CIK: 0000820289
申告総資産額
$5990.9万
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.92% | — | +46.82% | |
| 2 | AVGO | Broadcom Inc. | 株式-IT | 2.21% | — | -0.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.96% | — | — | |
| 4 | ILMN | Illumina INC | 株式-ヘルスケア | 1.93% | — | -0.22% | |
| 5 | OSK | Oshkosh CORP | 株式-資本財 | 1.91% | — | +31.69% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.88% | — | — | |
| 7 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.85% | — | +0.23% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.81% | — | — | |
| 9 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.78% | — | -30.24% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 1.74% | — | — | |
| 11 | DAL | Delta Air Lines INC | 株式-資本財 | 1.73% | — | +27.91% | |
| 12 | LOGMEUR | Logmein INC | 株式-その他 | 1.72% | — | +11.22% | |
| 13 | GPN | Global Payments INC | 株式-資本財 | 1.70% | — | — | |
| 14 | NOW | Servicenow INC | 株式-IT | 1.63% | — | +4.05% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.61% | — | -0.97% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.60% | — | — | |
| 17 | MU | Micron Technology INC | 株式-IT | 1.59% | — | -0.67% | |
| 18 | PWR | Quanta Services INC | 株式-資本財 | 1.58% | — | +80.56% | |
| 19 | URI | United Rentals INC | 株式-資本財 | 1.57% | — | -27.86% | |
| 20 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.56% | — | — | |
| 21 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.55% | — | +0.09% | |
| 22 | CMI | Cummins INC | 株式-資本財 | 1.54% | — | — | |
| 23 | LYV | Live Nation Entertainment In | 株式-通信サービス | 1.51% | — | — | |
| 24 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.49% | — | — | |
| 25 | MTN | Vail Resorts INC | 株式-一般消費財 | 1.48% | — | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | — | — | |
| 27 | CME | Cme Group INC | 株式-金融 | 1.46% | — | +0.25% | |
| 28 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.46% | — | +2.95% | |
| 29 | MTZ | Mastec INC | 株式-資本財 | 1.45% | — | +4.87% | |
| 30 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.44% | — | +1.75% | |
| 31 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 1.43% | — | +3.34% | |
| 32 | WWW | Wolverine World Wide INC | 株式-その他 | 1.40% | — | +0.82% | |
| 33 | HCSG | Healthcare Services Group | 株式-その他 | 1.40% | — | — | |
| 34 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.37% | — | +0.53% | |
| 35 | PFPT | Proofpoint INC | 株式-その他 | 1.35% | — | — | |
| 36 | CSL | Carlisle Cos INC | 株式-資本財 | 1.33% | — | — | |
| 37 | XLNXEUR | Xilinx INC | 株式-その他 | 1.32% | — | -12.51% | |
| 38 | AEO | American Eagle Outfitters | 株式-一般消費財 | 1.31% | — | -25.61% | |
| 39 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.31% | — | — | |
| 40 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.25% | — | +9.95% | |
| 41 | QRVO | Qorvo INC | 株式-IT | 1.24% | — | — | |
| 42 | MRCY | Mercury Systems INC | 株式-資本財 | 1.23% | — | -1.95% | |
| 43 | TEAM | Atlassian Corporation | 株式-IT | 1.21% | — | +0.76% | |
| 44 | OLED | Universal Display CORP | 株式-IT | 1.14% | — | +126.41% | |
| 45 | NOMD | Nomad Foods Limited | 株式-その他 | 1.14% | — | +0.93% | |
| 46 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.14% | — | — | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.07% | — | -40.13% | |
| 48 | EA | Electronic Arts INC | 株式-通信サービス | 1.06% | — | -2.87% | |
| 49 | WGO | Winnebago Industries | 株式-その他 | 1.06% | — | +0.92% | |
| 50 | BLKB | Blackbaud INC | 株式-その他 | 1.03% | — | — |