1
KLA CORP
COM NEW
KLAC
KLAC
340,010
$102.4m6.24%
6.24%
Reduced Shares held: Q3 2025 664.0k, Q4 2025 576.5k, Q1 2026 499.5k, Q2 2026 340.0k
-159.5k
-159,500
-31.9%
2
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
TSM
TSM
207,153
$98.9m6.02%
6.02%
Reduced Shares held: Q3 2025 251.9k, Q4 2025 241.5k, Q1 2026 220.3k, Q2 2026 207.2k
-13.1k
-13,100
-6.0%
3
PALO ALTO NETWORKS INC
COM
PANW
PANW
285,300
$97.2m5.92%
5.92%
Added Shares held: Q3 2025 221.3k, Q4 2025 219.6k, Q1 2026 282.5k, Q2 2026 285.3k
+2.8k
+2,800
1.0%
4
ADVANCED DRAIN SYS INC DEL
COM
WMS
WMS
528,311
$82.9m5.05%
5.05%
Reduced Shares held: Q3 2025 546.0k, Q4 2025 538.0k, Q1 2026 536.7k, Q2 2026 528.3k
-8.4k
-8,400
-1.6%
5
NVIDIA CORPORATION
COM
NVDA
NVDA
384,570
$76.8m4.68%
4.68%
Reduced Shares held: Q3 2025 446.7k, Q4 2025 398.0k, Q1 2026 395.0k, Q2 2026 384.6k
-10.4k
-10,400
-2.6%
6
FIRST SOLAR INC
COM
FSLR
FSLR
321,250
$75.7m4.61%
4.61%
Added Shares held: Q3 2025 259.2k, Q4 2025 249.4k, Q1 2026 277.6k, Q2 2026 321.2k
+43.6k
+43,650
15.7%
7
MASTERCARD INCORPORATED
CL A
MA
MA
118,464
$60.8m3.71%
3.71%
Added Shares held: Q3 2025 102.3k, Q4 2025 102.4k, Q1 2026 101.4k, Q2 2026 118.5k
+17.1k
+17,100
16.9%
8
EBAY INC.
COM
EBAY
EBAY
526,498
$58.8m3.58%
3.58%
Reduced Shares held: Q3 2025 617.7k, Q4 2025 544.2k, Q1 2026 538.2k, Q2 2026 526.5k
-11.7k
-11,700
-2.2%
9
DARLING INGREDIENTS INC
COM
DAR
DAR
1,035,914
$56.6m3.45%
3.45%
Added Shares held: Q3 2025 932.9k, Q4 2025 932.9k, Q1 2026 933.9k, Q2 2026 1.0m
+102.0k
+102,000
10.9%
10
GEN DIGITAL INC
COM
GEN
GEN
2,030,038
$50.5m3.07%
3.07%
Added Shares held: Q3 2025 1.4m, Q4 2025 1.4m, Q1 2026 1.8m, Q2 2026 2.0m
+260.5k
+260,500
14.7%
11
DEERE & CO
COM
DE
DE
74,050
$47.0m2.86%
2.86%
Reduced Shares held: Q3 2025 76.3k, Q4 2025 75.8k, Q1 2026 75.5k, Q2 2026 74.0k
-1.4k
-1,450
-1.9%
12
MILLICOM INTL CELLULAR S A
COM STK
TIGO
TIGO
504,000
$45.7m2.78%
2.78%
Reduced Shares held: Q3 2025 709.0k, Q4 2025 607.0k, Q1 2026 518.0k, Q2 2026 504.0k
-14.0k
-14,000
-2.7%
13
EDWARDS LIFESCIENCES CORP
COM
EW
EW
493,358
$44.6m2.72%
2.72%
Reduced Shares held: Q3 2025 508.9k, Q4 2025 504.9k, Q1 2026 501.9k, Q2 2026 493.4k
-8.5k
-8,500
-1.7%
14
WATTS WATER TECHNOLOGIES INC
CL A
WTS
WTS
105,000
$41.1m2.50%
2.50%
Added Shares held: Q3 2025 86.0k, Q4 2025 86.0k, Q1 2026 86.0k, Q2 2026 105.0k
+19.0k
+19,000
22.1%
15
PROCTER AND GAMBLE CO
COM
PG
PG
277,095
$40.6m2.47%
2.47%
Added Shares held: Q3 2025 255.1k, Q4 2025 255.1k, Q1 2026 255.1k, Q2 2026 277.1k
+22.0k
+22,000
8.6%
16
CARLISLE COS INC
COM
CSL
CSL
106,750
$38.7m2.36%
2.36%
Added Shares held: Q3 2025 90.8k, Q4 2025 90.8k, Q1 2026 89.8k, Q2 2026 106.8k
+17.0k
+17,000
18.9%
17
ELI LILLY & CO
COM
LLY
LLY
32,050
$38.4m2.34%
2.34%
Added Shares held: Q3 2025 0, Q4 2025 22.5k, Q1 2026 25.1k, Q2 2026 32.0k
+7.0k
+6,970
27.8%
18
INTUITIVE SURGICAL INC
COM NEW
ISRG
ISRG
89,187
$35.5m2.16%
2.16%
Added Shares held: Q3 2025 90.2k, Q4 2025 80.9k, Q1 2026 80.4k, Q2 2026 89.2k
+8.8k
+8,800
10.9%
19
VERALTO CORP
COM SHS
VLTO
VLTO
396,500
$35.2m2.14%
2.14%
Added Shares held: Q3 2025 0, Q4 2025 186.0k, Q1 2026 294.5k, Q2 2026 396.5k
+102.0k
+102,000
34.6%
20
ACUITY INC
COM
AYI
AYI
93,000
$35.0m2.13%
2.13%
Unchanged Shares held: Q3 2025 75.5k, Q4 2025 73.0k, Q1 2026 93.0k, Q2 2026 93.0k
21
AKAMAI TECHNOLOGIES INC
COM
AKAM
AKAM
293,224
$34.7m2.11%
2.11%
Reduced Shares held: Q3 2025 299.9k, Q4 2025 297.9k, Q1 2026 297.9k, Q2 2026 293.2k
-4.7k
-4,700
-1.6%
22
AT&T INC
COM
T
T
1,670,265
$34.6m2.11%
2.11%
Added Shares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.3m, Q2 2026 1.7m
+380.0k
+380,000
29.4%
23
XYLEM INC
COM
XYL
XYL
235,500
$27.8m1.70%
1.70%
Reduced Shares held: Q3 2025 240.5k, Q4 2025 240.5k, Q1 2026 238.5k, Q2 2026 235.5k
-3.0k
-3,000
-1.3%
24
RESMED INC
COM
RMD
RMD
142,000
$27.7m1.69%
1.69%
Added Shares held: Q3 2025 120.6k, Q4 2025 120.6k, Q1 2026 119.1k, Q2 2026 142.0k
+22.9k
+22,900
19.2%
25
SMURFIT WESTROCK PLC
SHS
SW
SW
586,314
$27.1m1.65%
1.65%
New Shares held: Q3 2025 7.4k, Q4 2025 0, Q1 2026 0, Q2 2026 586.3k
26
MUELLER WTR PRODS INC
COM SER A
MWA
MWA
1,043,000
$26.9m1.64%
1.64%
Added Shares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.0m, Q2 2026 1.0m
+35.0k
+35,000
3.5%
27
HA SUSTAINABLE INFRA CAP INC
COM
HASI
HASI
675,000
$26.4m1.61%
1.61%
Added Shares held: Q3 2025 550.0k, Q4 2025 550.0k, Q1 2026 550.0k, Q2 2026 675.0k
+125.0k
+125,000
22.7%
28
OWENS CORNING NEW
COM
OC
OC
156,000
$24.8m1.51%
1.51%
Unchanged Shares held: Q3 2025 156.0k, Q4 2025 156.0k, Q1 2026 156.0k, Q2 2026 156.0k
29
CALIFORNIA WTR SVC GROUP
COM
CWT
CWT
493,000
$24.0m1.46%
1.46%
Added Shares held: Q3 2025 493.0k, Q4 2025 414.0k, Q1 2026 414.0k, Q2 2026 493.0k
+79.0k
+79,000
19.1%
30
GENTEX CORP
COM
GNTX
GNTX
941,000
$23.8m1.45%
1.45%
Added Shares held: Q3 2025 801.0k, Q4 2025 801.0k, Q1 2026 801.0k, Q2 2026 941.0k
+140.0k
+140,000
17.5%
31
MSA SAFETY INC
COM
MSA
MSA
136,000
$23.7m1.45%
1.45%
Added Shares held: Q3 2025 122.0k, Q4 2025 122.0k, Q1 2026 122.0k, Q2 2026 136.0k
+14.0k
+14,000
11.5%
32
COOPER COS INC
COM
COO
COO
299,500
$21.5m1.31%
1.31%
Added Shares held: Q3 2025 249.8k, Q4 2025 248.2k, Q1 2026 248.2k, Q2 2026 299.5k
+51.2k
+51,250
20.6%
33
ZEBRA TECHNOLOGIES CORPORATI
CL A
ZBRA
ZBRA
78,000
$20.5m1.25%
1.25%
Added Shares held: Q3 2025 43.0k, Q4 2025 54.0k, Q1 2026 69.0k, Q2 2026 78.0k
+9.0k
+9,000
13.0%
34
ALLEGION PLC
ORD SHS
ALLE
ALLE
145,000
$20.4m1.24%
1.24%
Unchanged Shares held: Q3 2025 145.0k, Q4 2025 145.0k, Q1 2026 145.0k, Q2 2026 145.0k
35
PLANET FITNESS INC
CL A
PLNT
PLNT
370,000
$19.3m1.18%
1.18%
Unchanged Shares held: Q3 2025 297.0k, Q4 2025 276.0k, Q1 2026 370.0k, Q2 2026 370.0k
36
STRATEGIC ED INC
COM
STRA
STRA
220,000
$16.8m1.03%
1.03%
Unchanged Shares held: Q3 2025 220.0k, Q4 2025 220.0k, Q1 2026 220.0k, Q2 2026 220.0k
37
SPROUTS FMRS MKT INC
COM
SFM
SFM
197,000
$16.7m1.01%
1.01%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 92.0k, Q2 2026 197.0k
+105.0k
+105,000
114.1%
38
UNIVERSAL DISPLAY CORP
COM
OLED
OLED
161,000
$13.9m0.85%
0.85%
Unchanged Shares held: Q3 2025 185.0k, Q4 2025 185.0k, Q1 2026 161.0k, Q2 2026 161.0k
39
BADGER METER INC
COM
BMI
BMI
75,000
$11.1m0.68%
0.68%
Added Shares held: Q3 2025 65.0k, Q4 2025 65.0k, Q1 2026 65.0k, Q2 2026 75.0k
+10.0k
+10,000
15.4%
40
INGREDION INC
COM
INGR
INGR
79,000
$7.5m0.46%
0.46%
Unchanged Shares held: Q3 2025 79.0k, Q4 2025 79.0k, Q1 2026 79.0k, Q2 2026 79.0k
41
ZURN ELKAY WATER SOLNS CORP
COM
ZWS
ZWS
100,000
$5.1m0.31%
0.31%
Added Shares held: Q3 2025 85.0k, Q4 2025 83.0k, Q1 2026 87.0k, Q2 2026 100.0k
+13.0k
+13,000
14.9%
42
REVVITY INC
COM
RVTY
RVTY
38,750
$4.3m0.26%
0.26%
Added Shares held: Q3 2025 37.5k, Q4 2025 36.5k, Q1 2026 37.5k, Q2 2026 38.8k
+1.2k
+1,250
3.3%
43
KIMBERLY-CLARK CORP
COM
KMB
KMB
33,500
$3.7m0.22%
0.22%
Added Shares held: Q3 2025 0, Q4 2025 26.0k, Q1 2026 28.0k, Q2 2026 33.5k
+5.5k
+5,500
19.6%
44
STRIDE INC
COM
LRN
LRN
40,000
$3.4m0.21%
0.21%
Added Shares held: Q3 2025 21.0k, Q4 2025 21.0k, Q1 2026 32.5k, Q2 2026 40.0k
+7.5k
+7,500
23.1%
45
ORTHOPEDIATRICS CORP
COM
KIDS
KIDS
165,000
$3.2m0.19%
0.19%
Added Shares held: Q3 2025 132.5k, Q4 2025 147.0k, Q1 2026 147.0k, Q2 2026 165.0k
+18.0k
+18,000
12.2%
46
LIFE360 INC
COM
LIF
LIF
52,000
$2.9m0.18%
0.18%
Added Shares held: Q3 2025 28.0k, Q4 2025 31.5k, Q1 2026 42.0k, Q2 2026 52.0k
+10.0k
+10,000
23.8%
47
BLACKBAUD INC
COM
BLKB
BLKB
92,000
$2.7m0.17%
0.17%
Added Shares held: Q3 2025 54.0k, Q4 2025 59.0k, Q1 2026 66.0k, Q2 2026 92.0k
+26.0k
+26,000
39.4%
48
MCGRAW HILL INC
COM
MH
MH
220,000
$2.1m0.13%
0.13%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 220.0k
49
DUOLINGO INC
CL A COM
DUOL
DUOL
16,000
$1.8m0.11%
0.11%
Added Shares held: Q3 2025 6.8k, Q4 2025 11.0k, Q1 2026 11.0k, Q2 2026 16.0k
+5.0k
+5,000
45.5%
50
BRIGHT HORIZONS FAM SOL IN D
COM
BFAM
BFAM
17,000
$1.2m0.07%
0.07%
Reduced Shares held: Q3 2025 28.5k, Q4 2025 31.0k, Q1 2026 38.5k, Q2 2026 17.0k
-21.5k
-21,500
-55.8%