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 | ✓ | 株式-その他 | 3.43% | — | +19.45% | ||
| 2 | AMT | American Tower CORP | 株式-不動産 | 3.00% | — | -2.29% | |
| 3 | CHH | Choice Hotels Intl INC | 株式-一般消費財 | 2.80% | — | -12.95% | |
| 4 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 2.27% | — | -7.51% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.26% | — | +880.98% | |
| 6 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.07% | — | +288.15% | |
| 7 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 2.03% | — | +7.33% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.03% | — | +66.05% | |
| 9 | CCI | Crown Castle INC | 株式-不動産 | 1.81% | — | -21.39% | |
| 10 | S76 | Store Capital CORP | 株式-その他 | 1.80% | — | +25.25% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.64% | — | +786.77% | |
| 12 | EQIX | Equinix INC | 株式-不動産 | 1.58% | — | +73.47% | |
| 13 | STAYUSD | Extended Stay America INC | 株式-その他 | 1.47% | — | +26.19% | |
| 14 | LKQ | Lkq CORP | 株式-一般消費財 | 1.44% | — | -19.36% | |
| 15 | ✓ | Dun & Bradstreet CORP Del Ne | 株式-その他 | 1.39% | — | +75.23% | |
| 16 | 2655957D | Premier Inc-class A | 株式-その他 | 1.38% | — | +7.85% | |
| 17 | AME | Ametek INC | 株式-資本財 | 1.23% | — | -34.36% | |
| 18 | ✓ | 株式-その他 | 1.17% | — | +41.52% | ||
| 19 | GRA1EUR | Wr Grace & Co | 株式-その他 | 1.15% | — | +43.93% | |
| 20 | SABR | Sabre CORP | 株式-IT | 1.08% | — | -27.46% | |
| 21 | LPTUSD | Liberty Property Trust | 株式-その他 | 1.08% | — | -5.01% | |
| 22 | WCN | Waste Connections INC | 株式-資本財 | 1.04% | — | -13.86% | |
| 23 | WSO | Watsco INC | 株式-資本財 | 1.04% | — | +64.75% | |
| 24 | RP | Realpage INC | 株式-その他 | 1.02% | — | -5.22% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 1.00% | — | +34.36% | |
| 26 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.00% | — | -40.51% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.97% | — | +156.49% | |
| 28 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.94% | — | +23.29% | |
| 29 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.93% | — | -27.08% | |
| 30 | KMX | Carmax INC | 株式-一般消費財 | 0.93% | — | +24.92% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.92% | — | +686.96% | |
| 32 | SRCLEUR | Stericycle INC | 株式-その他 | 0.91% | — | -29.86% | |
| 33 | SKT | Tanger INC | 株式-不動産 | 0.90% | — | +251.16% | |
| 34 | TRIP | Tripadvisor INC | 株式-その他 | 0.89% | — | +68.58% | |
| 35 | SBAC | Sba Communications CORP | 株式-不動産 | 0.87% | — | — | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.86% | — | +6.33% | |
| 37 | EXR | Extra Space Storage INC | 株式-不動産 | 0.86% | — | +112.87% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | +76.38% | |
| 39 | GPN | Global Payments INC | 株式-資本財 | 0.85% | — | -20.28% | |
| 40 | NWL | Newell Brands INC | 株式-生活必需品 | 0.81% | — | +40.81% | |
| 41 | TRU | Transunion | 株式-金融 | 0.81% | — | -35.00% | |
| 42 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.80% | — | +21.89% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | — | +174.50% | |
| 44 | AZO | Autozone INC | 株式-一般消費財 | 0.79% | — | +87.53% | |
| 45 | MTH | Meritage Homes CORP | 株式-一般消費財 | 0.78% | — | +38.97% | |
| 46 | SSS1EUR | Life Storage INC | 株式-その他 | 0.78% | — | +33.60% | |
| 47 | MIDD | Middleby CORP | 株式-資本財 | 0.77% | — | -2.42% | |
| 48 | REG | Regency Centers CORP | 株式-不動産 | 0.76% | — | -29.73% | |
| 49 | OBDC | Blue Owl Capital Corporation | 株式-金融 | 0.76% | — | — | |
| 50 | ESS | Essex Property Trust INC | 株式-不動産 | 0.76% | — | +119.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +880.98% | 増加 |
| 2 | MDLZ | Mondelez International Inc-a | +1.4% | +288.15% | 増加 |
| 3 | VNQ | Vanguard Real Estate ETF | +1.4% | +786.77% | 増加 |
| 4 | PAYX | Paychex INC | +0.8% | +686.96% | 増加 |
| 5 | PYPL | Paypal Holdings INC | +0.7% | +66.05% | 増加 |
| 6 | EQIX | Equinix INC | +0.6% | +73.47% | 増加 |
| 7 | SKT | Tanger INC | +0.6% | +251.16% | 増加 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.6% | +156.49% | 増加 |
| 9 | JBHT | Hunt (jb) Transprt Svcs INC | +0.6% | +439.83% | 増加 |
| 10 | IPG | Interpublic Group Of Cos INC | +0.5% | +448.96% | 増加 |
| 11 | RLJ | Rlj Lodging Trust | +0.5% | +266.52% | 増加 |
| 12 | ZTS | Zoetis INC | +0.5% | +174.50% | 増加 |
| 13 | FAST | Fastenal Co | +0.4% | +251.81% | 増加 |
| 14 | ODFL | Old Dominion Freight Line | +0.4% | +403.84% | 増加 |
| 15 | ✓ | +0.4% | +19.45% | 増加 | |
| 16 | FTV | Fortive CORP | +0.4% | +304.19% | 増加 |
| 17 | EXR | Extra Space Storage INC | +0.4% | +112.87% | 増加 |
| 18 | ESS | Essex Property Trust INC | +0.4% | +119.52% | 増加 |
| 19 | ✓ | Dun & Bradstreet CORP Del Ne | +0.3% | +75.23% | 増加 |
| 20 | WRI | Weingarten Realty Investors | +0.3% | +147.99% | 増加 |
| 21 | MA | Mastercard INC - A | +0.3% | +76.38% | 増加 |
| 22 | ✓ | +0.3% | +41.52% | 増加 | |
| 23 | WSO | Watsco INC | +0.3% | +64.75% | 増加 |
| 24 | ✓ | -0.6% | -69.76% | 減少 | |
| 25 | KDP | Keurig Dr Pepper Inc. | -0.6% | -78.68% | 減少 |
| 26 | CHD | Church & Dwight Co INC | -0.8% | -40.51% | 減少 |
| 27 | AME | Ametek INC | -0.8% | -34.36% | 減少 |
| 28 | LKQ | Lkq CORP | -0.8% | -19.36% | 減少 |
| 29 | RPAIUSD | Retail Properties Of Ame - A | -0.8% | -56.48% | 減少 |
| 30 | EFX | Equifax INC | -0.8% | -57.29% | 減少 |
| 31 | AVB | Avalonbay Communities INC | -0.9% | -71.61% | 減少 |
| 32 | SABR | Sabre CORP | -1% | -27.46% | 減少 |
| 33 | SBAC | Sba Communications CORP | — | NEW | 新規購入 |
| 34 | OBDC | Blue Owl Capital Corporation | — | NEW | 新規購入 |
| 35 | GIL | Gildan Activewear INC | — | EXIT | 全売却 |
| 36 | MSM | Msc Industrial Direct Co-a | — | EXIT | 全売却 |
| 37 | ✓ | — | EXIT | 全売却 | |
| 38 | MNST | Monster Beverage CORP | — | NEW | 新規購入 |
| 39 | WM | Waste Management INC | — | NEW | 新規購入 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | ✓ | Ggp INC | — | NEW | 新規購入 |
| 42 | FIS | Fidelity National Info Serv | — | EXIT | 全売却 |
| 43 | SBAC | SBA Communications Corporation | — | EXIT | 全売却 |
| 44 | ✓ | Silver Bay Realty Trust CORP | — | EXIT | 全売却 |
| 45 | BB | BlackBerry Limited | — | NEW | 新規購入 |
| 46 | HTLD | Heartland Express INC | — | NEW | 新規購入 |
| 47 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 48 | HTAEUR | Healthcare Trust Of Ame-cl A | — | EXIT | 全売却 |
| 49 | PK | Park Hotels & Resorts INC | — | NEW | 新規購入 |
| 50 | HLT | Hilton Worldwide Holdings In | — | NEW | 新規購入 |