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 | 10.48% | -1.62% | +3.41% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.50% | -1.92% | -19.43% | |
| 3 | MDT | Medtronic plc | 株式-ヘルスケア | 6.07% | -0.81% | +3.07% | |
| 4 | CRM | Salesforce INC | 株式-IT | 4.42% | -2.97% | +31.58% | |
| 5 | ADI | Analog Devices INC | 株式-IT | 3.73% | -0.02% | +3.00% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.15% | -0.63% | +7.62% | |
| 7 | VMI | Valmont Industries | 株式-資本財 | 3.11% | — | -15.21% | |
| 8 | XYL | Xylem INC | 株式-資本財 | 3.05% | +0.06% | +2.67% | |
| 9 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.94% | +1.16% | -10.59% | |
| 10 | APTV | Aptiv PLC | 株式-一般消費財 | 2.84% | — | +10.37% | |
| 11 | BRKR | Bruker CORP | 株式-ヘルスケア | 2.77% | -0.71% | +35.58% | |
| 12 | AVNT | Avient CORP | 株式-素材 | 2.72% | -0.52% | +3.15% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 2.62% | -0.41% | +7.83% | |
| 14 | ADBE | Adobe INC | 株式-IT | 2.57% | — | -1.02% | |
| 15 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 2.44% | — | +5.22% | |
| 16 | MRVL | Marvell Technology INC | 株式-IT | 2.41% | — | +3.65% | |
| 17 | HIG | Hartford Insurance Group INC | 株式-金融 | 2.39% | -0.07% | -32.65% | |
| 18 | CME | Cme Group INC | 株式-金融 | 2.36% | -0.07% | — | |
| 19 | LSCC | Lattice Semiconductor CORP | 株式-IT | 2.29% | +0.04% | +32.27% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 2.20% | — | — | |
| 21 | ST | Sensata Technologies Holding plc | 株式-IT | 2.05% | — | +3.70% | |
| 22 | WMS | Advanced Drainage Systems In | 株式-資本財 | 2.01% | -0.16% | -12.46% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.74% | -0.45% | +30.18% | |
| 24 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.69% | -0.40% | — | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 1.36% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.33% | -0.18% | — | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.16% | -0.15% | +11.22% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | -0.26% | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.97% | -0.07% | — | |
| 30 | AMAT | Applied Materials INC | 株式-IT | 0.90% | — | -16.32% | |
| 31 | ADSK | Autodesk INC | 株式-IT | 0.88% | -0.09% | — | |
| 32 | CLH | Clean Harbors INC | 株式-資本財 | 0.86% | +0.16% | -9.14% | |
| 33 | JXN | Jackson Financial Inc-a | 株式-金融 | 0.71% | — | -14.29% | |
| 34 | EXK | Exact Sciences CORP | 株式-素材 | 0.58% | — | — | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.58% | +2.07% | +15.73% | |
| 36 | STN | Stantec INC | 株式-その他 | 0.52% | -0.06% | — | |
| 37 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.50% | — | +134.29% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.50% | +0.08% | -4.45% | |
| 39 | ✓ | Atlantica Yield PLC | 株式-その他 | 0.49% | — | -51.39% | |
| 40 | ALTREUR | Altair Engineering INC - A | 株式-その他 | 0.45% | — | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | +0.04% | — | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.44% | +0.03% | — | |
| 43 | TMUS | T-mobile US INC | 株式-通信サービス | 0.44% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | — | |
| 46 | MSA | Msa Safety INC | 株式-資本財 | 0.39% | +0.02% | -18.36% | |
| 47 | PNR | Pentair plc | 株式-資本財 | 0.38% | -0.23% | — | |
| 48 | AYI | Acuity INC | 株式-資本財 | 0.38% | -0.10% | — | |
| 49 | FSS | Federal Signal CORP | 株式-資本財 | 0.37% | — | — | |
| 50 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.36% | — | — |