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 | CRM | Salesforce INC | 株式-IT | 5.91% | — | +16.42% | |
| 2 | NOW | Servicenow INC | 株式-IT | 5.54% | — | +883.33% | |
| 3 | ADSK | Autodesk INC | 株式-IT | 4.49% | — | +23.27% | |
| 4 | AJG | Arthur J Gallagher & Co | 株式-金融 | 4.39% | — | — | |
| 5 | APO | Apollo Global Management INC | 株式-金融 | 4.00% | -1.44% | +177.87% | |
| 6 | AON | Aon plc | 株式-金融 | 3.88% | — | +2.84% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.64% | — | — | |
| 8 | MSCI | Msci INC | 株式-金融 | 3.47% | — | +105.83% | |
| 9 | CAH | Cardinal Health INC | 株式-ヘルスケア | 3.44% | — | — | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 3.38% | — | +2.68% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 3.37% | — | -35.62% | |
| 12 | TEAM | Atlassian Corp-cl A | 株式-IT | 3.31% | — | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.30% | -6.22% | EXIT | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 3.11% | — | +22.10% | |
| 15 | TRMB | Trimble INC | 株式-IT | 2.85% | — | +189.76% | |
| 16 | KKR | Kkr & Co INC | 株式-金融 | 2.80% | — | — | |
| 17 | GPN | Global Payments INC | 株式-資本財 | 1.99% | — | +495.09% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.68% | — | +25.90% | |
| 19 | BX | Blackstone INC | 株式-金融 | 1.64% | — | — | |
| 20 | T | At&t INC | 株式-通信サービス | 1.43% | — | — | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 1.42% | — | -57.73% | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 1.42% | — | — | |
| 23 | TWLO | Twilio INC - A | 株式-IT | 1.38% | — | — | |
| 24 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.38% | — | — | |
| 25 | ADI | Analog Devices INC | 株式-IT | 1.31% | — | +35.05% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 1.20% | -1.37% | EXIT | |
| 27 | MCHP | Microchip Technology INC | 株式-IT | 1.14% | — | — | |
| 28 | PAYX | Paychex INC | 株式-IT | 1.14% | — | +108.20% | |
| 29 | GRMN | Garmin Ltd. | 株式-IT | 1.14% | +2.40% | NEW | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | — | +868.97% | |
| 31 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.11% | — | — | |
| 32 | SWKS | Skyworks Solutions INC | 株式-IT | 0.98% | — | — | |
| 33 | JBL | Jabil INC | 株式-IT | 0.97% | +3.71% | — | |
| 34 | INTU | Intuit INC | 株式-IT | 0.97% | — | — | |
| 35 | NDAQ | Nasdaq INC | 株式-金融 | 0.94% | — | — | |
| 36 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.90% | — | — | |
| 37 | WCN | Waste Connections INC | 株式-資本財 | 0.87% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | — | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.81% | — | — | |
| 40 | FTNT | Fortinet INC | 株式-IT | 0.79% | — | -38.85% | |
| 41 | TER | Teradyne INC | 株式-IT | 0.75% | +0.92% | NEW | |
| 42 | RSG | Republic Services INC | 株式-資本財 | 0.69% | — | -66.44% | |
| 43 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.68% | — | — | |
| 44 | CLH | Clean Harbors INC | 株式-資本財 | 0.57% | — | +70.73% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.57% | — | — | |
| 46 | GEV | GE Vernova INC | 株式-資本財 | 0.57% | +1.74% | NEW | |
| 47 | ECL | Ecolab INC | 株式-素材 | 0.55% | — | -81.34% | |
| 48 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.52% | — | — | |
| 49 | MCO | Moody's CORP | 株式-金融 | 0.51% | — | — | |
| 50 | ZS | Zscaler INC | 株式-IT | 0.51% | — | -28.76% |