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 | FSLR | First Solar INC | 株式-IT | 25.71% | -5.26% | +131.73% | |
| 2 | MTZ | Mastec INC | 株式-資本財 | 18.16% | +7.09% | +0.47% | |
| 3 | DY | Dycom Industries INC | 株式-資本財 | 12.21% | -0.66% | +4.12% | |
| 4 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 7.45% | — | -33.90% | |
| 5 | GVA | Granite Construction INC | 株式-資本財 | 5.14% | -0.08% | +4.76% | |
| 6 | CRH | CRH plc | 株式-素材 | 4.98% | -0.89% | — | |
| 7 | IP | International Paper Co | 株式-一般消費財 | 4.47% | +1.75% | +7.22% | |
| 8 | ARRY | Array Technologies INC | 株式-その他 | 4.16% | -1.16% | — | |
| 9 | CTRI | Centuri Holdings INC | 株式-その他 | 3.36% | +0.37% | — | |
| 10 | MMM | 3m Co | 株式-資本財 | 2.79% | -2.24% | EXIT | |
| 11 | CNM | Core & Main Inc-class A | 株式-資本財 | 2.31% | -0.03% | — | |
| 12 | ATS | Ats CORP | 株式-その他 | 1.93% | -0.06% | -5.77% | |
| 13 | ENS | Enersys | 株式-資本財 | 1.90% | -1.41% | +40.94% | |
| 14 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 1.46% | -0.27% | — | |
| 15 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.39% | -0.93% | EXIT | |
| 16 | SABR | Sabre CORP | 株式-IT | 0.73% | -0.24% | EXIT | |
| 17 | TFII | Tfi International INC | 株式-その他 | 0.64% | -0.01% | — | |
| 18 | WEX | Wex INC | 株式-IT | 0.62% | — | — | |
| 19 | SITE | Siteone Landscape Supply INC | 株式-資本財 | 0.60% | -0.47% | EXIT |