CIK: 0001784547
申告総資産額
$264.4億
| # | 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 | SGENEUR | Seagen INC | 株式-その他 | 3.35% | — | — | |
| 2 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 3.14% | — | — | |
| 3 | TXN | Texas Instruments INC | 株式-IT | 2.84% | -0.24% | — | |
| 4 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.75% | — | — | |
| 5 | MCHP | Microchip Technology INC | 株式-IT | 2.62% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.58% | — | — | |
| 7 | ASML | ASML Holding N.V. | 株式-IT | 2.45% | — | — | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.37% | — | — | |
| 9 | A | Agilent Technologies INC | 株式-ヘルスケア | 2.35% | — | — | |
| 10 | SNAP | Snap INC - A | 株式-通信サービス | 2.29% | — | — | |
| 11 | STX | Seagate Technology Holdings plc | 株式-IT | 2.25% | — | — | |
| 12 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.25% | — | — | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 2.21% | -0.35% | — | |
| 14 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.19% | — | — | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.18% | — | — | |
| 16 | MRVL | Marvell Technology, Inc. | 株式-IT | 2.16% | — | — | |
| 17 | MU | Micron Technology INC | 株式-IT | 2.14% | — | — | |
| 18 | FIS | Fidelity National Info Serv | 株式-IT | 2.06% | — | — | |
| 19 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.94% | -0.22% | — | |
| 20 | EA | Electronic Arts INC | 株式-通信サービス | 1.91% | — | — | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.78% | — | — | |
| 22 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.55% | — | — | |
| 23 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.54% | — | — | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.45% | — | — | |
| 25 | CNC | Centene CORP | 株式-ヘルスケア | 1.43% | — | — | |
| 26 | ST | Sensata Technologies Holding plc | 株式-IT | 1.42% | — | — | |
| 27 | FFIV | F5 INC | 株式-IT | 1.29% | — | — | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.22% | — | — | |
| 29 | TER | Teradyne INC | 株式-IT | 1.20% | — | — | |
| 30 | GPN | Global Payments INC | 株式-資本財 | 1.20% | — | — | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.19% | — | — | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 1.18% | — | — | |
| 33 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.16% | — | — | |
| 34 | KLAC | Kla CORP | 株式-IT | 1.10% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 1.07% | +0.40% | — | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 1.05% | — | — | |
| 37 | KEYS | Keysight Technologies In | 株式-IT | 1.03% | -0.69% | — | |
| 38 | ✓ | 株式-その他 | 1.03% | — | — | ||
| 39 | SNX | TD Synnex CORP | 株式-IT | 1.03% | — | — | |
| 40 | ARW | Arrow Electronics INC | 株式-IT | 0.96% | +0.51% | — | |
| 41 | OPTU | Optimum Communications Inc-a | 株式-通信サービス | 0.95% | — | — | |
| 42 | CTLTEUR | Catalent INC | 株式-その他 | 0.95% | — | — | |
| 43 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.92% | — | — | |
| 44 | LITE | Lumentum Holdings INC | 株式-IT | 0.90% | — | — | |
| 45 | CI | THE Cigna Group | 株式-ヘルスケア | 0.89% | — | — | |
| 46 | HUM | Humana INC | 株式-ヘルスケア | 0.85% | — | — | |
| 47 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 0.78% | — | — | |
| 48 | INCY | Incyte CORP | 株式-ヘルスケア | 0.77% | — | — | |
| 49 | PCRX | Pacira Biosciences INC | 株式-その他 | 0.72% | — | — | |
| 50 | 0VVB | Paramount Global-class B | 株式-その他 | 0.69% | — | — |