CIK: 0001050464
申告総資産額
$57.8億
| # | 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 | PWR | Quanta Services INC | 株式-資本財 | 57.39% | -2.67% | +0.22% | |
| 2 | DY | Dycom Industries INC | 株式-資本財 | 33.22% | -8.88% | +7.84% | |
| 3 | MTZ | Mastec INC | 株式-資本財 | 4.41% | +11.66% | — | |
| 4 | SHLS | Shoals Technologies Group -a | 株式-その他 | 1.45% | — | +1.14% | |
| 5 | ✓ | Eqt CORP Com | 株式-その他 | 0.87% | -0.74% | EXIT | |
| 6 | RRC | Range Resources CORP | 株式-エネルギー | 0.83% | -0.67% | EXIT | |
| 7 | FSLR | First Solar INC | 株式-IT | 0.61% | -0.48% | -66.67% | |
| 8 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.54% | — | — | |
| 9 | ARRY | Array Technologies INC | 株式-その他 | 0.48% | — | -11.98% | |
| 10 | AMC | Amc Entertainment Hlds-cl A | 株式-その他 | 0.16% | -0.06% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.02% | +1.77% | -97.03% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.01% | — | -99.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DY | Dycom Industries INC | +4.3% | +7.84% | 増加 |
| 2 | SHLS | Shoals Technologies Group -a | +0.8% | +1.14% | 増加 |
| 3 | AMZN | Amazon.com INC | 0% | -97.03% | 変化なし |
| 4 | ARRY | Array Technologies INC | -0.1% | -11.98% | 減少 |
| 5 | PWR | Quanta Services INC | -11.4% | +0.22% | 減少 |
| 6 | MTZ | Mastec INC | — | NEW | 新規購入 |
| 7 | ✓ | Eqt CORP Com | — | NEW | 新規購入 |
| 8 | RRC | Range Resources CORP | — | NEW | 新規購入 |
| 9 | FSLR | First Solar INC | — | NEW | 新規購入 |
| 10 | CZR | Caesars Entertainment INC | — | EXIT | 全売却 |
| 11 | WBD | Warner Bros Discovery INC | — | NEW | 新規購入 |
| 12 | AMC | Amc Entertainment Hlds-cl A | — | NEW | 新規購入 |
| 13 | ✓ | NextEra Energy, Inc. | — | EXIT | 全売却 |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |