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 | 3.83% | — | -1.11% | |
| 2 | TNDM | Tandem Diabetes Care INC | 株式-その他 | 3.30% | — | +13.91% | |
| 3 | GRWG | Growgeneration CORP | 株式-その他 | 3.28% | — | +11.96% | |
| 4 | GNRC | Generac Holdings INC | 株式-資本財 | 2.56% | — | +18.11% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.35% | — | +0.60% | |
| 6 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.11% | — | +0.22% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.05% | — | — | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.05% | — | — | |
| 9 | GLW | Corning INC | 株式-IT | 2.04% | — | -1.43% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.03% | — | — | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.01% | — | — | |
| 12 | TWLO | Twilio INC - A | 株式-IT | 2.01% | — | +0.18% | |
| 13 | CALX | Calix INC | 株式-IT | 2.00% | — | +18.87% | |
| 14 | TWTRUSD | Twitter INC | 株式-その他 | 1.97% | — | -2.98% | |
| 15 | OLED | Universal Display CORP | 株式-IT | 1.96% | — | -0.18% | |
| 16 | CROX | Crocs INC | 株式-一般消費財 | 1.90% | — | -3.05% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 1.90% | — | — | |
| 18 | RGEN | Repligen CORP | 株式-ヘルスケア | 1.83% | — | +7.05% | |
| 19 | MOS | Mosaic Co/the | 株式-素材 | 1.83% | — | — | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 1.82% | — | — | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 1.82% | — | — | |
| 22 | TDG | Transdigm Group INC | 株式-資本財 | 1.78% | — | +5.98% | |
| 23 | GTLS | Chart Industries INC | 株式-資本財 | 1.77% | — | — | |
| 24 | VFC | Vf CORP | 株式-一般消費財 | 1.75% | — | +2.64% | |
| 25 | INTU | Intuit INC | 株式-IT | 1.74% | — | — | |
| 26 | HAS | Hasbro INC | 株式-一般消費財 | 1.73% | — | — | |
| 27 | ENPH | Enphase Energy INC | 株式-IT | 1.72% | — | -56.33% | |
| 28 | AVTR | Avantor INC | 株式-ヘルスケア | 1.72% | — | — | |
| 29 | OC | Owens Corning | 株式-資本財 | 1.72% | — | +1.33% | |
| 30 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.67% | — | — | |
| 31 | GPRO | Gopro Inc-class A | 株式-その他 | 1.60% | — | — | |
| 32 | SWKS | Skyworks Solutions INC | 株式-IT | 1.58% | — | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.58% | — | -0.02% | |
| 34 | AMBA | Ambarella, Inc. | 株式-IT | 1.53% | — | — | |
| 35 | AEIS | Advanced Energy Industries | 株式-資本財 | 1.52% | — | +0.50% | |
| 36 | WCC | Wesco International INC | 株式-資本財 | 1.52% | — | — | |
| 37 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.50% | — | — | |
| 38 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.47% | — | -46.67% | |
| 39 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 1.45% | — | — | |
| 40 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 1.43% | — | +103.68% | |
| 41 | CCK | Crown Holdings INC | 株式-一般消費財 | 1.40% | — | +32.15% | |
| 42 | INFNEUR | Infinera CORP | 株式-その他 | 1.38% | — | — | |
| 43 | WWW | Wolverine World Wide INC | 株式-その他 | 1.38% | — | — | |
| 44 | CVLT | Commvault Systems INC | 株式-IT | 1.38% | — | — | |
| 45 | CRI | Carter's INC | 株式-その他 | 1.37% | — | — | |
| 46 | YETI | Yeti Holdings INC | 株式-一般消費財 | 1.35% | — | -13.38% | |
| 47 | CHGG | Chegg INC | 株式-生活必需品 | 1.24% | — | -0.60% | |
| 48 | KLIC | Kulicke & Soffa Industries | 株式-IT | 0.84% | — | +441.06% | |
| 49 | OI | O-i Glass INC | 株式-その他 | 0.64% | — | — | |
| 50 | TER | Teradyne INC | 株式-IT | 0.59% | — | — |