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 | 5.23% | — | — | |
| 2 | AMAT | Applied Materials INC | 株式-IT | 4.35% | +0.49% | — | |
| 3 | INTC | Intel CORP | 株式-IT | 4.20% | — | — | |
| 4 | JBL | Jabil INC | 株式-IT | 3.75% | -0.08% | — | |
| 5 | FSLR | First Solar INC | 株式-IT | 3.71% | -0.15% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 3.71% | +0.14% | — | |
| 7 | SEDG | Solaredge Technologies INC | 株式-IT | 3.37% | — | — | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 3.28% | — | — | |
| 9 | CIEN | Ciena CORP | 株式-IT | 3.15% | +0.31% | — | |
| 10 | ITRI | Itron INC | 株式-IT | 3.11% | — | — | |
| 11 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 2.92% | — | — | |
| 12 | AEO | American Eagle Outfitters | 株式-一般消費財 | 2.76% | — | — | |
| 13 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 2.60% | — | — | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.55% | — | — | |
| 15 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.46% | — | — | |
| 16 | MSI | Motorola Solutions INC | 株式-IT | 2.42% | +0.55% | — | |
| 17 | CERNCHF | Cerner CORP | 株式-その他 | 2.37% | — | — | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.36% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.35% | +0.15% | — | |
| 20 | EA | Electronic Arts INC | 株式-通信サービス | 2.25% | -1.22% | — | |
| 21 | HPQ | Hp INC | 株式-IT | 2.18% | +0.78% | — | |
| 22 | MLKN | Millerknoll INC | 株式-その他 | 2.16% | — | — | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.14% | — | — | |
| 24 | BBY | Best Buy Co INC | 株式-一般消費財 | 2.12% | — | — | |
| 25 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.06% | -0.06% | — | |
| 26 | COHR | Coherent Corp. | 株式-IT | 2.01% | — | +13.68% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.98% | -0.33% | — | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.92% | — | — | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.87% | +0.23% | — | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 1.68% | -0.28% | — | |
| 31 | DSPGEUR | Dsp Group INC | 株式-その他 | 1.68% | — | -14.10% | |
| 32 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.66% | — | — | |
| 33 | MAS | Masco CORP | 株式-資本財 | 1.56% | — | — | |
| 34 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.52% | -0.16% | — | |
| 35 | CTXSEUR | Citrix Systems INC | 株式-その他 | 1.51% | — | — | |
| 36 | WOO | Foot Locker INC | 株式-その他 | 1.38% | — | +29.51% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.36% | — | — | |
| 38 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.30% | — | — | |
| 39 | URBN | Urban Outfitters INC | 株式-一般消費財 | 1.28% | — | — | |
| 40 | LOGMEUR | Logmein INC | 株式-その他 | 1.07% | — | — | |
| 41 | VREX | Varex Imaging CORP | 株式-その他 | 0.83% | — | — | |
| 42 | WTS | Watts Water Technologies-a | 株式-資本財 | 0.63% | +0.33% | — | |
| 43 | ZYMEUSD | Zymeworks INC | 株式-その他 | 0.50% | — | — | |
| 44 | COHREUR | Coherent INC | 株式-その他 | 0.50% | — | — | |
| 45 | NOVT | Novanta INC | 株式-その他 | 0.18% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | — | 変化なし |
| 2 | AMAT | Applied Materials INC | +0.5% | — | 変化なし |
| 3 | AMGN | Amgen INC | +0.5% | — | 変化なし |
| 4 | BBY | Best Buy Co INC | +0.3% | — | 変化なし |
| 5 | BMY | Bristol-myers Squibb Co | +0.3% | — | 変化なし |
| 6 | INTC | Intel CORP | +0.3% | — | 変化なし |
| 7 | ELV | Elevance Health INC | +0.3% | — | 変化なし |
| 8 | JBL | Jabil INC | +0.3% | — | 変化なし |
| 9 | ZYMEUSD | Zymeworks INC | +0.2% | — | 変化なし |
| 10 | SEDG | Solaredge Technologies INC | +0.2% | — | 変化なし |
| 11 | SKAA | Skechers USA Inc-cl A | +0.2% | — | 変化なし |
| 12 | ITRI | Itron INC | +0.2% | — | 変化なし |
| 13 | FBIN | Fortune Brands Innovations I | +0.2% | — | 変化なし |
| 14 | VAREUR | Varian Medical Systems INC | +0.1% | — | 変化なし |
| 15 | LOGMEUR | Logmein INC | +0.1% | — | 変化なし |
| 16 | WOO | Foot Locker INC | +0.1% | +29.51% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 18 | MAS | Masco CORP | +0.1% | — | 変化なし |
| 19 | CTXSEUR | Citrix Systems INC | +0.1% | — | 変化なし |
| 20 | BSX | Boston Scientific CORP | +0.1% | — | 変化なし |
| 21 | EA | Electronic Arts INC | +0.1% | — | 変化なし |
| 22 | CIEN | Ciena CORP | 0% | — | 変化なし |
| 23 | ZBH | Zimmer Biomet Holdings INC | 0% | — | 変化なし |
| 24 | DIS | Walt Disney Co/the | 0% | — | 変化なし |
| 25 | PFE | Pfizer INC | 0% | — | 変化なし |
| 26 | HPQ | Hp INC | 0% | — | 変化なし |
| 27 | COHR | Coherent Corp. | 0% | +13.68% | 増加 |
| 28 | CERNCHF | Cerner CORP | — | — | 変化なし |
| 29 | COHREUR | Coherent INC | — | — | 変化なし |
| 30 | NOVT | Novanta INC | — | — | 変化なし |
| 31 | WTS | Watts Water Technologies-a | 0% | — | 変化なし |
| 32 | VREX | Varex Imaging CORP | 0% | — | 変化なし |
| 33 | FDX | Fedex CORP | -0.1% | — | 変化なし |
| 34 | ABT | Abbott Laboratories | -0.1% | — | 変化なし |
| 35 | URBN | Urban Outfitters INC | -0.1% | — | 変化なし |
| 36 | GILD | Gilead Sciences INC | -0.1% | — | 変化なし |
| 37 | TXN | Texas Instruments INC | -0.2% | — | 変化なし |
| 38 | JECUSD | Jacobs Engineering Group INC | -0.2% | — | 変化なし |
| 39 | DSPGEUR | Dsp Group INC | -0.2% | -14.10% | 減少 |
| 40 | MSI | Motorola Solutions INC | -0.3% | — | 変化なし |
| 41 | JNJ | Johnson & Johnson | -0.4% | — | 変化なし |
| 42 | MLKN | Millerknoll INC | -0.4% | — | 変化なし |
| 43 | FSLR | First Solar INC | -0.4% | — | 変化なし |
| 44 | AEO | American Eagle Outfitters | -0.5% | — | 変化なし |
| 45 | CSCO | Cisco Systems INC | -0.6% | — | 変化なし |
| 46 | TPICQ | Tpi Composites INC | — | EXIT | 全売却 |