Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| OTIS WORLDWIDE CORP(OTIS) | 708,348 | 2,305,007 | +1,596,659 | 54,599 | 165,039 | 11.49% | +110,439 |
| CONSOLIDATED EDISON INC(ED) | 0 | 619,179 | +619,179 | 0 | 68,500 | 4.77% | +68,500 |
| STANLEY BLACK & DECKER INC(SWK) | 2,601,390 | 2,630,774 | +29,384 | 184,855 | 247,608 | 17.24% | +62,754 |
| OWENS CORNING NEW(OC) | 574,854 | 705,286 | +130,432 | 62,211 | 112,112 | 7.81% | +49,902 |
| XCEL ENERGY INC(XEL) | 0 | 430,722 | +430,722 | 0 | 34,587 | 2.41% | +34,587 |
| RALLIANT CORP(RAL) | 1,136,965 | 980,665 | -156,300 | 47,286 | 72,206 | 5.03% | +24,920 |
| FIRST SOLAR INC(FSLR) | 1,426,587 | 1,278,237 | -148,350 | 281,409 | 301,613 | 21.00% | +20,204 |
| EMERSON ELEC CO(EMR) | 1,222,925 | 1,247,352 | +24,427 | 160,228 | 178,558 | 12.44% | +18,331 |
| PENTAIR PLC(PNR) | 565,871 | 778,135 | +212,264 | 49,293 | 59,652 | 4.15% | +10,359 |
| FORTIVE CORP(FTV) | 724,981 | 512,269 | -212,712 | 40,077 | 31,295 | 2.18% | -8,782 |
| TIMKEN CO(TKR) | 331,740 | 155,419 | -176,321 | 33,363 | 22,585 | 1.57% | -10,778 |
| EATON CORP PLC(ETN) | 88,514 | 41,909 | -46,605 | 31,659 | 17,858 | 1.24% | -13,801 |
| NVENT ELEC PLC(NVT) | 1,201,911 | 683,347 | -518,564 | 142,162 | 115,902 | 8.07% | -26,260 |
| WESCO INTL INC(WCC) | 103,173 | 0 | -103,173 | 28,230 | 0 | — | -28,230 |
| EQT CORP(EQT) | 744,509 | 158,258 | -586,251 | 47,381 | 8,415 | 0.59% | -38,966 |
| DIAMONDBACK ENERGY INC(FANG) | 286,311 | 0 | -286,311 | 56,629 | 0 | — | -56,629 |