13FBOX
Foresight Group Ltd Liability Partnership · 13F Holdings
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Foresight Group Ltd Liability Partnership

No.3961 Data as of 2026Q2
Latest AUM (Q2 2026)
$555.8M
QoQ Change Q1 2026
-$10.4M-1.8%
Holdings
62
New Buys
7
Adds
15
Reduces
29
Exits
4
Unchanged
11
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ECOLAB INCECL
4.45%4.67%$24.7M88,745$26.5M99,448-10,703-10.76%Reduce
XYLEM INCXYL
4.29%4.17%$23.9M202,120$23.6M197,354+4,766+2.41%Add
AMERICAN WTR WKS CO INC NEWAWK
4.16%4.42%$23.1M174,231$25.0M183,991-9,760-5.30%Reduce
AGILENT TECHNOLOGIES INC COMA
4.02%3.93%$22.3M170,779$22.3M195,213-24,434-12.52%Reduce
AAPTIV PLCAPTV
4.02%4.77%$22.3M369,767$27.0M388,774-19,007-4.89%Reduce
TTHERMO FISHER SCIENTIFIC INCTMO
3.9%4.22%$21.7M43,414$23.9M48,654-5,240-10.77%Reduce
TE CONNECTIVITY PLC ORD SHSTEL
3.84%4.42%$21.3M105,882$25.0M119,610-13,728-11.48%Reduce
ICON PUB LTD COICLR
3.71%1.58%$20.6M119,181$8.9M80,660+38,521+47.76%Add
GLOBUS MED INCGMED
3.56%4.47%$19.8M254,030$25.3M293,903-39,873-13.57%Reduce
STERIS PLCSTE
3.38%3.97%$18.8M89,732$22.5M101,653-11,921-11.73%Reduce
DIGITAL RLTY TR INC COMDLR
3.28%3.35%$18.2M100,750$19.0M108,294-7,544-6.97%Reduce
HEALTHPEAK PROPERTIES INCDOC
3.15%2.35%$17.5M808,489$13.3M803,985+4,504+0.56%Add
TRIMBLE INC COMTRMB
3.06%4.28%$17.0M336,440$24.2M371,597-35,157-9.46%Reduce
AUTODESK INCADSK
3.02%4.07%$16.8M86,508$23.0M96,203-9,695-10.08%Reduce
EQUINIX INCEQIX
2.93%3.04%$16.3M15,493$17.2M17,821-2,328-13.06%Reduce
AMERICAN TOWER CORP COMAMT
2.89%2.89%$16.1M97,840$16.4M96,189+1,651+1.72%Add
ROCKWELL AUTOMATION INCROK
2.42%1.93%$13.5M27,378$10.9M30,373-2,995-9.86%Reduce
FIRST SOLAR INC COMFSLR
2.28%3.84%$12.6M53,647$21.7M110,210-56,563-51.32%Reduce
TRANE TECHNOLOGIES PLCTT
2.28%2.08%$12.6M25,643$11.8M28,266-2,623-9.28%Reduce
SMURFIT WESTROCK PLC SHSSW
2.24%$12.4M270,883$00+270,883New Buy
SYNOPSYS INCSNPS
2.2%2.32%$12.2M27,577$13.1M33,085-5,508-16.65%Reduce
CLEARWAY ENERGY INCCWEN
2.07%1.98%$11.5M330,485$11.2M285,575+44,910+15.73%Add
VENTAS INC COMVTR
2.02%1.68%$11.3M126,030$9.5M116,591+9,439+8.10%Add
VERALTO CORP COM SHSVLTO
2.02%2.17%$11.2M127,342$12.3M139,120-11,778-8.47%Reduce
VVERSIGENT PLCVGNT
1.9%$10.6M262,320$00+262,320New Buy
CCOVISTA INCCVSA
1.73%$9.6M77,264$00+77,264New Buy
BROOKFIELD RENEWABLE CORPBEPC
1.7%$9.5M253,428$00+253,428New Buy
MSA SAFETY INCMSA
1.7%1.77%$9.4M54,195$10.0M61,214-7,019-11.47%Reduce
EEXELON CORPEXC
1.67%1.42%$9.3M198,415$8.0M163,495+34,920+21.36%Add
GRAND CANYON ED INCLOPE
1.64%1.66%$9.1M63,491$9.4M55,397+8,094+14.61%Add
BBENTLEY SYS INCBSY
1.56%2.03%$8.7M293,803$11.5M327,158-33,355-10.20%Reduce
NNEXTPOWER INCNXT
1.48%1.7%$8.2M71,334$9.7M80,053-8,719-10.89%Reduce
TTETRA TECH INC NEWTTEK
1.38%$7.7M269,580$00+269,580New Buy
SSUNBELT RENTALS HOLDINGS INC SHSSUN
1.21%$6.7M92,217$00+92,217New Buy
CROWN CASTLE INC COMCCI
1.03%1.05%$5.7M75,663$5.9M74,428+1,235+1.66%Add
BOSTON SCIENTIFIC CORP COMBSX
0.97%0.99%$5.4M126,468$5.6M89,343+37,125+41.55%Add
NOVO-NORDISK A SNVO
0.95%$5.3M109,935$00+109,935New Buy
EASTERLY GOVT PPTYS INCDEA
0.9%0.75%$5.0M198,278$4.3M199,012-734-0.37%Reduce
VERTIV HOLDINGS COVRT
0.4%0.38%$2.2M6,749$2.1M9,076-2,327-25.64%Reduce
PPROLOGIS INC. COMPLD
0.39%0.48%$2.2M16,029$2.7M20,930-4,901-23.42%Reduce
CHENIERE ENERGY INCLNG
0.39%0.56%$2.1M8,869$3.2M10,814-1,945-17.99%Reduce
RAYONIER INCRYN
0.35%0.38%$1.9M92,003$2.2M104,950-12,947-12.34%Reduce
DIGITALBRIDGE GROUP INCDBRG
0.34%0.33%$1.9M121,406$1.9M121,40600.00%Unchanged
WEYERHAEUSER COWY
0.28%0.25%$1.5M64,742$1.4M58,962+5,780+9.80%Add
JOHNSON CONTROLS INTERNATIONJCI
0.27%0.23%$1.5M10,379$1.3M10,37900.00%Unchanged
CSX CORPCSX
0.23%0.33%$1.3M26,808$1.9M47,396-20,588-43.44%Reduce
DEERE & CODE
0.22%0.19%$1.2M1,981$1.1M1,98100.00%Unchanged
AGREE RLTY CORPADC
0.22%0.24%$1.2M15,903$1.4M18,056-2,153-11.92%Reduce
OWENS CORNING NEW COMOC
0.2%0.11%$1.1M7,144$623,0135,975+1,169+19.56%Add
STAG INDUSTRIAL INCSTAG
0.2%0.23%$1.1M28,807$1.3M35,500-6,693-18.85%Reduce

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