 科磊KLAC |
| 4.87% | 3.73% | $7.49亿 | 248.3万股 | $5.36亿 | 36.4万股 | +211.9万股+582.42% | 加仓 |
 英伟达NVDA |
| 4.85% | 4.43% | $7.45亿 | 372.3万股 | $6.35亿 | 364.1万股 | +8.2万股+2.24% | 加仓 |
 林德LIN |
| 4.79% | 5.92% | $7.37亿 | 141.9万股 | $8.49亿 | 171.2万股 | -29.2万股-17.08% | 减仓 |
 赛莱默XYL |
| 3.44% | 3.82% | $5.28亿 | 446.9万股 | $5.48亿 | 458.6万股 | -11.7万股-2.54% | 减仓 |
 微软MSFT |
| 3.28% | 3.07% | $5.04亿 | 135.1万股 | $4.40亿 | 118.9万股 | +16.2万股+13.61% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 3.07% | 2.67% | $4.72亿 | 358.4万股 | $3.83亿 | 281.7万股 | +76.6万股+27.20% | 加仓 |
 VERALTO COM SHSVLTO |
| 2.99% | 2.08% | $4.60亿 | 518.7万股 | $2.99亿 | 337.6万股 | +181.0万股+53.63% | 加仓 |
 CINTAS COMCTAS |
| 2.67% | 1.77% | $4.10亿 | 241.3万股 | $2.54亿 | 150.4万股 | +91.0万股+60.51% | 加仓 |
 WASTE CONNECTIONSWCN |
| 2.15% | 2.4% | $3.30亿 | 197.9万股 | $3.44亿 | 211.7万股 | -13.8万股-6.54% | 减仓 |
| CCOMPANHIA DE SANEAMENTO BASISBS |
| 1.97% | 1.43% | $3.02亿 | 5,232.4万股 | $2.06亿 | 674.2万股 | +4,558.2万股+676.05% | 加仓 |
 ADVANCED DRAIN SYS DELWMS |
| 1.89% | 1.84% | $2.90亿 | 184.6万股 | $2.64亿 | 192.8万股 | -8.2万股-4.23% | 减仓 |
 艺康ECL |
| 1.79% | 1.59% | $2.75亿 | 98.8万股 | $2.29亿 | 85.9万股 | +12.9万股+15.02% | 加仓 |
 哈勃HUBB |
| 1.66% | 2.34% | $2.55亿 | 48.7万股 | $3.35亿 | 68.3万股 | -19.6万股-28.69% | 减仓 |
| AAPTIVAPTV |
| 1.63% | 2.22% | $2.51亿 | 408.7万股 | $3.19亿 | 459.2万股 | -50.4万股-10.98% | 减仓 |
 VertivVRT |
| 1.59% | 1.89% | $2.44亿 | 73.0万股 | $2.72亿 | 108.4万股 | -35.5万股-32.73% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.45% | 1.47% | $2.22亿 | 167.5万股 | $2.10亿 | 184.4万股 | -16.9万股-9.17% | 减仓 |
 IDEXIEX |
| 1.42% | 1.25% | $2.18亿 | 96.2万股 | $1.80亿 | 94.8万股 | +1.4万股+1.48% | 加仓 |
 Watts水技术WTS |
| 1.38% | 1.19% | $2.13亿 | 54.3万股 | $1.71亿 | 58.8万股 | -4.5万股-7.59% | 减仓 |
 安费诺APH |
| 1.37% | 0.3% | $2.11亿 | 119.5万股 | $4,353.0万 | 34.5万股 | +85.1万股+246.95% | 加仓 |
 CORE & MAINCNM |
| 1.32% | 0.98% | $2.03亿 | 420.4万股 | $1.41亿 | 285.1万股 | +135.2万股+47.42% | 加仓 |
 迈威尔MRVL |
| 1.28% | 1.6% | $1.97亿 | 66.0万股 | $2.29亿 | 231.4万股 | -165.4万股-71.47% | 减仓 |
 RENAISSANCERE COMRNR |
| 1.27% | 1.32% | $1.95亿 | 61.5万股 | $1.90亿 | 63.8万股 | -2.2万股-3.50% | 减仓 |
 SMITH A OAOS |
| 1.15% | 1.97% | $1.76亿 | 281.4万股 | $2.82亿 | 427.8万股 | -146.5万股-34.23% | 减仓 |
 应用材料AMAT |
| 1.14% | 0.62% | $1.76亿 | 24.3万股 | $8,872.9万 | 26.0万股 | -1.7万股-6.46% | 减仓 |
 ITRONITRI |
| 1.08% | 1.37% | $1.67亿 | 192.7万股 | $1.97亿 | 219.3万股 | -26.6万股-12.14% | 减仓 |
 MascoMAS |
| 1.08% | 1% | $1.65亿 | 203.2万股 | $1.44亿 | 237.7万股 | -34.5万股-14.53% | 减仓 |
 万事达MA |
| 1.06% | 0.97% | $1.63亿 | 31.8万股 | $1.40亿 | 27.9万股 | +3.8万股+13.66% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.04% | 1.15% | $1.60亿 | 42.7万股 | $1.65亿 | 59.3万股 | -16.7万股-28.10% | 减仓 |
 滨特尔PNR |
| 1.04% | 1.04% | $1.60亿 | 208.7万股 | $1.49亿 | 171.5万股 | +37.2万股+21.68% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1% | 1.08% | $1.54亿 | 76.3万股 | $1.56亿 | 74.4万股 | +1.8万股+2.47% | 加仓 |
 西屋制动WAB |
| 0.98% | 0.55% | $1.51亿 | 55.9万股 | $7,955.9万 | 31.8万股 | +24.0万股+75.52% | 加仓 |
 AECOMACM |
| 0.97% | 0.82% | $1.49亿 | 212.8万股 | $1.17亿 | 138.3万股 | +74.6万股+53.93% | 加仓 |
 新思科技SNPS |
| 0.97% | 0.87% | $1.49亿 | 33.3万股 | $1.25亿 | 31.6万股 | +1.7万股+5.52% | 加仓 |
 迪尔DE |
| 0.95% | 0.07% | $1.46亿 | 23.0万股 | $1,043.9万 | 1.9万股 | +21.2万股+1,141.80% | 加仓 |
| BBADGER METERBMI |
| 0.91% | — | $1.40亿 | 94.6万股 | $0 | 0股 | +94.6万股 | 新买入 |
 ZURN ELKAY WATER SOLNSZWS |
| 0.87% | 0.82% | $1.33亿 | 263.4万股 | $1.17亿 | 260.9万股 | +2.5万股+0.94% | 加仓 |
| VVALMONT INDSVMI |
| 0.85% | 0.63% | $1.31亿 | 22.6万股 | $9,073.2万 | 22.7万股 | -995股-0.44% | 减仓 |
 富兰克林·ELEC INC COMFELE |
| 0.82% | 0.83% | $1.26亿 | 117.6万股 | $1.20亿 | 129.7万股 | -12.1万股-9.33% | 减仓 |
 联合太平洋铁路UNP |
| 0.81% | 1.27% | $1.24亿 | 45.5万股 | $1.82亿 | 74.8万股 | -29.3万股-39.14% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.75% | 0.25% | $1.15亿 | 114.2万股 | $3,570.0万 | 41.4万股 | +72.8万股+175.64% | 加仓 |
| TTETRA TECH NEWTTEK |
| 0.74% | 0.8% | $1.14亿 | 393.2万股 | $1.15亿 | 383.0万股 | +10.2万股+2.65% | 加仓 |
 苹果AAPL |
| 0.68% | 0.75% | $1.05亿 | 36.3万股 | $1.07亿 | 42.1万股 | -5.8万股-13.84% | 减仓 |
| N新纪元能源NEE |
| 0.67% | 0.03% | $1.03亿 | 117.6万股 | $420.7万 | 4.5万股 | +113.0万股+2,495.44% | 加仓 |
| QQXOQXO |
| 0.66% | 0.64% | $1.01亿 | 586.1万股 | $9,152.8万 | 471.3万股 | +114.8万股+24.36% | 加仓 |
 特灵科技TT |
| 0.65% | 0.66% | $9,923.8万 | 20.2万股 | $9,535.3万 | 22.9万股 | -2.7万股-11.70% | 减仓 |
 欧特克ADSK |
| 0.63% | 0.55% | $9,735.0万 | 50.1万股 | $7,842.7万 | 32.8万股 | +17.3万股+52.85% | 加仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.62% | 0.76% | $9,569.4万 | 83.6万股 | $1.10亿 | 82.4万股 | +1.2万股+1.45% | 加仓 |
 LITTELFUSELFUS |
| 0.58% | 0.82% | $8,982.1万 | 19.7万股 | $1.17亿 | 34.6万股 | -14.8万股-42.94% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.57% | 0.67% | $8,767.9万 | 6.3万股 | $9,671.3万 | 8.8万股 | -2.5万股-28.30% | 减仓 |
 Citizens金融CFG |
| 0.5% | 0.53% | $7,749.5万 | 110.6万股 | $7,642.5万 | 127.4万股 | -16.8万股-13.22% | 减仓 |
