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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $151.6M | 869338 | 6.16% |
| 2 | MICROSOFT CORP | $69.9M | 188849 | 2.84% |
| 3 | CADENCE DESIGN SYSTEM INC | $64.5M | 232032 | 2.62% |
| 4 | SERVICENOW INC | $64.0M | 611772 | 2.60% |
| 5 | SYNOPSYS INC | $60.2M | 151873 | 2.45% |
| 6 | ECOLAB INC | $53.9M | 202638 | 2.19% |
| 7 | BROADCOM INC | $52.5M | 169717 | 2.13% |
| 8 | ALPHABET INC | $52.0M | 180834 | 2.11% |
| 9 | CROWDSTRIKE HLDGS INC | $45.9M | 117624 | 1.86% |
| 10 | BENTLEY SYS INC | $44.2M | 1257702 | 1.79% |
| 11 | INTUITIVE SURGICAL INC | $42.1M | 91279 | 1.71% |
| 12 | SNOWFLAKE INC | $38.9M | 257688 | 1.58% |
| 13 | WASTE MGMT INC DEL | $38.2M | 166449 | 1.55% |
| 14 | VERTIV HOLDINGS CO | $37.9M | 151388 | 1.54% |
| 15 | NVENT ELEC PLC | $37.9M | 320522 | 1.54% |
| 16 | CLEAN HARBORS INC | $37.5M | 130675 | 1.52% |
| 17 | ADVANCED MICRO DEVICES INC | $37.2M | 182667 | 1.51% |
| 18 | THERMO FISHER SCIENTIFIC INC | $36.0M | 73275 | 1.46% |
| 19 | FIRST SOLAR INC | $31.8M | 161443 | 1.29% |
| 20 | VERALTO CORP | $31.3M | 354189 | 1.27% |
| 21 | IDEX CORP | $30.5M | 160700 | 1.24% |
| 22 | PALO ALTO NETWORKS INC | $29.9M | 186566 | 1.21% |
| 23 | XYLEM INC | $29.2M | 244505 | 1.19% |
| 24 | KLA CORP | $28.9M | 19632 | 1.17% |
| 25 | JBT MAREL CORPORATION | $24.9M | 194430 | 1.01% |
| 26 | DANAHER CORP DEL | $24.8M | 130964 | 1.01% |
| 27 | PTC INC | $24.7M | 173039 | 1.00% |
| 28 | WASTE CONNECTIONS INC | $24.1M | 148126 | 0.98% |
| 29 | ELASTIC N V | $23.9M | 479093 | 0.97% |
| 30 | MONGODB INC | $23.8M | 97300 | 0.97% |
| 31 | ADVANCED DRAIN SYS INC DEL | $23.6M | 172152 | 0.96% |
| 32 | EQUINIX INC | $22.2M | 22604 | 0.90% |
| 33 | AMERICAN WTR WKS CO INC NEW | $21.3M | 156590 | 0.87% |
| 34 | CORE & MAIN INC | $20.6M | 418000 | 0.84% |
| 35 | ELI LILLY & CO | $20.4M | 22170 | 0.83% |
| 36 | PENTAIR PLC | $19.9M | 228918 | 0.81% |
| 37 | MANHATTAN ASSOCIATES INC | $19.8M | 148622 | 0.80% |
| 38 | API GROUP CORP | $19.6M | 482616 | 0.79% |
| 39 | DIGITAL RLTY TR INC | $19.0M | 105387 | 0.77% |
| 40 | TETRA TECH INC NEW | $18.4M | 611722 | 0.75% |
| 41 | DEXCOM INC | $18.4M | 292754 | 0.75% |
| 42 | PROCEPT BIOROBOTICS CORP | $18.1M | 723842 | 0.74% |
| 43 | TRIMBLE INC | $17.3M | 265711 | 0.70% |
| 44 | OSI SYSTEMS INC | $17.3M | 65007 | 0.70% |
| 45 | MEDTRONIC PLC | $16.9M | 195560 | 0.69% |
| 46 | JFROG LTD | $16.6M | 354574 | 0.68% |
| 47 | STERIS PLC | $16.4M | 74230 | 0.67% |
| 48 | MOTOROLA SOLUTIONS INC | $16.4M | 37823 | 0.67% |
| 49 | LITTELFUSE INC | $16.1M | 47410 | 0.65% |
| 50 | ESSENTIAL UTILS INC | $15.8M | 392726 | 0.64% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.