CIK: 0001756870
申告総資産額
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| # | 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 | URI | United Rentals INC | 株式-資本財 | 6.47% | — | -2.22% | |
| 2 | GM | General Motors Co | 株式-一般消費財 | 6.01% | — | +69.64% | |
| 3 | ECL | Ecolab INC | 株式-素材 | 5.81% | — | — | |
| 4 | IFF | Intl Flavors & Fragrances | 株式-素材 | 5.70% | — | -14.52% | |
| 5 | CSL | Carlisle Cos INC | 株式-資本財 | 5.67% | — | -40.07% | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 5.26% | — | — | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 5.21% | — | — | |
| 8 | CTB | Cooper Tire & Rubber | 株式-その他 | 4.38% | — | — | |
| 9 | LHX | L3harris Technologies INC | 株式-資本財 | 3.63% | — | -75.44% | |
| 10 | MTOR | Meritor INC | 株式-その他 | 3.38% | — | +328.08% | |
| 11 | WRKUSD | Westrock Co | 株式-その他 | 3.30% | — | -84.85% | |
| 12 | LEA | Lear CORP | 株式-一般消費財 | 3.26% | — | — | |
| 13 | TTC | Toro Co | 株式-資本財 | 3.04% | — | — | |
| 14 | OTIS | Otis Worldwide CORP | 株式-資本財 | 3.01% | — | — | |
| 15 | IR | Ingersoll-rand INC | 株式-資本財 | 2.92% | — | — | |
| 16 | FAST | Fastenal Co | 株式-資本財 | 2.92% | — | — | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 2.88% | — | -54.90% | |
| 18 | APD | Air Products & Chemicals INC | 株式-素材 | 2.74% | — | +55.50% | |
| 19 | LUV | Southwest Airlines Co | 株式-資本財 | 2.64% | — | — | |
| 20 | ALB | Albemarle CORP | 株式-素材 | 2.62% | — | — | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 2.50% | — | -75.64% | |
| 22 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.38% | — | — | |
| 23 | TT | Trane Technologies plc | 株式-資本財 | 2.36% | — | — | |
| 24 | PH | Parker Hannifin CORP | 株式-資本財 | 2.26% | — | -11.95% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 2.13% | — | -42.18% | |
| 26 | CCK | Crown Holdings INC | 株式-一般消費財 | 1.99% | — | -68.93% | |
| 27 | DQ | Daqo New Energy Corp-adr | 株式-その他 | 1.86% | — | -61.68% | |
| 28 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.79% | — | — | |
| 29 | TKR | Timken Co | 株式-資本財 | 1.56% | — | -69.81% | |
| 30 | CARR | Carrier Global CORP | 株式-資本財 | 0.35% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GM | General Motors Co | +3.9% | +69.64% | 増加 |
| 2 | URI | United Rentals INC | +2.9% | -2.22% | 減少 |
| 3 | IFF | Intl Flavors & Fragrances | +2.9% | -14.52% | 減少 |
| 4 | MTOR | Meritor INC | +2.9% | +328.08% | 増加 |
| 5 | APD | Air Products & Chemicals INC | +2.1% | +55.50% | 増加 |
| 6 | CSL | Carlisle Cos INC | +1.6% | -40.07% | 減少 |
| 7 | PH | Parker Hannifin CORP | +0.9% | -11.95% | 減少 |
| 8 | DQ | Daqo New Energy Corp-adr | +0.4% | -61.68% | 減少 |
| 9 | CAT | Caterpillar INC | +0.2% | -54.90% | 減少 |
| 10 | BA | Boeing Co/the | -0.6% | -42.18% | 減少 |
| 11 | CCK | Crown Holdings INC | -0.7% | -68.93% | 減少 |
| 12 | TKR | Timken Co | -1.4% | -69.81% | 減少 |
| 13 | LHX | L3harris Technologies INC | -1.8% | -75.44% | 減少 |
| 14 | UTXZ | United Tech CORP | -2.9% | -75.64% | 減少 |
| 15 | WRKUSD | Westrock Co | -7.7% | -84.85% | 減少 |
| 16 | GDI1EUR | Gardner Denver Holdings INC | — | EXIT | 全売却 |
| 17 | IR | Ingersoll-rand PLC | — | EXIT | 全売却 |
| 18 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 19 | CNH | CNH Industrial N.V. | — | EXIT | 全売却 |
| 20 | ITT | Itt INC | — | EXIT | 全売却 |
| 21 | HON | Honeywell International INC | — | EXIT | 全売却 |
| 22 | TDG | Transdigm Group INC | — | EXIT | 全売却 |
| 23 | RXNEUR | Rexnord CORP | — | EXIT | 全売却 |
| 24 | STLA | Stellantis N.V. | — | EXIT | 全売却 |
| 25 | DOW | Dow INC | — | EXIT | 全売却 |
| 26 | GRA1EUR | Wr Grace & Co | — | EXIT | 全売却 |
| 27 | ECL | Ecolab INC | — | NEW | 新規購入 |
| 28 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 29 | HD | Home Depot INC | — | NEW | 新規購入 |
| 30 | CTB | Cooper Tire & Rubber | — | NEW | 新規購入 |
| 31 | DAN | Dana INC | — | EXIT | 全売却 |
| 32 | WERN | Werner Enterprises INC | — | EXIT | 全売却 |
| 33 | LEA | Lear CORP | — | NEW | 新規購入 |
| 34 | TTC | Toro Co | — | NEW | 新規購入 |
| 35 | OTIS | Otis Worldwide CORP | — | NEW | 新規購入 |
| 36 | IR | Ingersoll-rand INC | — | NEW | 新規購入 |
| 37 | FAST | Fastenal Co | — | NEW | 新規購入 |
| 38 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 39 | ALB | Albemarle CORP | — | NEW | 新規購入 |
| 40 | KMB | Kimberly-clark CORP | — | NEW | 新規購入 |
| 41 | TT | Trane Technologies plc | — | NEW | 新規購入 |
| 42 | ALSN | Allison Transmission Holding | — | EXIT | 全売却 |
| 43 | GT | Goodyear Tire & Rubber Co | — | EXIT | 全売却 |
| 44 | AOS | Smith (a.o.) CORP | — | NEW | 新規購入 |
| 45 | CARR | Carrier Global CORP | — | NEW | 新規購入 |