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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | $181.2M | 722999 | 3.83% |
| 2 | QUANTA SVCS INC | $177.5M | 323329 | 3.75% |
| 3 | NVENT ELEC PLC | $168.5M | 1424388 | 3.56% |
| 4 | ARM HOLDINGS PLC | $152.4M | 1007404 | 3.22% |
| 5 | LUMENTUM HLDGS INC | $151.0M | 214826 | 3.19% |
| 6 | AGILENT TECHNOLOGIES INC | $127.4M | 1117545 | 2.69% |
| 7 | FIRST SOLAR INC | $127.4M | 645692 | 2.69% |
| 8 | ANALOG DEVICES INC | $125.3M | 393959 | 2.65% |
| 9 | AUTODESK INC | $122.8M | 513027 | 2.60% |
| 10 | ON SEMICONDUCTOR CORP | $121.5M | 1962299 | 2.57% |
| 11 | MARVELL TECHNOLOGY INC | $119.1M | 1202307 | 2.52% |
| 12 | REGAL REXNORD CORPORATION | $107.3M | 573127 | 2.27% |
| 13 | MONOLITHIC PWR SYS INC | $103.9M | 94993 | 2.20% |
| 14 | NEXTPOWER INC | $103.5M | 858168 | 2.19% |
| 15 | GENERAC HLDGS INC | $93.2M | 477006 | 1.97% |
| 16 | ITRON INC | $85.3M | 951735 | 1.80% |
| 17 | LATTICE SEMICONDUCTOR CORP | $83.6M | 901165 | 1.77% |
| 18 | XYLEM INC | $83.4M | 697677 | 1.76% |
| 19 | CARLISLE COS INC | $83.3M | 249629 | 1.76% |
| 20 | VERALTO CORP | $75.2M | 850298 | 1.59% |
| 21 | TRANE TECHNOLOGIES PLC | $72.6M | 174222 | 1.54% |
| 22 | IDEX CORP | $71.9M | 379071 | 1.52% |
| 23 | TETRA TECH INC NEW | $68.9M | 2287250 | 1.46% |
| 24 | PROCORE TECHNOLOGIES INC | $66.6M | 1167931 | 1.41% |
| 25 | THERMO FISHER SCIENTIFIC INC | $64.2M | 130713 | 1.36% |
| 26 | SUNRUN INC | $57.3M | 4222937 | 1.21% |
| 27 | DANAHER CORP DEL | $54.6M | 287881 | 1.15% |
| 28 | FERGUSON ENTERPRISES INC | $54.3M | 232708 | 1.15% |
| 29 | BROOKFIELD RENEWABLE CORP | $53.5M | 1342029 | 1.13% |
| 30 | SOCIEDAD QUIMICA Y MINERA DE | $49.9M | 616488 | 1.06% |
| 31 | ECOLAB INC | $49.5M | 186208 | 1.05% |
| 32 | EMCOR GROUP INC | $47.4M | 64260 | 1.00% |
| 33 | POWER INTEGRATIONS INC | $44.6M | 870170 | 0.94% |
| 34 | COMFORT SYS USA INC | $43.4M | 31474 | 0.92% |
| 35 | WATERS CORP | $43.1M | 144872 | 0.91% |
| 36 | API GROUP CORP | $42.5M | 1048034 | 0.90% |
| 37 | ADVANCED DRAIN SYS INC DEL | $42.3M | 308404 | 0.89% |
| 38 | APPLIED INDL TECHNOLOGIES IN | $41.1M | 155022 | 0.87% |
| 39 | TERADYNE INC | $40.2M | 135736 | 0.85% |
| 40 | ENPHASE ENERGY INC | $39.8M | 1052075 | 0.84% |
| 41 | WASTE MGMT INC DEL | $39.2M | 170778 | 0.83% |
| 42 | JACOBS SOLUTIONS INC | $38.6M | 303330 | 0.82% |
| 43 | CORE & MAIN INC | $37.6M | 760784 | 0.79% |
| 44 | CORNING INC | $35.7M | 262500 | 0.75% |
| 45 | BLOOM ENERGY CORP | $35.4M | 261101 | 0.75% |
| 46 | ALBEMARLE CORP | $35.0M | 194912 | 0.74% |
| 47 | AVANTOR INC | $32.8M | 4189536 | 0.69% |
| 48 | AECOM | $31.5M | 371937 | 0.67% |
| 49 | SOLV ENERGY INC | $30.2M | 1004904 | 0.64% |
| 50 | COHERENT CORP | $27.3M | 114400 | 0.58% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.