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 | MSI | Motorola Solutions INC | 株式-IT | 7.01% | -5.78% | +1877.23% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 6.22% | -6.22% | EXIT | |
| 3 | TEL | TE Connectivity plc | 株式-IT | 5.49% | -5.01% | +129.26% | |
| 4 | DOX | Amdocs Limited | 株式-IT | 5.22% | -3.90% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.29% | -4.29% | EXIT | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.77% | — | +9.05% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 2.81% | -2.81% | EXIT | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 2.80% | -2.80% | EXIT | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.31% | — | -66.41% | |
| 10 | KEYS | Keysight Technologies In | 株式-IT | 2.20% | — | -53.17% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.96% | +3.49% | -5.32% | |
| 12 | HEI | Heico CORP | 株式-資本財 | 1.92% | -1.92% | EXIT | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.83% | -1.83% | EXIT | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 1.83% | — | — | |
| 15 | CME | Cme Group INC | 株式-金融 | 1.80% | -1.80% | EXIT | |
| 16 | CDNS | Cadence Design Sys INC | 株式-IT | 1.70% | -1.70% | EXIT | |
| 17 | APO | Apollo Global Management INC | 株式-金融 | 1.64% | -1.44% | — | |
| 18 | ECL | Ecolab INC | 株式-素材 | 1.57% | — | -45.97% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.46% | -1.46% | EXIT | |
| 20 | FLEX | Flex Ltd. | 株式-IT | 1.42% | +0.97% | — | |
| 21 | APH | Amphenol Corp-cl A | 株式-IT | 1.37% | -1.37% | EXIT | |
| 22 | ETN | Eaton Corporation plc | 株式-資本財 | 1.37% | -1.37% | EXIT | |
| 23 | ROL | Rollins INC | 株式-一般消費財 | 1.37% | -1.37% | EXIT | |
| 24 | FIS | Fidelity National Info Serv | 株式-IT | 1.36% | -1.36% | EXIT | |
| 25 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 1.35% | -1.35% | EXIT | |
| 26 | ADBE | Adobe INC | 株式-IT | 1.27% | -1.27% | EXIT | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.23% | -1.23% | EXIT | |
| 28 | SNOW | Snowflake INC | 株式-IT | 1.18% | — | — | |
| 29 | TMUS | T-mobile US INC | 株式-通信サービス | 1.14% | -1.14% | EXIT | |
| 30 | MDB | Mongodb INC | 株式-IT | 1.13% | — | — | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.07% | — | — | |
| 32 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.00% | -1.00% | EXIT | |
| 33 | DELL | Dell Technologies -c | 株式-IT | 0.96% | -0.96% | EXIT | |
| 34 | HUBS | Hubspot INC | 株式-IT | 0.94% | -0.94% | EXIT | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | — | — | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.93% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | -45.47% | |
| 38 | CLS | Celestica INC | 株式-IT | 0.91% | — | -18.08% | |
| 39 | ON | On Semiconductor | 株式-IT | 0.89% | — | — | |
| 40 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.89% | — | — | |
| 41 | DDOG | Datadog INC - Class A | 株式-IT | 0.88% | — | — | |
| 42 | CWAN | Clearwater Analytics Holdings, Inc. | 株式-IT | 0.85% | — | — | |
| 43 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.84% | — | — | |
| 44 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.77% | — | — | |
| 45 | CTAS | Cintas CORP | 株式-資本財 | 0.73% | — | — | |
| 46 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.64% | — | — | |
| 47 | EFX | Equifax INC | 株式-資本財 | 0.64% | — | — | |
| 48 | ADI | Analog Devices INC | 株式-IT | 0.63% | — | — | |
| 49 | HA7 | Enviri CORP | 株式-その他 | 0.58% | — | — | |
| 50 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.57% | — | — |