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 | 6.57% | — | — | |
| 2 | FSLR | First Solar INC | 株式-IT | 5.91% | -0.15% | — | |
| 3 | AMAT | Applied Materials INC | 株式-IT | 4.02% | +0.49% | — | |
| 4 | INTC | Intel CORP | 株式-IT | 3.70% | — | — | |
| 5 | CIEN | Ciena CORP | 株式-IT | 3.30% | +0.31% | — | |
| 6 | AEO | American Eagle Outfitters | 株式-一般消費財 | 3.25% | — | +16.52% | |
| 7 | JBL | Jabil INC | 株式-IT | 3.15% | -0.08% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 2.76% | +0.14% | — | |
| 9 | MSI | Motorola Solutions INC | 株式-IT | 2.75% | +0.55% | — | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 2.74% | — | — | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.67% | — | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.61% | +0.15% | — | |
| 13 | CERNCHF | Cerner CORP | 株式-その他 | 2.61% | — | — | |
| 14 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.58% | — | — | |
| 15 | ITRI | Itron INC | 株式-IT | 2.55% | — | — | |
| 16 | MLKN | Millerknoll INC | 株式-その他 | 2.54% | — | — | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.52% | — | — | |
| 18 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 2.52% | — | — | |
| 19 | SEDG | Solaredge Technologies INC | 株式-IT | 2.44% | — | — | |
| 20 | HPQ | Hp INC | 株式-IT | 2.42% | +0.78% | — | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 2.32% | — | — | |
| 22 | EA | Electronic Arts INC | 株式-通信サービス | 2.32% | -1.22% | — | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 2.00% | -0.28% | — | |
| 24 | DSPGEUR | Dsp Group INC | 株式-その他 | 1.97% | — | — | |
| 25 | TPICQ | Tpi Composites INC | 株式-その他 | 1.88% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.33% | — | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 1.83% | +0.23% | — | |
| 28 | COHR | Coherent Corp. | 株式-IT | 1.80% | — | +41.13% | |
| 29 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 1.79% | — | — | |
| 30 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.52% | -0.06% | — | |
| 31 | CTXSEUR | Citrix Systems INC | 株式-その他 | 1.48% | — | — | |
| 32 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.47% | -0.16% | — | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.45% | — | — | |
| 34 | MAS | Masco CORP | 株式-資本財 | 1.41% | — | — | |
| 35 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.38% | — | — | |
| 36 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.30% | -0.51% | — | |
| 37 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.21% | — | — | |
| 38 | WOO | Foot Locker INC | 株式-その他 | 1.16% | — | — | |
| 39 | URBN | Urban Outfitters INC | 株式-一般消費財 | 1.16% | — | +178.38% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.15% | — | — | |
| 41 | LOGMEUR | Logmein INC | 株式-その他 | 1.02% | — | — | |
| 42 | VREX | Varex Imaging CORP | 株式-その他 | 0.95% | — | — | |
| 43 | WTS | Watts Water Technologies-a | 株式-資本財 | 0.65% | +0.33% | — | |
| 44 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.64% | — | — | |
| 45 | COHREUR | Coherent INC | 株式-その他 | 0.45% | — | — | |
| 46 | NOVT | Novanta INC | 株式-その他 | 0.21% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SEDG | Solaredge Technologies INC | +0.9% | — | 変化なし |
| 2 | FSLR | First Solar INC | +0.8% | — | 変化なし |
| 3 | URBN | Urban Outfitters INC | +0.6% | +178.38% | 増加 |
| 4 | ITRI | Itron INC | +0.5% | — | 変化なし |
| 5 | CERNCHF | Cerner CORP | +0.4% | — | 変化なし |
| 6 | COHR | Coherent Corp. | +0.4% | +41.13% | 増加 |
| 7 | MLKN | Millerknoll INC | +0.4% | — | 変化なし |
| 8 | JBL | Jabil INC | +0.3% | — | 変化なし |
| 9 | MSI | Motorola Solutions INC | +0.3% | — | 変化なし |
| 10 | AMAT | Applied Materials INC | +0.2% | — | 変化なし |
| 11 | FBIN | Fortune Brands Innovations I | +0.2% | — | 変化なし |
| 12 | JNJ | Johnson & Johnson | +0.1% | — | 変化なし |
| 13 | BSX | Boston Scientific CORP | +0.1% | — | 変化なし |
| 14 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 15 | CIEN | Ciena CORP | +0.1% | — | 変化なし |
| 16 | NOVT | Novanta INC | 0% | — | 変化なし |
| 17 | TXN | Texas Instruments INC | — | — | 変化なし |
| 18 | HPQ | Hp INC | 0% | — | 変化なし |
| 19 | COHREUR | Coherent INC | -0.1% | — | 変化なし |
| 20 | ABT | Abbott Laboratories | -0.1% | — | 変化なし |
| 21 | AAPL | Apple INC | -0.1% | — | 変化なし |
| 22 | GILD | Gilead Sciences INC | -0.1% | — | 変化なし |
| 23 | DSPGEUR | Dsp Group INC | -0.1% | — | 変化なし |
| 24 | ULTA | Ulta Beauty INC | -0.1% | — | 変化なし |
| 25 | MAS | Masco CORP | -0.1% | — | 変化なし |
| 26 | BBY | Best Buy Co INC | -0.1% | — | 変化なし |
| 27 | PFE | Pfizer INC | -0.1% | — | 変化なし |
| 28 | CTXSEUR | Citrix Systems INC | -0.1% | — | 変化なし |
| 29 | ELV | Elevance Health INC | -0.2% | — | 変化なし |
| 30 | LOGMEUR | Logmein INC | -0.2% | — | 変化なし |
| 31 | VAREUR | Varian Medical Systems INC | -0.2% | — | 変化なし |
| 32 | VREX | Varex Imaging CORP | -0.2% | — | 変化なし |
| 33 | EA | Electronic Arts INC | -0.2% | — | 変化なし |
| 34 | SKAA | Skechers USA Inc-cl A | -0.3% | — | 変化なし |
| 35 | AMGN | Amgen INC | -0.3% | — | 変化なし |
| 36 | FDX | Fedex CORP | -0.4% | — | 変化なし |
| 37 | CSCO | Cisco Systems INC | -0.4% | — | 変化なし |
| 38 | ZBH | Zimmer Biomet Holdings INC | -0.4% | — | 変化なし |
| 39 | TPICQ | Tpi Composites INC | -0.5% | — | 変化なし |
| 40 | AEO | American Eagle Outfitters | -0.7% | +16.52% | 増加 |
| 41 | INTC | Intel CORP | -0.8% | — | 変化なし |
| 42 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 43 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 44 | WOO | Foot Locker INC | — | NEW | 新規購入 |
| 45 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 46 | WTS | Watts Water Technologies-a | — | NEW | 新規購入 |
| 47 | JECUSD | Jacobs Engineering Group INC | — | NEW | 新規購入 |