 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.82% | 7.31% | $7.6M | 25,168 | $7.2M | 25,670 | -502-1.96% | Reduce |
 APPLE INCAAPL |
| 7.1% | 5.7% | $6.9M | 25,539 | $5.6M | 21,941 | +3,598+16.40% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.1% | 7.21% | $6.9M | 37,186 | $7.1M | 37,874 | -688-1.82% | Reduce |
 MICROSOFT CORPMSFT |
| 5.69% | 6.2% | $5.6M | 11,505 | $6.1M | 11,734 | -229-1.95% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 5.11% | 5.63% | $5.0M | 12,831 | $5.5M | 13,089 | -258-1.97% | Reduce |
 VISA INCV |
| 4.85% | 4.8% | $4.7M | 13,516 | $4.7M | 13,790 | -274-1.99% | Reduce |
 XYLEM INCXYL |
| 4.71% | 5.2% | $4.6M | 33,817 | $5.1M | 34,591 | -774-2.24% | Reduce |
 WASTE MGMT INC DELWM |
| 4.51% | 4.61% | $4.4M | 20,043 | $4.5M | 20,489 | -446-2.18% | Reduce |
 EATON CORP PLCETN |
| 4.35% | 5.2% | $4.3M | 13,353 | $5.1M | 13,627 | -274-2.01% | Reduce |
 DANAHER CORP DEL COMDHR |
| 3.83% | 3.38% | $3.7M | 16,373 | $3.3M | 16,713 | -340-2.03% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 3.82% | 3.67% | $3.7M | 27,439 | $3.6M | 28,009 | -570-2.04% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 3.77% | 3.54% | $3.7M | 13,744 | $3.5M | 14,069 | -325-2.31% | Reduce |
 AVERY DENNISON CORPAVY |
| 3.57% | 3.24% | $3.5M | 19,179 | $3.2M | 19,572 | -393-2.01% | Reduce |
 STARBUCKS CORPSBUX |
| 3.56% | 3.65% | $3.5M | 41,322 | $3.6M | 42,273 | -951-2.25% | Reduce |
 SERVICENOW INCNOW |
| 3.2% | 3.91% | $3.1M | 20,415 | $3.8M | 4,163 | +16,252+390.39% | Add |
 QUANTA SVCS INCPWR |
| 2.57% | 2.55% | $2.5M | 5,961 | $2.5M | 6,023 | -62-1.03% | Reduce |
 CISCO SYS INCCSCO |
| 2.45% | 2.19% | $2.4M | 31,111 | $2.2M | 31,435 | -324-1.03% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 2.23% | 2.02% | $2.2M | 5,608 | $2.0M | 5,666 | -58-1.02% | Reduce |
 IQVIA HLDGS INCIQV |
| 2.03% | 2.3% | $2.0M | 8,791 | $2.3M | 11,893 | -3,102-26.08% | Reduce |
 ALPHABET INCGOOGL |
| 1.96% | — | $1.9M | 6,118 | $0 | 0 | +6,118 | New Buy |
 VERALTO CORP COM SHSVLTO |
| 1.89% | 2.04% | $1.8M | 18,536 | $2.0M | 18,729 | -193-1.03% | Reduce |
 CARRIER GLOBALCARR |
| 1.77% | 2.01% | $1.7M | 32,732 | $2.0M | 33,073 | -341-1.03% | Reduce |
| TTETRA TECH INC NEWTTEK |
| 1.63% | 1.63% | $1.6M | 47,464 | $1.6M | 47,958 | -494-1.03% | Reduce |
 NIKE INCNKE |
| 1.61% | 1.78% | $1.6M | 24,708 | $1.7M | 24,965 | -257-1.03% | Reduce |
 SALESFORCE INCCRM |
| 1.4% | 1.26% | $1.4M | 5,165 | $1.2M | 5,219 | -54-1.03% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 1.38% | 1.48% | $1.3M | 10,337 | $1.5M | 10,445 | -108-1.03% | Reduce |
 IDEXX LABS INC COMIDXX |
| 1.27% | — | $1.2M | 1,835 | $0 | 0 | +1,835 | New Buy |
 STRYKER CORPORATIONSYK |
| 1.17% | 1.24% | $1.1M | 3,256 | $1.2M | 3,290 | -34-1.03% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.17% | — | $1.1M | 5,341 | $0 | 0 | +5,341 | New Buy |
 EDWARDS LIFESCIENCES CORPEW |
| 1.16% | 1.75% | $1.1M | 13,283 | $1.7M | 22,050 | -8,767-39.76% | Reduce |
 SYSCO CORP COMSYY |
| 0.67% | 1.63% | $651,641 | 8,843 | $1.6M | 19,438 | -10,595-54.51% | Reduce |
 GENERAL MILLS INC COMGIS |
| 0.64% | 1.23% | $625,658 | 13,455 | $1.2M | 23,897 | -10,442-43.70% | Reduce |
