CIK: 0000944234
申告総資産額
$23.9億
上位200銘柄を表示中（全236銘柄）
| # | 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 | NFLX | Netflix INC | 株式-通信サービス | 1.88% | — | -8.99% | |
| 2 | EME | Emcor Group INC | 株式-資本財 | 1.88% | — | +21.84% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.84% | — | -3.11% | |
| 4 | FIX | Comfort Systems USA INC | 株式-資本財 | 1.83% | — | +7.08% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 1.81% | -0.22% | -3.10% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.31% | -3.47% | |
| 7 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.58% | — | -12.58% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | — | -0.10% | |
| 9 | APH | Amphenol Corp-cl A | 株式-IT | 1.54% | -0.17% | -22.87% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.51% | — | +0.75% | |
| 11 | JBL | Jabil INC | 株式-IT | 1.50% | — | -20.43% | |
| 12 | AMAT | Applied Materials INC | 株式-IT | 1.48% | — | +4279.04% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.37% | -0.76% | |
| 14 | NOW | Servicenow INC | 株式-IT | 1.47% | — | -2.28% | |
| 15 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.45% | -1.20% | +1318.36% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | -0.17% | -3.87% | |
| 17 | ANET | Arista Networks INC | 株式-IT | 1.43% | — | +21.59% | |
| 18 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.42% | -0.83% | EXIT | |
| 19 | BJ | Bj's Wholesale Club Holdings | 株式-生活必需品 | 1.42% | — | -7.30% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.41% | — | -3.51% | |
| 21 | APP | Applovin Corp-class A | 株式-IT | 1.40% | -0.46% | -1.82% | |
| 22 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.40% | — | -18.15% | |
| 23 | KLAC | Kla CORP | 株式-IT | 1.39% | — | -23.18% | |
| 24 | FISV | Fiserv INC | 株式-その他 | 1.39% | — | +22.24% | |
| 25 | INTU | Intuit INC | 株式-IT | 1.39% | — | — | |
| 26 | CTAS | Cintas CORP | 株式-資本財 | 1.39% | — | -2.47% | |
| 27 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 1.39% | — | +1.68% | |
| 28 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.38% | — | -25.42% | |
| 29 | MSI | Motorola Solutions INC | 株式-IT | 1.38% | — | -1.42% | |
| 30 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.37% | — | -3.36% | |
| 31 | CDNS | Cadence Design Sys INC | 株式-IT | 1.37% | -1.32% | -2.61% | |
| 32 | UBER | Uber Technologies INC | 株式-資本財 | 1.36% | — | -21.23% | |
| 33 | ECL | Ecolab INC | 株式-素材 | 1.33% | -1.31% | -7.77% | |
| 34 | NTNX | Nutanix INC - A | 株式-IT | 1.33% | -0.72% | EXIT | |
| 35 | HLI | Houlihan Lokey INC | 株式-金融 | 1.33% | -0.38% | — | |
| 36 | GWW | Ww Grainger INC | 株式-資本財 | 1.31% | — | -2.06% | |
| 37 | MCO | Moody's CORP | 株式-金融 | 1.31% | -0.18% | +22.06% | |
| 38 | PTC | Ptc INC | 株式-IT | 1.30% | — | +1.00% | |
| 39 | DT | Dynatrace INC | 株式-IT | 1.29% | +0.29% | — | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 1.28% | -0.97% | EXIT | |
| 41 | ROP | Roper Technologies INC | 株式-IT | 1.27% | — | -1.85% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 1.27% | — | -8.97% | |
| 43 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 1.24% | +0.34% | -18.17% | |
| 44 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 1.23% | — | +18.69% | |
| 45 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 1.23% | -0.17% | +12.93% | |
| 46 | CRM | Salesforce INC | 株式-IT | 1.23% | -0.27% | +4.19% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.21% | — | +4.89% | |
| 48 | BRO | Brown & Brown INC | 株式-金融 | 1.19% | — | -14.44% | |
| 49 | APO | Apollo Global Management INC | 株式-金融 | 1.18% | -0.20% | +25.27% | |
| 50 | ADBE | Adobe INC | 株式-IT | 1.17% | -1.15% | EXIT |