CIK: 0001749768
Total reported value
$14.3B
Showing top 200 holdings (of 411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc | Stock-Materials | 3.87% | — | -1.79% | |
| 2 | AWK | American Water Works Co INC | Stock-Utilities | 3.59% | +0.72% | -9.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -1.75% | +0.22% | |
| 4 | TRMB | Trimble INC | Stock-Tech | 2.81% | -0.31% | +11.01% | |
| 5 | PNR | Pentair plc | Stock-Industrials | 2.78% | -1.12% | +23.33% | |
| 6 | A | Agilent Technologies INC | Stock-Healthcare | 2.35% | -0.74% | -5.18% | |
| 7 | APTV | Aptiv PLC | Stock-Consumer Disc | 2.32% | — | +29.66% | |
| 8 | EQIX | Equinix INC | Stock-Real Estate | 2.03% | — | -3.88% | |
| 9 | CTAS | Cintas CORP | Stock-Industrials | 1.93% | — | +31.50% | |
| 10 | IEX | Idex CORP | Stock-Industrials | 1.90% | -0.65% | -2.05% | |
| 11 | PTC | Ptc INC | Stock-Tech | 1.85% | -0.33% | -8.92% | |
| 12 | VRSK | Verisk Analytics INC | Stock-Industrials | 1.72% | — | -11.46% | |
| 13 | AMAT | Applied Materials INC | Stock-Tech | 1.62% | -0.75% | +1061.07% | |
| 14 | URI | United Rentals INC | Stock-Industrials | 1.59% | — | +169.62% | |
| 15 | HUBB | Hubbell INC | Stock-Industrials | 1.56% | +0.06% | -6.61% | |
| 16 | TEL | TE Connectivity plc | Stock-Tech | 1.53% | — | +8.38% | |
| 17 | WM | Waste Management INC | Stock-Industrials | 1.49% | -1.20% | -13.17% | |
| 18 | MA | Mastercard INC - A | Stock-Financials | 1.44% | -0.22% | -0.83% | |
| 19 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.40% | — | +3.74% | |
| 20 | WMS | Advanced Drainage Systems In | Stock-Industrials | 1.37% | -0.03% | +0.57% | |
| 21 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.34% | -0.14% | +10.83% | |
| 22 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 1.28% | — | +37.48% | |
| 23 | ECL | Ecolab INC | Stock-Materials | 1.27% | +0.40% | -49.29% | |
| 24 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.25% | -0.17% | +7.72% | |
| 25 | DAR | Darling Ingredients INC | Stock-Consumer Staples | 1.22% | — | -8.51% | |
| 26 | ADSK | Autodesk INC | Stock-Tech | 1.19% | -0.10% | +17.38% | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 1.17% | — | +9.93% | |
| 28 | ADI | Analog Devices INC | Stock-Tech | 1.15% | — | +4.80% | |
| 29 | TXN | Texas Instruments INC | Stock-Tech | 1.12% | -0.42% | -2.54% | |
| 30 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.10% | — | +4.12% | |
| 31 | CDNS | Cadence Design Sys INC | Stock-Tech | 1.06% | — | -25.02% | |
| 32 | WTRG | Essential Utilities INC | Stock-Utilities | 1.06% | — | -9.55% | |
| 33 | ORA | Ormat Technologies INC | Stock-Utilities | 1.05% | — | -5.11% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | — | +22.24% | |
| 35 | VMI | Valmont Industries | Stock-Industrials | 0.97% | — | +20.91% | |
| 36 | RVTY | Revvity INC | Stock-Healthcare | 0.96% | — | -8.92% | |
| 37 | AKX | Ansys INC | Stock-Other | 0.95% | — | -1.80% | |
| 38 | RYN | Rayonier INC | Stock-Real Estate | 0.95% | — | -26.34% | |
| 39 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.93% | — | -16.67% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | -9.05% | |
| 41 | LFUS | Littelfuse INC | Stock-Tech | 0.91% | — | +14.32% | |
| 42 | WAT | Waters CORP | Stock-Healthcare | 0.89% | — | -3.74% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.88% | — | -3.96% | |
| 44 | AQUAUSD | Evoqua Water Technologies Co | Stock-Other | 0.88% | — | -11.24% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.87% | — | -4.64% | |
| 46 | MPWR | Monolithic Power Systems INC | Stock-Tech | 0.87% | — | -20.35% | |
| 47 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.86% | +0.02% | +11.20% | |
| 48 | ROK | Rockwell Automation INC | Stock-Industrials | 0.85% | — | +5.13% | |
| 49 | WRKUSD | Westrock Co | Stock-Other | 0.80% | — | -30.11% | |
| 50 | GNRC | Generac Holdings INC | Stock-Industrials | 0.80% | — | -1.23% |