13FBOX
Foresight Group Ltd Liability Partnership · 13F 持仓分析
期权收益计算器 机构排行

Foresight Group Ltd Liability Partnership

No.3961 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.56亿
环比变动 Q1 2026
-$1,044.9万-1.8%
持仓股票数
62
新买入
7
加仓
15
减仓
29
清仓
4
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
艺康ECL
4.45%4.67%$2,474.4万8.9万股$2,645.5万9.9万股-1.1万股-10.76%减仓
赛莱默XYL
4.29%4.17%$2,385.0万20.2万股$2,358.4万19.7万股+4,766股+2.41%加仓
AMERICAN WTR WKS NEWAWK
4.16%4.42%$2,311.2万17.4万股$2,503.9万18.4万股-9,760股-5.30%减仓
AGILENT TECHNOLOGIES COMA
4.02%3.93%$2,233.0万17.1万股$2,225.0万19.5万股-2.4万股-12.52%减仓
AAPTIVAPTV
4.02%4.77%$2,232.5万37.0万股$2,699.6万38.9万股-1.9万股-4.89%减仓
T赛默飞世尔TMO
3.9%4.22%$2,170.1万4.3万股$2,391.5万4.9万股-5,240股-10.77%减仓
TE CONNECTIVITY ORD SHSTEL
3.84%4.42%$2,131.7万10.6万股$2,500.1万12.0万股-1.4万股-11.48%减仓
ICON PUB LTD COICLR
3.71%1.58%$2,062.4万11.9万股$892.6万8.1万股+3.9万股+47.76%加仓
GLOBUS MEDGMED
3.56%4.47%$1,976.0万25.4万股$2,532.3万29.4万股-4.0万股-13.57%减仓
SterisSTE
3.38%3.97%$1,881.0万9.0万股$2,247.9万10.2万股-1.2万股-11.73%减仓
DIGITAL RLTY TR COMDLR
3.28%3.35%$1,824.1万10.1万股$1,897.5万10.8万股-7,544股-6.97%减仓
HealthpeakDOC
3.15%2.35%$1,750.8万80.8万股$1,331.8万80.4万股+4,504股+0.56%加仓
TRIMBLE COMTRMB
3.06%4.28%$1,702.4万33.6万股$2,423.9万37.2万股-3.5万股-9.46%减仓
欧特克ADSK
3.02%4.07%$1,679.9万8.7万股$2,303.1万9.6万股-9,695股-10.08%减仓
EquinixEQIX
2.93%3.04%$1,629.3万1.5万股$1,718.5万1.8万股-2,328股-13.06%减仓
AMERICAN TOWER COMAMT
2.89%2.89%$1,606.3万9.8万股$1,638.5万9.6万股+1,651股+1.72%加仓
罗克韦尔自动化ROK
2.42%1.93%$1,347.2万2.7万股$1,090.0万3.0万股-2,995股-9.86%减仓
FIRST SOLAR COMFSLR
2.28%3.84%$1,264.6万5.4万股$2,174.0万11.0万股-5.7万股-51.32%减仓
特灵科技TT
2.28%2.08%$1,264.6万2.6万股$1,178.0万2.8万股-2,623股-9.28%减仓
SMURFIT WESTROCK SHSSW
2.24%$1,243.4万27.1万股$00股+27.1万股新买入
新思科技SNPS
2.2%2.32%$1,221.3万2.8万股$1,311.8万3.3万股-5,508股-16.65%减仓
CLEARWAY ENERGYCWEN
2.07%1.98%$1,149.4万33.0万股$1,122.0万28.6万股+4.5万股+15.73%加仓
VENTAS COMVTR
2.02%1.68%$1,125.0万12.6万股$951.7万11.7万股+9,439股+8.10%加仓
VERALTO COM SHSVLTO
2.02%2.17%$1,123.9万12.7万股$1,230.1万13.9万股-1.2万股-8.47%减仓
VVERSIGENT PLCVGNT
1.9%$1,057.3万26.2万股$00股+26.2万股新买入
CCOVISTACVSA
1.73%$963.6万7.7万股$00股+7.7万股新买入
BROOKFIELD RENEWABLEBEPC
1.7%$945.0万25.3万股$00股+25.3万股新买入
MSA安全MSA
1.7%1.77%$942.2万5.4万股$1,003.6万6.1万股-7,019股-11.47%减仓
E爱克斯龙EXC
1.67%1.42%$930.4万19.8万股$801.5万16.3万股+3.5万股+21.36%加仓
GRAND CANYON EDLOPE
1.64%1.66%$911.3万6.3万股$941.9万5.5万股+8,094股+14.61%加仓
BBENTLEY SYSBSY
1.56%2.03%$869.5万29.4万股$1,149.0万32.7万股-3.3万股-10.20%减仓
NNextPowerNXT
1.48%1.7%$822.8万7.1万股$965.0万8.0万股-8,719股-10.89%减仓
TTETRA TECH NEWTTEK
1.38%$768.4万27.0万股$00股+27.0万股新买入
SSUNBELT RENTALS HOLDINGS INC SHSSUN
1.21%$673.1万9.2万股$00股+9.2万股新买入
CROWN CASTLE COMCCI
1.03%1.05%$575.0万7.6万股$593.2万7.4万股+1,235股+1.66%加仓
BOSTON SCIENTIFIC COMBSX
0.97%0.99%$537.2万12.6万股$560.6万8.9万股+3.7万股+41.55%加仓
诺和诺德NVO
0.95%$527.7万11.0万股$00股+11.0万股新买入
EASTERLY GOVT PPTYSDEA
0.9%0.75%$499.0万19.8万股$426.5万19.9万股-734股-0.37%减仓
VertivVRT
0.4%0.38%$222.2万6,749股$212.5万9,076股-2,327股-25.64%减仓
PPROLOGIS COMPLD
0.39%0.48%$218.7万1.6万股$269.5万2.1万股-4,901股-23.42%减仓
切尼尔能源LNG
0.39%0.56%$214.9万8,869股$317.4万1.1万股-1,945股-17.99%减仓
RAYONIERRYN
0.35%0.38%$193.4万9.2万股$216.4万10.5万股-1.3万股-12.34%减仓
DIGITALBRIDGEDBRG
0.34%0.33%$191.6万12.1万股$187.1万12.1万股00.00%持仓不变
WEYERHAEUSERWY
0.28%0.25%$154.2万6.5万股$143.2万5.9万股+5,780股+9.80%加仓
江森自控JCI
0.27%0.23%$151.2万1.0万股$131.4万1.0万股00.00%持仓不变
CSX铁路CSX
0.23%0.33%$127.6万2.7万股$188.5万4.7万股-2.1万股-43.44%减仓
迪尔DE
0.22%0.19%$124.3万1,981股$110.1万1,981股00.00%持仓不变
AGREE RLTYADC
0.22%0.24%$121.5万1.6万股$135.3万1.8万股-2,153股-11.92%减仓
OWENS CORNING NEW COMOC
0.2%0.11%$112.6万7,144股$62.3万5,975股+1,169股+19.56%加仓
STAG INDUSTRIALSTAG
0.2%0.23%$111.2万2.9万股$128.0万3.6万股-6,693股-18.85%减仓

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