CIK: 0001980273
申告総資産額
$3.3億
| # | 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 | 8.94% | -1.62% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.70% | -1.92% | — | |
| 3 | MDT | Medtronic plc | 株式-ヘルスケア | 5.84% | -0.81% | — | |
| 4 | HIG | Hartford Insurance Group INC | 株式-金融 | 4.09% | -0.07% | — | |
| 5 | CRM | Salesforce INC | 株式-IT | 3.73% | -2.97% | — | |
| 6 | MRVL | Marvell Technology INC | 株式-IT | 3.61% | — | — | |
| 7 | ST | Sensata Technologies Holding plc | 株式-IT | 3.46% | — | — | |
| 8 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 3.25% | — | — | |
| 9 | APTV | Aptiv PLC | 株式-一般消費財 | 3.19% | — | — | |
| 10 | BRKR | Bruker CORP | 株式-ヘルスケア | 3.02% | -0.71% | — | |
| 11 | SEDG | Solaredge Technologies INC | 株式-IT | 2.95% | — | — | |
| 12 | LRCXEUR | Lam Research CORP | 株式-IT | 2.79% | — | — | |
| 13 | VRRM | Verra Mobility CORP | 株式-その他 | 2.78% | — | — | |
| 14 | WMS | Advanced Drainage Systems In | 株式-資本財 | 2.73% | -0.16% | — | |
| 15 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 2.61% | +0.70% | — | |
| 16 | VMI | Valmont Industries | 株式-資本財 | 2.41% | — | — | |
| 17 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.36% | +1.16% | — | |
| 18 | AVNT | Avient CORP | 株式-素材 | 2.29% | -0.52% | — | |
| 19 | CME | Cme Group INC | 株式-金融 | 2.10% | -0.07% | — | |
| 20 | ADI | Analog Devices INC | 株式-IT | 2.08% | -0.02% | — | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 2.02% | -0.41% | — | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.70% | +0.05% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.70% | -0.15% | — | |
| 24 | FSS | Federal Signal CORP | 株式-資本財 | 1.64% | — | — | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.39% | +0.04% | — | |
| 26 | EXK | Exact Sciences CORP | 株式-素材 | 1.39% | — | — | |
| 27 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.38% | -0.40% | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | -0.18% | — | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | — | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | -1.11% | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.86% | -0.07% | — | |
| 32 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.76% | — | — | |
| 33 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.75% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | — | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.55% | -0.14% | EXIT | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.26% | — | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.50% | — | — | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.49% | — | — | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.45% | -0.63% | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.42% | — | — | |
| 41 | CLH | Clean Harbors INC | 株式-資本財 | 0.42% | +0.16% | — | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.41% | — | — | |
| 43 | EVBGEUR | Everbridge INC | 株式-その他 | 0.41% | — | — | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | — | |
| 45 | STN | Stantec INC | 株式-その他 | 0.37% | -0.06% | — | |
| 46 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.37% | — | — | |
| 47 | MSA | Msa Safety INC | 株式-資本財 | 0.36% | +0.02% | — | |
| 48 | JNP | Juniper Networks INC | 株式-その他 | 0.32% | — | — | |
| 49 | RRX | Regal Rexnord CORP | 株式-資本財 | 0.31% | -0.04% | — | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.31% | — | — |