 KLA CORPKLAC |
| 4.87% | 3.73% | $749.0M | 2.5M | $535.6M | 363,789 | +2.1M+582.42% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.85% | 4.43% | $744.9M | 3.7M | $635.0M | 3.6M | +81,671+2.24% | Add |
 LINDE PLCLIN |
| 4.79% | 5.92% | $736.6M | 1.4M | $848.6M | 1.7M | -292,437-17.08% | Reduce |
 XYLEM INCXYL |
| 3.44% | 3.82% | $528.3M | 4.5M | $548.0M | 4.6M | -116,564-2.54% | Reduce |
 MICROSOFT CORPMSFT |
| 3.28% | 3.07% | $503.8M | 1.4M | $440.1M | 1.2M | +161,761+13.61% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 3.07% | 2.67% | $471.5M | 3.6M | $383.4M | 2.8M | +766,367+27.20% | Add |
 VERALTO CORP COM SHSVLTO |
| 2.99% | 2.08% | $459.9M | 5.2M | $298.5M | 3.4M | +1.8M+53.63% | Add |
 CINTAS CORP COMCTAS |
| 2.67% | 1.77% | $410.5M | 2.4M | $254.3M | 1.5M | +909,746+60.51% | Add |
 WASTE CONNECTIONS INCWCN |
| 2.15% | 2.4% | $329.9M | 2.0M | $344.0M | 2.1M | -138,398-6.54% | Reduce |
| CCOMPANHIA DE SANEAMENTO BASISBS |
| 1.97% | 1.43% | $302.4M | 52.3M | $205.7M | 6.7M | +45.6M+676.05% | Add |
 ADVANCED DRAIN SYS INC DELWMS |
| 1.89% | 1.84% | $289.7M | 1.8M | $264.3M | 1.9M | -81,568-4.23% | Reduce |
 ECOLAB INCECL |
| 1.79% | 1.59% | $275.4M | 988,389 | $228.6M | 859,293 | +129,096+15.02% | Add |
 HUBBELL INCHUBB |
| 1.66% | 2.34% | $254.7M | 486,855 | $335.1M | 682,761 | -195,906-28.69% | Reduce |
| AAPTIV PLCAPTV |
| 1.63% | 2.22% | $250.9M | 4.1M | $318.8M | 4.6M | -504,224-10.98% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.59% | 1.89% | $244.3M | 729,503 | $271.7M | 1.1M | -354,980-32.73% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 1.45% | 1.47% | $222.5M | 1.7M | $210.2M | 1.8M | -169,201-9.17% | Reduce |
 IDEX CORPIEX |
| 1.42% | 1.25% | $218.3M | 962,000 | $179.7M | 947,946 | +14,054+1.48% | Add |
 WATTS WATER TECHNOLOGIES INCWTS |
| 1.38% | 1.19% | $212.7M | 543,412 | $170.7M | 588,022 | -44,610-7.59% | Reduce |
 AMPHENOL CORPAPH |
| 1.37% | 0.3% | $210.8M | 1.2M | $43.5M | 344,516 | +850,769+246.95% | Add |
 CORE & MAIN INCCNM |
| 1.32% | 0.98% | $202.8M | 4.2M | $140.9M | 2.9M | +1.4M+47.42% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.28% | 1.6% | $196.7M | 660,285 | $229.2M | 2.3M | -1.7M-71.47% | Reduce |
 RENAISSANCERE HLDGS LTD COMRNR |
| 1.27% | 1.32% | $195.0M | 615,422 | $189.5M | 637,714 | -22,292-3.50% | Reduce |
 SMITH A O CORPAOS |
| 1.15% | 1.97% | $176.5M | 2.8M | $282.1M | 4.3M | -1.5M-34.23% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.14% | 0.62% | $175.6M | 242,832 | $88.7M | 259,602 | -16,770-6.46% | Reduce |
 ITRON INCITRI |
| 1.08% | 1.37% | $166.7M | 1.9M | $196.6M | 2.2M | -266,243-12.14% | Reduce |
 MASCO CORPMAS |
| 1.08% | 1% | $165.3M | 2.0M | $143.5M | 2.4M | -345,426-14.53% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.06% | 0.97% | $163.2M | 317,661 | $139.7M | 279,494 | +38,167+13.66% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.04% | 1.15% | $160.1M | 426,623 | $164.9M | 593,375 | -166,752-28.10% | Reduce |
 PENTAIR PLCPNR |
| 1.04% | 1.04% | $160.0M | 2.1M | $149.4M | 1.7M | +371,840+21.68% | Add |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1% | 1.08% | $153.8M | 762,712 | $155.6M | 744,353 | +18,359+2.47% | Add |
 WABTECWAB |
| 0.98% | 0.55% | $150.6M | 558,757 | $79.6M | 318,350 | +240,407+75.52% | Add |
 AECOMACM |
| 0.97% | 0.82% | $148.6M | 2.1M | $117.3M | 1.4M | +745,672+53.93% | Add |
 SYNOPSYS INCSNPS |
| 0.97% | 0.87% | $148.5M | 332,929 | $125.1M | 315,523 | +17,406+5.52% | Add |
 DEERE & CODE |
| 0.95% | 0.07% | $146.0M | 230,130 | $10.4M | 18,532 | +211,598+1,141.80% | Add |
| BBADGER METER INCBMI |
| 0.91% | — | $140.3M | 945,694 | $0 | 0 | +945,694 | New Buy |
 ZURN ELKAY WATER SOLNS CORPZWS |
| 0.87% | 0.82% | $133.1M | 2.6M | $117.0M | 2.6M | +24,616+0.94% | Add |
| VVALMONT INDS INCVMI |
| 0.85% | 0.63% | $130.6M | 226,080 | $90.7M | 227,075 | -995-0.44% | Reduce |
 FRANKLIN ELEC INC COMFELE |
| 0.82% | 0.83% | $126.0M | 1.2M | $119.5M | 1.3M | -121,027-9.33% | Reduce |
 UNION PAC CORPUNP |
| 0.81% | 1.27% | $123.9M | 455,346 | $181.5M | 748,216 | -292,870-39.14% | Reduce |
| PPINNACLE FINL PARTNERS INCPNFP |
| 0.75% | 0.25% | $115.2M | 1.1M | $35.7M | 414,438 | +727,922+175.64% | Add |
| TTETRA TECH INC NEWTTEK |
| 0.74% | 0.8% | $113.6M | 3.9M | $115.4M | 3.8M | +101,667+2.65% | Add |
 APPLE INCAAPL |
| 0.68% | 0.75% | $105.0M | 363,014 | $106.9M | 421,335 | -58,321-13.84% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.67% | 0.03% | $103.2M | 1.2M | $4.2M | 45,298 | +1.1M+2,495.44% | Add |
| QQXO INCQXO |
| 0.66% | 0.64% | $101.3M | 5.9M | $91.5M | 4.7M | +1.1M+24.36% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.65% | 0.66% | $99.2M | 202,048 | $95.4M | 228,808 | -26,760-11.70% | Reduce |
 AUTODESK INCADSK |
| 0.63% | 0.55% | $97.3M | 500,719 | $78.4M | 327,597 | +173,122+52.85% | Add |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 0.62% | 0.76% | $95.7M | 836,410 | $109.7M | 824,430 | +11,980+1.45% | Add |
 LITTELFUSE INCLFUS |
| 0.58% | 0.82% | $89.8M | 197,265 | $117.3M | 345,705 | -148,440-42.94% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.57% | 0.67% | $87.7M | 63,427 | $96.7M | 88,456 | -25,029-28.30% | Reduce |
 CITIZENS FINL GROUP INCCFG |
| 0.5% | 0.53% | $77.5M | 1.1M | $76.4M | 1.3M | -168,423-13.22% | Reduce |
