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 | JBL | Jabil INC | 株式-IT | 7.41% | -0.08% | -17.02% | |
| 2 | AMAT | Applied Materials INC | 株式-IT | 5.67% | +0.49% | — | |
| 3 | CIEN | Ciena CORP | 株式-IT | 5.11% | +0.31% | — | |
| 4 | MSI | Motorola Solutions INC | 株式-IT | 3.82% | +0.55% | — | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 3.67% | -0.64% | — | |
| 6 | COHR | Coherent CORP | 株式-IT | 3.65% | -0.05% | — | |
| 7 | HPQ | Hp INC | 株式-IT | 3.09% | +0.78% | — | |
| 8 | GPN | Global Payments INC | 株式-資本財 | 2.89% | -0.01% | — | |
| 9 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.84% | -0.06% | — | |
| 10 | SGI | Somnigroup International INC | 株式-一般消費財 | 2.79% | -0.68% | — | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.61% | -0.49% | — | |
| 12 | J | Jacobs Solutions INC | 株式-資本財 | 2.58% | -0.39% | — | |
| 13 | INMD | InMode Ltd. | 株式-その他 | 2.53% | -0.10% | +37.98% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.42% | +0.08% | — | |
| 15 | ANF | Abercrombie & Fitch Co-cl A | 株式-一般消費財 | 2.42% | -0.65% | -15.69% | |
| 16 | NVR | Nvr INC | 株式-一般消費財 | 2.33% | -0.02% | — | |
| 17 | TPR | Tapestry INC | 株式-一般消費財 | 2.28% | +0.04% | — | |
| 18 | LITE | Lumentum Holdings INC | 株式-IT | 2.21% | +0.29% | — | |
| 19 | FDX | Fedex CORP | 株式-資本財 | 2.06% | -0.28% | -11.63% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | +0.15% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.97% | -0.33% | — | |
| 22 | EAT | Brinker International INC | 株式-一般消費財 | 1.96% | -0.02% | — | |
| 23 | ITGR | Integer Holdings CORP | 株式-ヘルスケア | 1.95% | +0.56% | — | |
| 24 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.94% | +0.11% | +13.79% | |
| 25 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.87% | -0.16% | — | |
| 26 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.87% | — | — | |
| 27 | EA | Electronic Arts INC | 株式-通信サービス | 1.84% | -1.22% | — | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.83% | -0.10% | — | |
| 29 | AAPL | Apple INC | 株式-IT | 1.82% | +0.14% | — | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 1.79% | +0.23% | — | |
| 31 | SEDG | Solaredge Technologies INC | 株式-IT | 1.62% | — | +58.82% | |
| 32 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 1.59% | -0.11% | +13.91% | |
| 33 | WTS | Watts Water Technologies-a | 株式-資本財 | 1.59% | +0.33% | — | |
| 34 | URI | United Rentals INC | 株式-資本財 | 1.40% | +0.15% | — | |
| 35 | CROX | Crocs INC | 株式-一般消費財 | 1.37% | +0.18% | — | |
| 36 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.31% | +0.25% | +25.00% | |
| 37 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.25% | -0.51% | — | |
| 38 | ATKR | Atkore INC | 株式-その他 | 1.23% | -0.93% | EXIT | |
| 39 | ARHS | Arhaus INC | 株式-その他 | 1.22% | -0.39% | +81.95% | |
| 40 | RH | Rh | 株式-一般消費財 | 1.21% | — | -25.93% | |
| 41 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.93% | +0.69% | +20.00% | |
| 42 | BIIB | Biogen INC | 株式-ヘルスケア | 0.63% | +0.04% | — | |
| 43 | MBC | Masterbrand INC | 株式-一般消費財 | 0.57% | +0.17% | — | |
| 44 | AXNX* | Axonics INC | 株式-その他 | 0.34% | — | — | |
| 45 | CSIQ | Canadian Solar INC | 株式-その他 | 0.29% | — | +8.51% | |
| 46 | ZYME | Zymeworks INC | 株式-その他 | 0.21% | -0.01% | — | |
| 47 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.04% | -0.01% | — |