 惠顿贵金属WPM |
| 7.71% | 10.33% | $5,106.5万 | 45.5万股 | $6,018.4万 | 45.9万股 | -4,745股-1.03% | 减仓 |
 安费诺APH |
| 6.24% | 5.33% | $4,133.8万 | 23.4万股 | $3,105.1万 | 24.6万股 | -1.1万股-4.60% | 减仓 |
 AMETEK COMAME |
| 5.1% | 5.14% | $3,380.7万 | 14.0万股 | $2,995.6万 | 14.0万股 | -15股-0.01% | 减仓 |
 VisaV |
| 5.02% | 5.04% | $3,327.0万 | 9.7万股 | $2,936.7万 | 9.7万股 | -195股-0.20% | 减仓 |
| WWATSCOWSO |
| 4.91% | 3.48% | $3,251.0万 | 7.8万股 | $2,026.0万 | 5.6万股 | +2.2万股+40.08% | 加仓 |
 AON SHS CL AAON |
| 4.45% | — | $2,945.6万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 艺康ECL |
| 4.4% | 4.79% | $2,916.9万 | 10.5万股 | $2,793.4万 | 10.5万股 | -315股-0.30% | 减仓 |
 SERVICE INTLSCI |
| 4.22% | 5.21% | $2,793.7万 | 36.8万股 | $3,033.3万 | 36.8万股 | +150股+0.04% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.03% | 5.19% | $2,669.0万 | 6.7万股 | $3,026.2万 | 9.5万股 | -2.8万股-29.35% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 3.73% | 4.17% | $2,473.6万 | 10.4万股 | $2,430.0万 | 10.4万股 | +50股+0.05% | 加仓 |
 DONALDSONDCI |
| 3.69% | 3.94% | $2,444.7万 | 27.2万股 | $2,294.9万 | 27.0万股 | +1,925股+0.71% | 加仓 |
 KADANTKAI |
| 3.59% | 3.8% | $2,379.8万 | 7.6万股 | $2,214.1万 | 7.6万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 3.43% | 1.44% | $2,269.1万 | 47.2万股 | $841.0万 | 18.1万股 | +29.1万股+160.66% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 3.36% | 3.95% | $2,228.2万 | 16.9万股 | $2,300.5万 | 16.9万股 | +300股+0.18% | 加仓 |
 嘉信理财SCHW |
| 3.36% | 3.89% | $2,223.1万 | 24.1万股 | $2,264.3万 | 24.1万股 | 00.00% | 持仓不变 |
 FEDERAL SIGNALFSS |
| 3.28% | 1.16% | $2,175.1万 | 16.9万股 | $678.4万 | 6.3万股 | +10.7万股+169.86% | 加仓 |
 赛莱默XYL |
| 3.23% | 1.66% | $2,140.2万 | 18.1万股 | $965.9万 | 8.1万股 | +10.0万股+123.99% | 加仓 |
| RROLLINS COMROL |
| 3.12% | 4.18% | $2,068.9万 | 49.6万股 | $2,434.1万 | 45.6万股 | +4.0万股+8.76% | 加仓 |
 KORNIT DIGITALKRNT |
| 3.08% | 3.16% | $2,039.8万 | 125.5万股 | $1,839.3万 | 125.5万股 | +650股+0.05% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 2.81% | 3.31% | $1,860.6万 | 16.5万股 | $1,926.8万 | 16.5万股 | +440股+0.27% | 加仓 |
 RYAN SPECIALTYRYAN |
| 2.65% | 2.78% | $1,756.4万 | 46.5万股 | $1,619.6万 | 48.0万股 | -1.5万股-3.10% | 减仓 |
 PROGRESSIVEPGR |
| 2.19% | 2.26% | $1,447.9万 | 6.6万股 | $1,313.9万 | 6.6万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 2.13% | 3.74% | $1,410.0万 | 7.4万股 | $2,178.1万 | 11.5万股 | -4.1万股-35.56% | 减仓 |
 NEXGEN ENERGYNXE |
| 1.74% | 2.44% | $1,150.7万 | 122.6万股 | $1,420.4万 | 122.5万股 | +1,000股+0.08% | 加仓 |
| BBADGER METERBMI |
| 1.41% | 3.19% | $934.8万 | 6.3万股 | $1,861.0万 | 12.2万股 | -5.9万股-48.42% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.39% | 1.08% | $923.2万 | 7.0万股 | $629.2万 | 5.5万股 | +1.4万股+25.91% | 加仓 |
 沃特世WAT |
| 1.34% | 0.6% | $884.7万 | 2.4万股 | $349.0万 | 1.2万股 | +1.2万股+101.28% | 加仓 |
 HEICOHEI |
| 1.05% | 0.92% | $694.6万 | 2.0万股 | $534.7万 | 2.0万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 0.82% | 1.38% | $542.3万 | 11.1万股 | $803.1万 | 14.4万股 | -3.3万股-23.18% | 减仓 |
 GeneracGNRC |
| 0.71% | 0.66% | $472.9万 | 1.6万股 | $383.8万 | 2.0万股 | -3,500股-17.81% | 减仓 |
 辉瑞PFE |
| 0.6% | — | $397.3万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 微软MSFT |
| 0.6% | 0.67% | $394.2万 | 1.1万股 | $391.2万 | 1.1万股 | 00.00% | 持仓不变 |
 ORMAT TECHNOLOGIESORA |
| 0.43% | 0.54% | $284.2万 | 2.6万股 | $313.4万 | 2.8万股 | -1,900股-6.79% | 减仓 |
 Roper科技ROP |
| 0.1% | 0.12% | $67.7万 | 2,000股 | $70.8万 | 2,000股 | 00.00% | 持仓不变 |
 VIPER ENERGYVNOM |
| 0.05% | 0.06% | $32.6万 | 7,700股 | $36.2万 | 7,700股 | 00.00% | 持仓不变 |
| AATHA ENERGY ORDSASKF |
| 0.01% | 0.01% | $5.2万 | 7.5万股 | $4.4万 | 7.5万股 | 00.00% | 持仓不变 |
| SStallion Uranium CorpSTLNF |
| <0.01% | 0.01% | $2.5万 | 18.0万股 | $6.1万 | 18.0万股 | 00.00% | 持仓不变 |
