CIK: 0001661140
申告総資産額
$22.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.06% | +6.18% | — | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 6.51% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.28% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 4.20% | — | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.78% | -4.29% | EXIT | |
| 6 | INTU | Intuit INC | 株式-IT | 2.77% | — | — | |
| 7 | FIS | Fidelity National Info Serv | 株式-IT | 2.49% | -1.36% | EXIT | |
| 8 | LBTYA | Liberty Global Ltd. | 株式-その他 | 2.27% | — | — | |
| 9 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 2.27% | — | — | |
| 10 | IHS | Ihs Markit LTD | 株式-その他 | 2.21% | — | — | |
| 11 | ADBE | Adobe INC | 株式-IT | 2.00% | -1.27% | EXIT | |
| 12 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.86% | — | — | |
| 13 | TSS | Total System Services INC | 株式-その他 | 1.85% | — | — | |
| 14 | ADSK | Autodesk INC | 株式-IT | 1.85% | — | — | |
| 15 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.75% | — | — | |
| 16 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.73% | — | — | |
| 17 | ON | On Semiconductor | 株式-IT | 1.43% | — | — | |
| 18 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.38% | — | — | |
| 19 | GPN | Global Payments INC | 株式-資本財 | 1.35% | — | — | |
| 20 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.31% | — | — | |
| 21 | FAST | Fastenal Co | 株式-資本財 | 1.28% | — | — | |
| 22 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.24% | — | — | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.23% | — | — | |
| 24 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 1.23% | — | — | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.23% | — | — | |
| 26 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.16% | — | — | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 1.14% | — | — | |
| 28 | EBAY | Ebay INC | 株式-一般消費財 | 1.11% | — | — | |
| 29 | ✓ | Mellanox Technologies LTD | 株式-その他 | 1.04% | — | — | |
| 30 | ADI | Analog Devices INC | 株式-IT | 1.02% | — | — | |
| 31 | DELL | Dell Technologies Inc. | 株式-IT | 1.01% | — | — | |
| 32 | ✓ | Ixia Com | 株式-その他 | 0.95% | — | — | |
| 33 | DOX | Amdocs Limited | 株式-IT | 0.95% | -3.90% | — | |
| 34 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.91% | — | — | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.90% | — | — | |
| 36 | MCHP | Microchip Technology INC | 株式-IT | 0.90% | — | — | |
| 37 | AKAM | Akamai Technologies INC | 株式-IT | 0.86% | — | — | |
| 38 | BR | Broadridge Financial Solutio | 株式-IT | 0.86% | — | — | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.78% | — | — | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | — | |
| 41 | TEL | TE Connectivity plc | 株式-IT | 0.71% | — | — | |
| 42 | VISN | Vistance Networks INC | 株式-IT | 0.70% | — | — | |
| 43 | SLAB | Silicon Laboratories INC | 株式-IT | 0.68% | — | — | |
| 44 | CDNS | Cadence Design Sys INC | 株式-IT | 0.68% | -1.70% | EXIT | |
| 45 | CCI | Crown Castle INC | 株式-不動産 | 0.68% | — | — | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | — | |
| 47 | FLEX | Flex Ltd. | 株式-IT | 0.67% | +0.97% | — | |
| 48 | ✓ | Microsemi CORP Com | 株式-その他 | 0.65% | — | — | |
| 49 | INTC | Intel CORP | 株式-IT | 0.65% | — | — | |
| 50 | SWKS | Skyworks Solutions INC | 株式-IT | 0.64% | — | — |