CIK: 0001352342
申告総資産額
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上位200銘柄を表示中（全450銘柄）
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 9.86% | — | +12.34% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 5.58% | — | -3.48% | |
| 3 | LIN | Linde plc | 株式-素材 | 3.92% | — | -14.69% | |
| 4 | FISV | Fiserv INC | 株式-その他 | 3.13% | — | +47.60% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.63% | — | +27.01% | |
| 6 | DAY | Dayforce INC | 株式-その他 | 2.63% | — | -3.85% | |
| 7 | PAYC | Paycom Software INC | 株式-IT | 2.54% | — | -2.57% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 2.48% | — | -2.97% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.35% | — | +5.23% | |
| 10 | TYL | Tyler Technologies INC | 株式-IT | 2.34% | — | +19.10% | |
| 11 | INTU | Intuit INC | 株式-IT | 2.27% | — | +16.85% | |
| 12 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 2.24% | — | -38.59% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 2.19% | — | -4.34% | |
| 14 | AVB | Avalonbay Communities INC | 株式-不動産 | 2.15% | — | -14.15% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.15% | — | +346.26% | |
| 16 | EQIX | Equinix INC | 株式-不動産 | 2.01% | — | -3.94% | |
| 17 | DHI | Dr Horton INC | 株式-一般消費財 | 1.95% | — | -2.03% | |
| 18 | PCTY | Paylocity Holding CORP | 株式-IT | 1.83% | — | +16.72% | |
| 19 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.80% | — | -16.36% | |
| 20 | TOST | Toast Inc-class A | 株式-IT | 1.65% | — | +72.55% | |
| 21 | CSGP | Costar Group INC | 株式-不動産 | 1.64% | — | +4.86% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.58% | — | -4.23% | |
| 23 | MCO | Moody's CORP | 株式-金融 | 1.51% | — | -7.96% | |
| 24 | ROP | Roper Technologies INC | 株式-IT | 1.47% | — | +24.44% | |
| 25 | APPF | Appfolio INC - A | 株式-IT | 1.47% | — | -46.66% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.44% | — | -16.90% | |
| 27 | AKX | Ansys INC | 株式-その他 | 1.42% | — | +6.17% | |
| 28 | DSGX | Descartes Systems Grp/the | 株式-IT | 1.26% | — | +17.04% | |
| 29 | FDS | Factset Research Systems INC | 株式-金融 | 1.25% | — | -22.79% | |
| 30 | PCOR | Procore Technologies INC | 株式-IT | 1.22% | — | -5.10% | |
| 31 | CDNS | Cadence Design Sys INC | 株式-IT | 1.20% | — | +6675.06% | |
| 32 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.11% | — | -28.17% | |
| 33 | MKL | Markel Group INC | 株式-金融 | 1.09% | — | -3.02% | |
| 34 | XYZ | Block INC | 株式-金融 | 1.08% | — | +44.20% | |
| 35 | POOL | Pool CORP | 株式-資本財 | 1.06% | — | -23.52% | |
| 36 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.05% | — | -11.50% | |
| 37 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.04% | — | -21.16% | |
| 38 | CME | Cme Group INC | 株式-金融 | 1.03% | — | -6.08% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.02% | — | -0.52% | |
| 40 | SUI | Sun Communities INC | 株式-不動産 | 1.01% | — | -3.30% | |
| 41 | ASML | ASML Holding N.V. | 株式-IT | 1.00% | — | +2.31% | |
| 42 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.99% | — | -32.01% | |
| 43 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.86% | — | +7730.32% | |
| 44 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.84% | — | -3.30% | |
| 45 | AMH | American Homes 4 Rent- A | 株式-不動産 | 0.84% | — | -19.68% | |
| 46 | INVH | Invitation Homes INC | 株式-不動産 | 0.77% | — | -3.28% | |
| 47 | CHH | Choice Hotels Intl INC | 株式-一般消費財 | 0.75% | — | -4.71% | |
| 48 | GPN | Global Payments INC | 株式-資本財 | 0.68% | — | -12.22% | |
| 49 | PODD | Insulet CORP | 株式-ヘルスケア | 0.68% | — | +3.27% | |
| 50 | IEX | Idex CORP | 株式-資本財 | 0.58% | — | -33.07% |