Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIRST SOLAR INC(FSLR) | 753,954 | 1,117,228 | +363,274 | 124,810 | 246,382 | 21.69% | +121,573 |
| STANLEY BLACK & DECKER INC(SWK) | 1,785,462 | 2,799,218 | +1,013,756 | 120,965 | 208,066 | 18.32% | +87,101 |
| OWENS CORNING NEW(OC) | 0 | 531,618 | +531,618 | 0 | 75,203 | 6.62% | +75,203 |
| AAON INC | 0 | 513,442 | +513,442 | 0 | 47,976 | 4.22% | +47,976 |
| OTIS WORLDWIDE CORP(OTIS) | 329,007 | 669,669 | +340,662 | 32,578 | 61,228 | 5.39% | +28,650 |
| CONSOLIDATED EDISON INC(ED) | 565,554 | 764,387 | +198,833 | 56,753 | 76,836 | 6.76% | +20,083 |
| RALLIANT CORP(RAL) | 529,484 | 900,903 | +371,419 | 25,675 | 39,396 | 3.47% | +13,722 |
| PENTAIR PLC(PNR) | 246,969 | 313,005 | +66,036 | 25,354 | 34,668 | 3.05% | +9,315 |
| WESCO INTL INC(WCC) | 227,334 | 228,666 | +1,332 | 42,102 | 48,363 | 4.26% | +6,261 |
| JAMES HARDIE INDS PLC ORD SHS | 0 | 191,261 | +191,261 | 0 | 3,674 | 0.32% | +3,674 |
| FORTIVE CORP(FTV) | 1,131,015 | 1,174,960 | +43,945 | 58,960 | 57,561 | 5.07% | -1,399 |
| NVENT ELECTRIC PLC(NVT) | 1,951,906 | 1,350,357 | -601,549 | 142,977 | 133,199 | 11.73% | -9,778 |
| EATON CORP PLC(ETN) | 89,176 | 52,143 | -37,033 | 31,835 | 19,515 | 1.72% | -12,320 |
| GE VERNOVA INC(GEV) | 31,923 | 0 | -31,923 | 16,892 | 0 | — | -16,892 |
| WILLIAMS COS INC(WMB) | 441,282 | 0 | -441,282 | 27,717 | 0 | — | -27,717 |
| DT MIDSTREAM INC(DTM) | 324,763 | 0 | -324,763 | 35,695 | 0 | — | -35,695 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 1,171,538 | 0 | -1,171,538 | 51,817 | 0 | — | -51,817 |
| EQT CORP(EQT) | 1,067,988 | 0 | -1,067,988 | 62,285 | 0 | — | -62,285 |
| EMERSON ELEC CO(EMR) | 1,240,219 | 639,560 | -600,659 | 165,358 | 83,897 | 7.39% | -81,461 |