Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GFL ENVIRONMENTAL INC(GFL) | 0 | 677,378 | +677,378 | 0 | 32,724 | 0.81% | +32,724 |
| COMFORT SYS USA INC(FIX) | 23,100 | 129,252 | +106,152 | 9,796 | 41,662 | 1.02% | +31,866 |
| WASTE MGMT INC DEL(WM) | 300,647 | 360,350 | +59,703 | 60,668 | 83,425 | 2.05% | +22,757 |
| EMCOR GROUP INC(EME) | 0 | 57,197 | +57,197 | 0 | 21,142 | 0.52% | +21,142 |
| NEXTRACKER INC | 605,300 | 990,591 | +385,291 | 22,112 | 41,744 | 1.03% | +19,632 |
| ALPHA & OMEGA SEMICONDUCTOR(AOSL) | 0 | 781,752 | +781,752 | 0 | 19,434 | 0.48% | +19,434 |
| REPUBLIC SVCS INC(RSG) | 34,500 | 81,377 | +46,877 | 6,941 | 19,706 | 0.48% | +12,766 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 77,000 | +77,000 | 0 | 11,532 | 0.28% | +11,532 |
| CORNING INC(GLW) | 0 | 225,500 | +225,500 | 0 | 10,323 | 0.25% | +10,323 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 215,475 | 321,941 | +106,466 | 24,909 | 34,979 | 0.86% | +10,070 |
| DANAHER CORPORATION(DHR) | 259,545 | 327,058 | +67,513 | 59,579 | 67,047 | 1.65% | +7,468 |
| ILLINOIS TOOL WKS INC(ITW) | 8,500 | 38,000 | +29,500 | 2,155 | 9,424 | 0.23% | +7,269 |
| CYBERARK SOFTWARE LTD | 0 | 20,000 | +20,000 | 0 | 6,760 | 0.17% | +6,760 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 158,329 | 235,372 | +77,043 | 11,283 | 17,519 | 0.43% | +6,236 |
| EMERSON ELEC CO(EMR) | 0 | 52,825 | +52,825 | 0 | 5,792 | 0.14% | +5,792 |
| UNIVERSAL DISPLAY CORP(OLED) | 0 | 33,000 | +33,000 | 0 | 4,603 | 0.11% | +4,603 |
| PALOMAR HLDGS INC(PLMR) | 0 | 32,500 | +32,500 | 0 | 4,455 | 0.11% | +4,455 |
| INVITATION HOMES INC(INVH) | 241,000 | 344,000 | +103,000 | 7,705 | 11,988 | 0.29% | +4,284 |
| SOCIEDAD QUIMICA Y MINERA DE(SQM) | 1,165,600 | 1,165,600 | 0 | 42,381 | 46,309 | 1.14% | +3,928 |
| SMURFIT WESTROCK PLC(SW) | 0 | 82,300 | +82,300 | 0 | 3,708 | 0.09% | +3,708 |
| LINDE PLC(LIN) | 53,505 | 55,332 | +1,827 | 22,401 | 25,765 | 0.63% | +3,364 |
| CELESTICA INC(CLS) | 0 | 40,000 | +40,000 | 0 | 3,152 | 0.08% | +3,152 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 36,100 | +36,100 | 0 | 3,047 | 0.07% | +3,047 |
| CVS HEALTH CORP(CVS) | 128,020 | 128,020 | 0 | 5,747 | 8,673 | 0.21% | +2,927 |
| CAVCO INDS INC DEL(CVCO) | 23,200 | 25,300 | +2,100 | 10,353 | 13,147 | 0.32% | +2,794 |
| SILGAN HLDGS INC(SLGN) | 160,448 | 217,187 | +56,739 | 8,351 | 11,103 | 0.27% | +2,751 |
| XPENG INC(XPEV) | 1,800,900 | 1,159,769 | -641,131 | 21,287 | 24,030 | 0.59% | +2,744 |
| SIMPSON MFG INC(SSD) | 15,500 | 32,000 | +16,500 | 2,570 | 5,027 | 0.12% | +2,456 |
| MEDTRONIC PLC(MDT) | 145,807 | 154,543 | +8,736 | 11,647 | 13,887 | 0.34% | +2,240 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 116,046 | +116,046 | 0 | 67,304 | 1.66% | +67,304 |
| EXPONENT INC(EXPO) | 7,500 | 30,500 | +23,000 | 668 | 2,472 | 0.06% | +1,804 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 2,013,000 | 2,048,008 | +35,008 | 55,680 | 57,180 | 1.41% | +1,501 |
| SNOWFLAKE INC(SNOW) | 36,400 | 48,000 | +11,600 | 5,621 | 7,016 | 0.17% | +1,395 |
| COLGATE PALMOLIVE CO(CL) | 26,088 | 40,003 | +13,915 | 2,372 | 3,748 | 0.09% | +1,377 |
| ON HLDG AG(ONON) | 0 | 31,286 | +31,286 | 0 | 1,374 | 0.03% | +1,374 |
| ABBVIE INC(ABBV) | 39,047 | 39,047 | 0 | 6,939 | 8,181 | 0.20% | +1,242 |
| AMBARELLA INC(AMBA) | 274,920 | 419,120 | +144,200 | 19,998 | 21,094 | 0.52% | +1,097 |
| JOHNSON CTLS INTL PLC SHS | 369,446 | 375,196 | +5,750 | 29,160 | 30,057 | 0.74% | +897 |
| ALCON AG(ALC) | 140,385 | 133,242 | -7,143 | 11,917 | 12,649 | 0.31% | +731 |
| ENERGY RECOVERY INC | 618,269 | 612,689 | -5,580 | 9,089 | 9,736 | 0.24% | +647 |
| SPROUTS FMRS MKT INC(SFM) | 86,111 | 75,686 | -10,425 | 10,942 | 11,553 | 0.28% | +611 |
| ROPER TECHNOLOGIES INC(ROP) | 58,251 | 52,338 | -5,913 | 30,282 | 30,857 | 0.76% | +576 |
| GE VERNOVA INC(GEV) | 0 | 1,700 | +1,700 | 0 | 519 | 0.01% | +519 |
| UNITEDHEALTH GROUP INC(UNH) | 22,971 | 22,971 | 0 | 11,620 | 12,031 | 0.30% | +411 |
| CLOUDFLARE INC(NET) | 38,000 | 38,000 | 0 | 4,092 | 4,282 | 0.11% | +190 |
| BOSTON SCIENTIFIC CORP(BSX) | 114,072 | 102,769 | -11,303 | 10,189 | 10,367 | 0.26% | +178 |
| AVERY DENNISON CORP | 1,139 | 1,271 | +132 | 213 | 226 | 0.01% | +13 |
| WILLIAMS SONOMA INC(WSM) | 1,224 | 1,416 | +192 | 227 | 224 | 0.01% | -3 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 1,004 | 1,251 | +247 | 388 | 353 | 0.01% | -34 |
| ADVANCED MICRO DEVICES INC(AMD) | 2,700 | 2,700 | 0 | 326 | 277 | 0.01% | -49 |
| COLUMBIA SPORTSWEAR CO(COLM) | 7,256 | 7,256 | 0 | 609 | 549 | 0.01% | -60 |
| BELLRING BRANDS INC(BRBR) | 141,908 | 141,908 | 0 | 10,691 | 10,566 | 0.26% | -125 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 110,000 | 110,000 | 0 | 608 | 365 | 0.01% | -243 |
| QUALCOMM INC(QCOM) | 194,695 | 192,795 | -1,900 | 29,909 | 29,615 | 0.73% | -294 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 72,493 | 70,793 | -1,700 | 14,738 | 14,436 | 0.36% | -302 |
| NXP SEMICONDUCTORS N V COM | 131,630 | 141,700 | +10,070 | 27,359 | 26,932 | 0.66% | -428 |
| DELL TECHNOLOGIES INC(DELL) | 76,300 | 91,000 | +14,700 | 8,793 | 8,295 | 0.20% | -498 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 84,309 | 84,309 | 0 | 7,128 | 6,543 | 0.16% | -585 |
| ITRON INC(ITRI) | 292,000 | 296,545 | +4,545 | 31,705 | 31,066 | 0.76% | -639 |
| MAXIMUS INC(MMS) | 109,411 | 109,411 | 0 | 8,168 | 7,461 | 0.18% | -707 |
| NOMAD FOODS LTD(NOMD) | 552,932 | 433,484 | -119,448 | 9,278 | 8,518 | 0.21% | -760 |
| BADGER METER INC | 35,327 | 35,327 | 0 | 7,494 | 6,721 | 0.17% | -773 |
| ICON PLC(ICLR) | 0 | 26,072 | +26,072 | 0 | 4,562 | 0.11% | +4,562 |
| HUBBELL INC(HUBB) | 10,700 | 10,700 | 0 | 4,482 | 3,541 | 0.09% | -941 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 21,100 | 21,100 | 0 | 6,340 | 5,366 | 0.13% | -973 |
| ORACLE CORP(ORCL) | 6,300 | 0 | -6,300 | 1,050 | 0 | — | -1,050 |
| ICF INTL INC(ICFI) | 130,766 | 169,326 | +38,560 | 15,589 | 14,388 | 0.35% | -1,201 |
| TEXAS INSTRS INC(TXN) | 169,504 | 169,504 | 0 | 31,784 | 30,460 | 0.75% | -1,324 |
| BATH & BODY WORKS INC | 163,362 | 163,362 | 0 | 6,334 | 4,953 | 0.12% | -1,380 |
| SMITH A O CORP(AOS) | 326,963 | 316,637 | -10,326 | 22,302 | 20,695 | 0.51% | -1,607 |
| TE CONNECTIVITY PLC(TEL) | 163,980 | 151,160 | -12,820 | 23,444 | 21,362 | 0.53% | -2,082 |
| COCA-COLA EUROPACIFIC PARTNE SHS | 174,159 | 129,631 | -44,528 | 13,377 | 11,282 | 0.28% | -2,095 |
| LINDSAY CORP(LNN) | 128,729 | 103,436 | -25,293 | 15,230 | 13,087 | 0.32% | -2,143 |
| LUMENTUM HLDGS INC(LITE) | 0 | 526,816 | +526,816 | 0 | 32,842 | 0.81% | +32,842 |
| PONY AI INC(PONY) | 614,000 | 747,000 | +133,000 | 8,811 | 6,589 | 0.16% | -2,222 |
| STMICROELECTRONICS N V(STM) | 673,150 | 656,150 | -17,000 | 16,809 | 14,409 | 0.35% | -2,400 |
| BENTLEY SYS INC(BSY) | 316,706 | 306,706 | -10,000 | 14,790 | 12,066 | 0.30% | -2,724 |
| AMER STATES WTR CO | 282,099 | 243,367 | -38,732 | 21,925 | 19,148 | 0.47% | -2,777 |
| PTC INC(PTC) | 0 | 667,276 | +667,276 | 0 | 103,394 | 2.54% | +103,394 |
| ANSYS INC | 9,000 | 0 | -9,000 | 3,036 | 0 | — | -3,036 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 0 | 978,066 | +978,066 | 0 | 51,300 | 1.26% | +51,300 |
| RESIDEO TECHNOLOGIES INC(REZI) | 586,612 | 576,021 | -10,591 | 13,521 | 10,196 | 0.25% | -3,326 |
| INGERSOLL RAND INC(IR) | 324,928 | 324,928 | 0 | 29,393 | 26,004 | 0.64% | -3,389 |
| NVIDIA CORPORATION(NVDA) | 127,400 | 126,300 | -1,100 | 17,109 | 13,688 | 0.34% | -3,420 |
| STERLING INFRASTRUCTURE INC(STRL) | 33,300 | 14,000 | -19,300 | 5,609 | 1,585 | 0.04% | -4,024 |
| FERGUSON ENTERPRISES INC(FERG) | 547,260 | 566,450 | +19,190 | 94,988 | 90,762 | 2.23% | -4,226 |
| TETRA TECH INC NEW(TTEK) | 2,449,875 | 3,192,116 | +742,241 | 97,603 | 93,369 | 2.30% | -4,234 |
| CECO ENVIRONMENTAL CORP(CECO) | 531,253 | 518,253 | -13,000 | 16,060 | 11,816 | 0.29% | -4,244 |
| CINTAS CORP(CTAS) | 189,648 | 147,884 | -41,764 | 34,649 | 30,395 | 0.75% | -4,254 |
| DECKERS OUTDOOR CORP(DECK) | 47,144 | 47,220 | +76 | 9,574 | 5,280 | 0.13% | -4,295 |
| VALMONT INDS INC(VMI) | 78,365 | 67,125 | -11,240 | 24,032 | 19,155 | 0.47% | -4,877 |
| ANALOG DEVICES INC(ADI) | 0 | 364,931 | +364,931 | 0 | 73,596 | 1.81% | +73,596 |
| FEDERAL SIGNAL CORP(FSS) | 286,136 | 278,848 | -7,288 | 26,436 | 20,509 | 0.50% | -5,927 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 186,960 | 171,950 | -15,010 | 44,771 | 38,747 | 0.95% | -6,024 |
| FORTUNE BRANDS INNOVATIONS I(FBIN) | 0 | 651,089 | +651,089 | 0 | 39,638 | 0.98% | +39,638 |
| FIRST SOLAR INC(FSLR) | 0 | 604,011 | +604,011 | 0 | 76,365 | 1.88% | +76,365 |
| VERALTO CORP(VLTO) | 0 | 838,144 | +838,144 | 0 | 81,677 | 2.01% | +81,677 |
| POWER INTEGRATIONS INC(POWI) | 664,000 | 674,328 | +10,328 | 40,969 | 34,054 | 0.84% | -6,915 |
| CLEAN HARBORS INC(CLH) | 290,155 | 296,656 | +6,501 | 66,776 | 58,471 | 1.44% | -8,305 |
| DOVER CORP(DOV) | 169,623 | 133,802 | -35,821 | 31,821 | 23,506 | 0.58% | -8,315 |