CIK: 0001767843
Total reported value
$2.5B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 23.73% | +0.61% | -4.95% | |
| 2 | ECL | Ecolab INC | Stock-Materials | 15.14% | -3.49% | -9.40% | |
| 3 | RUN | Sunrun INC | Stock-Tech | 9.48% | — | +8.03% | |
| 4 | BLDP | Ballard Power Systems INC | Stock-Other | 5.67% | — | -0.53% | |
| 5 | ✓ | Cree INC | Stock-Other | 3.67% | — | +3.64% | |
| 6 | GIB | Cgi INC | Stock-Tech | 2.97% | — | +2.11% | |
| 7 | FSLR | First Solar INC | Stock-Tech | 1.86% | — | -64.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -3.26% | +1.73% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | — | -22.98% | |
| 10 | ENPH | Enphase Energy INC | Stock-Tech | 1.44% | — | -45.29% | |
| 11 | ITRI | Itron INC | Stock-Tech | 1.33% | — | -2.38% | |
| 12 | MA | Mastercard INC - A | Stock-Financials | 1.26% | — | +2.62% | |
| 13 | AWK | American Water Works Co INC | Stock-Utilities | 1.14% | — | +5.75% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.75% | +297.11% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | — | -7.42% | |
| 16 | ADBE | Adobe INC | Stock-Tech | 0.91% | — | -1.30% | |
| 17 | WM | Waste Management INC | Stock-Industrials | 0.77% | -1.05% | +0.21% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | — | +37.85% | |
| 19 | NEE | Nextera Energy INC | Stock-Utilities | 0.74% | — | +3.34% | |
| 20 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.70% | — | -3.68% | |
| 21 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.64% | +0.29% | +0.60% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +2.11% | NEW | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.56% | — | +0.54% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | — | |
| 25 | GM | General Motors Co | Stock-Consumer Disc | 0.54% | — | +12.40% | |
| 26 | CRM | Salesforce INC | Stock-Tech | 0.50% | — | -4.79% | |
| 27 | AKX | Ansys INC | Stock-Other | 0.48% | — | +12.36% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.47% | — | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | — | — | |
| 30 | SPLKCHF | Splunk INC | Stock-Other | 0.44% | — | — | |
| 31 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 0.44% | — | +35.13% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.41% | — | +3.07% | |
| 33 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.41% | — | — | |
| 34 | IP | International Paper Co | Stock-Consumer Disc | 0.39% | — | — | |
| 35 | ARRY | Array Technologies INC | Stock-Other | 0.37% | — | +31.95% | |
| 36 | GDDY | Godaddy INC - Class A | Stock-Tech | 0.37% | — | +7.83% | |
| 37 | HD | Home Depot INC | Stock-Consumer Disc | 0.37% | — | +10.02% | |
| 38 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.36% | — | +9.99% | |
| 39 | MET | Metlife INC | Stock-Financials | 0.33% | — | +10.01% | |
| 40 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.32% | — | -12.46% | |
| 41 | WDAY | Workday Inc-class A | Stock-Tech | 0.32% | — | -9.93% | |
| 42 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 0.31% | — | +34.56% | |
| 43 | NEO | Neogenomics INC | Stock-Healthcare | 0.30% | — | — | |
| 44 | HNST | Honest Co Inc/the | Stock-Other | 0.29% | — | +29.31% | |
| 45 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.29% | — | +9.94% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.28% | — | +9.86% | |
| 47 | LUMN | Lumen Technologies INC | Stock-Comm Services | 0.28% | — | +9.96% | |
| 48 | FTCHQ | Farfetch Ltd-class A | Stock-Other | 0.28% | — | +20.81% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.27% | — | +9.91% | |
| 50 | ✓ | Momentive Global INC | Stock-Other | 0.27% | — | — |