Foresight Group Ltd Liability Partnership
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GLOBUS MED INC(GMED) | 161,671 | 421,541 | +259,870 | 9,541,822 | 24,141,653 | 3.60% | +14,599,831 |
| FIRST SOLAR INC(FSLR) | 72,162 | 113,112 | +40,950 | 11,945,697 | 24,944,589 | 3.72% | +12,998,892 |
| NEXTRACKER INC | 283,852 | 275,713 | -8,139 | 15,433,033 | 20,400,005 | 3.05% | +4,966,972 |
| XYLEM INC(XYL) | 239,008 | 236,865 | -2,143 | 30,908,320 | 34,937,588 | 5.22% | +4,029,268 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 52,393 | 51,786 | -607 | 21,249,643 | 25,117,246 | 3.75% | +3,867,603 |
| PROLOGIS INC.(PLD) | 13,148 | 44,715 | +31,567 | 1,387,969 | 5,108,912 | 0.76% | +3,720,943 |
| ICON PLC(ICLR) | 80,202 | 81,751 | +1,549 | 11,662,216 | 14,306,425 | 2.14% | +2,644,209 |
| TE CONNECTIVITY PLC(TEL) | 190,720 | 155,690 | -35,030 | 32,168,742 | 34,178,626 | 5.10% | +2,009,884 |
| AGILENT TECHNOLOGIES INC(A) | 198,192 | 197,718 | -474 | 23,388,638 | 25,377,105 | 3.79% | +1,988,467 |
| APTIV PLC(APTV) | 104,488 | 104,546 | +58 | 7,128,171 | 9,013,956 | 1.35% | +1,885,785 |
| EQUINIX INC(EQIX) | 23,761 | 26,139 | +2,378 | 18,706,484 | 20,425,145 | 3.05% | +1,718,661 |
| CROWN CASTLE INC(CCI) | 82,213 | 103,407 | +21,194 | 8,307,179 | 9,950,339 | 1.49% | +1,643,160 |
| STERIS PLC(STE) | 113,103 | 113,189 | +86 | 27,169,603 | 28,007,486 | 4.18% | +837,883 |
| VERALTO CORP(VLTO) | 140,501 | 140,595 | +94 | 14,183,576 | 14,988,833 | 2.24% | +805,257 |
| VENTAS INC(VTR) | 158,783 | 154,879 | -3,904 | 9,991,605 | 10,716,078 | 1.60% | +724,473 |
| DIGITAL RLTY TR INC(DLR) | 122,284 | 124,682 | +2,398 | 20,984,638 | 21,555,024 | 3.22% | +570,386 |
| CLEARWAY ENERGY INC(CWEN) | 352,713 | 418,235 | +65,522 | 11,318,284 | 11,815,139 | 1.76% | +496,855 |
| GRAND CANYON ED INC(LOPE) | 75,515 | 67,139 | -8,376 | 14,272,335 | 14,738,353 | 2.20% | +466,018 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 218,400 | 218,400 | 0 | 7,158,060 | 7,593,768 | 1.13% | +435,708 |
| ECOLAB INC(ECL) | 113,500 | 112,506 | -994 | 30,581,440 | 30,810,893 | 4.60% | +229,453 |
| RAYONIER INC(RYN) | 27,696 | 27,696 | 0 | 612,636 | 729,790 | 0.11% | +117,154 |
| DIGITALBRIDGE GROUP INC(DBRG) | 56,352 | 56,352 | 0 | 577,890 | 664,108 | 0.10% | +86,218 |
| COMMERCIAL METALS CO(CMC) | 9,713 | 9,713 | 0 | 485,941 | 556,458 | 0.08% | +70,517 |
| JOHNSON CTLS INTL PLC | 10,379 | 10,379 | 0 | 1,090,314 | 1,122,956 | 0.17% | +32,642 |
| ROCKWELL AUTOMATION INC(ROK) | 34,749 | 33,070 | -1,679 | 11,542,575 | 11,558,957 | 1.73% | +16,382 |
| OWENS CORNING NEW(OC) | 4,801 | 4,801 | 0 | 662,898 | 677,205 | 0.10% | +14,307 |
| GXO LOGISTICS INCORPORATED(GXO) | 18,703 | 17,226 | -1,477 | 916,353 | 911,600 | 0.14% | -4,753 |
| PHILLIPS EDISON & CO INC(PECO) | 33,307 | 33,307 | 0 | 1,162,747 | 1,139,766 | 0.17% | -22,981 |
| AGREE RLTY CORP | 16,865 | 16,865 | 0 | 1,219,845 | 1,189,573 | 0.18% | -30,272 |
| VERTIV HOLDINGS CO(VRT) | 6,238 | 4,964 | -1,274 | 792,943 | 748,869 | 0.11% | -44,074 |
| VITAL FARMS INC | 16,691 | 14,312 | -2,379 | 647,861 | 600,174 | 0.09% | -47,687 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 5,997 | 5,997 | 0 | 733,403 | 651,184 | 0.10% | -82,219 |
| DEERE & CO(DE) | 1,981 | 1,981 | 0 | 1,016,263 | 905,832 | 0.14% | -110,431 |
| MID-AMER APT CMNTYS INC(MAA) | 10,561 | 10,283 | -278 | 1,561,074 | 1,424,967 | 0.21% | -136,107 |
| STAG INDL INC(STAG) | 33,905 | 30,475 | -3,430 | 1,227,531 | 1,064,187 | 0.16% | -163,344 |
| AMERICAN HOMES 4 RENT(AMH) | 51,998 | 50,904 | -1,094 | 1,867,768 | 1,653,107 | 0.25% | -214,661 |
| AMERICOLD REALTY TRUST INC(COLD) | 82,365 | 82,365 | 0 | 1,389,086 | 1,028,327 | 0.15% | -360,759 |
| ALEXANDRIA REAL ESTATE EQ IN | 17,055 | 10,256 | -6,799 | 1,250,558 | 865,863 | 0.13% | -384,695 |
| KILROY RLTY CORP(KRC) | 41,767 | 24,470 | -17,297 | 1,452,447 | 1,041,076 | 0.16% | -411,371 |
| WEYERHAEUSER CO MTN BE(WY) | 87,939 | 72,103 | -15,836 | 2,272,783 | 1,792,120 | 0.27% | -480,663 |
| POTLATCHDELTIC CORPORATION | 59,504 | 44,142 | -15,362 | 2,316,193 | 1,777,378 | 0.27% | -538,815 |
| TRIMBLE INC(TRMB) | 417,653 | 381,852 | -35,801 | 31,733,275 | 31,178,216 | 4.65% | -555,059 |
| TRANE TECHNOLOGIES PLC(TT) | 29,372 | 28,975 | -397 | 12,834,394 | 12,226,291 | 1.83% | -608,103 |
| AMERICAN TOWER CORP NEW(AMT) | 115,854 | 127,378 | +11,524 | 25,288,516 | 24,497,337 | 3.66% | -791,179 |
| AMERICAN WTR WKS CO INC NEW | 118,835 | 110,802 | -8,033 | 16,531,137 | 15,422,530 | 2.30% | -1,108,607 |
| MSA SAFETY INC(MSA) | 173,884 | 162,226 | -11,658 | 29,130,787 | 27,914,228 | 4.17% | -1,216,559 |
| AUTODESK INC | 107,059 | 98,997 | -8,062 | 33,142,255 | 31,448,377 | 4.69% | -1,693,878 |
| NOVO-NORDISK A S(NVO) | 124,919 | 125,005 | +86 | 8,640,044 | 6,936,527 | 1.04% | -1,703,517 |
| SILICON LABORATORIES INC(SLAB) | 110,142 | 110,214 | +72 | 16,230,525 | 14,452,362 | 2.16% | -1,778,163 |
| ATS CORPORATION(ATS) | 381,812 | 388,892 | +7,080 | 12,152,506 | 10,188,970 | 1.52% | -1,963,536 |
| EASTERLY GOVT PPTYS INC(DEA) | 377,423 | 279,184 | -98,239 | 8,391,989 | 6,401,689 | 0.96% | -1,990,300 |
| HEALTHPEAK PROPERTIES INC(DOC) | 1,148,937 | 934,955 | -213,982 | 19,961,704 | 17,778,169 | 2.65% | -2,183,535 |
| SMURFIT WESTROCK PLC(SW) | 570,768 | 502,569 | -68,199 | 24,628,639 | 21,394,362 | 3.19% | -3,234,277 |
| POWER INTEGRATIONS INC(POWI) | 220,817 | 221,314 | +497 | 12,343,670 | 8,899,036 | 1.33% | -3,444,634 |
| DANAHER CORPORATION(DHR) | 55,457 | 27,893 | -27,564 | 10,954,976 | 5,530,066 | 0.83% | -5,424,910 |
| LANTHEUS HLDGS INC(LNTH) | 68,520 | 0 | -68,520 | 5,609,047 | 0 | — | -5,609,047 |
| GENMAB A/S(GMAB) | 48,007 | 47,194 | -813 | 9,932,535 | 1,447,440 | 0.22% | -8,485,095 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 114,329 | 5,978 | -108,351 | 13,140,792 | 825,084 | 0.12% | -12,315,708 |
| ASTRAZENECA PLC(AZN) | 195,892 | 171,086 | -24,806 | 27,166,187 | 13,125,718 | 1.96% | -14,040,469 |
| LINDE PLC(LIN) | 52,768 | 0 | -52,768 | 24,757,690 | 0 | — | -24,757,690 |