CIK: 0002040638
申告総資産額
$1.3億
| # | 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 | GVA | Granite Construction INC | 株式-資本財 | 12.12% | +0.44% | — | |
| 2 | CLH | Clean Harbors INC | 株式-資本財 | 11.37% | -0.91% | — | |
| 3 | CWST | Casella Waste Systems Inc-a | 株式-資本財 | 10.59% | -0.21% | — | |
| 4 | AER | AerCap Holdings N.V. | 株式-資本財 | 9.99% | -8.90% | — | |
| 5 | CTRI | Centuri Holdings INC | 株式-その他 | 6.48% | +0.12% | — | |
| 6 | MT | Arcelormittal-ny Registered | 株式-その他 | 6.36% | -3.50% | — | |
| 7 | GFL | Gfl Environmental Inc-sub Vt | 株式-その他 | 6.19% | +4.35% | — | |
| 8 | TEL | TE Connectivity plc | 株式-IT | 6.18% | +2.57% | — | |
| 9 | IEX | Idex CORP | 株式-資本財 | 6.15% | -6.15% | EXIT | |
| 10 | MRVL | Marvell Technology INC | 株式-IT | 6.14% | -0.67% | — | |
| 11 | EXP | Eagle Materials INC | 株式-素材 | 5.59% | — | — | |
| 12 | HUBG | Hub Group Inc-cl A | 株式-その他 | 4.25% | -4.25% | EXIT | |
| 13 | EMR | Emerson Electric Co | 株式-資本財 | 4.15% | -4.15% | EXIT | |
| 14 | FSLR | First Solar INC | 株式-IT | 2.06% | -2.06% | EXIT | |
| 15 | OC | Owens Corning | 株式-資本財 | 1.93% | -1.93% | EXIT | |
| 16 | SMNEY | Siemens Energy Ag-unsp Adr | 株式-その他 | 0.43% | -0.43% | EXIT |