 科磊KLAC |
| 6.24% | 5.56% | $1.02亿 | 34.0万股 | $7,348.9万 | 5.0万股 | +29.0万股+580.69% | 加仓 |
 台积电TSM |
| 6.02% | 5.63% | $9,893.0万 | 20.7万股 | $7,443.5万 | 22.0万股 | -1.3万股-5.95% | 减仓 |
 PALO ALTOPANW |
| 5.92% | 3.42% | $9,717.3万 | 28.5万股 | $4,528.8万 | 28.3万股 | +2,800股+0.99% | 加仓 |
 ADVANCED DRAIN SYS DELWMS |
| 5.05% | 5.57% | $8,292.4万 | 52.8万股 | $7,359.9万 | 53.7万股 | -8,400股-1.57% | 减仓 |
 英伟达NVDA |
| 4.68% | 5.21% | $7,682.2万 | 38.5万股 | $6,884.3万 | 39.5万股 | -1.0万股-2.63% | 减仓 |
 FIRST SOLAR COMFSLR |
| 4.61% | 4.14% | $7,573.8万 | 32.1万股 | $5,473.2万 | 27.8万股 | +4.4万股+15.72% | 加仓 |
 万事达MA |
| 3.71% | 3.83% | $6,084.3万 | 11.8万股 | $5,064.8万 | 10.1万股 | +1.7万股+16.87% | 加仓 |
| EEBAY COMEBAY |
| 3.58% | 3.7% | $5,883.6万 | 52.6万股 | $4,899.2万 | 53.8万股 | -1.2万股-2.17% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 3.45% | 4.37% | $5,658.2万 | 103.6万股 | $5,776.3万 | 93.4万股 | +10.2万股+10.92% | 加仓 |
 GEN DIGITALGEN |
| 3.07% | 2.52% | $5,048.7万 | 203.0万股 | $3,328.5万 | 177.0万股 | +26.1万股+14.72% | 加仓 |
 迪尔DE |
| 2.86% | 3.22% | $4,697.2万 | 7.4万股 | $4,252.9万 | 7.6万股 | -1,450股-1.92% | 减仓 |
 MILLICOM INTL CELLULARTIGO |
| 2.78% | 2.93% | $4,567.8万 | 50.4万股 | $3,878.3万 | 51.8万股 | -1.4万股-2.70% | 减仓 |
 爱德华生命科学EW |
| 2.72% | 3.04% | $4,462.9万 | 49.3万股 | $4,018.9万 | 50.2万股 | -8,500股-1.69% | 减仓 |
 Watts水技术WTS |
| 2.5% | 1.89% | $4,110.2万 | 10.5万股 | $2,496.5万 | 8.6万股 | +1.9万股+22.09% | 加仓 |
 宝洁PG |
| 2.47% | 2.79% | $4,063.3万 | 27.7万股 | $3,684.6万 | 25.5万股 | +2.2万股+8.62% | 加仓 |
 CARLISLE COSCSL |
| 2.36% | 2.26% | $3,872.4万 | 10.7万股 | $2,994.2万 | 9.0万股 | +1.7万股+18.94% | 加仓 |
 礼来LLY |
| 2.34% | 1.74% | $3,844.2万 | 3.2万股 | $2,306.8万 | 2.5万股 | +6,970股+27.79% | 加仓 |
 直觉外科ISRG |
| 2.16% | 2.8% | $3,545.6万 | 8.9万股 | $3,707.0万 | 8.0万股 | +8,800股+10.95% | 加仓 |
 VERALTO COM SHSVLTO |
| 2.14% | 1.97% | $3,516.2万 | 39.7万股 | $2,604.0万 | 29.5万股 | +10.2万股+34.63% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.13% | 1.97% | $3,502.9万 | 9.3万股 | $2,606.0万 | 9.3万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 2.11% | 2.59% | $3,465.0万 | 29.3万股 | $3,420.8万 | 29.8万股 | -4,700股-1.58% | 减仓 |
| AAT&TT |
| 2.11% | 2.83% | $3,457.4万 | 167.0万股 | $3,740.5万 | 129.0万股 | +38.0万股+29.45% | 加仓 |
 赛莱默XYL |
| 1.7% | 2.16% | $2,783.8万 | 23.6万股 | $2,850.1万 | 23.9万股 | -3,000股-1.26% | 减仓 |
 瑞思迈RMD |
| 1.69% | 2.02% | $2,767.3万 | 14.2万股 | $2,673.6万 | 11.9万股 | +2.3万股+19.23% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 1.65% | — | $2,712.3万 | 58.6万股 | $0 | 0股 | +58.6万股 | 新买入 |
 MUELLER WTR PRODSMWA |
| 1.64% | 2.1% | $2,694.1万 | 104.3万股 | $2,771.0万 | 100.8万股 | +3.5万股+3.47% | 加仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 1.61% | 1.53% | $2,635.9万 | 67.5万股 | $2,021.3万 | 55.0万股 | +12.5万股+22.73% | 加仓 |
 OWENS CORNING NEW COMOC |
| 1.51% | 1.28% | $2,479.8万 | 15.6万股 | $1,688.2万 | 15.6万股 | 00.00% | 持仓不变 |
 CALIFORNIA WTR SVC GROUP COMCWT |
| 1.46% | 1.42% | $2,398.4万 | 49.3万股 | $1,877.1万 | 41.4万股 | +7.9万股+19.08% | 加仓 |
 GENTEXGNTX |
| 1.45% | 1.32% | $2,377.9万 | 94.1万股 | $1,750.2万 | 80.1万股 | +14.0万股+17.48% | 加仓 |
 MSA安全MSA |
| 1.45% | 1.51% | $2,374.3万 | 13.6万股 | $2,000.2万 | 12.2万股 | +1.4万股+11.48% | 加仓 |
 COOPER COSCOO |
| 1.31% | 1.34% | $2,147.7万 | 30.0万股 | $1,774.2万 | 24.8万股 | +5.1万股+20.64% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.25% | 1.09% | $2,053.4万 | 7.8万股 | $1,442.7万 | 6.9万股 | +9,000股+13.04% | 加仓 |
| CCBRE CL ACBRE |
| 1.24% | 1.59% | $2,037.1万 | 14.5万股 | $2,106.7万 | 14.5万股 | 00.00% | 持仓不变 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 1.18% | 2.08% | $1,930.3万 | 37.0万股 | $2,752.1万 | 37.0万股 | 00.00% | 持仓不变 |
 STRATEGIC EDSTRA |
| 1.03% | 1.38% | $1,684.8万 | 22.0万股 | $1,822.3万 | 22.0万股 | 00.00% | 持仓不变 |
 SPROUTS FMRS MKTSFM |
| 1.01% | 0.54% | $1,666.0万 | 19.7万股 | $709.6万 | 9.2万股 | +10.5万股+114.13% | 加仓 |
 UNIVERSAL DISPLAYOLED |
| 0.85% | 1.11% | $1,394.1万 | 16.1万股 | $1,473.3万 | 16.1万股 | 00.00% | 持仓不变 |
| BBADGER METERBMI |
| 0.68% | 0.75% | $1,112.9万 | 7.5万股 | $990.3万 | 6.5万股 | +1.0万股+15.38% | 加仓 |
 INGREDION COMINGR |
| 0.46% | 0.67% | $748.2万 | 7.9万股 | $890.0万 | 7.9万股 | 00.00% | 持仓不变 |
 ZURN ELKAY WATER SOLNSZWS |
| 0.31% | 0.29% | $505.3万 | 10.0万股 | $390.1万 | 8.7万股 | +1.3万股+14.94% | 加仓 |
 REVVITYRVTY |
| 0.26% | 0.25% | $431.1万 | 3.9万股 | $328.5万 | 3.8万股 | +1,250股+3.33% | 加仓 |
 金佰利KMB |
| 0.22% | 0.2% | $367.6万 | 3.4万股 | $270.1万 | 2.8万股 | +5,500股+19.64% | 加仓 |
 STRIDELRN |
| 0.21% | 0.22% | $345.0万 | 4.0万股 | $286.6万 | 3.3万股 | +7,500股+23.08% | 加仓 |
| OORTHOPEDIATRICS COMKIDS |
| 0.19% | 0.18% | $315.2万 | 16.5万股 | $233.0万 | 14.7万股 | +1.8万股+12.24% | 加仓 |
| LLIFE360LIF |
| 0.18% | 0.13% | $287.6万 | 5.2万股 | $171.4万 | 4.2万股 | +1.0万股+23.81% | 加仓 |
| BBLACKBAUDBLKB |
| 0.17% | 0.19% | $272.1万 | 9.2万股 | $254.8万 | 6.6万股 | +2.6万股+39.39% | 加仓 |
| MMCGRAW HILL INC COMMH |
| 0.13% | — | $208.3万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
| DDUOLINGODUOL |
| 0.11% | 0.08% | $184.1万 | 1.6万股 | $108.4万 | 1.1万股 | +5,000股+45.45% | 加仓 |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 0.07% | 0.24% | $120.5万 | 1.7万股 | $316.2万 | 3.9万股 | -2.2万股-55.84% | 减仓 |
