NUANCE INVESTMENTS, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| KENVUE INC | 713,402 | 2,813,985 | +2,100,583 | 11,578,516 | 48,541,237 | +36,962,721 |
| APTARGROUP INC | 102,960 | 248,193 | +145,233 | 13,761,592 | 30,269,584 | +16,507,992 |
| LINDSAY CORP | 45,381 | 178,571 | +133,190 | 6,378,741 | 21,048,139 | +14,669,398 |
| ASPEN INSURANCE HOLDINGS LTD | 1,198,155 | 1,541,315 | +343,160 | 43,984,270 | 57,182,793 | +13,198,523 |
| QIAGEN NV | 538,821 | 803,588 | +264,767 | 24,074,517 | 36,137,350 | +12,062,833 |
| EVEREST GROUP LTD | 33,493 | 55,966 | +22,473 | 11,730,365 | 18,992,039 | +7,261,674 |
| WERNER ENTERPRISES INC | 1,957,825 | 1,948,964 | -8,861 | 51,529,967 | 58,488,397 | +6,958,430 |
| ALEXANDRIA REAL ESTATE EQ IN | 36,348 | 191,480 | +155,132 | 3,029,236 | 9,371,053 | +6,341,817 |
| MARTEN TRANS LTD | 6,122,415 | 6,267,340 | +144,925 | 65,264,947 | 71,322,324 | +6,057,377 |
| CALAVO GROWERS INC | 231,653 | 546,933 | +315,280 | 5,962,759 | 11,895,797 | +5,933,038 |
| SEMRUSH HLDGS INC | 0 | 419,560 | +419,560 | 0 | 4,988,565 | +4,988,565 |
| EXACT SCIENCES CORP | 0 | 49,015 | +49,015 | 0 | 4,977,974 | +4,977,974 |
| ESSENTIAL UTILS INC | 0 | 126,035 | +126,035 | 0 | 4,834,706 | +4,834,706 |
| QUEST DIAGNOSTICS INC | 30,207 | 55,556 | +25,349 | 5,756,942 | 9,640,553 | +3,883,611 |
| NIKE INC | 78,082 | 143,086 | +65,004 | 5,444,639 | 9,116,022 | +3,671,383 |
| ISHARES TR | 40,300 | 60,199 | +19,899 | 5,628,844 | 8,491,318 | +2,862,474 |
| HOLOGIC INC | 361,449 | 360,824 | -625 | 24,394,171 | 26,877,774 | +2,483,603 |
| CNH INDL N V | 633,272 | 919,292 | +286,020 | 6,870,998 | 8,475,873 | +1,604,875 |
| AVISTA CORP | 288,203 | 319,020 | +30,817 | 10,896,953 | 12,295,032 | +1,398,079 |
| CONSOLIDATED EDISON INC | 39,962 | 49,246 | +9,284 | 4,016,952 | 4,891,072 | +874,120 |
| ISHARES TR | 0 | 4,639 | +4,639 | 0 | 610,449 | +610,449 |
| HENRY SCHEIN INC | 314,208 | 282,287 | -31,921 | 20,853,996 | 21,335,279 | +481,283 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 234,715 | 184,670 | -50,045 | 9,273,585 | 9,654,554 | +380,969 |
| MISSION PRODUCE INC | 444,288 | 491,807 | +47,519 | 5,340,340 | 5,704,963 | +364,623 |
| SOLVENTUM CORP | 696,967 | 642,073 | -54,894 | 50,878,597 | 50,877,850 | -747 |
| FACTSET RESH SYS INC | 9,540 | 8,596 | -944 | 2,733,040 | 2,494,424 | -238,616 |
| TORO CO | 87,814 | 81,373 | -6,441 | 6,691,406 | 6,405,706 | -285,700 |
| NORTHROP GRUMMAN CORP | 9,403 | 8,973 | -430 | 5,729,332 | 5,116,546 | -612,786 |
| GENTHERM INC | 21,170 | 0 | -21,170 | 721,064 | 0 | -721,064 |
| HEALTHPEAK PROPERTIES INC | 161,536 | 143,054 | -18,482 | 3,093,405 | 2,300,309 | -793,096 |
| REINSURANCE GRP OF AMERICA I | 47,334 | 38,428 | -8,906 | 9,094,372 | 7,818,569 | -1,275,803 |
| CALIFORNIA WTR SVC GROUP | 1,764,459 | 1,825,390 | +60,931 | 80,971,026 | 79,094,145 | -1,876,881 |
| PORTLAND GEN ELEC CO | 396,173 | 306,217 | -89,956 | 17,431,609 | 14,695,363 | -2,736,246 |
| NORDSON CORP | 12,965 | 0 | -12,965 | 2,942,357 | 0 | -2,942,357 |
| GRACO INC | 65,986 | 31,213 | -34,773 | 5,606,131 | 2,558,566 | -3,047,565 |
| TRAVELERS COMPANIES INC | 11,156 | 0 | -11,156 | 3,114,987 | 0 | -3,114,987 |
| GLOBE LIFE INC | 260,218 | 231,637 | -28,581 | 37,203,396 | 32,396,752 | -4,806,644 |
| H2O AMERICA | 1,021,922 | 906,724 | -115,198 | 49,767,610 | 44,420,404 | -5,347,206 |
| IDEX CORP | 162,594 | 117,447 | -45,147 | 26,463,825 | 20,898,547 | -5,565,278 |
| CLOROX CO DEL | 694,817 | 786,789 | +91,972 | 85,670,932 | 79,331,934 | -6,338,998 |
| BECTON DICKINSON & CO | 166,535 | 125,213 | -41,322 | 31,170,329 | 24,300,055 | -6,870,274 |
| AMERICAN WTR WKS CO INC NEW | 99,995 | 37,630 | -62,365 | 13,918,308 | 4,910,678 | -9,007,630 |
| ROGERS CORP | 122,411 | 0 | -122,411 | 9,849,219 | 0 | -9,849,219 |
| MCCORMICK & CO INC | 229,986 | 69,587 | -160,399 | 15,388,389 | 4,739,574 | -10,648,815 |
| LAUDER ESTEE COS INC | 143,008 | 3,260 | -139,748 | 12,601,822 | 341,443 | -12,260,379 |
| NORTHERN TR CORP | 140,523 | 46,300 | -94,223 | 18,914,350 | 6,324,173 | -12,590,177 |
| THERMO FISHER SCIENTIFIC INC | 52,997 | 21,010 | -31,987 | 25,704,553 | 12,174,293 | -13,530,260 |
| KIMBERLY-CLARK CORP | 204,977 | 109,060 | -95,917 | 25,486,789 | 11,003,036 | -14,483,753 |
| WATERS CORP | 146,886 | 581 | -146,305 | 44,037,976 | 220,746 | -43,817,230 |
| INFORMATICA INC | 2,463,395 | 0 | -2,463,395 | 61,190,737 | 0 | -61,190,737 |