CIK: 0001767843
申告総資産額
$24.6億
| # | 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 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 18.48% | +0.61% | +32.22% | |
| 2 | ECL | Ecolab INC | 株式-素材 | 15.92% | -3.49% | +4.88% | |
| 3 | RUN | Sunrun INC | 株式-IT | 9.92% | — | +29.80% | |
| 4 | BLDP | Ballard Power Systems INC | 株式-その他 | 8.78% | — | -3.85% | |
| 5 | FSLR | First Solar INC | 株式-IT | 4.86% | — | -20.62% | |
| 6 | ✓ | Cree INC | 株式-その他 | 4.37% | — | +3212.71% | |
| 7 | ITRI | Itron INC | 株式-IT | 3.55% | — | -58.27% | |
| 8 | ENPH | Enphase Energy INC | 株式-IT | 3.41% | — | +3420.74% | |
| 9 | GIB | Cgi INC | 株式-IT | 2.49% | — | -12.90% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.66% | — | -13.02% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -3.26% | +4.04% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.18% | — | +23.58% | |
| 13 | AWK | American Water Works Co INC | 株式-公益事業 | 0.78% | — | +3.54% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | — | +11.35% | |
| 15 | ADBE | Adobe INC | 株式-IT | 0.72% | — | +7.20% | |
| 16 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.68% | — | +2.24% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.75% | +9.35% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 0.61% | -1.05% | +17.56% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 0.59% | — | +30.23% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | — | +10.34% | |
| 21 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.56% | — | +3.73% | |
| 22 | GM | General Motors Co | 株式-一般消費財 | 0.54% | — | +59.02% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +1.31% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +66.97% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | +2.11% | NEW | |
| 26 | SYK | Stryker CORP | 株式-ヘルスケア | 0.44% | — | +16.27% | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.44% | +0.29% | +3.12% | |
| 28 | AKX | Ansys INC | 株式-その他 | 0.41% | — | +182.29% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.40% | — | +7.26% | |
| 30 | IFF | Intl Flavors & Fragrances | 株式-素材 | 0.38% | — | +41.76% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.38% | — | +44.27% | |
| 32 | GDDY | Godaddy INC - Class A | 株式-IT | 0.36% | — | — | |
| 33 | IP | International Paper Co | 株式-一般消費財 | 0.35% | — | +34.68% | |
| 34 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 0.34% | — | +15.74% | |
| 35 | WDAY | Workday Inc-class A | 株式-IT | 0.33% | — | +36.06% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.32% | — | — | |
| 37 | SPLKCHF | Splunk INC | 株式-その他 | 0.32% | — | +120.92% | |
| 38 | SYF | Synchrony Financial | 株式-金融 | 0.31% | — | — | |
| 39 | ARRY | Array Technologies INC | 株式-その他 | 0.30% | — | — | |
| 40 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 0.30% | — | +11.66% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | +16.79% | |
| 42 | MET | Metlife INC | 株式-金融 | 0.29% | — | +12.43% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +18.80% | |
| 44 | NEO | Neogenomics INC | 株式-ヘルスケア | 0.28% | — | +88.38% | |
| 45 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.26% | — | +27.45% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | — | -11.14% | |
| 47 | LUMN | Lumen Technologies INC | 株式-通信サービス | 0.25% | — | — | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.24% | — | +20.95% | |
| 49 | SVMKUSD | Svmk INC | 株式-その他 | 0.23% | — | +116.68% | |
| 50 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.22% | — | +13.68% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Cree INC | +4.2% | +3212.71% | 増加 |
| 2 | ENPH | Enphase Energy INC | +3.3% | +3420.74% | 増加 |
| 3 | TMO | Thermo Fisher Scientific INC | +3.1% | +32.22% | 増加 |
| 4 | RUN | Sunrun INC | +0.5% | +29.80% | 増加 |
| 5 | GM | General Motors Co | +0.3% | +59.02% | 増加 |
| 6 | AKX | Ansys INC | +0.2% | +182.29% | 増加 |
| 7 | IFF | Intl Flavors & Fragrances | +0.2% | +41.76% | 増加 |
| 8 | MA | Mastercard INC - A | +0.2% | +23.58% | 増加 |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +66.97% | 増加 |
| 10 | SPLKCHF | Splunk INC | +0.1% | +120.92% | 増加 |
| 11 | WM | Waste Management INC | +0.1% | +17.56% | 増加 |
| 12 | NEO | Neogenomics INC | +0.1% | +88.38% | 増加 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +11.35% | 増加 |
| 14 | NEE | Nextera Energy INC | +0.1% | +30.23% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.03% | 増加 |
| 16 | IP | International Paper Co | +0.1% | +34.68% | 増加 |
| 17 | WDAY | Workday Inc-class A | +0.1% | +36.06% | 増加 |
| 18 | CL | Colgate-palmolive Co | +0.1% | +44.27% | 増加 |
| 19 | MET | Metlife INC | +0.1% | +12.43% | 増加 |
| 20 | SVMKUSD | Svmk INC | +0.1% | +116.68% | 増加 |
| 21 | HD | Home Depot INC | +0.1% | +18.80% | 増加 |
| 22 | INTC | Intel CORP | +0.1% | +18.39% | 増加 |
| 23 | HPQ | Hp INC | +0.1% | +19.21% | 増加 |
| 24 | XIFR | Xplr Infrastructure LP | +0.1% | +27.45% | 増加 |
| 25 | HPE | Hewlett Packard Enterprise | +0.1% | +19.21% | 増加 |
| 26 | STT | State Street CORP | +0.1% | +19.19% | 増加 |
| 27 | HIG | Hartford Insurance Group INC | +0.1% | +12.61% | 増加 |
| 28 | MSFT | Microsoft CORP | 0% | +4.04% | 増加 |
| 29 | UNP | Union Pacific CORP | 0% | +10.34% | 増加 |
| 30 | BNY | Bank Of New York Mellon CORP | 0% | +18.91% | 増加 |
| 31 | EBAY | Ebay INC | 0% | +12.96% | 増加 |
| 32 | EL | Estee Lauder Companies-cl A | 0% | +2.24% | 増加 |
| 33 | SYK | Stryker CORP | 0% | +16.27% | 増加 |
| 34 | KMB | Kimberly-clark CORP | 0% | +20.95% | 増加 |
| 35 | NVDA | Nvidia CORP | 0% | +9.35% | 増加 |
| 36 | CNI | Canadian Natl Railway Co | 0% | +3.73% | 増加 |
| 37 | GILD | Gilead Sciences INC | -0.1% | -77.26% | 減少 |
| 38 | GIB | Cgi INC | -0.5% | -12.90% | 減少 |
| 39 | APD | Air Products & Chemicals INC | -0.5% | -88.67% | 減少 |
| 40 | ECL | Ecolab INC | -0.6% | +4.88% | 増加 |
| 41 | DHR | Danaher CORP | -1.2% | -91.54% | 減少 |
| 42 | FSLR | First Solar INC | -2.6% | -20.62% | 減少 |
| 43 | WTRG | Essential Utilities INC | -3.2% | -96.17% | 減少 |
| 44 | ITRI | Itron INC | -6.4% | -58.27% | 減少 |
| 45 | GDDY | Godaddy INC - Class A | — | NEW | 新規購入 |
| 46 | AXP | American Express Co | — | NEW | 新規購入 |
| 47 | SYF | Synchrony Financial | — | NEW | 新規購入 |
| 48 | ARRY | Array Technologies INC | — | NEW | 新規購入 |
| 49 | LUMN | Lumen Technologies INC | — | NEW | 新規購入 |
| 50 | CTLEUR | Centurylink INC | — | EXIT | 全売却 |