CIK: 0001749768
Total reported value
$14.3B
Showing top 200 holdings (of 381 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc | Stock-Materials | 4.23% | — | -4.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -1.75% | +11.90% | |
| 3 | AWK | American Water Works Co INC | Stock-Utilities | 3.30% | +0.72% | +4.09% | |
| 4 | PNR | Pentair plc | Stock-Industrials | 2.85% | -1.12% | +2.65% | |
| 5 | A | Agilent Technologies INC | Stock-Healthcare | 2.63% | -0.74% | -2.31% | |
| 6 | TRMB | Trimble INC | Stock-Tech | 2.44% | -0.31% | +13.75% | |
| 7 | APTV | Aptiv PLC | Stock-Consumer Disc | 2.14% | — | +9.15% | |
| 8 | CTAS | Cintas CORP | Stock-Industrials | 2.07% | — | +3.25% | |
| 9 | EQIX | Equinix INC | Stock-Real Estate | 1.93% | — | +2.04% | |
| 10 | IEX | Idex CORP | Stock-Industrials | 1.92% | -0.65% | -1.77% | |
| 11 | AMAT | Applied Materials INC | Stock-Tech | 1.73% | -0.75% | +12.83% | |
| 12 | TEL | TE Connectivity plc | Stock-Tech | 1.64% | — | +11.21% | |
| 13 | MA | Mastercard INC - A | Stock-Financials | 1.61% | -0.22% | +4.01% | |
| 14 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.61% | — | +25.65% | |
| 15 | PTC | Ptc INC | Stock-Tech | 1.52% | -0.33% | -11.34% | |
| 16 | WM | Waste Management INC | Stock-Industrials | 1.45% | -1.20% | +13.69% | |
| 17 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.45% | -0.44% | +6.08% | |
| 18 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.43% | -0.14% | +7.49% | |
| 19 | URI | United Rentals INC | Stock-Industrials | 1.39% | — | -4.46% | |
| 20 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.33% | -0.17% | -3.37% | |
| 21 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.27% | — | +2.01% | |
| 22 | CDNS | Cadence Design Sys INC | Stock-Tech | 1.27% | — | +17.32% | |
| 23 | ADI | Analog Devices INC | Stock-Tech | 1.23% | — | +0.59% | |
| 24 | RSG | Republic Services INC | Stock-Industrials | 1.19% | -0.72% | +29.68% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | — | +11.76% | |
| 26 | AKX | Ansys INC | Stock-Other | 1.11% | — | +30.52% | |
| 27 | ADSK | Autodesk INC | Stock-Tech | 1.09% | -0.10% | +10.20% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 1.09% | — | -7.34% | |
| 29 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 1.06% | — | +3.12% | |
| 30 | HUBB | Hubbell INC | Stock-Industrials | 1.06% | +0.06% | -0.25% | |
| 31 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.04% | +0.02% | +1.63% | |
| 32 | DAR | Darling Ingredients INC | Stock-Consumer Staples | 1.03% | — | +0.66% | |
| 33 | WMS | Advanced Drainage Systems In | Stock-Industrials | 1.03% | -0.03% | +12.00% | |
| 34 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.01% | — | +275.76% | |
| 35 | WAT | Waters CORP | Stock-Healthcare | 1.01% | — | -8.70% | |
| 36 | TXN | Texas Instruments INC | Stock-Tech | 0.99% | -0.42% | +3.13% | |
| 37 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.99% | — | +9.50% | |
| 38 | WTRG | Essential Utilities INC | Stock-Utilities | 0.95% | — | -1.27% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.95% | -0.21% | +9.85% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.94% | — | -11.05% | |
| 41 | VMI | Valmont Industries | Stock-Industrials | 0.89% | — | -26.35% | |
| 42 | LFUS | Littelfuse INC | Stock-Tech | 0.87% | — | -2.06% | |
| 43 | WRKUSD | Westrock Co | Stock-Other | 0.82% | — | +12.10% | |
| 44 | RYN | Rayonier INC | Stock-Real Estate | 0.81% | — | +15.13% | |
| 45 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.80% | — | +1.36% | |
| 46 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 0.80% | +0.35% | -21.68% | |
| 47 | TTC | Toro Co | Stock-Industrials | 0.77% | — | -20.15% | |
| 48 | ECL | Ecolab INC | Stock-Materials | 0.72% | +0.40% | +2.43% | |
| 49 | MPWR | Monolithic Power Systems INC | Stock-Tech | 0.72% | — | +11.42% | |
| 50 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.71% | — | +10.21% |