MQWAY

AMZN

Amazon.com Inc.

10.60%

가치 $3,376.6M

변동률 +12.25%

REDUCE 9.20%

MSFT

Microsoft Corp.

7.00%

가치 $2,230.2M

변동률 +25.30%

REDUCE 7.33%

V

Visa Inc.

6.63%

가치 $2,111.1M

변동률 +5.64%

REDUCE 8.44%

ORCL

Oracle Corp.

5.54%

가치 $1,762.9M

변동률 +24.47%

ADD 17.58%

MA

Mastercard Inc.

5.53%

가치 $1,760.1M

변동률 +7.66%

REDUCE 8.05%

ABT

Abbott Labs

4.74%

가치 $1,510.3M

변동률 +0.70%

REDUCE 10.27%

SHOP

Shopify Inc.

4.58%

가치 $1,458.0M

변동률 +16.68%

REDUCE 10.59%

LLY

Eli Lilly & Co.

4.55%

가치 $1,449.1M

변동률 -6.78%

ADD 35.45%

ZTS

Zoetis Inc.

4.55%

가치 $1,448.4M

변동률 +3.35%

ADD 17.55%

AON

Aon Plc

3.77%

가치 $1,200.4M

변동률 -7.02%

ADD 318.13%

GOOG

Alphabet Inc. CL C

3.65%

가치 $1,161.5M

변동률 +11.96%

REDUCE 32.88%

TMO

Thermo Fisher Scientific

3.63%

가치 $1,155.7M

변동률 -19.23%

REDUCE 5.64%

ADBE

Adobe Inc.

3.39%

가치 $1,081.0M

변동률 +8.71%

REDUCE 6.53%

MSCI

MSCI Inc.

3.32%

가치 $1,056.4M

변동률 +0.56%

REDUCE 8.07%

ACN

Accenture

3.14%

가치 $1,001.2M

변동률 +1.80%

REDUCE 9.02%

ABNB

Airbnb Inc.

2.90%

가치 $923.0M

변동률 +17.73%

REDUCE 5.97%

WDAY

Workday Inc.

2.89%

가치 $921.2M

변동률 +8.22%

REDUCE 8.00%

NFLX

Netflix Inc.

2.60%

가치 $828.2M

변동률 +33.13%

REDUCE 48.60%

NOW

ServiceNow Inc.

2.37%

가치 $756.1M

변동률 +29.40%

REDUCE 41.90%

PAYC

Paycom Software Inc.

2.13%

가치 $676.8M

변동률 +21.62%

REDUCE 2.33%

AAPL

Apple Inc.

1.87%

가치 $595.6M

변동률 -8.20%

REDUCE 56.54%

UNH

United Health Group Inc.

1.71%

가치 $543.4M

변동률 -42.11%

REDUCE 7.82%

CSGP

CoStar Group Inc.

1.64%

가치 $523.1M

변동률 -0.90%

ADD 1.61%

SBUX

Starbucks Corp.

1.58%

가치 $503.5M

변동률 -8.61%

BUY

IT

Gartner Inc.

1.10%

가치 $350.7M

변동률 +0.67%

REDUCE 7.44%

SAP

SAP SE

0.46%

가치 $145.7M

변동률 +15.41%

REDUCE 45.73%

IWF

iShares Russell 1000 Growth ETF

0.44%

가치 $139.2M

변동률 +12.87%

REDUCE 23.45%

MELI

Mercadolibre Inc.

0.42%

가치 $133.7M

변동률 +27.25%

ADD 87.28%

WTW

Willis Towers Watson plc

0.39%

가치 $123.9M

변동률 -8.50%

ADD 185.05%

ICLR

ICON plc

0.35%

가치 $111.1M

변동률 -20.50%

REDUCE 10.75%

GOOGL

Alphabet Inc.

0.30%

가치 $94.5M

변동률 +12.31%

REDUCE 50.34%

GLOB

Globant S.A.

0.29%

가치 $91.2M

변동률 -14.31%

ADD 22.05%

NVO

Novo Nordisk A S

0.22%

가치 $69.6M

변동률 +7.47%

REDUCE 84.36%

MDT

Medtronic plc

0.18%

가치 $56.6M

변동률 -2.69%

REDUCE 19.55%

ADP

Automatic Data Processing Inc.

0.16%

가치 $50.9M

변동률 +6.96%

REDUCE 7.36%

ACWI

iShares MSCI ACWI ETF

0.14%

가치 $44.8M

변동률 +8.05%

ADD 21.08%

HDB

HDFC Bank Ltd.

0.14%

가치 $43.3M

변동률 +16.62%

REDUCE 15.95%

ASML

ASML Holding NV

0.11%

가치 $34.9M

변동률 +13.64%

REDUCE 15.23%

NU

Nu Holdings Ltd

0.10%

가치 $30.4M

변동률 +18.65%

ADD 32.37%

TME

Tencent Music Entertainment Grp

0.09%

가치 $28.5M

변동률 +24.64%

ADD 86.75%

SPOT

Spotify Technology S.A.

0.07%

가치 $21.3M

변동률 +29.49%

REDUCE 36.33%

MNDY

monday.com Ltd.

0.05%

가치 $17.3M

변동률 +25.55%

ADD 33.98%

EXLS

ExlService Holdings Inc.

0.04%

가치 $12.3M

변동률 +1.65%

REDUCE 18.61%

ONON

On Holding AG

0.03%

가치 $10.5M

변동률 +28.78%

REDUCE 14.17%

CCCS

CCC Intelligent Solutions Hldgs Inc.

0.02%

가치 $4.9M

변동률 -0.44%

REDUCE 28.55%

CNM

Core & Main Inc Class A

0.02%

가치 $6.0M

변동률 +23.54%

REDUCE 7.94%

DLO

DLocal Ltd

0.02%

가치 $5.2M

변동률 +25.78%

ADD 0.03%

FSV

Firstservice Corp

0.02%

가치 $4.9M

변동률 +6.10%

REDUCE 9.53%

GSHD

Goosehead Insurance Inc.

0.02%

가치 $7.2M

변동률 -4.96%

REDUCE 27.27%

HLI

Houlihan Lokey Inc.

0.02%

가치 $5.2M

변동률 +9.66%

REDUCE 10.29%

HLNE

Hamilton Lane Inc. CL A

0.02%

가치 $7.8M

변동률 +1.45%

REDUCE 5.97%

LVS

Las Vegas Sands Corp.

0.02%

가치 $5.4M

변동률 +4.12%

REDUCE 9.76%

MEDP

Medpace Holdings Inc.

0.02%

가치 $7.5M

변동률 -2.69%

ADD 50.81%

NSIT

Insight Enterprises Inc.

0.02%

가치 $6.3M

변동률 -10.79%

ADD 1.69%

PCTY

Paylocity Holding Corp.

0.02%

가치 $5.9M

변동률 +3.70%

ADD 9.23%

PDD

Pinduoduo Inc.

0.02%

가치 $7.8M

변동률 -15.00%

REDUCE 1.34%

PGNY

Progyny Inc.

0.02%

가치 $5.8M

변동률 -2.95%

ADD 0.31%

RMBS

Rambus Inc.

0.02%

가치 $5.7M

변동률 +10.91%

ADD 9.93%

VUG

Vanguard Growth ETF

0.02%

가치 $5.4M

변동률 +13.80%

REDUCE 62.64%

AAON

AAON Inc.

0.01%

가치 $3.9M

변동률 +23.74%

ADD 56.75%

ACWX

iShares MSCI ACWI EX U.S. ETF

0.01%

가치 $3.3M

변동률 +9.16%

REDUCE 84.55%

AIT

Applied Industrial Tech.

0.01%

가치 $4.8M

변동률 +2.88%

ADD 14.03%

BDC

Belden Inc.

0.01%

가치 $3.1M

변동률 +10.54%

ADD 26.81%

BL

BlackLine Inc.

0.01%

가치 $2.7M

변동률 +18.44%

REDUCE 12.25%

BROS

Dutch Bros Inc Class A

0.01%

가치 $4.2M

변동률 +18.37%

REDUCE 35.13%

CATH

Global X S&P 500 Catholic Values ETF

0.01%

가치 $3.6M

변동률 +8.08%

ADD 11.95%

CRM

Salesforce.com

0.01%

가치 $2.2M

변동률 +2.28%

REDUCE 57.83%

CWAN

Clearwater Analytics Hds A

0.01%

가치 $3.3M

변동률 -10.78%

REDUCE 10.81%

ELF

e.l.f. Beauty, Inc.

0.01%

가치 $4.4M

변동률 +87.39%

ADD 12.77%

EPAM

EPAM Systems Inc.

0.01%

가치 $2.8M

변동률 +5.56%

ADD 22.73%

FN

Fabrinet

0.01%

가치 $3.0M

변동률 +18.95%

ADD 20.98%

GNRC

Generac Holdings Inc.

0.01%

가치 $4.2M

변동률 +1.04%

REDUCE 24.78%

IBP

Installed Building Products

0.01%

가치 $2.7M

변동률 -3.72%

REDUCE 0.65%

IWM

iShares Russell 2000 ETF

0.01%

가치 $2.1M

변동률 +6.23%

ADD 3.55%

KNSL

Kinsale Capital Group Inc.

0.01%

가치 $2.1M

변동률 -2.16%

REDUCE 5.65%

POOL

Pool Corp.

0.01%

가치 $1.8M

변동률 -6.67%

REDUCE 5.79%

QLYS

Qualys Inc.

0.01%

가치 $2.1M

변동률 +12.67%

REDUCE 10.48%

RGEN

Repligen Corp.

0.01%

가치 $3.9M

변동률 +0.83%

REDUCE 23.80%

ROAD

Construction Partners Inc. CL A

0.01%

가치 $2.5M

변동률 +53.53%

ADD 8.70%

RVLV

Revolve Group Inc.

0.01%

가치 $3.4M

변동률 +3.68%

REDUCE 47.37%

SGOV

Ishares 0 3 Month Treasury B

0.01%

가치 $2.3M

변동률 -0.25%

ADD 318.37%

SITE

SiteOne Landscape Supply Inc.

0.01%

가치 $2.6M

변동률 +0.47%

REDUCE 11.61%

TECH

Bio-Techne Corp.

0.01%

가치 $2.7M

변동률 -16.94%

ADD 123.09%

TREX

Trex Company Inc.

0.01%

가치 $4.6M

변동률 -2.50%

ADD 39.94%

WRBY

Warby Parker Inc.

0.01%

가치 $2.7M

변동률 +18.38%

REDUCE 54.01%

WSC

WillScot Mobile Mini Hldgs Corp.

0.01%

가치 $3.3M

변동률 +1.51%

REDUCE 6.48%

YUMC

Yum China Holdings Inc.

0.01%

가치 $4.5M

변동률 -17.27%

ADD 0.05%

ADSK

Autodesk Inc.

0.00%

가치 $0.6M

변동률 +13.73%

REDUCE 52.55%

AMN

AMN Healthcare Services

0.00%

가치 $0.9M

변동률 -13.70%

ADD 1.11%

BIL

SPDR Bloomberg 1 3 Month T B

0.00%

가치 $0.5M

변동률 -0.28%

BUY

BLD

TopBuild Corp.

0.00%

가치 $1.5M

변동률 -2.58%

REDUCE 5.54%

BSY

Bentley Systems Inc Class B

0.00%

가치 $0.8M

변동률 +26.43%

REDUCE 9.08%

BWMN

Bowman Consulting Group Ltd

0.00%

가치 $0.8M

변동률 +23.68%

REDUCE 9.11%

CIGI

Colliers International Group Inc.

0.00%

가치 $1.0M

변동률 +3.98%

REDUCE 3.56%

CLBT

Cellebrite Di Ltd

0.00%

가치 $0.3M

변동률 -15.06%

ADD 47.09%

DT

Dynatrace Inc.

0.00%

가치 $1.3M

변동률 +16.62%

REDUCE 7.94%

ENTG

Entegris Inc.

0.00%

가치 $1.0M

변동률 -16.61%

ADD 4.65%

FIX

Comfort Systems USA Inc.

0.00%

가치 $0.4M

변동률 +58.32%

BUY

FND

Floor & Decor Holdings

0.00%

가치 $0.7M

변동률 -11.20%

REDUCE 8.94%

IOO

Ishares Global 100 ETF

0.00%

가치 $0.3M

변동률 -15.13%

REDUCE 63.12%

IWO

Ishares Russell 2000 Growth

0.00%

가치 $0.4M

변동률 +9.65%

BUY

KARO

Karooooo Ltd

0.00%

가치 $0.3M

변동률 +37.39%

REDUCE 48.02%

LGIH

LGI Homes Inc.

0.00%

가치 $1.0M

변동률 -26.32%

REDUCE 9.80%

MANH

Manhattan Associates

0.00%

가치 $0.4M

변동률 +11.46%

BUY

MKTX

MarketAxess Holdings Inc.

0.00%

가치 $0.9M

변동률 +2.76%

REDUCE 7.14%

MORN

Morningstar Inc.

0.00%

가치 $1.1M

변동률 +4.15%

REDUCE 9.52%

NKE

NIKE Inc.

0.00%

가치 $0.4M

변동률 -1.04%

REDUCE 54.37%

NTES

NetEase.com Inc.

0.00%

가치 $0.4M

변동률 +23.33%

REDUCE 8.43%

OLLI

Ollie's Bargain Outlet Hldgs

0.00%

가치 $1.0M

변동률 +2.59%

REDUCE 28.60%

PSTG

Pure Storage Inc.

0.00%

가치 $0.4M

변동률 +24.86%

REDUCE 9.83%

PYPL

PayPal Holdings Inc.

0.00%

가치 $0.3M

변동률 +12.38%

REDUCE 33.57%

SAIA

Saia Inc.

0.00%

가치 $0.9M

변동률 -28.05%

BUY

SKIL

Skillsoft Corp

0.00%

가치 $1.1M

변동률 -6.96%

SPY

SPDR S&P 500 ETF Trust

0.00%

가치 $0.8M

변동률 +7.11%

REDUCE 84.82%

TTEK

Tetra Tech

0.00%

가치 $0.4M

변동률 +21.76%

REDUCE 67.42%

VT

Vanguard Tot World Stk ETF

0.00%

가치 $1.3M

변동률 +8.15%

REDUCE 59.10%

WING

Wingstop Inc.

0.00%

가치 $0.3M

변동률 +66.14%

BUY

Polen Capital Management 포트폴리오 (2025-03-31)

Polen Capital Management

포트폴리오 구성 비중