ポートフォリオ差分
Connor, Clark & Lunn Investment Management Ltd.
Q1 2026 ⇄ Q2 2026
+150追加済み
−150除外
200サイズ変更済み
30変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| S SENTINELONE INC | 12.47K | 781.49K | +6167.4% |
| CME CME GROUP INC | 1.61K | 76.99K | +4675.9% |
| PHM PULTE GROUP INC | 2.07K | 88.06K | +4156.4% |
| APH AMPHENOL CORP | 7.06K | 249.87K | +3438.3% |
| OLED UNIVERSAL DISPLAY CORP | 3.55K | 119.05K | +3255.5% |
| MUSA MURPHY USA INC | 997 | 30.48K | +2957.4% |
| PHG KONINKLIJKE PHILIPS N V | 21.21K | 563.72K | +2557.7% |
| BJ BJS WHSL CLUB HLDGS INC | 13.03K | 312.34K | +2297.4% |
| DT DYNATRACE INC | 13.56K | 322.98K | +2281.7% |
| OKE ONEOK INC NEW | 19.22K | 438.94K | +2183.8% |
| ABEV AMBEV SA | 22.03K | 460.36K | +1989.6% |
| GGB GERDAU SA | 74.78K | 1.55M | +1973.1% |
| ANET ARISTA NETWORKS INC | 44.25K | 866.30K | +1857.8% |
| MPWR MONOLITHIC PWR SYS INC | 2.02K | 37.77K | +1773.3% |
| UNM UNUM GROUP | 7.98K | 144.85K | +1715.8% |
| ATOM ATOMERA INC | 21.09K | 352.20K | +1570.2% |
| PTEN PATTERSON-UTI ENERGY INC | 63.59K | 989.84K | +1456.5% |
| RDDT REDDIT INC | 5.65K | 85.04K | +1404.9% |
| CSCO CISCO SYS INC | 71.12K | 1.06M | +1395.7% |
| ATMU ATMUS FILTRATION… | 4.36K | 63.10K | +1346.9% |
| BMM BLUE MOON METALS INC | 274.03K | 3.88M | +1314.3% |
| ABM ABM INDS INC | 8.40K | 103.00K | +1126.3% |
| LFUS LITTELFUSE INC | 4.57K | 55.89K | +1124.0% |
| IR INGERSOLL RAND INC | 2.76K | 33.27K | +1104.5% |
| CLSK CLEANSPARK INC | 181.16K | 2.18M | +1103.5% |
| DD DUPONT DE NEMOURS INC | 23.57K | 280.72K | +1091.2% |
| VZLA VIZSLA SILVER CORP | 238.80K | 2.83M | +1084.6% |
| MO ALTRIA GROUP INC | 59.75K | 702.03K | +1074.9% |
| LPLA LPL FINL HLDGS INC | 1.24K | 14.29K | +1048.6% |
| CSGP COSTAR GROUP INC | 107.68K | 1.17M | +986.3% |
| PLAB PHOTRONICS INC | 14.01K | 150.06K | +971.3% |
| BHE BENCHMARK ELECTRS INC | 3.91K | 41.42K | +959.5% |
| AMN AMN HEALTHCARE SVCS INC | 18.58K | 186.80K | +905.4% |
| DHI D R HORTON INC | 14.94K | 148.25K | +892.6% |
| INTU INTUIT | 6.36K | 62.04K | +875.2% |
| MCHP MICROCHIP TECHNOLOGY… | 55.51K | 514.14K | +826.3% |
| SONO SONOS INC | 36.12K | 317.43K | +778.8% |
| MCK MCKESSON CORP | 6.32K | 52.97K | +738.7% |
| SITM SITIME CORP | 5.28K | 42.60K | +706.5% |
| NCLH NORWEGIAN CRUISE LINE… | 13.27K | 106.82K | +704.9% |
| NMRK NEWMARK GROUP INC | 27.95K | 224.80K | +704.3% |
| BURL BURLINGTON STORES INC | 6.15K | 49.05K | +697.9% |
| LKQ LKQ CORP | 7.95K | 61.90K | +678.9% |
| BOOT BOOT BARN HLDGS INC | 2.93K | 21.52K | +634.3% |
| ZIM ZIM INTEGRATED SHIPPING… | 8.86K | 62.73K | +607.7% |
| GAP GAP INC | 98.72K | 684.89K | +593.8% |
| SPOT SPOTIFY TECHNOLOGY S A | 29.77K | 200.27K | +572.8% |
| WTTR SELECT WATER SOLUTIONS… | 64.64K | 428.80K | +563.3% |
| FANG DIAMONDBACK ENERGY INC | 46.66K | 305.96K | +555.8% |
| SWBI SMITH & WESSON BRANDS… | 23.28K | 150.69K | +547.3% |
| CRWD CROWDSTRIKE HLDGS INC | 7.34K | 46.36K | +531.7% |
| AGX ARGAN INC | 3.46K | 21.65K | +525.1% |
| CRUS CIRRUS LOGIC INC | 22.56K | 139.08K | +516.5% |
| TENB TENABLE HLDGS INC | 91.89K | 550.27K | +498.9% |
| ERO ERO COPPER CORP | 125.60K | 745.51K | +493.6% |
| RRX REGAL REXNORD… | 3.96K | 23.27K | +487.5% |
| SILC SILICOM LTD | 12.42K | 69.02K | +455.7% |
| TMO THERMO FISHER… | 6.79K | 36.27K | +434.0% |
| GPC GENUINE PARTS CO | 29.55K | 154.39K | +422.4% |
| FMX FOMENTO ECONOMICO… | 166.01K | 850.83K | +412.5% |
| IVZ INVESCO LTD | 259.80K | 1.33M | +412.3% |
| OABI OMNIAB INC | 14.14K | 72.36K | +411.9% |
| ZS ZSCALER INC | 141.92K | 724.56K | +410.5% |
| ASO ACADEMY SPORTS &… | 33.13K | 168.70K | +409.2% |
| VOD VODAFONE GROUP PLC | 882.83K | 4.47M | +406.8% |
| ABUS ARBUTUS BIOPHARMA CORP | 25.86K | 130.02K | +402.8% |
| LYB LYONDELLBASELL… | 81.17K | 397.80K | +390.1% |
| CIB GRUPO CIBEST SA | 8.62K | 42.20K | +389.6% |
| LYV LIVE NATION… | 108.61K | 531.51K | +389.4% |
| RMD RESMED INC | 29.26K | 142.30K | +386.3% |
| SAN BANCO SANTANDER SA | 490.42K | 2.38M | +384.9% |
| INSM INSMED INC | 46.23K | 212.68K | +360.0% |
| TRNO TERRENO RLTY CORP | 6.72K | 30.09K | +347.6% |
| MXL MAXLINEAR INC | 141.88K | 633.10K | +346.2% |
| CHWY CHEWY INC | 142.15K | 627.76K | +341.6% |
| MLI MUELLER INDS INC | 2.78K | 12.25K | +340.5% |
| AVPT AVEPOINT INC | 60.65K | 262.20K | +332.3% |
| MX MAGNACHIP SEMICONDUCTOR… | 96.72K | 412.85K | +326.8% |
| FNV FRANCO NEV CORP | 149.47K | 632.47K | +323.2% |
| ESS ESSEX PPTY TR INC | 959 | 4.01K | +318.1% |
| CVLT COMMVAULT SYS INC | 16.49K | 68.36K | +314.7% |
| ADT ADT INC DEL | 178.57K | 739.46K | +314.1% |
| TFII TFI INTERNATIONAL INC | 230.13K | 950.31K | +312.9% |
| XP XP INC | 84.47K | 348.65K | +312.7% |
| PUMP PROPETRO HLDG CORP | 161.97K | 655.94K | +305.0% |
| EFX EQUIFAX INC | 5.87K | 23.76K | +304.5% |
| FIGS FIGS INC | 145.77K | 584.57K | +301.0% |
| EAT BRINKER INTL INC | 20.14K | 79.86K | +296.6% |
| CVGI COMMERCIAL VEH GROUP INC | 28.84K | 112.54K | +290.2% |
| DY DYCOM INDS INC | 12.78K | 49.45K | +286.8% |
| RF REGIONS FINANCIAL CORP… | 60.88K | 235.23K | +286.4% |
| MRTN MARTEN TRANS LTD | 33.04K | 125.45K | +279.7% |
| BOX BOX INC | 77.93K | 294.76K | +278.2% |
| WAFD WAFD INC | 7.82K | 29.45K | +276.6% |
| KD KYNDRYL HLDGS INC | 118.67K | 446.67K | +276.4% |
| PCOR PROCORE TECHNOLOGIES INC | 4.28K | 16.01K | +274.3% |
| FHI FEDERATED HERMES INC | 12.43K | 46.14K | +271.1% |
| ONB OLD NATL BANCORP IND | 10.99K | 40.56K | +269.0% |
| WH WYNDHAM HOTELS &… | 18.44K | 67.43K | +265.6% |
| MQ MARQETA INC | 208.04K | 758.25K | +264.5% |
| CORZ CORE SCIENTIFIC INC NEW | 457.34K | 1.64M | +258.5% |
| AVT AVNET INC | 70.19K | 250.23K | +256.5% |
| MAA MID-AMER APT CMNTYS INC | 2.76K | 9.71K | +252.3% |
| BRZE BRAZE INC | 167.18K | 584.97K | +249.9% |
| EVH EVOLENT HEALTH INC | 67.30K | 227.71K | +238.3% |
| ABT ABBOTT LABORATORIES | 261.06K | 869.13K | +232.9% |
| ING ING GROEP N.V. | 345.40K | 1.14M | +229.8% |
| ULTA ULTA BEAUTY INC | 33.64K | 110.78K | +229.3% |
| ALHC ALIGNMENT HEALTHCARE INC | 46.93K | 152.55K | +225.1% |
| LTC LTC PPTYS INC | 9.61K | 31.04K | +223.1% |
| FLO FLOWERS FOODS INC | 327.59K | 1.06M | +223.0% |
| AMKR AMKOR TECHNOLOGY INC | 129.09K | 413.25K | +220.1% |
| KVHI KVH INDS INC | 13.27K | 42.38K | +219.3% |
| PHI PLDT INC | 14.30K | 45.43K | +217.6% |
| AIP ARTERIS INC | 48.00K | 151.91K | +216.5% |
| SPXC SPX TECHNOLOGIES INC | 6.65K | 20.99K | +215.7% |
| TDS TELEPHONE & DATA SYS INC | 70.11K | 219.43K | +213.0% |
| SSREF SSR MINING IN | 642.02K | 1.99M | +209.7% |
| AEHR AEHR TEST SYS | 218.81K | 670.76K | +206.5% |
| ECVT ECOVYST INC | 186.70K | 571.90K | +206.3% |
選択した2四半期間の株数の生データ比較（報告値のまま。期間が離れた四半期間の株式分割は、ここでは調整していません。マネジャーページの四半期変化タブは分割調整済みです。）。ティッカーがマッピングされた普通株ポジションのみが対象です。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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