Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIRST SOLAR INC(FSLR) | 113,146 | 1,186,646 | +1,073,500 | 21,508 | 191,750 | 27.90% | +170,242 |
| STANLEY BLACK & DECKER INC(SWK) | 2,014,824 | 2,292,331 | +277,507 | 188,809 | 191,593 | 27.88% | +2,784 |
| NEXTRACKER INC | 935,646 | 946,609 | +10,963 | 37,248 | 38,016 | 5.53% | +768 |
| BLUE BIRD CORP | 1,112,443 | 1,173,071 | +60,628 | 25,008 | 25,045 | 3.64% | +37 |
| NVENT ELECTRIC PLC(NVT) | 2,746,557 | 2,501,376 | -245,181 | 141,915 | 132,548 | 19.29% | -9,367 |
| GENERAL ELECTRIC CO(GE) | 115,378 | 0 | -115,378 | 12,674 | 0 | — | -12,674 |
| OTIS WORLDWIDE CORP(OTIS) | 181,733 | 0 | -181,733 | 16,176 | 0 | — | -16,176 |
| TPI COMPOSITES INC | 1,884,184 | 0 | -1,884,184 | 19,539 | 0 | — | -19,539 |
| EATON CORP PLC(ETN) | 645,917 | 507,990 | -137,927 | 129,894 | 108,344 | 15.76% | -21,550 |
| AES CORP(AES) | 1,639,485 | 0 | -1,639,485 | 33,987 | 0 | — | -33,987 |
| CARRIER GLOBAL CORPORATION(CARR) | 1,017,452 | 0 | -1,017,452 | 50,578 | 0 | — | -50,578 |
| AIR PRODS & CHEMS INC | 183,832 | 0 | -183,832 | 55,063 | 0 | — | -55,063 |