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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | EMERSON ELECTRIC CO | $3.6M | 27300 | 6.51% |
| 2 | WASTE MANAGEMENT | $3.4M | 14900 | 6.23% |
| 3 | BOSTON SCIENTIFIC CORP | $3.1M | 50000 | 5.71% |
| 4 | ECOLAB INC | $3.1M | 11650 | 5.64% |
| 5 | XYLEM | $3.0M | 25400 | 5.53% |
| 6 | EMCOR GROUP INC | $3.0M | 4050 | 5.44% |
| 7 | REPUBLIC SERVICES | $2.7M | 12300 | 4.90% |
| 8 | STANTEC INC | $2.6M | 30200 | 4.74% |
| 9 | ZOETIS INC | $2.3M | 19700 | 4.24% |
| 10 | IQVIA HOLDINGS INC | $2.2M | 13000 | 4.04% |
| 11 | THERMO FISHER SCIE | $2.2M | 4500 | 4.03% |
| 12 | DANAHER | $2.2M | 11600 | 4.00% |
| 13 | GE HEALTHCARE TECHNOLOGY | $2.2M | 30500 | 3.95% |
| 14 | VERALTO | $2.1M | 24300 | 3.91% |
| 15 | CLEAN HARBORS INC | $2.1M | 7450 | 3.89% |
| 16 | SYNOPSYS INC | $2.1M | 5350 | 3.86% |
| 17 | BENTLEY SYSTEMS INC-CLASS B | $1.9M | 53000 | 3.39% |
| 18 | CONSTELLATION ENERGY | $1.8M | 6400 | 3.25% |
| 19 | FIRST SOLAR | $1.7M | 8600 | 3.09% |
| 20 | UL SOLUTIONS INC - CLASS A | $1.4M | 16000 | 2.50% |
| 21 | J.P.MORGAN CHASE & CO | $1.1M | 3700 | 1.98% |
| 22 | MUELLER WATER PRODUCTS SER A | $906K | 33000 | 1.65% |
| 23 | SALESFORCE INC | $690K | 3700 | 1.26% |
| 24 | EBAY INC | $682K | 7500 | 1.24% |
| 25 | PROLOGIS INC | $567K | 4300 | 1.03% |
| 26 | ADOBE SYSTEMS | $510K | 2100 | 0.93% |
| 27 | THE J. M. SMUCKER COMPANY | $443K | 4600 | 0.81% |
| 28 | PAYPAL HOLDINGS INC | $338K | 7500 | 0.62% |
| 29 | MICROSOFT | $166K | 450 | 0.30% |
| 30 | NVIDIA | $148K | 850 | 0.27% |
| 31 | KLA-TENCOR CORPORATION | $147K | 100 | 0.27% |
| 32 | PARKER HANNIFIN CORP | $134K | 150 | 0.24% |
| 33 | SERVICE CORP INTERNATIONAL | $82K | 1000 | 0.15% |
| 34 | AGILENT TECHNOLOGIES INC | $79K | 700 | 0.14% |
| 35 | IDEX CORP | $75K | 400 | 0.14% |
| 36 | THE ESTE LAUDER COMPANIES INC. | $50K | 700 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.