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 | DELL | Dell Technologies -c | 株式-IT | 7.14% | -0.96% | EXIT | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.11% | — | +61.58% | |
| 3 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 5.68% | — | — | |
| 4 | WM | Waste Management INC | 株式-資本財 | 5.44% | -1.23% | EXIT | |
| 5 | CRM | Salesforce INC | 株式-IT | 5.36% | — | — | |
| 6 | AON | Aon plc | 株式-金融 | 4.69% | — | — | |
| 7 | ADSK | Autodesk INC | 株式-IT | 4.39% | — | — | |
| 8 | ECL | Ecolab INC | 株式-素材 | 4.15% | — | — | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 4.11% | -2.80% | EXIT | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 4.11% | — | — | |
| 11 | NFLX | Netflix INC | 株式-通信サービス | 3.38% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 3.36% | — | +257.66% | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 2.75% | -1.37% | EXIT | |
| 14 | RSG | Republic Services INC | 株式-資本財 | 2.65% | — | — | |
| 15 | MSCI | Msci INC | 株式-金融 | 2.11% | — | +38.49% | |
| 16 | A | Agilent Technologies INC | 株式-ヘルスケア | 2.09% | — | — | |
| 17 | ORCL | Oracle CORP | 株式-IT | 2.06% | — | — | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.05% | — | +38.67% | |
| 19 | COR | Cencora INC | 株式-ヘルスケア | 1.59% | — | — | |
| 20 | APO | Apollo Global Management INC | 株式-金融 | 1.41% | -1.44% | — | |
| 21 | FTNT | Fortinet INC | 株式-IT | 1.37% | — | — | |
| 22 | ADI | Analog Devices INC | 株式-IT | 1.35% | — | -31.03% | |
| 23 | CPAY | Corpay INC | 株式-IT | 1.28% | — | — | |
| 24 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.24% | — | +238.26% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.15% | — | — | |
| 26 | TRMB | Trimble INC | 株式-IT | 1.12% | — | — | |
| 27 | FDS | Factset Research Systems INC | 株式-金融 | 1.11% | — | — | |
| 28 | ULS | Ul Solutions INC - Class A | 株式-資本財 | 1.02% | — | — | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 1.01% | -1.37% | EXIT | |
| 30 | CDW | Cdw Corp/de | 株式-IT | 0.99% | — | — | |
| 31 | PTC | Ptc INC | 株式-IT | 0.98% | — | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.96% | -6.22% | EXIT | |
| 33 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.91% | — | — | |
| 34 | ZS | Zscaler INC | 株式-IT | 0.87% | — | — | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.82% | — | +336.54% | |
| 36 | ROL | Rollins INC | 株式-一般消費財 | 0.80% | -1.37% | EXIT | |
| 37 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.74% | -1.00% | EXIT | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.69% | — | — | |
| 39 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.68% | — | — | |
| 40 | PAYX | Paychex INC | 株式-IT | 0.68% | — | — | |
| 41 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.67% | — | — | |
| 42 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.66% | — | — | |
| 43 | CDNS | Cadence Design Sys INC | 株式-IT | 0.65% | -1.70% | EXIT | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.61% | — | — | |
| 45 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 0.49% | — | — | |
| 46 | CLH | Clean Harbors INC | 株式-資本財 | 0.45% | — | — | |
| 47 | GPN | Global Payments INC | 株式-資本財 | 0.39% | — | — | |
| 48 | UBER | Uber Technologies INC | 株式-資本財 | 0.34% | — | -5.51% | |
| 49 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 0.28% | — | — | |
| 50 | CCC | Ccc Intelligent Solutions Ho | 株式-IT | 0.28% | — | — |