 ELANCO ANIMAL HEALTHELAN |
| 9.51% | 9.98% | $3,753.8万 | 152.5万股 | $3,091.3万 | 129.2万股 | +23.4万股+18.08% | 加仓 |
 赛莱默XYL |
| 7.37% | 5.64% | $2,909.3万 | 24.6万股 | $1,745.8万 | 14.6万股 | +10.0万股+68.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.45% | 7.56% | $2,546.8万 | 7.2万股 | $2,343.1万 | 8.2万股 | -9,600股-11.75% | 减仓 |
 HUMANA COMHUM |
| 5.94% | 6.43% | $2,346.4万 | 5.9万股 | $1,991.7万 | 11.5万股 | -5.6万股-48.58% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 5.87% | 5.78% | $2,315.9万 | 50.1万股 | $1,791.8万 | 45.0万股 | +5.1万股+11.34% | 加仓 |
| Q高通QCOM |
| 5.42% | 4.53% | $2,140.0万 | 11.6万股 | $1,403.8万 | 10.9万股 | +6,800股+6.24% | 加仓 |
 IDEXIEX |
| 5.3% | 5.63% | $2,090.2万 | 9.2万股 | $1,745.8万 | 9.2万股 | 00.00% | 持仓不变 |
 FIRST SOLAR COMFSLR |
| 5.09% | 6.01% | $2,010.4万 | 8.5万股 | $1,862.1万 | 9.4万股 | -9,200股-9.75% | 减仓 |
| T赛默飞世尔TMO |
| 4.93% | — | $1,945.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 IQVIAIQV |
| 4.58% | 5.15% | $1,806.6万 | 9.4万股 | $1,594.5万 | 9.4万股 | 00.00% | 持仓不变 |
| SSHOALS TECHNOLOGIES INSHLS |
| 4.42% | 6.45% | $1,743.1万 | 176.1万股 | $1,998.6万 | 303.7万股 | -127.7万股-42.03% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 4.41% | 5.14% | $1,740.3万 | 22.0万股 | $1,593.8万 | 22.0万股 | 00.00% | 持仓不变 |
 AMERESCOAMRC |
| 3.8% | 3.86% | $1,500.1万 | 54.4万股 | $1,197.3万 | 47.0万股 | +7.4万股+15.76% | 加仓 |
| UULTRA CLEANUCTT |
| 3.67% | 3.26% | $1,446.7万 | 10.1万股 | $1,009.5万 | 16.2万股 | -6.1万股-37.51% | 减仓 |
| IICF INTLICFI |
| 3.56% | 3.82% | $1,405.1万 | 19.3万股 | $1,182.5万 | 18.1万股 | +1.2万股+6.48% | 加仓 |
| FFiservFISV |
| 3.2% | 4.64% | $1,263.7万 | 25.8万股 | $1,437.6万 | 25.8万股 | 00.00% | 持仓不变 |
 GeneracGNRC |
| 3.14% | 3.11% | $1,238.0万 | 4.2万股 | $962.6万 | 4.9万股 | -7,000股-14.20% | 减仓 |
| BBANK OF AMERBAC |
| 3.08% | 3.91% | $1,216.6万 | 21.4万股 | $1,212.0万 | 24.9万股 | -3.5万股-14.12% | 减仓 |
| AARRAY TECHNOLOGIESARRY |
| 2.5% | 3.68% | $985.7万 | 133.0万股 | $1,140.1万 | 157.7万股 | -24.7万股-15.64% | 减仓 |
 GFL ENVIRONMENTALGFL |
| 1.99% | — | $787.3万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 BROWN & BROWN COMBRO |
| 1.89% | 2.45% | $746.7万 | 11.6万股 | $759.0万 | 11.6万股 | 00.00% | 持仓不变 |
| PPRIMORIS SVCSPRIM |
| 1.56% | — | $617.4万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 OSHKOSHOSK |
| 1.24% | — | $488.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 UNITED RENTALSURI |
| 0.65% | 0.53% | $254.8万 | 2,249股 | $163.9万 | 2,249股 | 00.00% | 持仓不变 |
| HHURON CONSULTINGHURN |
| 0.44% | — | $173.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
