増加 |
| 3 | STAYUSD | Extended Stay America INC | +1.2% | +598.64% | 増加 |
| 4 | CCI | Crown Castle INC | +1.2% | +120.07% | 増加 |
| 5 | LPTUSD | Liberty Property Trust | +1.2% | +620.97% | 増加 |
| 6 | REG | Regency Centers CORP | +1.1% | +639.84% | 増加 |
| 7 | AME | Ametek INC | +0.9% | +95.08% | 増加 |
| 8 | CHH | Choice Hotels Intl INC | +0.9% | +15.04% | 増加 |
| 9 | FLT1EUR | Fleetcor Technologies INC | +0.9% | +88.97% | 増加 |
| 10 | WCN | Waste Connections INC | +0.8% | +193.48% | 増加 |
| 11 | MCO | Moody's CORP | +0.8% | +718.88% | 増加 |
| 12 | SPGI | S&p Global INC | +0.8% | +574.54% | 増加 |
| 13 | CL | Colgate-palmolive Co | +0.8% | +862.94% | 増加 |
| 14 | AVB | Avalonbay Communities INC | +0.8% | +212.76% | 増加 |
| 15 | GPN | Global Payments INC | +0.6% | +155.54% | 増加 |
| 16 | HRL | Hormel Foods CORP | +0.5% | +257.56% | 増加 |
| 17 | ORLY | O'reilly Automotive INC | +0.5% | +144.66% | 増加 |
| 18 | ✓ | Spirit Realty Capital Inc | +0.5% | +63.57% | 増加 |
| 19 | EFX | Equifax INC | +0.5% | +85.71% | 増加 |
| 20 | POOL | Pool CORP | +0.5% | +505.33% | 増加 |
| 21 | LKQ | Lkq CORP | +0.5% | +57.06% | 増加 |
| 22 | ✓ | +0.4% | +27.79% | 増加 | |
| 23 | RPAIUSD | Retail Properties Of Ame - A | +0.4% | +74.82% | 増加 |
| 24 | IPG | Interpublic Group Of Cos INC | -0.5% | -77.99% | 減少 |
| 25 | UNFI | United Natural Foods INC | -0.6% | -71.92% | 減少 |
| 26 | JBHT | Hunt (jb) Transprt Svcs INC | -0.6% | -79.75% | 減少 |
| 27 | ESS | Essex Property Trust INC | -0.6% | -58.59% | 減少 |
| 28 | ✓ | Groupe Cgi INC | -0.6% | -79.65% | 減少 |
| 29 | RVTY | Revvity INC | -0.6% | -52.22% | 減少 |
| 30 | ZTS | Zoetis INC | -0.7% | -64.03% | 減少 |
| 31 | G | Genpact Limited | -0.7% | -91.01% | 減少 |
| 32 | IHS | Ihs Markit LTD | -0.7% | -59.06% | 減少 |
| 33 | SABR | Sabre CORP | -0.7% | -11.94% | 減少 |
| 34 | EQIX | Equinix INC | -0.8% | -41.21% | 減少 |
| 35 | LOW | Lowe's Cos INC | -0.9% | -52.27% | 減少 |
| 36 | XRAY | Dentsply Sirona INC | -1% | -81.72% | 減少 |
| 37 | ✓ | Vantiv INC | -1.2% | -83.68% | 減少 |
| 38 | MD | Pediatrix Medical Group INC | — | EXIT | 全売却 |
| 39 | TRU | Transunion | — | NEW | 新規購入 |
| 40 | RP | Realpage INC | — | NEW | 新規購入 |
| 41 | SDA | Sealed Air CORP | — | EXIT | 全売却 |
| 42 | CONE1EUR | Cyrusone INC | — | EXIT | 全売却 |
| 43 | ✓ | — | NEW | 新規購入 | |
| 44 | WY | Weyerhaeuser Co | — | NEW | 新規購入 |
| 45 | COR1EUR | Coresite Realty CORP | — | EXIT | 全売却 |
| 46 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 47 | HON | Honeywell International INC | — | EXIT | 全売却 |
| 48 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 49 | POST | Post Holdings, Inc. | — | EXIT | 全売却 |
| 50 | ✓ | Gramercy Ppty Tr | — | EXIT | 全売却 |