CIK: 0001837343
申告総資産額
$28.0億
| # | 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 | ARRY | Array Technologies INC | 株式-その他 | 13.30% | -1.16% | +25.77% | |
| 2 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 11.22% | — | +230.99% | |
| 3 | MTZ | Mastec INC | 株式-資本財 | 9.03% | +7.09% | +76.42% | |
| 4 | ATKR | Atkore INC | 株式-その他 | 8.58% | -0.21% | — | |
| 5 | ENS | Enersys | 株式-資本財 | 8.35% | -1.41% | +8.23% | |
| 6 | CRH | CRH plc | 株式-素材 | 7.53% | -0.89% | — | |
| 7 | DY | Dycom Industries INC | 株式-資本財 | 7.19% | -0.66% | — | |
| 8 | TG7 | Triumph Group INC | 株式-その他 | 5.51% | — | +66.19% | |
| 9 | BLDR | Builders Firstsource INC | 株式-資本財 | 5.01% | -0.93% | EXIT | |
| 10 | FSLR | First Solar INC | 株式-IT | 4.99% | -5.26% | +4.55% | |
| 11 | SABR | Sabre CORP | 株式-IT | 3.84% | -0.24% | EXIT | |
| 12 | EME | Emcor Group INC | 株式-資本財 | 2.82% | — | — | |
| 13 | TFII | Tfi International INC | 株式-その他 | 2.50% | -0.01% | — | |
| 14 | CNM | Core & Main Inc-class A | 株式-資本財 | 2.30% | -0.03% | +98.33% | |
| 15 | WEX | Wex INC | 株式-IT | 2.15% | — | — | |
| 16 | ROG | Rogers CORP | 株式-その他 | 1.41% | — | — | |
| 17 | ✓ | Csi Compressco LP | 株式-その他 | 1.38% | — | — | |
| 18 | XPO | Xpo INC | 株式-資本財 | 1.00% | — | — | |
| 19 | DOORUSD | Masonite International CORP | 株式-その他 | 1.00% | — | — | |
| 20 | FTCI | Ftc Solar INC | 株式-その他 | 0.74% | — | — | |
| 21 | XMTR | Xometry Inc-a | 株式-その他 | 0.13% | — | — |