CIK: 0001835549
申告総資産額
$8858.8万
| # | 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 | RSG | Republic Services INC | 株式-資本財 | 12.17% | — | — | |
| 2 | AMAT | Applied Materials INC | 株式-IT | 11.74% | — | +76.07% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 11.55% | — | — | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 8.30% | — | -43.73% | |
| 5 | WM | Waste Management INC | 株式-資本財 | 6.27% | — | — | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 6.07% | — | -23.06% | |
| 7 | DXCM | Dexcom INC | 株式-ヘルスケア | 5.60% | — | -19.01% | |
| 8 | WSC | Willscot Holdings CORP | 株式-資本財 | 5.54% | — | — | |
| 9 | TEL | TE Connectivity plc | 株式-IT | 5.54% | — | — | |
| 10 | DE | Deere & Co | 株式-資本財 | 4.92% | — | -56.64% | |
| 11 | CP | Canadian Pacific Kansas City | 株式-資本財 | 4.68% | — | — | |
| 12 | GM | General Motors Co | 株式-一般消費財 | 4.52% | — | -46.81% | |
| 13 | LTHM1EUR | Livent CORP | 株式-その他 | 4.26% | — | -22.20% | |
| 14 | MU | Micron Technology INC | 株式-IT | 4.07% | — | — | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.40% | — | — | |
| 16 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.37% | — | — |