 ARM HOLDINGS PLCARM |
| 4.71% | 3.22% | $293.4M | 827,366 | $152.4M | 1.0M | -180,038-17.87% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 4.59% | 2.52% | $286.2M | 960,706 | $119.1M | 1.2M | -241,601-20.09% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 3.94% | 3.56% | $245.9M | 1.5M | $168.5M | 1.4M | +25,633+1.80% | Add |
 QUANTA SVCS INCPWR |
| 3.77% | 3.75% | $235.1M | 326,449 | $177.5M | 323,329 | +3,120+0.96% | Add |
 VERTIV HOLDINGS COVRT |
| 3.43% | 3.83% | $213.6M | 637,920 | $181.2M | 722,999 | -85,079-11.77% | Reduce |
 ANALOG DEVICES INC COMADI |
| 3.36% | 2.65% | $209.5M | 527,512 | $125.3M | 393,959 | +133,553+33.90% | Add |
| RREGAL REXNORD CORPORATION COMRRX |
| 2.7% | 2.27% | $168.1M | 705,873 | $107.3M | 573,127 | +132,746+23.16% | Add |
 ON SEMICONDUCTOR CORP COMON |
| 2.61% | 2.57% | $162.8M | 1.7M | $121.5M | 2.0M | -240,243-12.24% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 2.53% | 3.19% | $158.0M | 184,110 | $151.0M | 214,826 | -30,716-14.30% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 2.47% | 2.69% | $153.8M | 651,923 | $127.4M | 645,692 | +6,231+0.97% | Add |
 GENERAC HLDGS INCGNRC |
| 2.26% | 1.97% | $141.0M | 481,609 | $93.2M | 477,006 | +4,603+0.96% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 2.23% | 1.77% | $139.2M | 909,862 | $83.6M | 901,165 | +8,697+0.97% | Add |
 AGILENT TECHNOLOGIES INC COMA |
| 2.15% | 2.69% | $133.8M | 1.0M | $127.4M | 1.1M | -109,960-9.84% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 2.13% | 2.2% | $132.8M | 96,033 | $103.9M | 94,993 | +1,040+1.09% | Add |
| PPOWER INTEGRATIONS INCPOWI |
| 1.8% | 0.94% | $112.3M | 1.3M | $44.6M | 870,170 | +470,234+54.04% | Add |
| NNEXTPOWER INCNXT |
| 1.65% | 2.19% | $103.1M | 865,627 | $103.5M | 858,168 | +7,459+0.87% | Add |
 ENPHASE ENERGY INC COMENPH |
| 1.63% | 0.84% | $101.5M | 2.1M | $39.8M | 1.1M | +1.0M+95.97% | Add |
 AUTODESK INCADSK |
| 1.6% | 2.6% | $99.7M | 512,880 | $122.8M | 513,027 | -147-0.03% | Reduce |
 XYLEM INCXYL |
| 1.54% | 1.76% | $96.2M | 813,451 | $83.4M | 697,677 | +115,774+16.59% | Add |
 BLOOM ENERGY CORPBE |
| 1.54% | 0.75% | $95.8M | 316,637 | $35.4M | 261,101 | +55,536+21.27% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.54% | 1.36% | $95.7M | 190,933 | $64.2M | 130,713 | +60,220+46.07% | Add |
 CARLISLE COS INCCSL |
| 1.47% | 1.76% | $91.4M | 252,042 | $83.3M | 249,629 | +2,413+0.97% | Add |
 ITRON INCITRI |
| 1.46% | 1.8% | $91.2M | 1.1M | $85.3M | 951,735 | +102,064+10.72% | Add |
| SSOLV ENERGY INCMWH |
| 1.44% | 0.64% | $89.9M | 2.6M | $30.2M | 1.0M | +1.6M+162.85% | Add |
| TTETRA TECH INC NEWTTEK |
| 1.44% | 1.46% | $89.5M | 3.1M | $68.9M | 2.3M | +812,000+35.50% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.39% | 1.54% | $86.4M | 175,904 | $72.6M | 174,222 | +1,682+0.97% | Add |
 VERALTO CORP COM SHSVLTO |
| 1.25% | 1.59% | $78.2M | 882,169 | $75.2M | 850,298 | +31,871+3.75% | Add |
 IDEX CORPIEX |
| 1.17% | 1.52% | $73.1M | 322,045 | $71.9M | 379,071 | -57,026-15.04% | Reduce |
 CORNING INCGLW |
| 1.16% | 0.75% | $72.4M | 283,378 | $35.7M | 262,500 | +20,878+7.95% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 1.05% | 1.15% | $65.5M | 275,959 | $54.3M | 232,708 | +43,251+18.59% | Add |
| TTERADYNE INCTER |
| 1% | 0.85% | $62.5M | 129,176 | $40.2M | 135,736 | -6,560-4.83% | Reduce |
 ECOLAB INCECL |
| 0.97% | 1.05% | $60.5M | 216,974 | $49.5M | 186,208 | +30,766+16.52% | Add |
 DANAHER CORP DEL COMDHR |
| 0.95% | 1.15% | $59.0M | 309,684 | $54.6M | 287,881 | +21,803+7.57% | Add |
| FFERVO ENERGY COFRVO |
| 0.92% | — | $57.6M | 2.0M | $0 | 0 | +2.0M | New Buy |
 WATERS CORPWAT |
| 0.92% | 0.91% | $57.1M | 152,195 | $43.1M | 144,872 | +7,323+5.05% | Add |
| SSUNRUN INCRUN |
| 0.92% | 1.21% | $57.0M | 4.3M | $57.3M | 4.2M | +40,743+0.96% | Add |
| OONTO INNOVATION INCONTO |
| 0.89% | 0.5% | $55.7M | 147,200 | $23.5M | 114,700 | +32,500+28.33% | Add |
 EMCOR GROUP INCEME |
| 0.87% | 1% | $54.3M | 65,460 | $47.4M | 64,260 | +1,200+1.87% | Add |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.82% | 0.87% | $50.9M | 150,522 | $41.1M | 155,022 | -4,500-2.90% | Reduce |
 WASTE MGMT INC DELWM |
| 0.79% | 0.83% | $49.1M | 220,405 | $39.2M | 170,778 | +49,627+29.06% | Add |
| PPROCORE TECHNOLOGIES INCPCOR |
| 0.77% | 1.41% | $47.9M | 1.2M | $66.6M | 1.2M | +11,270+0.96% | Add |
| VVIAVI SOLUTIONS INCVIAV |
| 0.69% | 0.46% | $42.8M | 896,000 | $22.0M | 660,000 | +236,000+35.76% | Add |
 ADVANCED DRAIN SYS INC DELWMS |
| 0.68% | 0.89% | $42.7M | 271,735 | $42.3M | 308,404 | -36,669-11.89% | Reduce |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.66% | 1.06% | $41.2M | 556,152 | $49.9M | 616,488 | -60,336-9.79% | Reduce |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.65% | 0.39% | $40.4M | 538,880 | $18.3M | 528,398 | +10,482+1.98% | Add |
 JACOBS SOLUTIONS INCJ |
| 0.61% | 0.82% | $38.2M | 303,571 | $38.6M | 303,330 | +241+0.08% | Add |
| AAPI GROUP CORP COM STKAPG |
| 0.61% | 0.9% | $37.8M | 891,999 | $42.5M | 1.0M | -156,035-14.89% | Reduce |
| SSPX TECHNOLOGIES INCSPXC |
| 0.6% | 0.3% | $37.5M | 152,829 | $14.3M | 71,713 | +81,116+113.11% | Add |
 TEXAS INSTRS INCTXN |
| 0.58% | 0.51% | $36.4M | 122,184 | $24.1M | 124,027 | -1,843-1.49% | Reduce |
 LINDE PLCLIN |
| 0.57% | 0.46% | $35.8M | 69,055 | $21.7M | 43,818 | +25,237+57.60% | Add |
