CIK: 0001745796
申告総資産額
$6.5億
| # | 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 | CSCO | Cisco Systems INC | 株式-IT | 6.48% | — | -16.50% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.20% | +0.14% | -14.50% | |
| 3 | INTC | Intel CORP | 株式-IT | 4.78% | — | -14.73% | |
| 4 | AEO | American Eagle Outfitters | 株式-一般消費財 | 4.26% | — | -12.00% | |
| 5 | AMAT | Applied Materials INC | 株式-IT | 3.69% | +0.49% | -5.93% | |
| 6 | FSLR | First Solar INC | 株式-IT | 3.32% | -0.15% | +42.05% | |
| 7 | SEDG | Solaredge Technologies INC | 株式-IT | 3.31% | — | -8.36% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 2.92% | — | +11.93% | |
| 9 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.85% | — | +12.68% | |
| 10 | JBL | Jabil INC | 株式-IT | 2.81% | -0.08% | +27.94% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 2.80% | — | — | |
| 12 | DSPGEUR | Dsp Group INC | 株式-その他 | 2.78% | — | — | |
| 13 | MHK | Mohawk Industries INC | 株式-一般消費財 | 2.78% | — | +64.52% | |
| 14 | AAOI | Applied Optoelectronics INC | 株式-IT | 2.74% | — | -27.76% | |
| 15 | HPQ | Hp INC | 株式-IT | 2.58% | +0.78% | +31.78% | |
| 16 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.53% | — | -18.57% | |
| 17 | ITRI | Itron INC | 株式-IT | 2.49% | — | +14.69% | |
| 18 | CERNCHF | Cerner CORP | 株式-その他 | 2.43% | — | — | |
| 19 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 2.43% | — | +14.47% | |
| 20 | CELG | Celgene CORP | 株式-その他 | 2.43% | — | +37.50% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.37% | — | -13.48% | |
| 22 | FDX | Fedex CORP | 株式-資本財 | 2.21% | -0.28% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.33% | -41.22% | |
| 24 | CIEN | Ciena CORP | 株式-IT | 2.17% | +0.31% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.15% | +0.15% | +37.63% | |
| 26 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.14% | -0.06% | -12.20% | |
| 27 | CTXSEUR | Citrix Systems INC | 株式-その他 | 2.06% | — | — | |
| 28 | MLKN | Millerknoll INC | 株式-その他 | 1.96% | — | — | |
| 29 | MSI | Motorola Solutions INC | 株式-IT | 1.96% | +0.55% | — | |
| 30 | FNSR | Finisar Corporation | 株式-その他 | 1.89% | — | +21.57% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 1.79% | +0.23% | — | |
| 32 | TPICQ | Tpi Composites INC | 株式-その他 | 1.59% | — | +136.26% | |
| 33 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.50% | — | -21.21% | |
| 34 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.33% | -0.51% | — | |
| 35 | EA | Electronic Arts INC | 株式-通信サービス | 1.20% | -1.22% | -49.25% | |
| 36 | VREX | Varex Imaging CORP | 株式-その他 | 1.16% | — | — | |
| 37 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 1.16% | — | — | |
| 38 | ✓ | Pier 1 Imports INC | 株式-その他 | 0.98% | — | — | |
| 39 | LOGMEUR | Logmein INC | 株式-その他 | 0.71% | — | — | |
| 40 | AXP | American Express Company | 株式-金融 | 0.69% | — | — | |
| 41 | CAKE | Cheesecake Factory Inc/the | 株式-一般消費財 | 0.64% | — | — | |
| 42 | NOVT | Novanta INC | 株式-その他 | 0.28% | — | — | |
| 43 | ADNT | Adient plc | 株式-その他 | 0.27% | — | — | |
| 44 | PXLWEUR | Pixelworks INC | 株式-その他 | 0.03% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TPICQ | Tpi Composites INC | +1.1% | +136.26% | 増加 |
| 2 | MHK | Mohawk Industries INC | +0.9% | +64.52% | 増加 |
| 3 | HPQ | Hp INC | +0.6% | +31.78% | 増加 |
| 4 | AAOI | Applied Optoelectronics INC | +0.6% | -27.76% | 減少 |
| 5 | FNSR | Finisar Corporation | +0.5% | +21.57% | 増加 |
| 6 | JBL | Jabil INC | +0.5% | +27.94% | 増加 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +37.63% | 増加 |
| 8 | CELG | Celgene CORP | +0.4% | +37.50% | 増加 |
| 9 | PFE | Pfizer INC | +0.3% | +11.93% | 増加 |
| 10 | ZBH | Zimmer Biomet Holdings INC | +0.3% | +14.47% | 増加 |
| 11 | CTXSEUR | Citrix Systems INC | +0.2% | — | 変化なし |
| 12 | AMGN | Amgen INC | +0.2% | — | 変化なし |
| 13 | ULTA | Ulta Beauty INC | +0.1% | — | 変化なし |
| 14 | FSLR | First Solar INC | +0.1% | +42.05% | 増加 |
| 15 | GILD | Gilead Sciences INC | +0.1% | +12.68% | 増加 |
| 16 | DSPGEUR | Dsp Group INC | +0.1% | — | 変化なし |
| 17 | MLKN | Millerknoll INC | +0.1% | — | 変化なし |
| 18 | CAKE | Cheesecake Factory Inc/the | +0.1% | — | 変化なし |
| 19 | TXN | Texas Instruments INC | +0.1% | — | 変化なし |
| 20 | AXP | American Express Company | +0.1% | — | 変化なし |
| 21 | NOVT | Novanta INC | 0% | — | 変化なし |
| 22 | AEO | American Eagle Outfitters | 0% | -12.00% | 減少 |
| 23 | CERNCHF | Cerner CORP | 0% | — | 変化なし |
| 24 | VREX | Varex Imaging CORP | 0% | — | 変化なし |
| 25 | CIEN | Ciena CORP | — | — | 変化なし |
| 26 | PXLWEUR | Pixelworks INC | — | — | 変化なし |
| 27 | ADNT | Adient plc | -0.1% | — | 変化なし |
| 28 | LOGMEUR | Logmein INC | -0.1% | — | 変化なし |
| 29 | BSX | Boston Scientific CORP | -0.1% | -18.57% | 減少 |
| 30 | ITRI | Itron INC | -0.2% | +14.69% | 増加 |
| 31 | FDX | Fedex CORP | -0.2% | — | 変化なし |
| 32 | ELV | Elevance Health INC | -0.2% | -12.20% | 減少 |
| 33 | ✓ | Pier 1 Imports INC | -0.4% | — | 変化なし |
| 34 | ABT | Abbott Laboratories | -0.4% | -13.48% | 減少 |
| 35 | AAPL | Apple INC | -0.5% | -14.50% | 減少 |
| 36 | VAREUR | Varian Medical Systems INC | -0.6% | -21.21% | 減少 |
| 37 | SEDG | Solaredge Technologies INC | -0.7% | -8.36% | 減少 |
| 38 | EA | Electronic Arts INC | -0.9% | -49.25% | 減少 |
| 39 | AMAT | Applied Materials INC | -1.1% | -5.93% | 減少 |
| 40 | INTC | Intel CORP | -1.2% | -14.73% | 減少 |
| 41 | MSFT | Microsoft CORP | -1.3% | -41.22% | 減少 |
| 42 | CSCO | Cisco Systems INC | -1.4% | -16.50% | 減少 |
| 43 | MSI | Motorola Solutions INC | — | NEW | 新規購入 |
| 44 | SKAA | Skechers USA Inc-cl A | — | NEW | 新規購入 |
| 45 | ETD | Ethan Allen Interiors INC | — | EXIT | 全売却 |