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 | 22.98% | +0.61% | +0.48% | |
| 2 | ACN | Accenture plc | Stock-Tech | 8.42% | -3.95% | -3.00% | |
| 3 | ECL | Ecolab INC | Stock-Materials | 6.50% | -3.49% | -2.78% | |
| 4 | GIB | Cgi INC | Stock-Tech | 6.16% | — | -2.46% | |
| 5 | ENPH | Enphase Energy INC | Stock-Tech | 5.99% | — | -24.43% | |
| 6 | RUN | Sunrun INC | Stock-Tech | 3.03% | — | -62.89% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -3.26% | -0.49% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.59% | — | -10.16% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | -0.75% | -5.86% | |
| 10 | AGCO | Agco CORP | Stock-Industrials | 1.86% | — | -1.29% | |
| 11 | WM | Waste Management INC | Stock-Industrials | 1.66% | -1.05% | +0.63% | |
| 12 | AWK | American Water Works Co INC | Stock-Utilities | 1.55% | — | -0.06% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | — | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | — | -0.07% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.18% | — | +4.46% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.14% | — | -9.94% | |
| 17 | ADBE | Adobe INC | Stock-Tech | 1.12% | — | -5.65% | |
| 18 | TRMB | Trimble INC | Stock-Tech | 1.11% | — | -19.25% | |
| 19 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.07% | +0.29% | -0.10% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.05% | — | -0.08% | |
| 21 | GM | General Motors Co | Stock-Consumer Disc | 1.04% | — | — | |
| 22 | IEX | Idex CORP | Stock-Industrials | 0.98% | -0.08% | -17.53% | |
| 23 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.91% | — | +5.50% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.91% | — | -0.16% | |
| 25 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.90% | +0.20% | -2.52% | |
| 26 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.87% | — | -36.00% | |
| 27 | PWR | Quanta Services INC | Stock-Industrials | 0.86% | — | — | |
| 28 | WDAY | Workday Inc-class A | Stock-Tech | 0.83% | — | — | |
| 29 | TTEK | Tetra Tech INC | Stock-Industrials | 0.82% | — | -30.81% | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | 0.76% | — | — | |
| 31 | CRM | Salesforce INC | Stock-Tech | 0.73% | — | -5.69% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.72% | — | +55.73% | |
| 33 | FSLR | First Solar INC | Stock-Tech | 0.71% | — | -15.38% | |
| 34 | ROK | Rockwell Automation INC | Stock-Industrials | 0.67% | — | — | |
| 35 | AKX | Ansys INC | Stock-Other | 0.67% | — | -49.00% | |
| 36 | ON | On Semiconductor | Stock-Tech | 0.65% | — | — | |
| 37 | NOW | Servicenow INC | Stock-Tech | 0.64% | +1.74% | -8.64% | |
| 38 | EXPO | Exponent INC | Stock-Industrials | 0.62% | — | — | |
| 39 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.60% | — | -35.99% | |
| 40 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.54% | — | -25.51% | |
| 41 | XYL | Xylem INC | Stock-Industrials | 0.49% | — | +8.45% | |
| 42 | GDDY | Godaddy INC - Class A | Stock-Tech | 0.48% | — | -53.25% | |
| 43 | SRCLEUR | Stericycle INC | Stock-Other | 0.48% | — | -2.98% | |
| 44 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.47% | — | +12.26% | |
| 45 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.46% | — | +2374.83% | |
| 46 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.44% | — | -29.76% | |
| 47 | NEE | Nextera Energy INC | Stock-Utilities | 0.44% | — | -1.01% | |
| 48 | ADSK | Autodesk INC | Stock-Tech | 0.43% | — | -56.36% | |
| 49 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.41% | — | -36.30% | |
| 50 | ✓ | Cyberark Software LTD | Stock-Other | 0.41% | — | -47.78% |