Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIRST SOLAR INC(FSLR) | 48,511 | 132,536 | +84,025 | 8,031 | 29,228 | 4.13% | +21,198 |
| MICROSOFT CORP(MSFT) | 78,330 | 87,188 | +8,858 | 38,962 | 45,159 | 6.38% | +6,197 |
| NVIDIA CORPORATION(NVDA) | 264,875 | 255,156 | -9,719 | 41,848 | 47,607 | 6.73% | +5,759 |
| TJX COS INC NEW(TJX) | 28,326 | 62,449 | +34,123 | 3,498 | 9,026 | 1.28% | +5,528 |
| SUNRUN INC(RUN) | 563,691 | 510,197 | -53,494 | 4,611 | 8,821 | 1.25% | +4,210 |
| FLEX LTD(FLEX) | 75,958 | 132,141 | +56,183 | 3,792 | 7,660 | 1.08% | +3,868 |
| XYLEM INC(XYL) | 144,268 | 152,210 | +7,942 | 18,663 | 22,451 | 3.17% | +3,788 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 34,591 | 40,291 | +5,700 | 10,659 | 14,153 | 2.00% | +3,493 |
| DANAHER CORPORATION(DHR) | 3,459 | 20,049 | +16,590 | 683 | 3,975 | 0.56% | +3,292 |
| MP MATERIALS CORP(MP) | 37,897 | 62,968 | +25,071 | 1,261 | 4,223 | 0.60% | +2,962 |
| VERTIV HOLDINGS CO(VRT) | 15,000 | 32,216 | +17,216 | 1,926 | 4,860 | 0.69% | +2,934 |
| PLANET LABS PBC(PL) | 268,777 | 320,462 | +51,685 | 1,640 | 4,160 | 0.59% | +2,520 |
| NEXTRACKER INC | 0 | 32,196 | +32,196 | 0 | 2,382 | 0.34% | +2,382 |
| ENERSYS(ENS) | 63,735 | 67,981 | +4,246 | 5,467 | 7,679 | 1.09% | +2,213 |
| PROCTER AND GAMBLE CO(PG) | 54,012 | 69,026 | +15,014 | 8,605 | 10,606 | 1.50% | +2,001 |
| PALO ALTO NETWORKS INC(PANW) | 30,648 | 39,935 | +9,287 | 6,272 | 8,132 | 1.15% | +1,860 |
| PINTEREST INC(PINS) | 0 | 56,145 | +56,145 | 0 | 1,806 | 0.26% | +1,806 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 9,820 | +9,820 | 0 | 1,718 | 0.24% | +1,718 |
| EMERSON ELEC CO(EMR) | 59,054 | 71,051 | +11,997 | 7,874 | 9,320 | 1.32% | +1,447 |
| GENERAL MTRS CO(GM) | 103,974 | 107,565 | +3,591 | 5,117 | 6,558 | 0.93% | +1,442 |
| ZOETIS INC(ZTS) | 63,170 | 76,056 | +12,886 | 9,851 | 11,129 | 1.57% | +1,277 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 965 | 9,752 | +8,787 | 111 | 1,353 | 0.19% | +1,242 |
| QUANTA SVCS INC | 13,431 | 14,964 | +1,533 | 5,078 | 6,201 | 0.88% | +1,123 |
| UNION PAC CORP(UNP) | 30,803 | 34,708 | +3,905 | 7,087 | 8,204 | 1.16% | +1,117 |
| VERIZON COMMUNICATIONS INC(VZ) | 45,129 | 68,534 | +23,405 | 1,953 | 3,012 | 0.43% | +1,059 |
| LINDE PLC(LIN) | 18,269 | 20,206 | +1,937 | 8,571 | 9,598 | 1.36% | +1,026 |
| EBAY INC.(EBAY) | 148,333 | 131,328 | -17,005 | 11,045 | 11,944 | 1.69% | +899 |
| AMERICAN EXPRESS CO(AXP) | 49,506 | 50,012 | +506 | 15,791 | 16,612 | 2.35% | +821 |
| TRIMBLE INC(TRMB) | 234,596 | 228,263 | -6,333 | 17,825 | 18,638 | 2.63% | +813 |
| CYBERARK SOFTWARE LTD | 9,877 | 9,982 | +105 | 4,019 | 4,823 | 0.68% | +804 |
| MONOLITHIC PWR SYS INC(MPWR) | 2,767 | 3,055 | +288 | 2,024 | 2,813 | 0.40% | +789 |
| HUBBELL INC(HUBB) | 5,000 | 6,202 | +1,202 | 2,042 | 2,669 | 0.38% | +627 |
| WEYERHAEUSER CO MTN BE(WY) | 119,727 | 148,874 | +29,147 | 3,076 | 3,691 | 0.52% | +615 |
| PTC INC(PTC) | 15,500 | 16,022 | +522 | 2,671 | 3,253 | 0.46% | +582 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 17,089 | 17,089 | 0 | 4,202 | 4,773 | 0.67% | +571 |
| PENTAIR PLC(PNR) | 77,996 | 77,235 | -761 | 8,007 | 8,555 | 1.21% | +547 |
| SYNOPSYS INC(SNPS) | 0 | 988 | +988 | 0 | 487 | 0.07% | +487 |
| VERALTO CORP(VLTO) | 42,039 | 44,286 | +2,247 | 4,244 | 4,721 | 0.67% | +477 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 1,642 | +1,642 | 0 | 459 | 0.06% | +459 |
| EMBECTA CORP(EMBC) | 103,010 | 103,010 | 0 | 998 | 1,453 | 0.21% | +455 |
| TUTOR PERINI CORP(TPC) | 54,941 | 44,544 | -10,397 | 2,570 | 2,922 | 0.41% | +352 |
| AMERICAN WTR WKS CO INC NEW | 115,904 | 118,327 | +2,423 | 16,123 | 16,470 | 2.33% | +347 |
| GROCERY OUTLET HLDG CORP(GO) | 22,040 | 37,576 | +15,536 | 274 | 603 | 0.09% | +329 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 2,860 | 2,997 | +137 | 3,360 | 3,679 | 0.52% | +319 |
| TETRA TECH INC NEW(TTEK) | 144,829 | 165,280 | +20,451 | 5,208 | 5,517 | 0.78% | +309 |
| ARRAY TECHNOLOGIES INC(ARRY) | 114,236 | 114,236 | 0 | 674 | 931 | 0.13% | +257 |
| ADOBE INC(ADBE) | 895 | 1,695 | +800 | 346 | 598 | 0.08% | +252 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 4,675 | 9,134 | +4,459 | 216 | 412 | 0.06% | +196 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 68,243 | 70,541 | +2,298 | 2,237 | 2,428 | 0.34% | +191 |
| ROCKWELL AUTOMATION INC(ROK) | 3,840 | 3,969 | +129 | 1,276 | 1,387 | 0.20% | +112 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 26,459 | 26,459 | 0 | 541 | 650 | 0.09% | +109 |
| MASTERCARD INCORPORATED(MA) | 8,842 | 8,925 | +83 | 4,969 | 5,077 | 0.72% | +108 |
| DONALDSON INC(DCI) | 8,576 | 8,576 | 0 | 595 | 702 | 0.10% | +107 |
| HA SUSTAINABLE INFRA CAP INC(HASI) | 19,129 | 19,129 | 0 | 514 | 587 | 0.08% | +73 |
| VISA INC(V) | 49,953 | 52,167 | +2,214 | 17,736 | 17,809 | 2.52% | +73 |
| LAUDER ESTEE COS INC(EL) | 57,357 | 53,289 | -4,068 | 4,634 | 4,696 | 0.66% | +61 |
| MUELLER WTR PRODS INC(MWA) | 39,335 | 39,335 | 0 | 946 | 1,004 | 0.14% | +58 |
| AGCO CORP | 9,787 | 9,787 | 0 | 1,010 | 1,048 | 0.15% | +38 |
| SHOPIFY INC(SHOP) | 210 | 407 | +197 | 24 | 60 | 0.01% | +36 |
| AUTOLIV INC(ALV) | 2,924 | 2,924 | 0 | 327 | 361 | 0.05% | +34 |
| NEOGENOMICS INC(NEO) | 64,935 | 64,935 | 0 | 475 | 501 | 0.07% | +27 |
| VOYA FINANCIAL INC(VOYA) | 5,871 | 5,871 | 0 | 417 | 439 | 0.06% | +22 |
| AGILENT TECHNOLOGIES INC(A) | 1,770 | 1,770 | 0 | 209 | 227 | 0.03% | +18 |
| AUTODESK INC | 1,768 | 1,768 | 0 | 547 | 562 | 0.08% | +14 |
| YETI HLDGS INC(YETI) | 1,475 | 1,475 | 0 | 46 | 49 | 0.01% | +2 |
| GILEAD SCIENCES INC(GILD) | 4,035 | 4,035 | 0 | 447 | 448 | 0.06% | +1 |
| EDWARDS LIFESCIENCES CORP | 2,909 | 2,909 | 0 | 228 | 226 | 0.03% | -1 |
| EASTMAN CHEM CO(EMN) | 456 | 456 | 0 | 34 | 29 | 0.00% | -5 |
| GENERAL MLS INC(GIS) | 3,889 | 3,889 | 0 | 201 | 196 | 0.03% | -5 |
| LKQ CORP(LKQ) | 1,794 | 1,794 | 0 | 66 | 55 | 0.01% | -12 |
| TREX CO INC(TREX) | 36,443 | 38,116 | +1,673 | 1,982 | 1,969 | 0.28% | -12 |
| CROWN HLDGS INC(CCK) | 3,288 | 3,288 | 0 | 339 | 318 | 0.04% | -21 |
| APTIV PLC(APTV) | 16,013 | 12,418 | -3,595 | 1,092 | 1,071 | 0.15% | -22 |
| SWEETGREEN INC(SG) | 3,718 | 3,718 | 0 | 55 | 30 | 0.00% | -26 |
| ABBOTT LABS | 12,671 | 12,671 | 0 | 1,723 | 1,697 | 0.24% | -26 |
| ON SEMICONDUCTOR CORP(ON) | 29,208 | 30,192 | +984 | 1,531 | 1,489 | 0.21% | -42 |
| MCCORMICK & CO INC(MKC) | 7,041 | 7,041 | 0 | 534 | 471 | 0.07% | -63 |
| VITAL FARMS INC(VITL) | 59,752 | 54,111 | -5,641 | 2,302 | 2,227 | 0.31% | -75 |
| NETFLIX INC(NFLX) | 1,110 | 1,171 | +61 | 1,486 | 1,404 | 0.20% | -82 |
| ON HLDG AG(ONON) | 9,244 | 9,244 | 0 | 481 | 391 | 0.06% | -90 |
| IDEX CORP(IEX) | 49,611 | 52,948 | +3,337 | 8,710 | 8,618 | 1.22% | -92 |
| BOSTON SCIENTIFIC CORP(BSX) | 20,194 | 20,194 | 0 | 2,169 | 1,972 | 0.28% | -197 |
| FLUENCE ENERGY INC(FLNC) | 33,936 | 0 | -33,936 | 228 | 0 | — | -228 |
| ITRON INC(ITRI) | 39,854 | 39,854 | 0 | 5,246 | 4,964 | 0.70% | -282 |
| WORKDAY INC(WDAY) | 25,377 | 24,104 | -1,273 | 6,090 | 5,803 | 0.82% | -288 |
| NOVANTA INC(NOVT) | 2,261 | 0 | -2,261 | 292 | 0 | — | -292 |
| AVERY DENNISON CORP | 36,404 | 37,522 | +1,118 | 6,388 | 6,085 | 0.86% | -303 |
| BECTON DICKINSON & CO(BDX) | 1,902 | 0 | -1,902 | 328 | 0 | — | -328 |
| WASTE MGMT INC DEL(WM) | 83,688 | 85,209 | +1,521 | 19,149 | 18,817 | 2.66% | -333 |
| BOISE CASCADE CO DEL(BCC) | 4,042 | 0 | -4,042 | 351 | 0 | — | -351 |
| BENTLEY SYS INC(BSY) | 265,763 | 271,684 | +5,921 | 14,343 | 13,986 | 1.98% | -357 |
| EXPONENT INC(EXPO) | 29,656 | 26,245 | -3,411 | 2,216 | 1,824 | 0.26% | -392 |
| DEXCOM INC(DXCM) | 4,844 | 0 | -4,844 | 423 | 0 | — | -423 |
| ROPER TECHNOLOGIES INC(ROP) | 10,196 | 10,633 | +437 | 5,780 | 5,303 | 0.75% | -477 |
| CISCO SYS INC(CSCO) | 7,214 | 0 | -7,214 | 501 | 0 | — | -501 |
| OWENS CORNING NEW(OC) | 3,803 | 0 | -3,803 | 523 | 0 | — | -523 |
| ENPHASE ENERGY INC(ENPH) | 13,560 | 0 | -13,560 | 538 | 0 | — | -538 |
| COLGATE PALMOLIVE CO(CL) | 131,019 | 142,187 | +11,168 | 11,910 | 11,366 | 1.61% | -543 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 41,343 | 41,728 | +385 | 5,110 | 4,530 | 0.64% | -579 |
| SERVICENOW INC(NOW) | 6,375 | 6,455 | +80 | 6,554 | 5,940 | 0.84% | -614 |