Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENPHASE ENERGY INC(ENPH) | 19,048 | 35,272 | +16,224 | 2,289 | 4,661 | 4.83% | +2,372 |
| BLOOM ENERGY CORP | 88,537 | 221,347 | +132,810 | 1,174 | 3,276 | 3.39% | +2,102 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 14,047 | 28,234 | +14,187 | 1,221 | 2,936 | 3.04% | +1,716 |
| EQUINIX INC(EQIX) | 0 | 2,100 | +2,100 | 0 | 1,691 | 1.75% | +1,691 |
| AXON ENTERPRISE INC(AXON) | 0 | 0 | 0 | 0 | 1,642 | 1.70% | +1,642 |
| SHOPIFY INC(SHOP) | 0 | 0 | 0 | 0 | 1,413 | 1.46% | +1,413 |
| AMERICAN TOWER CORP NEW(AMT) | 3,400 | 8,900 | +5,500 | 559 | 1,921 | 1.99% | +1,362 |
| ACM RESH INC(ACMR) | 70,765 | 130,514 | +59,749 | 1,281 | 2,550 | 2.64% | +1,269 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 157,965 | +157,965 | 0 | 1,107 | 1.15% | +1,107 |
| RAPID7 INC | 0 | 0 | 0 | 0 | 1,077 | 1.12% | +1,077 |
| LIBERTY MEDIA CORP DEL(FWONA) | 0 | 0 | 0 | 0 | 1,014 | 1.05% | +1,014 |
| HANNON ARMSTRONG SUST INFR C(HASI) | 86,237 | 98,449 | +12,212 | 1,828 | 2,715 | 2.81% | +887 |
| SUNRUN INC(RUN) | 138,605 | 132,605 | -6,000 | 1,741 | 2,603 | 2.70% | +862 |
| ZSCALER INC(ZS) | 0 | 0 | 0 | 0 | 759 | 0.79% | +759 |
| SCORPIO TANKERS INC(STNG) | 0 | 10,000 | +10,000 | 0 | 608 | 0.63% | +608 |
| LINDE PLC(LIN) | 16,103 | 15,911 | -192 | 5,996 | 6,535 | 6.77% | +539 |
| OKEANIS ECO TANKERS COR SHS | 0 | 19,500 | +19,500 | 0 | 517 | 0.54% | +517 |
| EURONAV NV(CMBT) | 0 | 21,669 | +21,669 | 0 | 382 | 0.40% | +382 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 0 | 0 | 1,178 | 1,481 | 1.53% | +303 |
| DATADOG INC(DDOG) | 0 | 0 | 0 | 1,420 | 1,673 | 1.73% | +252 |
| EQT CORP(EQT) | 0 | 0 | 0 | 557 | 798 | 0.83% | +241 |
| SBA COMMUNICATIONS CORP NEW(SBAC) | 3,680 | 3,730 | +50 | 737 | 946 | 0.98% | +210 |
| HUBSPOT INC(HUBS) | 0 | 0 | 0 | 1,248 | 1,452 | 1.50% | +204 |
| WASTE MGMT INC DEL(WM) | 7,100 | 7,100 | 0 | 1,082 | 1,272 | 1.32% | +189 |
| PG&E CORP(PCG) | 88,700 | 88,700 | 0 | 1,431 | 1,599 | 1.66% | +169 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 0 | 0 | 1,273 | 1,417 | 1.47% | +144 |
| WINNEBAGO INDS INC(WGO) | 0 | 0 | 0 | 1,121 | 1,259 | 1.30% | +138 |
| REPUBLIC SVCS INC(RSG) | 9,938 | 9,400 | -538 | 1,416 | 1,550 | 1.61% | +134 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 0 | 0 | 0 | 1,884 | 2,012 | 2.08% | +128 |
| PARSONS CORP DEL(PSN) | 0 | 0 | 0 | 1,019 | 1,137 | 1.18% | +119 |
| MIDDLEBY CORP(MIDD) | 0 | 0 | 0 | 1,121 | 1,212 | 1.26% | +92 |
| KANZHUN LIMITED(BZ) | 163,494 | 154,732 | -8,762 | 2,480 | 2,570 | 2.66% | +90 |
| DROPBOX INC(DBX) | 0 | 0 | 0 | 1,333 | 1,415 | 1.47% | +81 |
| NICE LTD(NICE) | 0 | 0 | 0 | 1,811 | 1,873 | 1.94% | +62 |
| TYLER TEX INDPT SCH DIST(TYL) | 0 | 0 | 0 | 1,465 | 1,523 | 1.58% | +57 |
| LI AUTO INC(LI) | 29,026 | 29,026 | 0 | 1,035 | 1,086 | 1.13% | +52 |
| PDD HOLDINGS INC(PDD) | 28,482 | 19,336 | -9,146 | 2,793 | 2,829 | 2.93% | +36 |
| CHENIERE ENERGY INC(LNG) | 6,630 | 6,630 | 0 | 1,100 | 1,132 | 1.17% | +31 |
| BOX INC(BOX) | 0 | 0 | 0 | 757 | 781 | 0.81% | +24 |
| FORD MTR CO DEL(F) | 0 | 0 | 0 | 1,471 | 1,492 | 1.55% | +22 |
| TOPGOLF CALLAWAY BRANDS CORP(CALY) | 0 | 0 | 0 | 731 | 750 | 0.78% | +19 |
| BENTLEY SYS INC(BSY) | 0 | 0 | 0 | 1,563 | 1,578 | 1.63% | +15 |
| HAEMONETICS CORP MASS(HAE) | 0 | 0 | 0 | 1,042 | 1,048 | 1.09% | +6 |
| VAIL RESORTS INC(MTN) | 0 | 0 | 0 | 531 | 533 | 0.55% | +2 |
| BORR DRILLING LTD(BORR) | 31,174 | 29,524 | -1,650 | 219 | 220 | 0.23% | +1 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 30,165 | 24,089 | -6,076 | 1,766 | 1,765 | 1.83% | -1 |
| MP MATERIALS CORP(MP) | 39,578 | 35,578 | -4,000 | 756 | 706 | 0.73% | -50 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 0 | 0 | 726 | 653 | 0.68% | -73 |
| FLUENCE ENERGY INC(FLNC) | 142,324 | 133,936 | -8,388 | 3,272 | 3,194 | 3.31% | -78 |
| ARRAY TECHNOLOGIES INC(ARRY) | 24,778 | 25,862 | +1,084 | 550 | 434 | 0.45% | -115 |
| FIRST SOLAR INC(FSLR) | 39,850 | 36,550 | -3,300 | 6,439 | 6,297 | 6.52% | -143 |
| HALLIBURTON CO(HAL) | 5,000 | 0 | -5,000 | 203 | 0 | — | -202 |
| SCHLUMBERGER LTD(SLB) | 3,500 | 0 | -3,500 | 204 | 0 | — | -204 |
| CENTERPOINT ENERGY INC(CNP) | 63,700 | 49,906 | -13,794 | 1,710 | 1,426 | 1.48% | -285 |
| FUTU HLDGS LTD(FUTU) | 52,549 | 50,229 | -2,320 | 3,038 | 2,744 | 2.84% | -294 |
| AMERESCO INC | 8,618 | 0 | -8,618 | 332 | 0 | — | -332 |
| ECOLAB INC(ECL) | 2,310 | 0 | -2,310 | 391 | 0 | — | -391 |
| TARGA RES CORP(TRGP) | 12,500 | 7,400 | -5,100 | 1,072 | 643 | 0.67% | -429 |
| DEERE & CO(DE) | 1,199 | 0 | -1,199 | 452 | 0 | — | -452 |
| NEXTERA ENERGY INC(NEE) | 8,530 | 0 | -8,530 | 489 | 0 | — | -489 |
| PIONEER NAT RES CO | 0 | 0 | 0 | 490 | 0 | — | -490 |
| REPLIGEN CORP(RGEN) | 0 | 0 | 0 | 573 | 0 | — | -573 |
| GROCERY OUTLET HLDG CORP(GO) | 20,324 | 0 | -20,324 | 586 | 0 | — | -586 |
| GRUPO AEROPORTUARIO DEL SURE | 2,660 | 0 | -2,660 | 654 | 0 | — | -654 |
| GRAPHIC PACKAGING HLDG CO(GPK) | 29,522 | 0 | -29,522 | 658 | 0 | — | -658 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 212,449 | 0 | -212,449 | 752 | 0 | — | -752 |
| CNH INDL N V SHS | 63,354 | 0 | -63,354 | 773 | 0 | — | -773 |
| SEMPRA(SRE) | 25,880 | 13,080 | -12,800 | 1,761 | 977 | 1.01% | -783 |
| FREYR BATTERY | 175,100 | 0 | -175,100 | 856 | 0 | — | -856 |
| MARRIOTT VACATIONS WORLDWIDE(VAC) | 0 | 0 | 0 | 883 | 0 | — | -883 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 127,100 | 82,798 | -44,302 | 2,396 | 1,437 | 1.49% | -958 |
| CONSTELLATION ENERGY CORP(CEG) | 15,000 | 5,505 | -9,495 | 1,636 | 643 | 0.67% | -993 |
| ANSYS INC | 3,421 | 0 | -3,421 | 1,018 | 0 | — | -1,018 |
| SPLUNK INC | 0 | 0 | 0 | 1,076 | 0 | — | -1,076 |
| ALBEMARLE CORP(ALB) | 9,964 | 3,042 | -6,922 | 1,694 | 440 | 0.46% | -1,255 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 17,590 | 0 | -17,590 | 1,307 | 0 | — | -1,307 |
| SOUTHWEST AIRLS CO(LUV) | 0 | 0 | 0 | 1,505 | 0 | — | -1,505 |
| TESLA INC(TSLA) | 6,042 | 0 | -6,042 | 1,512 | 0 | — | -1,512 |
| LIVENT CORP | 145,428 | 63,313 | -82,115 | 2,677 | 1,138 | 1.18% | -1,539 |
| QIFU TECHNOLOGY INC(QFIN) | 102,202 | 0 | -102,202 | 1,570 | 0 | — | -1,570 |
| EXELON CORP(EXC) | 41,950 | 0 | -41,950 | 1,585 | 0 | — | -1,585 |
| AIRBNB INC(ABNB) | 0 | 0 | 0 | 1,592 | 0 | — | -1,592 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 23,631 | 0 | -23,631 | 3,060 | 0 | — | -3,060 |
| ON SEMICONDUCTOR CORP(ON) | 34,728 | 0 | -34,728 | 3,228 | 0 | — | -3,228 |