 KLA CORPKLAC |
| 6.24% | 5.56% | $102.4M | 340,010 | $73.5M | 49,951 | +290,059+580.69% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.02% | 5.63% | $98.9M | 207,153 | $74.4M | 220,253 | -13,100-5.95% | Reduce |
 PALO ALTOPANW |
| 5.92% | 3.42% | $97.2M | 285,300 | $45.3M | 282,500 | +2,800+0.99% | Add |
 ADVANCED DRAIN SYS INC DELWMS |
| 5.05% | 5.57% | $82.9M | 528,311 | $73.6M | 536,711 | -8,400-1.57% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.68% | 5.21% | $76.8M | 384,570 | $68.8M | 394,970 | -10,400-2.63% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 4.61% | 4.14% | $75.7M | 321,250 | $54.7M | 277,600 | +43,650+15.72% | Add |
 MASTERCARD INCORPORATEDMA |
| 3.71% | 3.83% | $60.8M | 118,464 | $50.6M | 101,364 | +17,100+16.87% | Add |
| EEBAY INC. COMEBAY |
| 3.58% | 3.7% | $58.8M | 526,498 | $49.0M | 538,198 | -11,700-2.17% | Reduce |
| DDARLING INGREDIENTS INCDAR |
| 3.45% | 4.37% | $56.6M | 1.0M | $57.8M | 933,914 | +102,000+10.92% | Add |
 GEN DIGITAL INCGEN |
| 3.07% | 2.52% | $50.5M | 2.0M | $33.3M | 1.8M | +260,500+14.72% | Add |
 DEERE & CODE |
| 2.86% | 3.22% | $47.0M | 74,050 | $42.5M | 75,500 | -1,450-1.92% | Reduce |
 MILLICOM INTL CELLULAR S ATIGO |
| 2.78% | 2.93% | $45.7M | 504,000 | $38.8M | 518,000 | -14,000-2.70% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 2.72% | 3.04% | $44.6M | 493,358 | $40.2M | 501,858 | -8,500-1.69% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 2.5% | 1.89% | $41.1M | 105,000 | $25.0M | 86,000 | +19,000+22.09% | Add |
 PROCTER & GAMBLE COPG |
| 2.47% | 2.79% | $40.6M | 277,095 | $36.8M | 255,095 | +22,000+8.62% | Add |
 CARLISLE COS INCCSL |
| 2.36% | 2.26% | $38.7M | 106,750 | $29.9M | 89,750 | +17,000+18.94% | Add |
 ELI LILLY & COLLY |
| 2.34% | 1.74% | $38.4M | 32,050 | $23.1M | 25,080 | +6,970+27.79% | Add |
 INTUITIVE SURGICAL INCISRG |
| 2.16% | 2.8% | $35.5M | 89,187 | $37.1M | 80,387 | +8,800+10.95% | Add |
 VERALTO CORP COM SHSVLTO |
| 2.14% | 1.97% | $35.2M | 396,500 | $26.0M | 294,500 | +102,000+34.63% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.13% | 1.97% | $35.0M | 93,000 | $26.1M | 93,000 | 00.00% | Unchanged |
 AKAMAI TECHNOLOGIES INCAKAM |
| 2.11% | 2.59% | $34.7M | 293,224 | $34.2M | 297,924 | -4,700-1.58% | Reduce |
| AAT&T INCT |
| 2.11% | 2.83% | $34.6M | 1.7M | $37.4M | 1.3M | +380,000+29.45% | Add |
 XYLEM INCXYL |
| 1.7% | 2.16% | $27.8M | 235,500 | $28.5M | 238,500 | -3,000-1.26% | Reduce |
 RESMED INCRMD |
| 1.69% | 2.02% | $27.7M | 142,000 | $26.7M | 119,100 | +22,900+19.23% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 1.65% | — | $27.1M | 586,314 | $0 | 0 | +586,314 | New Buy |
 MUELLER WTR PRODS INCMWA |
| 1.64% | 2.1% | $26.9M | 1.0M | $27.7M | 1.0M | +35,000+3.47% | Add |
 HA SUSTAINABLE INFRA REIHASI |
| 1.61% | 1.53% | $26.4M | 675,000 | $20.2M | 550,000 | +125,000+22.73% | Add |
 OWENS CORNING NEW COMOC |
| 1.51% | 1.28% | $24.8M | 156,000 | $16.9M | 156,000 | 00.00% | Unchanged |
 CALIFORNIA WTR SVC GROUP COMCWT |
| 1.46% | 1.42% | $24.0M | 493,000 | $18.8M | 414,000 | +79,000+19.08% | Add |
 GENTEX CORPGNTX |
| 1.45% | 1.32% | $23.8M | 941,000 | $17.5M | 801,000 | +140,000+17.48% | Add |
 MSA SAFETY INCMSA |
| 1.45% | 1.51% | $23.7M | 136,000 | $20.0M | 122,000 | +14,000+11.48% | Add |
 COOPER COS INCCOO |
| 1.31% | 1.34% | $21.5M | 299,500 | $17.7M | 248,250 | +51,250+20.64% | Add |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.25% | 1.09% | $20.5M | 78,000 | $14.4M | 69,000 | +9,000+13.04% | Add |
| CCBRE GROUP INC CL ACBRE |
| 1.24% | 1.59% | $20.4M | 145,000 | $21.1M | 145,000 | 00.00% | Unchanged |
 PLANET FITNESS MASTER ISSUERPLNT |
| 1.18% | 2.08% | $19.3M | 370,000 | $27.5M | 370,000 | 00.00% | Unchanged |
 STRATEGIC ED INCSTRA |
| 1.03% | 1.38% | $16.8M | 220,000 | $18.2M | 220,000 | 00.00% | Unchanged |
 SPROUTS FMRS MKT INCSFM |
| 1.01% | 0.54% | $16.7M | 197,000 | $7.1M | 92,000 | +105,000+114.13% | Add |
 UNIVERSAL DISPLAY CORPOLED |
| 0.85% | 1.11% | $13.9M | 161,000 | $14.7M | 161,000 | 00.00% | Unchanged |
| BBADGER METER INCBMI |
| 0.68% | 0.75% | $11.1M | 75,000 | $9.9M | 65,000 | +10,000+15.38% | Add |
 INGREDION INC COMINGR |
| 0.46% | 0.67% | $7.5M | 79,000 | $8.9M | 79,000 | 00.00% | Unchanged |
 ZURN ELKAY WATER SOLNS CORPZWS |
| 0.31% | 0.29% | $5.1M | 100,000 | $3.9M | 87,000 | +13,000+14.94% | Add |
 REVVITY INCRVTY |
| 0.26% | 0.25% | $4.3M | 38,750 | $3.3M | 37,500 | +1,250+3.33% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.22% | 0.2% | $3.7M | 33,500 | $2.7M | 28,000 | +5,500+19.64% | Add |
 STRIDE INCLRN |
| 0.21% | 0.22% | $3.4M | 40,000 | $2.9M | 32,500 | +7,500+23.08% | Add |
| OORTHOPEDIATRICS CORP COMKIDS |
| 0.19% | 0.18% | $3.2M | 165,000 | $2.3M | 147,000 | +18,000+12.24% | Add |
| LLIFE360 INCLIF |
| 0.18% | 0.13% | $2.9M | 52,000 | $1.7M | 42,000 | +10,000+23.81% | Add |
| BBLACKBAUD INCBLKB |
| 0.17% | 0.19% | $2.7M | 92,000 | $2.5M | 66,000 | +26,000+39.39% | Add |
| MMCGRAW HILL INC COMMH |
| 0.13% | — | $2.1M | 220,000 | $0 | 0 | +220,000 | New Buy |
| DDUOLINGO INCDUOL |
| 0.11% | 0.08% | $1.8M | 16,000 | $1.1M | 11,000 | +5,000+45.45% | Add |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 0.07% | 0.24% | $1.2M | 17,000 | $3.2M | 38,500 | -21,500-55.84% | Reduce |
