So sánh danh mục
Storebrand Asset Management As
Q1 2026 ⇄ Q2 2026
+22Đã thêm
−30Đã loại bỏ
200Đã điều chỉnh kích thước
110Không đổi
Đã thêm (Q2 2026)
| Chứng khoán | Giá trị | Cổ phần |
|---|---|---|
| JNJ JOHNSON & JOHNSON | $86.93M | 342.27K |
| TRI THOMSON REUTERS CORP | $76.99M | 942.72K |
| AMKR AMKOR TECHNOLOGY INC | $18.09M | 209.75K |
| BTSG BRIGHTSPRING HEALTH… | $16.76M | 240.34K |
| TTMI TTM TECHNOLOGIES INC | $15.71M | 84.00K |
| OPCH OPTION CARE HEALTH INC | $14.08M | 671.63K |
| FCFS FIRSTCASH HOLDINGS INC | $13.24M | 61.19K |
| FDXF FEDEX FGHT HLDG CO INC | $11.16M | 73.89K |
| DY DYCOM INDS INC | $10.97M | 21.70K |
| VGNT VERSIGENT PLC | $9.95M | 236.82K |
| RBC RBC BEARINGS INC | $9.66M | 15.00K |
| AUGO AURA MINERALS INC | $6.85M | 108.82K |
| SPCX SPACE EXPLORATION… | $4.85M | 28.36K |
| ERO ERO COPPER CORP | $4.76M | 177.98K |
| FTI TECHNIPFMC PLC | $2.95M | 44.42K |
| XPO XPO INC | $2.33M | 11.36K |
| FN FABRINET | $2.13M | 3.79K |
| CRCL CIRCLE INTERNET GROUP… | $1.83M | 29.14K |
| YMM FULL TRUCK ALLIANCE… | $1.80M | 221.68K |
| TIGO MILLICOM INTL… | $1.32M | 14.54K |
| MDLN MEDLINE INC | $1.02M | 25.86K |
| HNGE HINGE HEALTH INC | $36,520 | 440 |
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| ENTG ENTEGRIS INC | 83 | 6.31K | +7502.4% |
| BKNG BOOKING HOLDINGS INC | 19.68K | 493.38K | +2406.4% |
| NBIX NEUROCRINE BIOSCIENCES… | 581 | 7.07K | +1117.0% |
| LEG LEGGETT & PLATT INC | 10.18K | 110.18K | +982.4% |
| KLAC KLA CORP | 95.19K | 929.77K | +876.8% |
| TME TENCENT MUSIC ENTMT… | 548.15K | 4.20M | +665.3% |
| ILMN ILLUMINA INC | 13.31K | 78.96K | +493.1% |
| DLO DLOCAL LTD | 1.60K | 9.35K | +484.4% |
| CVNA CARVANA CO | 58.63K | 255.83K | +336.4% |
| BIIB BIOGEN INC | 4.22K | 15.81K | +274.4% |
| TW TRADEWEB MKTS INC | 7.00K | 24.79K | +254.2% |
| DOW DOW HLDGS INC | 280.51K | 951.28K | +239.1% |
| CDW CDW CORP | 5.05K | 15.93K | +215.7% |
| NDSN NORDSON CORP | 708 | 1.91K | +170.2% |
| LCID LUCID GROUP INC | 83.77K | 214.91K | +156.5% |
| ARES ARES MANAGEMENT… | 8.54K | 20.43K | +139.4% |
| TASK TASKUS INC | 521.20K | 1.12M | +115.8% |
| YORW YORK WTR CO | 27.11K | 57.50K | +112.1% |
| PAYX PAYCHEX INC | 79.83K | 168.14K | +110.6% |
| ALAB ASTERA LABS INC | 19.74K | 39.13K | +98.2% |
| IT GARTNER INC | 6.62K | 446 | -93.3% |
| KEYS KEYSIGHT TECHNOLOGIES… | 31.21K | 59.16K | +89.5% |
| BMRN BIOMARIN PHARMACEUTICAL… | 1.79K | 208 | -88.4% |
| MTD METTLER TOLEDO… | 624 | 99 | -84.1% |
| MANH MANHATTAN ASSOCIATES INC | 483 | 100 | -79.3% |
| COLD AMERICOLD REALTY TRUST… | 814.26K | 175.94K | -78.4% |
| INTR INTER & CO INC | 101.67K | 22.15K | -78.2% |
| BZH BEAZER HOMES USA INC | 388.87K | 87.93K | -77.4% |
| LYB LYONDELLBASELL… | 24.98K | 44.20K | +76.9% |
| CSIQ CANADIAN SOLAR INC | 92.63K | 163.25K | +76.2% |
| BR BROADRIDGE FINL… | 92.46K | 162.65K | +75.9% |
| DKNG DRAFTKINGS INC NEW | 29.43K | 7.29K | -75.2% |
| BAX BAXTER INTL INC | 8.01K | 2.00K | -75.0% |
| EIX EDISON INTL | 87.32K | 151.85K | +73.9% |
| TTD THE TRADE DESK INC | 24.40K | 6.42K | -73.7% |
| GGG GRACO INC | 13.82K | 23.94K | +73.2% |
| CSGP COSTAR GROUP INC | 36.08K | 10.08K | -72.1% |
| GDDY GODADDY INC | 25.39K | 43.28K | +70.5% |
| DVN DEVON ENERGY CORP NEW | 342.16K | 579.97K | +69.5% |
| ERIE ERIE INDTY CO | 369 | 624 | +69.1% |
| HUBS HUBSPOT INC | 3.27K | 1.13K | -65.5% |
| IQ IQIYI INC | 30.06K | 10.46K | -65.2% |
| MTCH MATCH GROUP INC NEW | 2.22K | 806 | -63.6% |
| PODD INSULET CORP | 10.50K | 3.84K | -63.5% |
| AWR AMER STATES WTR CO | 24.20K | 39.03K | +61.3% |
| XPEV XPENG INC | 12.64K | 4.90K | -61.2% |
| SID COMPANHIA SIDERURGICA… | 224.83K | 87.44K | -61.1% |
| ELS EQUITY LIFESTYLE… | 25.09K | 9.79K | -61.0% |
| IFF INTERNATIONAL… | 16.26K | 26.11K | +60.6% |
| HSIC SCHEIN HENRY INC | 749 | 300 | -59.9% |
| ACMR ACM RESH INC | 180.00K | 80.51K | -55.3% |
| UMC UNITED MICROELECTRONICS… | 307.35K | 146.88K | -52.2% |
| BG BUNGE GLOBAL SA | 237.85K | 361.29K | +51.9% |
| WPC WP CAREY INC | 282.15K | 427.39K | +51.5% |
| DD DUPONT DE NEMOURS INC | 223.54K | 109.77K | -50.9% |
| RVMD REVOLUTION MEDICINES INC | 53.37K | 80.25K | +50.4% |
| JKS JINKOSOLAR HLDG CO LTD | 1.07M | 1.60M | +49.5% |
| CRWV COREWEAVE INC | 57.69K | 85.47K | +48.2% |
| LNG CHENIERE ENERGY INC | 137.50K | 73.72K | -46.4% |
| MNDY MONDAY COM LTD | 1.16K | 627 | -45.9% |
| CDE COEUR MNG INC | 1.01M | 1.47M | +45.1% |
| IONQ IONQ INC | 68.11K | 98.78K | +45.0% |
| YUMC YUM CHINA HLDGS INC | 49.77K | 27.95K | -43.8% |
| BEKE KE HLDGS INC | 126.02K | 71.23K | -43.5% |
| TYL TYLER TECHNOLOGIES INC | 15.54K | 22.21K | +42.9% |
| FG F&G ANNUITIES & LIFE INC | 1.42K | 834 | -41.4% |
| TOST TOAST INC | 14.98K | 8.82K | -41.1% |
| IP INTERNATIONAL PAPER CO | 158.58K | 93.99K | -40.7% |
| PINS PINTEREST INC | 86.55K | 51.31K | -40.7% |
| CNM CORE & MAIN INC | 33.74K | 47.19K | +39.9% |
| VLTO VERALTO CORP | 257.83K | 359.75K | +39.5% |
| COHR COHERENT CORP | 29.48K | 41.09K | +39.4% |
| CFG CITIZENS FINL GROUP INC | 16.03K | 9.73K | -39.3% |
| ON ON SEMICONDUCTOR CORP | 44.70K | 62.17K | +39.1% |
| RIVN RIVIAN AUTOMOTIVE INC | 320.08K | 444.95K | +39.0% |
| SNDK SANDISK CORP | 22.03K | 13.44K | -39.0% |
| SBSW SIBANYE STILLWATER LTD | 1.53M | 2.12M | +38.6% |
| CPAY CORPAY INC | 2.54K | 3.51K | +37.9% |
| INSM INSMED INC | 90.83K | 124.85K | +37.5% |
| M MACYS INC | 214.18K | 294.18K | +37.4% |
| DINO HF SINCLAIR CORP | 214.92K | 134.92K | -37.2% |
| TER TERADYNE INC | 144.39K | 91.88K | -36.4% |
| AIZ ASSURANT INC | 5.04K | 3.21K | -36.3% |
| BLDP BALLARD PWR SYS INC NEW | 683.52K | 443.17K | -35.2% |
| GEHC GE HEALTHCARE… | 468.02K | 631.81K | +35.0% |
| HDB HDFC BANK LTD | 5.72K | 7.70K | +34.5% |
| BMI BADGER METER INC | 155.58K | 209.23K | +34.5% |
| FFIV F5 INC | 92.61K | 61.40K | -33.7% |
| WSO WATSCO INC | 28.18K | 37.60K | +33.5% |
| SWK STANLEY BLACK & DECKER… | 5.82K | 3.95K | -32.1% |
| JOYY JOYY INC | 85.51K | 58.78K | -31.3% |
| JELD JELD-WEN HLDG INC | 158.12K | 109.74K | -30.6% |
| POOL POOL CORP | 3.97K | 2.77K | -30.3% |
| BVN COMPANIA DE MINAS… | 905.35K | 637.37K | -29.6% |
| RGA REINSURANCE GROUP AMER… | 13.21K | 9.31K | -29.5% |
| DAR DARLING INGREDIENTS INC | 855.38K | 602.83K | -29.5% |
| MRVL MARVELL TECHNOLOGY INC | 309.71K | 399.15K | +28.9% |
| ARE ALEXANDRIA REAL ESTATE… | 5.99K | 7.69K | +28.5% |
| CF CF INDUSTRIES HOLD | 320.05K | 410.06K | +28.1% |
| MKL MARKEL GROUP INC | 4.79K | 3.45K | -28.0% |
| WTW WILLIS TOWERS WATSON… | 62.88K | 45.34K | -27.9% |
| DECK DECKERS OUTDOOR CORP | 6.04K | 7.71K | +27.7% |
| ZBRA ZEBRA TECHNOLOGIES… | 1.27K | 922 | -27.5% |
| VRSK VERISK ANALYTICS INC | 82.90K | 105.50K | +27.3% |
| SOLS SOLSTICE ADVANCED MATLS… | 222.56K | 282.56K | +27.0% |
| OKLO OKLO INC | 27.39K | 20.03K | -26.9% |
| ADSK AUTODESK INC | 460.88K | 581.50K | +26.2% |
| HOOD ROBINHOOD MKTS INC | 379.92K | 280.53K | -26.2% |
| CCL CARNIVAL CORP LTD | 992.84K | 735.29K | -25.9% |
| FIX COMFORT SYS USA INC | 64.51K | 48.03K | -25.6% |
| FTAI FTAI AVIATION LTD | 93.10K | 116.68K | +25.3% |
| OGN ORGANON & CO | 9.79K | 7.31K | -25.3% |
| HRL HORMEL FOODS CORP | 47.40K | 59.36K | +25.2% |
| MAS MASCO CORP | 58.84K | 44.14K | -25.0% |
| ROP ROPER TECHNOLOGIES INC | 80.88K | 101.04K | +24.9% |
| MOD MODINE MFG CO | 15.14K | 11.41K | -24.6% |
| TRMB TRIMBLE INC | 922.93K | 1.15M | +24.5% |
| ACI ALBERTSONS COMPANIES INC | 594.83K | 740.22K | +24.4% |
| DOC HEALTHPEAK PROPERTIES… | 224.13K | 169.46K | -24.4% |
| BDX BECTON DICKINSON & CO | 408.38K | 507.11K | +24.2% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý