CIK: 0001663900
申告総資産額
$5.9億
| # | 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 | SSNC | Ss&c Technologies Holdings | 株式-IT | 7.49% | +3.34% | -24.92% | |
| 2 | TLND | Talend SA - Adr | 株式-その他 | 7.01% | — | -15.89% | |
| 3 | CSX | Csx CORP | 株式-資本財 | 6.72% | — | -4.37% | |
| 4 | FISV | Fiserv INC | 株式-その他 | 6.57% | — | +19.12% | |
| 5 | SWIUSD | Solarwinds CORP | 株式-その他 | 6.36% | — | -33.04% | |
| 6 | SAIC | Science Applications Inte | 株式-IT | 6.24% | — | +35.43% | |
| 7 | RCMEUR | R1 Rcm INC | 株式-その他 | 5.93% | — | +0.70% | |
| 8 | IHS | Ihs Markit LTD | 株式-その他 | 5.86% | — | -26.24% | |
| 9 | DOORUSD | Masonite International CORP | 株式-その他 | 5.55% | — | -26.15% | |
| 10 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 5.41% | — | +67.01% | |
| 11 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 5.10% | — | +18.46% | |
| 12 | BR | Broadridge Financial Solutio | 株式-IT | 4.87% | — | -37.75% | |
| 13 | FIS | Fidelity National Info Serv | 株式-IT | 4.81% | +4.35% | NEW | |
| 14 | OTIS | Otis Worldwide CORP | 株式-資本財 | 4.65% | — | — | |
| 15 | NSP | Insperity INC | 株式-その他 | 4.01% | — | — | |
| 16 | EXP | Eagle Materials INC | 株式-素材 | 3.83% | — | +13.07% | |
| 17 | ICE | Intercontinental Exchange In | 株式-金融 | 3.80% | — | -9.55% | |
| 18 | PRSP | Perspecta INC | 株式-その他 | 2.91% | — | -39.35% | |
| 19 | USFD | US Foods Holding CORP | 株式-生活必需品 | 2.01% | — | — | |
| 20 | PSN | Parsons CORP | 株式-IT | 0.89% | — | -82.47% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WTW | Willis Towers Watson Public Limited Company | +2.3% | +67.01% | 増加 |
| 2 | SAIC | Science Applications Inte | +1.3% | +35.43% | 増加 |
| 3 | TLND | Talend SA - Adr | +1% | -15.89% | 減少 |
| 4 | EXP | Eagle Materials INC | +0.7% | +13.07% | 増加 |
| 5 | JECUSD | Jacobs Engineering Group INC | +0.6% | +18.46% | 増加 |
| 6 | FISV | Fiserv INC | +0.6% | +19.12% | 増加 |
| 7 | RCMEUR | R1 Rcm INC | +0.6% | +0.70% | 増加 |
| 8 | DOORUSD | Masonite International CORP | +0.5% | -26.15% | 減少 |
| 9 | CSX | Csx CORP | +0.3% | -4.37% | 減少 |
| 10 | ICE | Intercontinental Exchange In | -0.3% | -9.55% | 減少 |
| 11 | FIS | Fidelity National Info Serv | -1% | -16.03% | 減少 |
| 12 | SSNC | Ss&c Technologies Holdings | -1.1% | -24.92% | 減少 |
| 13 | IHS | Ihs Markit LTD | -1.2% | -26.24% | 減少 |
| 14 | PRSP | Perspecta INC | -1.3% | -39.35% | 減少 |
| 15 | BR | Broadridge Financial Solutio | -1.7% | -37.75% | 減少 |
| 16 | SWIUSD | Solarwinds CORP | -3% | -33.04% | 減少 |
| 17 | PSN | Parsons CORP | -4.1% | -82.47% | 減少 |
| 18 | OTIS | Otis Worldwide CORP | — | NEW | 新規購入 |
| 19 | OTEX | Open Text CORP | — | EXIT | 全売却 |
| 20 | NSP | Insperity INC | — | NEW | 新規購入 |
| 21 | USFD | US Foods Holding CORP | — | NEW | 新規購入 |