 FIRST SOLAR INC COMFSLR |
| 21% | 18.31% | $301.6M | 1.3M | $281.4M | 1.4M | -148,350-10.40% | Reduce |
 STANLEY BLACK & DECKER INCSWK |
| 17.24% | 12.03% | $247.6M | 2.6M | $184.9M | 2.6M | +29,384+1.13% | Add |
 EMERSON ELEC COEMR |
| 12.44% | 10.42% | $178.6M | 1.2M | $160.2M | 1.2M | +24,427+2.00% | Add |
 OTIS WORLDWIDEOTIS |
| 11.49% | 3.55% | $165.0M | 2.3M | $54.6M | 708,348 | +1.6M+225.41% | Add |
 NVENT ELECTRIC PLCNVT |
| 8.07% | 9.25% | $115.9M | 683,347 | $142.2M | 1.2M | -518,564-43.14% | Reduce |
 OWENS CORNING NEW COMOC |
| 7.81% | 4.05% | $112.1M | 705,286 | $62.2M | 574,854 | +130,432+22.69% | Add |
| RRALLIANT CORP COMRAL |
| 5.03% | 3.08% | $72.2M | 980,665 | $47.3M | 1.1M | -156,300-13.75% | Reduce |
 CONSOLIDATED EDISON INCED |
| 4.77% | — | $68.5M | 619,179 | $0 | 0 | +619,179 | New Buy |
 PENTAIR PLCPNR |
| 4.15% | 3.21% | $59.7M | 778,135 | $49.3M | 565,871 | +212,264+37.51% | Add |
 XCEL ENERGY INC COMXEL |
| 2.41% | — | $34.6M | 430,722 | $0 | 0 | +430,722 | New Buy |
 FORTIVE CORP COMFTV |
| 2.18% | 2.61% | $31.3M | 512,269 | $40.1M | 724,981 | -212,712-29.34% | Reduce |
 TIMKEN COTKR |
| 1.57% | 2.17% | $22.6M | 155,419 | $33.4M | 331,740 | -176,321-53.15% | Reduce |
 EATON CORP PLCETN |
| 1.24% | 2.06% | $17.9M | 41,909 | $31.7M | 88,514 | -46,605-52.65% | Reduce |
 EQT CORPEQT |
| 0.59% | 3.08% | $8.4M | 158,258 | $47.4M | 744,509 | -586,251-78.74% | Reduce |
