포트폴리오 diff
Healthcare Of Ontario Pension Plan Trust Fund
Q1 2026 ⇄ Q2 2026
+150추가됨
−150제거됨
200규모 조정됨
224변동 없음
추가됨 (Q2 2026)
제거됨 (에 편입되어 있었음 Q1 2026)
규모 조정된 포지션
| 증권 | Q1 2026 주식 | Q2 2026 주식 | 변동 |
|---|---|---|---|
| NET CLOUDFLARE INC | 19.80K | 10.55M | +53175.3% |
| NCLH NORWEGIAN CRUISE LINE… | 28.61K | 2.57M | +8883.1% |
| ALGN ALIGN TECHNOLOGY INC | 4.19K | 264.16K | +6203.1% |
| IVZ INVESCO LTD | 27.90K | 1.61M | +5668.4% |
| BEN FRANKLIN RESOURCES INC | 19.30K | 816.57K | +4130.0% |
| SO SOUTHERN CO | 69.16K | 2.86M | +4030.3% |
| LEN LENNAR CORP | 13.56K | 533.16K | +3832.7% |
| DOC HEALTHPEAK PROPERTIES… | 43.67K | 1.63M | +3643.7% |
| HUBB HUBBELL INC | 3.34K | 117.30K | +3407.9% |
| FLNC FLUENCE ENERGY INC | 16.38K | 536.90K | +3177.6% |
| DOW DOW HLDGS INC | 45.08K | 1.42M | +3050.0% |
| IP INTERNATIONAL PAPER CO | 33.18K | 1.03M | +3013.9% |
| WRB BERKLEY W R CORP | 18.72K | 561.59K | +2899.8% |
| RL RALPH LAUREN CORP | 2.43K | 69.12K | +2745.5% |
| SMCI SUPER MICRO COMPUTER INC | 92.75K | 2.64M | +2741.3% |
| CNC CENTENE CORP DEL | 29.35K | 832.83K | +2737.3% |
| ACM AECOM | 13.70K | 363.00K | +2549.6% |
| EXPE EXPEDIA GROUP INC | 7.35K | 183.16K | +2391.6% |
| TPC TUTOR PERINI CORP | 9.79K | 238.90K | +2341.5% |
| TRGP TARGA RES CORP | 13.48K | 312.42K | +2217.5% |
| GWW WW GRAINGER INC | 2.75K | 61.42K | +2131.7% |
| TEX TEREX CORP NEW | 2.17K | 46.67K | +2051.6% |
| HRL HORMEL FOODS CORP | 18.32K | 385.33K | +2003.6% |
| VIK VIKING HOLDINGS LTD | 17.00K | 334.80K | +1869.4% |
| JBHT HUNT J B TRANS SVCS INC | 4.70K | 90.06K | +1818.1% |
| VMC VULCAN MATLS CO | 8.30K | 157.31K | +1794.9% |
| MTB M & T BK CORP | 9.54K | 179.16K | +1778.1% |
| UPS UNITED PARCEL SVCS INC | 46.42K | 867.68K | +1769.3% |
| BKNG BOOKING HOLDINGS INC | 68.01K | 1.27M | +1760.8% |
| HWM HOWMET AEROSPACE INC | 25.18K | 465.01K | +1746.6% |
| REG REGENCY CTRS CORP | 10.34K | 183.48K | +1674.1% |
| GPN GLOBAL PMTS INC | 14.95K | 264.63K | +1669.9% |
| AAUC ALLIED GOLD CORP | 25.68K | 445.00K | +1633.1% |
| AVB AVALONBAY CMNTYS INC | 18.30K | 315.69K | +1625.1% |
| WM WASTE MGMT INC DEL | 23.31K | 379.10K | +1526.6% |
| AJG GALLAGHER ARTHUR J & CO | 16.14K | 261.30K | +1519.1% |
| BDX BECTON DICKINSON & CO | 17.88K | 285.23K | +1494.9% |
| NTR NUTRIEN LTD | 111.09K | 1.76M | +1487.2% |
| LITE LUMENTUM HLDGS INC | 4.48K | 70.74K | +1478.0% |
| NUE NUCOR CORP | 14.38K | 226.44K | +1474.7% |
| CNP CENTERPOINT ENERGY INC | 41.02K | 637.90K | +1455.1% |
| DRI DARDEN RESTAURANTS INC | 7.24K | 111.16K | +1436.4% |
| KLAC KLA CORP | 211.61K | 3.18M | +1401.2% |
| IGV ISHARES TR | 800.00K | 11.50M | +1337.8% |
| DVN DEVON ENERGY CORP NEW | 38.97K | 559.90K | +1336.6% |
| PSX PHILLIPS 66 | 25.31K | 354.17K | +1299.5% |
| OKE ONEOK INC NEW | 39.52K | 551.39K | +1295.2% |
| CVS CVS HEALTH CORP | 79.91K | 1.11M | +1283.4% |
| TTD THE TRADE DESK INC | 27.66K | 364.90K | +1219.0% |
| VC VISTEON CORP | 6.54K | 82.00K | +1154.0% |
| EME EMCOR GROUP INC | 9.02K | 112.98K | +1152.9% |
| AAMI ACADIAN ASSET… | 21.30K | 249.08K | +1069.4% |
| CINF CINCINNATI FINL CORP | 9.80K | 105.67K | +977.9% |
| ANET ARISTA NETWORKS INC | 93.77K | 994.55K | +960.6% |
| LVS LAS VEGAS SANDS CORP | 102.70K | 1.07M | +943.6% |
| CHKP CHECK POINT SOFTWARE… | 12.87K | 131.45K | +921.8% |
| ULTA ULTA BEAUTY INC | 9.79K | 94.72K | +867.8% |
| TT TRANE TECHNOLOGIES PLC | 13.90K | 130.72K | +840.4% |
| ADC AGREE RLTY CORP | 98.00K | 915.00K | +833.7% |
| SMH VANECK ETF TRUST | 100.00K | 920.00K | +820.0% |
| SPGI S&P GLOBAL INC | 46.22K | 422.96K | +815.1% |
| EIX EDISON INTL | 80.15K | 705.48K | +780.2% |
| PODD INSULET CORP | 4.42K | 38.13K | +762.7% |
| WTW WILLIS TOWERS WATSON… | 5.97K | 50.91K | +752.1% |
| HIMS HIMS & HERS HEALTH INC | 35.95K | 303.88K | +745.3% |
| KALU KAISER ALUMINIUM… | 6.97K | 58.30K | +736.3% |
| MTRN MATERION CORP | 14.69K | 115.80K | +688.1% |
| ALLE ALLEGION PLC | 17.79K | 135.65K | +662.7% |
| WYNN WYNN RESORTS LTD | 5.30K | 40.44K | +662.4% |
| VRSK VERISK ANALYTICS INC | 44.93K | 342.19K | +661.5% |
| WAB WABTEC | 10.71K | 79.51K | +642.2% |
| TBBK BANCORP INC DEL | 12.52K | 91.53K | +630.8% |
| MTZ MASTEC INC | 15.70K | 112.10K | +614.0% |
| NSSC NAPCO SEC TECHNOLOGIES… | 32.21K | 224.30K | +596.3% |
| TECH BIO-TECHNE CORP | 9.83K | 64.79K | +559.0% |
| VG VENTURE GLOBAL INC | 251.00K | 1.62M | +544.7% |
| FIG FIGMA INC | 442.75K | 2.84M | +541.3% |
| CMG CHIPOTLE MEXICAN GRILL… | 165.00K | 1.02M | +519.0% |
| MSI MOTOROLA SOLUTIONS INC | 48.10K | 297.68K | +518.8% |
| ADP AUTOMATIC DATA… | 130.89K | 794.83K | +507.3% |
| DXCM DEXCOM INC | 152.01K | 918.57K | +504.3% |
| WMG WARNER MUSIC GROUP CORP | 30.81K | 182.43K | +492.1% |
| CTSH COGNIZANT TECHNOLOGY… | 166.51K | 970.50K | +482.9% |
| CTVA CORTEVA INC | 42.24K | 242.81K | +474.9% |
| FTI TECHNIPFMC PLC | 94.00K | 528.70K | +462.4% |
| Q QNITY ELECTRONICS INC | 40.56K | 225.49K | +455.9% |
| SYK STRYKER CORPORATION | 21.63K | 115.57K | +434.2% |
| NATL NCR ATLEOS CORPORATION | 70.00K | 373.52K | +433.6% |
| GLBE GLOBAL E ONLINE LTD | 88.33K | 459.10K | +419.8% |
| SYY SYSCO CORP | 109.89K | 567.80K | +416.7% |
| JBLU JETBLUE AIRWAYS CORP | 584.92K | 3.00M | +412.8% |
| FITB FIFTH THIRD BANCORP | 321.12K | 1.64M | +412.2% |
| EHC ENCOMPASS HEALTH CORP | 40.56K | 206.17K | +408.3% |
| CVNA CARVANA CO | 8.88K | 44.78K | +404.2% |
| SRE SEMPRA | 137.49K | 690.37K | +402.1% |
| AES AES CORP | 348.27K | 1.73M | +398.1% |
| RPM RPM INTL INC | 14.50K | 71.30K | +391.7% |
| ZTS ZOETIS INC | 26.51K | 127.11K | +379.4% |
| HLT HILTON WORLDWIDE HLDGS… | 14.40K | 68.63K | +376.5% |
| TER TERADYNE INC | 40.53K | 191.15K | +371.6% |
| STT STATE STR CORP | 92.53K | 435.40K | +370.5% |
| ROK ROCKWELL AUTOMATION INC | 14.36K | 66.96K | +366.4% |
| QSR RESTAURANT BRANDS INTL… | 123.60K | 576.20K | +366.2% |
| RSI RUSH STREET INTERACTIVE… | 116.00K | 532.00K | +358.6% |
| ORCL ORACLE CORP | 106.51K | 482.09K | +352.6% |
| AME AMETEK INC | 14.46K | 65.23K | +351.2% |
| ROKU ROKU INC | 42.00K | 183.90K | +337.9% |
| NFLX NETFLIX INC. | 1.62M | 7.06M | +336.8% |
| CNI CANADIAN NATL RY CO | 150.00K | 651.60K | +334.4% |
| KBH KB HOME | 12.11K | 52.53K | +333.9% |
| MIAX MIAMI INTL HLDGS INC | 240.00K | 1.04M | +333.1% |
| CME CME GROUP INC | 58.65K | 253.65K | +332.5% |
| XHB SPDR SERIES TRUST | 150.00K | 640.00K | +326.7% |
| PGR PROGRESSIVE CORP | 113.11K | 479.53K | +323.9% |
| MCY MERCURY GENL CORP NEW | 25.90K | 108.90K | +320.5% |
| RUN SUNRUN INC | 146.54K | 599.00K | +308.8% |
| HNGE HINGE HEALTH INC | 141.88K | 575.76K | +305.8% |
| SYF SYNCHRONY FINANCIAL | 384.84K | 1.53M | +297.4% |
| GS GOLDMAN SACHS GROUP INC | 182.44K | 717.56K | +293.3% |
| ITT ITT INC | 11.80K | 46.00K | +289.8% |
선택한 두 분기 간 원시 주식 수 비교 (보고된 수치 기준; 기간이 먼 분기 간 주식 분할은 여기서 조정되지 않음 — 운용사 페이지의 분기별 변동 탭은 분할 조정됨). 티커가 매핑된 보통주 포지션만 해당.
출처: 두 스냅샷 모두 해당 운용사의 파싱된 13F 정보 테이블(최종 접수 버전)에서 가져옵니다.
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