Foresight Group Ltd Liability Partnership
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYNOPSYS INC(SNPS) | 0 | 33,085 | +33,085 | 0 | 13,117,541 | 2.32% | +13,117,541 |
| FLUTTER ENTMT PLC(FLUT) | 0 | 302,279 | +302,279 | 0 | 12,045,818 | 2.13% | +12,045,818 |
| BENTLEY SYS INC(BSY) | 0 | 327,158 | +327,158 | 0 | 11,489,789 | 2.03% | +11,489,789 |
| APTIV PLC(APTV) | 206,637 | 388,774 | +182,137 | 15,861,583 | 26,996,467 | 4.77% | +11,134,884 |
| AMERICAN WTR WKS CO INC NEW | 109,745 | 183,991 | +74,246 | 14,377,912 | 25,039,335 | 4.42% | +10,661,423 |
| BROOKFIELD RENEWABLE ENERGY | 0 | 213,209 | +213,209 | 0 | 8,311,953 | 1.47% | +8,311,953 |
| EXELON CORP(EXC) | 0 | 163,495 | +163,495 | 0 | 8,014,525 | 1.42% | +8,014,525 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 89,343 | +89,343 | 0 | 5,606,273 | 0.99% | +5,606,273 |
| POWER INTEGRATIONS INC(POWI) | 219,494 | 219,475 | -19 | 7,882,284 | 11,237,120 | 1.98% | +3,354,836 |
| RAYONIER INC(RYN) | 29,048 | 104,950 | +75,902 | 631,649 | 2,163,544 | 0.38% | +1,531,895 |
| CHENIERE ENERGY INC(LNG) | 8,806 | 10,814 | +2,008 | 1,704,005 | 3,174,450 | 0.56% | +1,470,445 |
| VERTIV HOLDINGS CO(VRT) | 4,589 | 9,076 | +4,487 | 754,156 | 2,124,555 | 0.38% | +1,370,399 |
| CLEARWAY ENERGY INC(CWEN) | 305,441 | 285,575 | -19,866 | 10,189,231 | 11,220,242 | 1.98% | +1,031,011 |
| BXP INC(BXP) | 0 | 13,202 | +13,202 | 0 | 684,062 | 0.12% | +684,062 |
| TRANE TECHNOLOGIES PLC(TT) | 28,776 | 28,266 | -510 | 11,269,341 | 11,779,573 | 2.08% | +510,232 |
| DIGITAL RLTY TR INC(DLR) | 120,205 | 108,294 | -11,911 | 18,773,488 | 18,974,733 | 3.35% | +201,245 |
| GRAND CANYON ED INC(LOPE) | 55,214 | 55,397 | +183 | 9,233,476 | 9,419,152 | 1.66% | +185,676 |
| DEERE & CO(DE) | 1,981 | 1,981 | 0 | 931,308 | 1,100,554 | 0.19% | +169,246 |
| CSX CORP(CSX) | 47,396 | 47,396 | 0 | 1,725,925 | 1,884,702 | 0.33% | +158,777 |
| JOHNSON CONTROLS INTERNATION | 10,379 | 10,379 | 0 | 1,255,340 | 1,313,514 | 0.23% | +58,174 |
| WELLTOWER INC(WELL) | 2,598 | 2,598 | 0 | 488,177 | 507,493 | 0.09% | +19,316 |
| DIGITALBRIDGE GROUP INC(DBRG) | 121,406 | 121,406 | 0 | 1,855,691 | 1,871,473 | 0.33% | +15,782 |
| AMERICOLD REALTY TRUST INC(COLD) | 22,920 | 22,920 | 0 | 306,555 | 262,549 | 0.05% | -44,006 |
| AGREE RLTY CORP | 19,212 | 18,056 | -1,156 | 1,399,167 | 1,353,207 | 0.24% | -45,960 |
| OWENS CORNING NEW(OC) | 5,975 | 5,975 | 0 | 676,041 | 623,013 | 0.11% | -53,028 |
| STAG INDUSTRIAL INC(STAG) | 35,872 | 35,500 | -372 | 1,335,694 | 1,280,485 | 0.23% | -55,209 |
| GXO LOGISTICS INCORPORATED(GXO) | 17,226 | 17,226 | 0 | 914,012 | 841,404 | 0.15% | -72,608 |
| MID-AMER APT CMNTYS INC(MAA) | 4,480 | 4,480 | 0 | 626,886 | 545,418 | 0.10% | -81,468 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 5,978 | 5,978 | 0 | 878,886 | 785,180 | 0.14% | -93,706 |
| COMMERCIAL METALS CO(CMC) | 9,713 | 9,713 | 0 | 679,279 | 583,120 | 0.10% | -96,159 |
| WEYERHAEUSER CO(WY) | 63,934 | 58,962 | -4,972 | 1,534,096 | 1,431,892 | 0.25% | -102,204 |
| AMERICAN HOMES 4 RENT(AMH) | 26,157 | 26,157 | 0 | 843,432 | 730,957 | 0.13% | -112,475 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 5,997 | 5,997 | 0 | 612,414 | 484,588 | 0.09% | -127,826 |
| KILROY REALTY CORP(KRC) | 13,036 | 13,036 | 0 | 497,714 | 368,202 | 0.07% | -129,512 |
| PHILLIPS EDISON & CO INC(PECO) | 33,307 | 27,446 | -5,861 | 1,194,556 | 1,026,343 | 0.18% | -168,213 |
| VITAL FARMS INC | 15,759 | 15,759 | 0 | 519,338 | 207,861 | 0.04% | -311,477 |
| HEALTHPEAK PROPERTIES INC(DOC) | 853,335 | 803,985 | -49,350 | 13,793,249 | 13,318,012 | 2.35% | -475,237 |
| VENTAS INC(VTR) | 132,576 | 116,591 | -15,985 | 10,415,513 | 9,516,740 | 1.68% | -898,773 |
| EQUINIX INC(EQIX) | 23,748 | 17,821 | -5,927 | 18,266,063 | 17,184,701 | 3.04% | -1,081,362 |
| ECOLAB INC(ECL) | 105,402 | 99,448 | -5,954 | 27,870,326 | 26,455,157 | 4.67% | -1,415,169 |
| EASTERLY GOVT PPTYS INC(DEA) | 270,367 | 199,012 | -71,355 | 5,761,620 | 4,264,827 | 0.75% | -1,496,793 |
| POTLATCHDELTIC CORPORATION | 41,739 | 0 | -41,739 | 1,671,856 | 0 | — | -1,671,856 |
| VERALTO CORP(VLTO) | 139,497 | 139,120 | -377 | 14,104,823 | 12,300,990 | 2.17% | -1,803,833 |
| ROCKWELL AUTOMATION INC(ROK) | 32,829 | 30,373 | -2,456 | 12,917,660 | 10,900,262 | 1.93% | -2,017,398 |
| PROLOGIS INC.(PLD) | 38,424 | 20,930 | -17,494 | 4,956,696 | 2,695,365 | 0.48% | -2,261,331 |
| CROWN CASTLE INC(CCI) | 102,642 | 74,428 | -28,214 | 9,139,735 | 5,931,539 | 1.05% | -3,208,196 |
| VERRA MOBILITY CORP | 563,853 | 593,623 | +29,770 | 12,731,482 | 8,482,873 | 1.50% | -4,248,609 |
| AGILENT TECHNOLOGIES INC(A) | 195,788 | 195,213 | -575 | 26,935,505 | 22,250,378 | 3.93% | -4,685,127 |
| GLOBUS MED INC(GMED) | 344,607 | 293,903 | -50,704 | 30,312,277 | 25,322,682 | 4.47% | -4,989,595 |
| XYLEM INC(XYL) | 209,243 | 197,354 | -11,889 | 28,775,552 | 23,583,803 | 4.17% | -5,191,749 |
| STERIS PLC(STE) | 108,428 | 101,653 | -6,775 | 27,697,609 | 22,478,528 | 3.97% | -5,219,081 |
| TRIMBLE INC(TRMB) | 372,689 | 371,597 | -1,092 | 29,627,128 | 24,239,272 | 4.28% | -5,387,856 |
| ICON PLC(ICLR) | 80,893 | 80,660 | -233 | 14,429,623 | 8,925,836 | 1.58% | -5,503,787 |
| AMERICAN TOWER CORP(AMT) | 124,014 | 96,189 | -27,825 | 21,897,006 | 16,384,834 | 2.89% | -5,512,172 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 50,883 | 48,654 | -2,229 | 29,694,313 | 23,914,901 | 4.22% | -5,779,412 |
| AUTODESK INC | 96,260 | 96,203 | -57 | 28,826,414 | 23,030,998 | 4.07% | -5,795,416 |
| TE CONNECTIVITY PLC(TEL) | 135,708 | 119,610 | -16,098 | 31,246,352 | 25,000,882 | 4.42% | -6,245,470 |
| DANAHER CORPORATION(DHR) | 28,100 | 0 | -28,100 | 6,479,290 | 0 | — | -6,479,290 |
| NEXTPOWER INC | 184,857 | 80,053 | -104,804 | 16,174,296 | 9,650,389 | 1.70% | -6,523,907 |
| FIRST SOLAR INC(FSLR) | 109,830 | 110,210 | +380 | 29,062,009 | 21,740,025 | 3.84% | -7,321,984 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 220,115 | 0 | -220,115 | 8,413,896 | 0 | — | -8,413,896 |
| MSA SAFETY INC(MSA) | 121,548 | 61,214 | -60,334 | 19,776,403 | 10,036,035 | 1.77% | -9,740,368 |
| SILICON LABORATORIES INC(SLAB) | 109,232 | 0 | -109,232 | 14,478,624 | 0 | — | -14,478,624 |
| SMURFIT WESTROCK PLC(SW) | 507,408 | 0 | -507,408 | 19,683,419 | 0 | — | -19,683,419 |
| NOVO-NORDISK A S(NVO) | 123,759 | 0 | -123,759 | 40,291,398 | 0 | — | -40,291,398 |