NUANCE INVESTMENTS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| QIAGEN NV(QGEN) | 0 | 1,320,250 | +1,320,250 | 0 | 52,862,798 | 7.37% | +52,862,798 |
| MASIMO CORP | 0 | 244,704 | +244,704 | 0 | 43,525,500 | 6.07% | +43,525,500 |
| KIMBERLY-CLARK CORP(KMB) | 109,060 | 307,915 | +198,855 | 11,003,036 | 29,704,555 | 4.14% | +18,701,519 |
| WATERS CORP(WAT) | 581 | 40,500 | +39,919 | 220,746 | 12,060,993 | 1.68% | +11,840,247 |
| AMERICAN INTL GROUP INC | 0 | 51,716 | +51,716 | 0 | 3,891,609 | 0.54% | +3,891,609 |
| 3M CO(MMM) | 0 | 26,446 | +26,446 | 0 | 3,840,773 | 0.54% | +3,840,773 |
| AGILENT TECHNOLOGIES INC(A) | 0 | 32,921 | +32,921 | 0 | 3,752,292 | 0.52% | +3,752,292 |
| ESSENTIAL UTILS INC(WTRG) | 126,035 | 194,800 | +68,765 | 4,834,706 | 7,844,607 | 1.09% | +3,009,901 |
| MIDDLESEX WTR CO(MSEX) | 0 | 57,187 | +57,187 | 0 | 2,976,568 | 0.42% | +2,976,568 |
| CALAVO GROWERS INC | 546,933 | 569,627 | +22,694 | 11,895,797 | 14,690,672 | 2.05% | +2,794,875 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 21,010 | 30,321 | +9,311 | 12,174,293 | 14,903,652 | 2.08% | +2,729,359 |
| AVISTA CORP(AVA) | 319,020 | 363,217 | +44,197 | 12,295,032 | 14,579,542 | 2.03% | +2,284,510 |
| LAUDER ESTEE COS INC(EL) | 3,260 | 35,848 | +32,588 | 341,443 | 2,572,810 | 0.36% | +2,231,367 |
| AMER STATES WTR CO | 0 | 25,872 | +25,872 | 0 | 1,956,453 | 0.27% | +1,956,453 |
| ABBOTT LABORATORIES | 0 | 18,538 | +18,538 | 0 | 1,903,288 | 0.27% | +1,903,288 |
| DANAHER CORP DEL(DHR) | 0 | 9,961 | +9,961 | 0 | 1,888,681 | 0.26% | +1,888,681 |
| HEALTHPEAK PROPERTIES INC(DOC) | 143,054 | 228,769 | +85,715 | 2,300,309 | 3,758,680 | 0.52% | +1,458,371 |
| GRACO INC(GGG) | 31,213 | 23,367 | -7,846 | 2,558,566 | 1,978,047 | 0.28% | -580,519 |
| ISHARES TR | 4,639 | 0 | -4,639 | 610,449 | 0 | — | -610,449 |
| SEMRUSH HLDGS INC CL A COM | 419,560 | 335,139 | -84,421 | 4,988,565 | 4,001,555 | 0.56% | -987,010 |
| CNH INDL N V SHS | 919,292 | 653,123 | -266,169 | 8,475,873 | 7,184,357 | 1.00% | -1,291,516 |
| EVEREST GROUP LTD(EG) | 55,966 | 53,568 | -2,398 | 18,992,039 | 17,508,570 | 2.44% | -1,483,469 |
| MISSION PRODUCE INC(AVO) | 491,807 | 301,576 | -190,231 | 5,704,963 | 4,149,687 | 0.58% | -1,555,276 |
| LINDSAY CORP(LNN) | 178,571 | 161,722 | -16,849 | 21,048,139 | 19,256,218 | 2.69% | -1,791,921 |
| NIKE INC(NKE) | 143,086 | 129,003 | -14,083 | 9,116,022 | 6,813,951 | 0.95% | -2,302,071 |
| FACTSET RESH SYS INC(FDS) | 8,596 | 0 | -8,596 | 2,494,424 | 0 | — | -2,494,424 |
| ALEXANDRIA REAL ESTATE EQ IN | 191,480 | 140,637 | -50,843 | 9,371,053 | 6,528,377 | 0.91% | -2,842,676 |
| AMERICAN WTR WKS CO INC NEW | 37,630 | 14,256 | -23,374 | 4,910,678 | 1,940,043 | 0.27% | -2,970,635 |
| REINSURANCE GROUP AMER INC(RGA) | 38,428 | 19,304 | -19,124 | 7,818,569 | 3,941,203 | 0.55% | -3,877,366 |
| NORTHERN TR CORP(NTRS) | 46,300 | 15,744 | -30,556 | 6,324,173 | 2,197,359 | 0.31% | -4,126,814 |
| MCCORMICK & CO INC(MKC) | 69,587 | 0 | -69,587 | 4,739,574 | 0 | — | -4,739,574 |
| ISHARES TR | 60,199 | 25,440 | -34,759 | 8,491,318 | 3,707,803 | 0.52% | -4,783,515 |
| QUEST DIAGNOSTICS INC(DGX) | 55,556 | 24,540 | -31,016 | 9,640,553 | 4,809,287 | 0.67% | -4,831,266 |
| CONSOLIDATED EDISON INC(ED) | 49,246 | 0 | -49,246 | 4,891,072 | 0 | — | -4,891,072 |
| EXACT SCIENCES CORP(EXK) | 49,015 | 0 | -49,015 | 4,977,974 | 0 | — | -4,977,974 |
| NORTHROP GRUMMAN CORP(NOC) | 8,973 | 0 | -8,973 | 5,116,546 | 0 | — | -5,116,546 |
| CALIFORNIA WTR SVC GROUP(CWT) | 1,825,390 | 1,603,748 | -221,642 | 79,094,145 | 72,713,945 | 10.14% | -6,380,200 |
| TORO CO | 81,373 | 0 | -81,373 | 6,405,706 | 0 | — | -6,405,706 |
| SCHEIN HENRY INC(HSIC) | 282,287 | 193,856 | -88,431 | 21,335,279 | 14,287,203 | 1.99% | -7,048,076 |
| SOLVENTUM CORP(SOLV) | 642,073 | 671,153 | +29,080 | 50,877,850 | 43,826,309 | 6.11% | -7,051,541 |
| BECTON DICKINSON & CO(BDX) | 125,213 | 106,783 | -18,430 | 24,300,055 | 16,789,551 | 2.34% | -7,510,504 |
| PORTLAND GEN ELEC CO(POR) | 306,217 | 128,448 | -177,769 | 14,695,363 | 6,778,195 | 0.95% | -7,917,168 |
| MARTEN TRANS LTD(MRTN) | 6,267,340 | 4,810,420 | -1,456,920 | 71,322,324 | 63,160,816 | 8.81% | -8,161,508 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 184,670 | 0 | -184,670 | 9,654,554 | 0 | — | -9,654,554 |
| GLOBE LIFE INC | 231,637 | 156,919 | -74,718 | 32,396,752 | 21,838,424 | 3.05% | -10,558,328 |
| APTARGROUP INC | 248,193 | 155,423 | -92,770 | 30,269,584 | 19,586,425 | 2.73% | -10,683,159 |
| IDEX CORP(IEX) | 117,447 | 44,820 | -72,627 | 20,898,547 | 8,495,702 | 1.18% | -12,402,845 |
| WERNER ENTERPRISES INC(WERN) | 1,948,964 | 1,520,525 | -428,439 | 58,488,397 | 44,718,633 | 6.24% | -13,769,764 |
| KENVUE INC(KVUE) | 2,813,985 | 1,655,524 | -1,158,461 | 48,541,237 | 28,541,238 | 3.98% | -19,999,999 |
| H2O AMERICA(HTO) | 906,724 | 391,646 | -515,078 | 44,420,404 | 22,977,866 | 3.20% | -21,442,538 |
| CLOROX CO DEL(CLX) | 786,789 | 508,145 | -278,644 | 79,331,934 | 52,659,091 | 7.34% | -26,672,843 |
| HOLOGIC INC | 360,824 | 0 | -360,824 | 26,877,774 | 0 | — | -26,877,774 |
| QIAGEN NV(QGEN) | 803,588 | 0 | -803,588 | 36,137,350 | 0 | — | -36,137,350 |
| ASPEN INSURANCE HOLDINGS LTD(AHL-PD) | 1,541,315 | 0 | -1,541,315 | 57,182,793 | 0 | — | -57,182,793 |