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 | 21.44% | +0.61% | -5.58% | |
| 2 | ACN | Accenture plc | Stock-Tech | 7.46% | -3.95% | +1.36% | |
| 3 | ENPH | Enphase Energy INC | Stock-Tech | 7.09% | — | +4.68% | |
| 4 | GIB | Cgi INC | Stock-Tech | 5.71% | — | +0.09% | |
| 5 | ECL | Ecolab INC | Stock-Materials | 5.61% | -3.49% | -11.66% | |
| 6 | RUN | Sunrun INC | Stock-Tech | 5.13% | — | +2.75% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.61% | — | -6.02% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -3.26% | -18.46% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | -0.75% | -23.65% | |
| 10 | AGCO | Agco CORP | Stock-Industrials | 1.81% | — | -0.26% | |
| 11 | AWK | American Water Works Co INC | Stock-Utilities | 1.43% | — | -2.26% | |
| 12 | WM | Waste Management INC | Stock-Industrials | 1.38% | -1.05% | -10.54% | |
| 13 | TRMB | Trimble INC | Stock-Tech | 1.36% | — | +84.39% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | — | -12.89% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.25% | — | -8.57% | |
| 16 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.12% | — | +5.48% | |
| 17 | IEX | Idex CORP | Stock-Industrials | 1.12% | -0.08% | +94.35% | |
| 18 | TTEK | Tetra Tech INC | Stock-Industrials | 1.06% | — | +109.62% | |
| 19 | AKX | Ansys INC | Stock-Other | 1.05% | — | +71.30% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.03% | — | -20.35% | |
| 21 | ADBE | Adobe INC | Stock-Tech | 1.00% | — | -16.55% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.94% | — | -4.66% | |
| 23 | GM | General Motors Co | Stock-Consumer Disc | 0.94% | — | — | |
| 24 | DAR | Darling Ingredients INC | Stock-Consumer Staples | 0.92% | — | +54.65% | |
| 25 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.91% | +0.29% | -5.61% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.88% | — | -7.02% | |
| 27 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.87% | +0.20% | +55.80% | |
| 28 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.84% | — | +5.99% | |
| 29 | ADSK | Autodesk INC | Stock-Tech | 0.82% | — | +69.81% | |
| 30 | SPLKCHF | Splunk INC | Stock-Other | 0.82% | — | — | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.80% | — | -12.25% | |
| 32 | FSLR | First Solar INC | Stock-Tech | 0.78% | — | +99.41% | |
| 33 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.77% | — | +90.76% | |
| 34 | GDDY | Godaddy INC - Class A | Stock-Tech | 0.71% | — | — | |
| 35 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.68% | — | +95.50% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.64% | — | — | |
| 37 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 0.62% | — | +76.02% | |
| 38 | CRM | Salesforce INC | Stock-Tech | 0.58% | — | -20.94% | |
| 39 | ✓ | Cyberark Software LTD | Stock-Other | 0.57% | — | — | |
| 40 | ARRY | Array Technologies INC | Stock-Other | 0.56% | — | +38.17% | |
| 41 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.55% | — | — | |
| 42 | NOW | Servicenow INC | Stock-Tech | 0.55% | +1.74% | -14.81% | |
| 43 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.54% | — | -1.48% | |
| 44 | FLNC | Fluence Energy INC | Stock-Other | 0.54% | — | +16.42% | |
| 45 | SHLS | Shoals Technologies Group -a | Stock-Other | 0.54% | — | +49.60% | |
| 46 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 0.54% | — | +30.60% | |
| 47 | NOVAQ | Sunnova Energy International | Stock-Other | 0.52% | — | +49.09% | |
| 48 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.51% | — | +96.94% | |
| 49 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.50% | — | +104.68% | |
| 50 | WOLF* | Wolfspeed INC | Stock-Other | 0.49% | — | +81.32% |