AGF Investments America Inc. 13F 持仓 · 最近申报 2022年Q3
AGF Investments America 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 2.71 亿美元。前几大持仓：DHR（8.41%）、TMO（7.63%）、TTEK（6.52%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DHR | Danaher Corp. | $22.8M | 8.41% | 88,205 | 减持 |
| 2 | TMO | Thermo Fisher Scientific Inc. | $20.7M | 7.63% | 40,732 | 持平 |
| 3 | TTEK | Tetra Tech Inc. | $17.6M | 6.52% | 137,296 | 持平 |
| 4 | ALB | Albemarle Corp. | $16.5M | 6.08% | 62,224 | 减持 |
| 5 | VMI | Valmont Industries Inc. | $15.1M | 5.59% | 56,322 | 持平 |
| 6 | APH | Amphenol Corp. | $14.8M | 5.48% | 221,655 | 持平 |
| 7 | TRMB | Trimble Inc. | $11.4M | 4.21% | 210,311 | 持平 |
| 8 | ADI | Analog Devices Inc. | $11.0M | 4.05% | 78,711 | 减持 |
| 9 | STN | Stantec Inc. | $10.8M | 3.97% | 245,201 | 增持 |
| 10 | CMI | Cummins Inc. | $10.6M | 3.92% | 52,119 | 持平 |
| 11 | ENPH | Enphase Energy Inc. | $10.6M | 3.90% | 38,085 | 增持 |
| 12 | XYL | Xylem Inc. | $10.4M | 3.84% | 119,170 | 持平 |
| 13 | PWR | Quanta Services Inc. | $9.8M | 3.63% | 77,127 | 增持 |
| 14 | WMS | Advanced Drainage Systems Inc. | $8.8M | 3.26% | 70,983 | 持平 |
| 15 | ECL | Ecolab Inc. | $8.4M | 3.09% | 57,874 | 持平 |
| 16 | AWK | American Water Works Co. Inc. | $8.2M | 3.02% | 62,890 | 持平 |
| 17 | APTV | Aptiv PLC | $7.2M | 2.65% | 91,827 | 持平 |
| 18 | TREX | Trex Co. Inc. | $7.1M | 2.62% | 161,486 | 持平 |
| 19 | PLUG | Plug Power Inc. | $6.9M | 2.55% | 329,271 | 增持 |
| 20 | GTLS | Chart Industries Inc. | $6.1M | 2.26% | 33,227 | 新建仓 |
| 21 | BEP | Brookfield Renewable Partners LP | $6.0M | 2.23% | 193,438 | 持平 |
| 22 | GRMN | Garmin Ltd. | $6.0M | 2.22% | 74,969 | 减持 |
| 23 | WOLF | Wolfspeed Inc. | $6.0M | 2.22% | 58,261 | 持平 |
| 24 | ANSS | ANSYS Inc. | $5.1M | 1.89% | 23,117 | 持平 |
| 25 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT | $4.6M | 1.70% | 154,194 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR