Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Linde PLC | $848.6M | 1711780 | 5.92% |
| 2 | NVIDIA Corp | $635.0M | 3641085 | 4.43% |
| 3 | Xylem Inc/NY | $548.0M | 4585548 | 3.82% |
| 4 | KLA Corp | $535.6M | 363789 | 3.73% |
| 5 | Microsoft Corp | $440.1M | 1188887 | 3.07% |
| 6 | American Water Works Co Inc | $383.4M | 2817225 | 2.67% |
| 7 | Waste Connections Inc | $344.0M | 2117425 | 2.40% |
| 8 | Hubbell Inc | $335.1M | 682761 | 2.34% |
| 9 | Aptiv PLC | $318.8M | 4591538 | 2.22% |
| 10 | Veralto Corp | $298.5M | 3376097 | 2.08% |
| 11 | A O Smith Corp | $282.1M | 4278219 | 1.97% |
| 12 | Vertiv Holdings Co | $271.8M | 1084483 | 1.89% |
| 13 | Advanced Drainage Systems Inc | $264.3M | 1927510 | 1.84% |
| 14 | Cintas Corp | $254.3M | 1503567 | 1.77% |
| 15 | eBay Inc | $247.2M | 2715835 | 1.72% |
| 16 | Marvell Technology Inc | $229.2M | 2314196 | 1.60% |
| 17 | Ecolab Inc | $228.6M | 859293 | 1.59% |
| 18 | Agilent Technologies Inc | $210.2M | 1844158 | 1.47% |
| 19 | Cia de Saneamento Basico do Es | $205.7M | 6742360 | 1.43% |
| 20 | Itron Inc | $196.6M | 2193148 | 1.37% |
| 21 | RenaissanceRe Holdings Ltd | $189.5M | 637714 | 1.32% |
| 22 | Union Pacific Corp | $181.5M | 748216 | 1.27% |
| 23 | IDEX Corp | $179.7M | 947946 | 1.25% |
| 24 | Watts Water Technologies Inc | $170.7M | 588022 | 1.19% |
| 25 | Cadence Design Systems Inc | $164.9M | 593375 | 1.15% |
| 26 | TE Connectivity PLC | $155.6M | 744353 | 1.08% |
| 27 | Zoetis Inc | $155.0M | 1311067 | 1.08% |
| 28 | Pentair PLC | $149.4M | 1715163 | 1.04% |
| 29 | Masco Corp | $143.5M | 2377161 | 1.00% |
| 30 | Core & Main Inc | $140.9M | 2851367 | 0.98% |
| 31 | Mastercard Inc | $139.7M | 279494 | 0.97% |
| 32 | Synopsys Inc | $125.1M | 315523 | 0.87% |
| 33 | Franklin Electric Co Inc | $119.5M | 1296609 | 0.83% |
| 34 | AAON Inc | $118.9M | 1436288 | 0.83% |
| 35 | Littelfuse Inc | $117.3M | 345705 | 0.82% |
| 36 | AECOM | $117.3M | 1382667 | 0.82% |
| 37 | Zurn Elkay Water Solutions Cor | $117.0M | 2609142 | 0.82% |
| 38 | Tetra Tech Inc | $115.4M | 3830074 | 0.80% |
| 39 | SiteOne Landscape Supply Inc | $109.7M | 824430 | 0.76% |
| 40 | Apple Inc | $106.9M | 421335 | 0.75% |
| 41 | Monolithic Power Systems Inc | $96.7M | 88456 | 0.67% |
| 42 | Trane Technologies PLC | $95.4M | 228808 | 0.66% |
| 43 | Waters Corp | $93.7M | 314584 | 0.65% |
| 44 | QXO Inc | $91.5M | 4713068 | 0.64% |
| 45 | Valmont Industries Inc | $90.7M | 227075 | 0.63% |
| 46 | Applied Materials Inc | $88.7M | 259602 | 0.62% |
| 47 | Boston Scientific Corp | $85.3M | 1359572 | 0.59% |
| 48 | Mueller Water Products Inc | $81.0M | 2948281 | 0.56% |
| 49 | Ormat Technologies Inc | $80.9M | 723077 | 0.56% |
| 50 | Westinghouse Air Brake Technol | $79.6M | 318350 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.