CIK: 0001749768
Total reported value
$14.3B
Showing top 200 holdings (of 387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc | Stock-Materials | 4.20% | — | +7.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -1.75% | +12.42% | |
| 3 | AWK | American Water Works Co INC | Stock-Utilities | 3.11% | +0.72% | -5.19% | |
| 4 | PNR | Pentair plc | Stock-Industrials | 2.88% | -1.12% | +12.11% | |
| 5 | TRMB | Trimble INC | Stock-Tech | 2.64% | -0.31% | +2.48% | |
| 6 | A | Agilent Technologies INC | Stock-Healthcare | 2.51% | -0.74% | -3.71% | |
| 7 | CTAS | Cintas CORP | Stock-Industrials | 1.98% | — | -6.34% | |
| 8 | IEX | Idex CORP | Stock-Industrials | 1.97% | -0.65% | -13.43% | |
| 9 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.89% | — | +0.51% | |
| 10 | EQIX | Equinix INC | Stock-Real Estate | 1.89% | — | -0.46% | |
| 11 | PTC | Ptc INC | Stock-Tech | 1.72% | -0.33% | -10.58% | |
| 12 | TEL | TE Connectivity plc | Stock-Tech | 1.63% | — | +1.06% | |
| 13 | WMS | Advanced Drainage Systems In | Stock-Industrials | 1.59% | -0.03% | -10.15% | |
| 14 | WM | Waste Management INC | Stock-Industrials | 1.50% | -1.20% | -8.62% | |
| 15 | AMAT | Applied Materials INC | Stock-Tech | 1.48% | -0.75% | +6.08% | |
| 16 | MA | Mastercard INC - A | Stock-Financials | 1.46% | -0.22% | +2.53% | |
| 17 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.41% | -0.14% | -0.28% | |
| 18 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 1.37% | — | +8.34% | |
| 19 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.35% | -0.17% | -8.91% | |
| 20 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.31% | -0.44% | +47.51% | |
| 21 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.30% | — | +4.79% | |
| 22 | URI | United Rentals INC | Stock-Industrials | 1.27% | — | -21.70% | |
| 23 | CDNS | Cadence Design Sys INC | Stock-Tech | 1.27% | — | -8.41% | |
| 24 | DAR | Darling Ingredients INC | Stock-Consumer Staples | 1.24% | — | +6.22% | |
| 25 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.23% | — | +0.63% | |
| 26 | ADI | Analog Devices INC | Stock-Tech | 1.20% | — | +0.54% | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 1.16% | — | -16.16% | |
| 28 | HUBB | Hubbell INC | Stock-Industrials | 1.16% | +0.06% | -45.76% | |
| 29 | ADSK | Autodesk INC | Stock-Tech | 1.14% | -0.10% | -7.95% | |
| 30 | VMI | Valmont Industries | Stock-Industrials | 1.12% | — | -8.26% | |
| 31 | RSG | Republic Services INC | Stock-Industrials | 1.11% | -0.72% | +19.31% | |
| 32 | TXN | Texas Instruments INC | Stock-Tech | 1.04% | -0.42% | -7.25% | |
| 33 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.04% | — | -3.22% | |
| 34 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 1.00% | +0.35% | -13.15% | |
| 35 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.00% | +0.02% | +1.80% | |
| 36 | WAT | Waters CORP | Stock-Healthcare | 1.00% | — | +18.58% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | — | +6.01% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.96% | -0.21% | -1.01% | |
| 39 | WTRG | Essential Utilities INC | Stock-Utilities | 0.96% | — | -3.81% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.94% | — | +5.38% | |
| 41 | VRSK | Verisk Analytics INC | Stock-Industrials | 0.93% | — | -46.10% | |
| 42 | LFUS | Littelfuse INC | Stock-Tech | 0.92% | — | +9.16% | |
| 43 | AKX | Ansys INC | Stock-Other | 0.89% | — | +1.95% | |
| 44 | ORA | Ormat Technologies INC | Stock-Utilities | 0.86% | — | -36.49% | |
| 45 | TTC | Toro Co | Stock-Industrials | 0.84% | — | +1.96% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.84% | — | -7.27% | |
| 47 | ECL | Ecolab INC | Stock-Materials | 0.81% | +0.40% | +1.07% | |
| 48 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.81% | — | -2.07% | |
| 49 | GNRC | Generac Holdings INC | Stock-Industrials | 0.80% | — | +3.54% | |
| 50 | MPWR | Monolithic Power Systems INC | Stock-Tech | 0.77% | — | -2.45% |