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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $881.7M | 5,055,799 | 10.01% |
| 2 | MICROSOFT CORP | $575.8M | 1,555,616 | 6.53% |
| 3 | MASTERCARD INCORPORATED | $478.5M | 957,746 | 5.43% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $433.1M | 1,281,550 | 4.91% |
| 5 | TJX COS INC NEW | $384.6M | 2,408,310 | 4.36% |
| 6 | BROADCOM INC | $344.6M | 1,113,510 | 3.91% |
| 7 | ELI LILLY & CO | $338.9M | 368,438 | 3.85% |
| 8 | NEXTERA ENERGY INC | $336.5M | 3,623,477 | 3.82% |
| 9 | SHOPIFY INC | $316.9M | 2,671,242 | 3.60% |
| 10 | WASTE MGMT INC DEL | $313.0M | 1,362,167 | 3.55% |
| 11 | EBAY INC. | $312.4M | 3,432,531 | 3.55% |
| 12 | ECOLAB INC | $311.2M | 1,169,995 | 3.53% |
| 13 | THERMO FISHER SCIENTIFIC INC | $302.3M | 615,090 | 3.43% |
| 14 | HUBBELL INC | $282.6M | 575,911 | 3.21% |
| 15 | PALO ALTO NETWORKS INC | $256.9M | 1,602,712 | 2.92% |
| 16 | VERTIV HOLDINGS CO | $256.3M | 1,022,714 | 2.91% |
| 17 | INTUITIVE SURGICAL INC | $236.2M | 512,363 | 2.68% |
| 18 | LOWES COS INC | $222.4M | 941,425 | 2.52% |
| 19 | XYLEM INC | $216.0M | 1,807,448 | 2.45% |
| 20 | EDWARDS LIFESCIENCES CORP | $210.4M | 2,627,315 | 2.39% |
| 21 | DANAHER CORP DEL | $199.4M | 1,051,430 | 2.26% |
| 22 | AGCO CORP | $183.8M | 1,586,652 | 2.09% |
| 23 | CANADIAN PACIFIC KANSAS CITY | $152.9M | 1,944,162 | 1.74% |
| 24 | VERALTO CORP | $149.4M | 1,689,337 | 1.70% |
| 25 | BALL CORP | $142.3M | 2,407,018 | 1.61% |
| 26 | BOSTON SCIENTIFIC CORP | $138.3M | 2,203,401 | 1.57% |
| 27 | FIRST SOLAR INC | $137.8M | 698,552 | 1.56% |
| 28 | ACCENTURE PLC IRELAND | $135.4M | 682,706 | 1.54% |
| 29 | WATTS WATER TECHNOLOGIES INC | $127.1M | 437,865 | 1.44% |
| 30 | SALESFORCE INC | $113.8M | 609,451 | 1.29% |
| 31 | AMERICAN WTR WKS CO INC NEW | $102.2M | 750,695 | 1.16% |
| 32 | VISA INC | $98.5M | 325,764 | 1.12% |
| 33 | ADVANCED DRAIN SYS INC DEL | $86.2M | 628,843 | 0.98% |
| 34 | JOHNSON CONTROLS INTERNATION | $5.8M | 43,967 | 0.07% |
| 35 | NASDAQ INC | $5.6M | 66,207 | 0.06% |
| 36 | ALPHABET INC | $5.6M | 19,424 | 0.06% |
| 37 | APPLE INC | $3.9M | 15,420 | 0.04% |
| 38 | AMAZON COM INC | $3.2M | 15,144 | 0.04% |
| 39 | EVERSOURCE ENERGY | $3.0M | 43,842 | 0.03% |
| 40 | COLGATE PALMOLIVE CO | $2.9M | 33,866 | 0.03% |
| 41 | INTUIT | $2.5M | 5,763 | 0.03% |
| 42 | META PLATFORMS INC | $2.2M | 3,798 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.