CIK: 0001000742
申告総資産額
$1.9億
| # | 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 | GME | Gamestop Corp-class A | 株式-一般消費財 | 8.12% | — | +826.00% | |
| 2 | HUBB | Hubbell INC | 株式-資本財 | 7.61% | — | +15.19% | |
| 3 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 4.45% | — | +17.50% | |
| 4 | ETN | Eaton Corporation plc | 株式-資本財 | 4.36% | — | -0.87% | |
| 5 | AMN | Amn Healthcare Services INC | 株式-その他 | 3.18% | — | +1.70% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 3.18% | — | +188.04% | |
| 7 | WOLF* | Wolfspeed INC | 株式-その他 | 2.88% | — | — | |
| 8 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.73% | — | -30.46% | |
| 9 | APO | Apollo Global Management INC | 株式-金融 | 2.60% | — | +33.33% | |
| 10 | ROK | Rockwell Automation INC | 株式-資本財 | 2.40% | — | +32.33% | |
| 11 | COIN | Coinbase Global INC -class A | 株式-金融 | 2.25% | -1.11% | EXIT | |
| 12 | SONO | Sonos INC | 株式-その他 | 2.23% | — | +187.15% | |
| 13 | UPST | Upstart Holdings INC | 株式-金融 | 2.17% | — | +66.09% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.08% | +0.96% | NEW | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 1.95% | — | +153.29% | |
| 16 | ZS | Zscaler INC | 株式-IT | 1.90% | — | +38.37% | |
| 17 | BEN | Franklin Resources INC | 株式-金融 | 1.74% | — | -41.95% | |
| 18 | MP | Mp Materials CORP | 株式-素材 | 1.69% | — | -3.69% | |
| 19 | CAE | Cae INC | 株式-その他 | 1.65% | — | -0.82% | |
| 20 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 1.60% | — | -33.33% | |
| 21 | LYV | Live Nation Entertainment In | 株式-通信サービス | 1.59% | -0.70% | — | |
| 22 | URI | United Rentals INC | 株式-資本財 | 1.59% | — | — | |
| 23 | SNPS | Synopsys INC | 株式-IT | 1.57% | — | +0.06% | |
| 24 | COUPEUR | Coupa Software INC | 株式-その他 | 1.46% | — | +272.39% | |
| 25 | BGS | B&g Foods INC | 株式-その他 | 1.40% | — | -13.29% | |
| 26 | CLH | Clean Harbors INC | 株式-資本財 | 1.35% | +1.64% | NEW | |
| 27 | GOGO | Gogo INC | 株式-その他 | 1.35% | — | — | |
| 28 | DXC | Dxc Technology Co | 株式-IT | 1.35% | — | -1.10% | |
| 29 | TTEK | Tetra Tech INC | 株式-資本財 | 1.28% | — | -0.92% | |
| 30 | ACM | Aecom | 株式-資本財 | 1.22% | — | -29.02% | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 1.21% | — | — | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | — | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 1.12% | — | -26.29% | |
| 34 | ✓ | On Hldg AG | 株式-その他 | 1.12% | — | — | |
| 35 | MRVL | Marvell Technology INC | 株式-IT | 1.07% | +1.76% | NEW | |
| 36 | FICO | Fair Isaac CORP | 株式-IT | 1.06% | — | -0.01% | |
| 37 | MLM | Martin Marietta Materials | 株式-素材 | 1.03% | -0.77% | EXIT | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.01% | — | — | |
| 39 | EXPO | Exponent INC | 株式-資本財 | 0.94% | — | -0.55% | |
| 40 | F | Ford Motor Co | 株式-一般消費財 | 0.94% | — | — | |
| 41 | ON | On Semiconductor | 株式-IT | 0.91% | — | — | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | -58.63% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.83% | -0.74% | — | |
| 44 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.82% | — | +0.47% | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.74% | — | -61.67% | |
| 46 | AMC | AMC Entertainment Holdings, Inc. | 株式-その他 | 0.73% | — | -43.40% | |
| 47 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.73% | — | — | |
| 48 | LUMN | Lumen Technologies INC | 株式-通信サービス | 0.71% | — | — | |
| 49 | WAT | Waters CORP | 株式-ヘルスケア | 0.68% | — | +3.14% | |
| 50 | NEWREUR | New Relic INC | 株式-その他 | 0.65% | — | +0.64% |