CIK: 0001643792
申告総資産額
$138.2万
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.90% | — | — | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 4.34% | — | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.93% | — | -17.21% | |
| 4 | PYPL | Paypal Holdings INC | 株式-金融 | 3.90% | — | -14.40% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.90% | — | -23.53% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.88% | — | — | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.86% | — | +19.27% | |
| 8 | NOVAQ | Sunnova Energy International | 株式-その他 | 3.27% | — | +44.08% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.22% | — | -14.79% | |
| 10 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 3.05% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.81% | — | — | |
| 12 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 2.81% | — | +55.57% | |
| 13 | FIS | Fidelity National Info Serv | 株式-IT | 2.65% | — | — | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.62% | — | — | |
| 15 | FRCB | First Republic Bank/ca | 株式-金融 | 2.54% | — | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.52% | — | — | |
| 17 | POOL | Pool CORP | 株式-資本財 | 2.52% | — | — | |
| 18 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 2.48% | — | — | |
| 19 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 2.43% | — | +45.94% | |
| 20 | TREX | Trex Company INC | 株式-資本財 | 2.38% | — | +130.26% | |
| 21 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 2.34% | — | — | |
| 22 | NDAQ | Nasdaq INC | 株式-金融 | 2.30% | — | -12.05% | |
| 23 | PGR | Progressive CORP | 株式-金融 | 2.26% | — | -14.63% | |
| 24 | SCI | Service CORP International | 株式-一般消費財 | 2.19% | — | — | |
| 25 | XYL | Xylem INC | 株式-資本財 | 2.11% | — | +21.20% | |
| 26 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.03% | — | — | |
| 27 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.86% | — | — | |
| 28 | SIVBEUR | Svb Financial Group | 株式-その他 | 1.79% | — | +105.26% | |
| 29 | NUANEUR | Nuance Communications INC | 株式-その他 | 1.73% | — | -22.96% | |
| 30 | ALB | Albemarle CORP | 株式-素材 | 1.61% | — | — | |
| 31 | CTXSEUR | Citrix Systems INC | 株式-その他 | 1.52% | — | — | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.48% | — | +100.00% | |
| 33 | BAX | Baxter International INC | 株式-ヘルスケア | 1.44% | — | — | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.41% | — | — | |
| 35 | EWBC | East West Bancorp INC | 株式-金融 | 1.40% | — | -26.44% | |
| 36 | SEDG | Solaredge Technologies INC | 株式-IT | 1.32% | — | — | |
| 37 | LOPE | Grand Canyon Education INC | 株式-生活必需品 | 1.18% | — | — | |
| 38 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.12% | — | — | |
| 39 | AMRC | Ameresco Inc-cl A | 株式-その他 | 0.95% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | — | — | |
| 41 | YETI | Yeti Holdings INC | 株式-一般消費財 | 0.69% | — | +15.00% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | — | |
| 43 | AAPL | Apple INC | 株式-IT | 0.54% | — | +238.10% | |
| 44 | AKO-B | Embotelladora Andina-adr B | 株式-その他 | 0.49% | — | — | |
| 45 | AKX | Ansys INC | 株式-その他 | 0.27% | — | -26.42% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.22% | — | — | |
| 47 | MFS1EUR | Welbilt INC | 株式-その他 | 0.14% | — | — |