 NVIDIA CORPORATIONNVDA |
| 9.27% | 10.01% | $862.3M | 4.3M | $881.7M | 5.1M | -746,110-14.76% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.84% | 4.91% | $543.1M | 1.1M | $433.1M | 1.3M | -144,438-11.27% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 5.11% | 5.43% | $474.9M | 924,618 | $478.5M | 957,746 | -33,128-3.46% | Reduce |
 MICROSOFT CORPMSFT |
| 4.84% | 6.53% | $449.9M | 1.2M | $575.8M | 1.6M | -349,455-22.46% | Reduce |
 PALO ALTOPANW |
| 4.79% | 2.92% | $445.1M | 1.3M | $256.9M | 1.6M | -297,622-18.57% | Reduce |
 ELI LILLY & COLLY |
| 4.57% | 3.85% | $424.6M | 354,043 | $338.9M | 368,438 | -14,395-3.91% | Reduce |
| EEBAY INC. COMEBAY |
| 3.85% | 3.55% | $358.3M | 3.2M | $312.4M | 3.4M | -226,521-6.60% | Reduce |
 BROADCOM INCAVGO |
| 3.73% | 3.91% | $347.3M | 919,362 | $344.6M | 1.1M | -194,148-17.44% | Reduce |
 VERTIV HOLDINGS COVRT |
| 3.56% | 2.91% | $330.9M | 988,313 | $256.3M | 1.0M | -34,401-3.36% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 3.36% | 3.82% | $312.1M | 3.6M | $336.5M | 3.6M | -67,382-1.86% | Reduce |
 ECOLAB INCECL |
| 3.34% | 3.53% | $310.4M | 1.1M | $311.2M | 1.2M | -56,065-4.79% | Reduce |
 SHOPIFY INCSHOP |
| 3.19% | 3.6% | $296.9M | 2.6M | $316.9M | 2.7M | -71,005-2.66% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.19% | 3.43% | $296.4M | 591,257 | $302.3M | 615,090 | -23,833-3.87% | Reduce |
 HUBBELL INCHUBB |
| 3.16% | 3.21% | $293.9M | 561,819 | $282.6M | 575,911 | -14,092-2.45% | Reduce |
 WASTE MGMT INC DELWM |
| 3.15% | 3.55% | $292.6M | 1.3M | $313.0M | 1.4M | -49,205-3.61% | Reduce |
 TJX COS INC NEWTJX |
| 3.1% | 4.36% | $288.1M | 1.9M | $384.6M | 2.4M | -506,814-21.04% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 2.47% | 2.39% | $229.8M | 2.5M | $210.4M | 2.6M | -86,934-3.31% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.41% | 1.74% | $224.1M | 2.6M | $152.9M | 1.9M | +642,265+33.04% | Add |
 XYLEM INCXYL |
| 2.17% | 2.45% | $201.8M | 1.7M | $216.0M | 1.8M | -100,254-5.55% | Reduce |
 LOWES COS INC COMLOW |
| 2.15% | 2.52% | $200.2M | 907,806 | $222.4M | 941,425 | -33,619-3.57% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 2.11% | 2.68% | $195.8M | 492,324 | $236.2M | 512,363 | -20,039-3.91% | Reduce |
 DANAHER CORP DEL COMDHR |
| 2.05% | 2.26% | $190.5M | 999,996 | $199.4M | 1.1M | -51,434-4.89% | Reduce |
| AAGCO CORPAGCO |
| 1.97% | 2.09% | $182.9M | 1.5M | $183.8M | 1.6M | -58,320-3.68% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 1.73% | 1.44% | $161.3M | 412,095 | $127.1M | 437,865 | -25,770-5.89% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 1.66% | 1.56% | $154.7M | 655,621 | $137.8M | 698,552 | -42,931-6.15% | Reduce |
 BALL CORPBALL |
| 1.61% | 1.61% | $149.7M | 2.4M | $142.3M | 2.4M | -7,623-0.32% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.56% | — | $145.1M | 249,822 | $0 | 0 | +249,822 | New Buy |
 VERALTO CORP COM SHSVLTO |
| 1.55% | 1.7% | $144.4M | 1.6M | $149.4M | 1.7M | -61,304-3.63% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.42% | 1.57% | $132.4M | 3.1M | $138.3M | 2.2M | +898,077+40.76% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 1.18% | — | $109.3M | 2.4M | $0 | 0 | +2.4M | New Buy |
 VISA INCV |
| 1.08% | 1.12% | $100.8M | 293,703 | $98.5M | 325,764 | -32,061-9.84% | Reduce |
 ADVANCED DRAIN SYS INC DELWMS |
| 1.04% | 0.98% | $97.2M | 619,117 | $86.2M | 628,843 | -9,726-1.55% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.99% | 1.16% | $91.7M | 697,230 | $102.2M | 750,695 | -53,465-7.12% | Reduce |
 SALESFORCE INCCRM |
| 0.95% | 1.29% | $88.3M | 563,506 | $113.8M | 609,451 | -45,945-7.54% | Reduce |
 ORACLE CORPORCL |
| 0.68% | — | $62.9M | 429,354 | $0 | 0 | +429,354 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 0.45% | 1.54% | $41.9M | 337,013 | $135.4M | 682,706 | -345,693-50.64% | Reduce |
 ALPHABET INCGOOGL |
| 0.26% | 0.06% | $24.0M | 67,085 | $5.6M | 19,424 | +47,661+245.37% | Add |
 APPLE INCAAPL |
| 0.13% | 0.04% | $11.6M | 40,220 | $3.9M | 15,420 | +24,800+160.83% | Add |
 JPMORGAN CHASE & COJPM |
| 0.11% | — | $10.4M | 31,658 | $0 | 0 | +31,658 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.08% | — | $7.6M | 82,108 | $0 | 0 | +82,108 | New Buy |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.06% | 0.07% | $5.5M | 37,625 | $5.8M | 43,967 | -6,342-14.42% | Reduce |
| NNASDAQ INCNDAQ |
| 0.03% | 0.06% | $3.2M | 39,990 | $5.6M | 66,207 | -26,217-39.60% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.03% | 0.03% | $2.7M | 28,979 | $2.9M | 33,866 | -4,887-14.43% | Reduce |
 EVERSOURCE ENERGYES |
| 0.03% | 0.03% | $2.4M | 33,715 | $3.0M | 43,842 | -10,127-23.10% | Reduce |
 INTUITINTU |
| 0.01% | 0.03% | $1.3M | 4,931 | $2.5M | 5,763 | -832-14.44% | Reduce |
