CIK: 0001728681
申告総資産額
$7.2億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 12.71% | -2.14% | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.32% | +6.57% | NEW | |
| 3 | WCN | Waste Connections INC | 株式-資本財 | 4.38% | -0.74% | — | |
| 4 | WDAY | Workday Inc-class A | 株式-IT | 3.74% | — | — | |
| 5 | NOW | Servicenow INC | 株式-IT | 3.53% | — | — | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 3.04% | — | — | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.88% | +2.58% | NEW | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.86% | -0.48% | — | |
| 9 | SW | Smurfit Westrock Plc | 株式-一般消費財 | 2.79% | — | — | |
| 10 | STLA | Stellantis N.V. | 株式-一般消費財 | 2.75% | -0.51% | — | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 2.67% | +2.39% | NEW | |
| 12 | MU | Micron Technology INC | 株式-IT | 2.66% | -0.45% | — | |
| 13 | TMUS | T-mobile US INC | 株式-通信サービス | 2.48% | -0.41% | — | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 2.30% | — | — | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.24% | — | — | |
| 16 | ALC | Alcon Inc. | 株式-ヘルスケア | 2.12% | -0.41% | — | |
| 17 | PGR | Progressive CORP | 株式-金融 | 2.03% | — | — | |
| 18 | ✓ | Cyberark Software LTD | 株式-その他 | 1.98% | -2.11% | EXIT | |
| 19 | RACE | Ferrari N.V. | 株式-一般消費財 | 1.79% | -0.34% | — | |
| 20 | MDB | Mongodb INC | 株式-IT | 1.77% | -0.29% | — | |
| 21 | URI | United Rentals INC | 株式-資本財 | 1.75% | -0.30% | — | |
| 22 | SNPS | Synopsys INC | 株式-IT | 1.68% | — | — | |
| 23 | PCOR | Procore Technologies INC | 株式-IT | 1.49% | -0.25% | — | |
| 24 | P | Everpure Inc-a | 株式-IT | 1.47% | -0.25% | — | |
| 25 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.43% | -0.24% | — | |
| 26 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.31% | -0.23% | — | |
| 27 | DUOL | Duolingo | 株式-IT | 1.22% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | — | — | |
| 29 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.20% | — | — | |
| 30 | CLH | Clean Harbors INC | 株式-資本財 | 1.19% | +1.07% | NEW | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.17% | -0.20% | — | |
| 32 | SNOW | Snowflake INC | 株式-IT | 1.11% | — | — | |
| 33 | GTLB | Gitlab Inc-cl A | 株式-IT | 1.07% | — | — | |
| 34 | DE | Deere & Co | 株式-資本財 | 1.01% | -0.17% | — | |
| 35 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.99% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | — | |
| 37 | WAB | Wabtec CORP | 株式-資本財 | 0.95% | -0.16% | — | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.91% | -0.15% | — | |
| 39 | PWR | Quanta Services INC | 株式-資本財 | 0.89% | -0.15% | — | |
| 40 | S | Sentinelone INC -class A | 株式-IT | 0.77% | -0.13% | — | |
| 41 | AAPL | Apple INC | 株式-IT | 0.76% | -0.13% | — | |
| 42 | DAR | Darling Ingredients INC | 株式-生活必需品 | 0.74% | — | — | |
| 43 | OC | Owens Corning | 株式-資本財 | 0.57% | -0.09% | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | -0.09% | — | |
| 45 | 8QR | Confluent Inc-class A | 株式-その他 | 0.54% | -0.58% | EXIT | |
| 46 | AWK | American Water Works Co INC | 株式-公益事業 | 0.52% | -0.09% | — | |
| 47 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 0.51% | — | — | |
| 48 | ON | On Semiconductor | 株式-IT | 0.51% | — | — | |
| 49 | COHR | Coherent CORP | 株式-IT | 0.49% | -0.09% | — | |
| 50 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.47% | -0.08% | — |