1
ECOLAB INC
COM
ECL
ECL
88,745
$24.7m4.45%
4.45%
Reduced Shares held: Q3 2025 112.5k, Q4 2025 105.4k, Q1 2026 99.4k, Q2 2026 88.7k
-10.7k
-10,703
-10.8%
2
XYLEM INC
COM
XYL
XYL
202,120
$23.9m4.29%
4.29%
Added Shares held: Q3 2025 236.9k, Q4 2025 209.2k, Q1 2026 197.4k, Q2 2026 202.1k
+4.8k
+4,766
2.4%
3
AMERICAN WTR WKS CO INC NEW
COM
AWK
AWK
174,231
$23.1m4.16%
4.16%
Reduced Shares held: Q3 2025 110.8k, Q4 2025 109.7k, Q1 2026 184.0k, Q2 2026 174.2k
-9.8k
-9,760
-5.3%
4
AGILENT TECHNOLOGIES INC
COM
A
A
170,779
$22.3m4.02%
4.02%
Reduced Shares held: Q3 2025 197.7k, Q4 2025 195.8k, Q1 2026 195.2k, Q2 2026 170.8k
-24.4k
-24,434
-12.5%
5
APTIV PLC
COM SHS
APTV
APTV
369,767
$22.3m4.02%
4.02%
Reduced Shares held: Q3 2025 104.5k, Q4 2025 206.6k, Q1 2026 388.8k, Q2 2026 369.8k
-19.0k
-19,007
-4.9%
6
THERMO FISHER SCIENTIFIC INC
COM
TMO
TMO
43,414
$21.7m3.90%
3.90%
Reduced Shares held: Q3 2025 51.8k, Q4 2025 50.9k, Q1 2026 48.7k, Q2 2026 43.4k
-5.2k
-5,240
-10.8%
7
TE CONNECTIVITY PLC
ORD SHS
TEL
TEL
105,882
$21.3m3.84%
3.84%
Reduced Shares held: Q3 2025 155.7k, Q4 2025 135.7k, Q1 2026 119.6k, Q2 2026 105.9k
-13.7k
-13,728
-11.5%
8
ICON PLC
SHS
ICLR
ICLR
119,181
$20.6m3.71%
3.71%
Added Shares held: Q3 2025 81.8k, Q4 2025 80.9k, Q1 2026 80.7k, Q2 2026 119.2k
+38.5k
+38,521
47.8%
9
GLOBUS MED INC
CL A
GMED
GMED
254,030
$19.8m3.56%
3.56%
Reduced Shares held: Q3 2025 421.5k, Q4 2025 344.6k, Q1 2026 293.9k, Q2 2026 254.0k
-39.9k
-39,873
-13.6%
10
STERIS PLC
SHS USD
STE
STE
89,732
$18.8m3.38%
3.38%
Reduced Shares held: Q3 2025 113.2k, Q4 2025 108.4k, Q1 2026 101.7k, Q2 2026 89.7k
-11.9k
-11,921
-11.7%
11
DIGITAL RLTY TR INC
COM
DLR
DLR
100,750
$18.2m3.28%
3.28%
Reduced Shares held: Q3 2025 124.7k, Q4 2025 120.2k, Q1 2026 108.3k, Q2 2026 100.8k
-7.5k
-7,544
-7.0%
12
HEALTHPEAK PROPERTIES INC
COM
DOC
DOC
808,489
$17.5m3.15%
3.15%
Added Shares held: Q3 2025 935.0k, Q4 2025 853.3k, Q1 2026 804.0k, Q2 2026 808.5k
+4.5k
+4,504
0.6%
13
TRIMBLE INC
COM
TRMB
TRMB
336,440
$17.0m3.06%
3.06%
Reduced Shares held: Q3 2025 381.9k, Q4 2025 372.7k, Q1 2026 371.6k, Q2 2026 336.4k
-35.2k
-35,157
-9.5%
14
AUTODESK INC
COM
ADSK
ADSK
86,508
$16.8m3.02%
3.02%
Reduced Shares held: Q3 2025 99.0k, Q4 2025 96.3k, Q1 2026 96.2k, Q2 2026 86.5k
-9.7k
-9,695
-10.1%
15
EQUINIX INC
COM
EQIX
EQIX
15,493
$16.3m2.93%
2.93%
Reduced Shares held: Q3 2025 26.1k, Q4 2025 23.7k, Q1 2026 17.8k, Q2 2026 15.5k
-2.3k
-2,328
-13.1%
16
AMERICAN TOWER CORP NEW
COM
AMT
AMT
97,840
$16.1m2.89%
2.89%
Added Shares held: Q3 2025 127.4k, Q4 2025 124.0k, Q1 2026 96.2k, Q2 2026 97.8k
+1.7k
+1,651
1.7%
17
ROCKWELL AUTOMATION INC
COM
ROK
ROK
27,378
$13.5m2.42%
2.42%
Reduced Shares held: Q3 2025 33.1k, Q4 2025 32.8k, Q1 2026 30.4k, Q2 2026 27.4k
-3.0k
-2,995
-9.9%
18
FIRST SOLAR INC
COM
FSLR
FSLR
53,647
$12.6m2.28%
2.28%
Reduced Shares held: Q3 2025 113.1k, Q4 2025 109.8k, Q1 2026 110.2k, Q2 2026 53.6k
-56.6k
-56,563
-51.3%
19
TRANE TECHNOLOGIES PLC
SHS
TT
TT
25,643
$12.6m2.28%
2.28%
Reduced Shares held: Q3 2025 29.0k, Q4 2025 28.8k, Q1 2026 28.3k, Q2 2026 25.6k
-2.6k
-2,623
-9.3%
20
SMURFIT WESTROCK PLC
SHS
SW
SW
270,883
$12.4m2.24%
2.24%
New Shares held: Q3 2025 502.6k, Q4 2025 507.4k, Q1 2026 0, Q2 2026 270.9k
21
SYNOPSYS INC
COM
SNPS
SNPS
27,577
$12.2m2.20%
2.20%
Reduced Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 33.1k, Q2 2026 27.6k
-5.5k
-5,508
-16.6%
22
CLEARWAY ENERGY INC
CL C
CWEN
CWEN
330,485
$11.5m2.07%
2.07%
Added Shares held: Q3 2025 418.2k, Q4 2025 305.4k, Q1 2026 285.6k, Q2 2026 330.5k
+44.9k
+44,910
15.7%
23
VENTAS INC
COM
VTR
VTR
126,030
$11.3m2.02%
2.02%
Added Shares held: Q3 2025 154.9k, Q4 2025 132.6k, Q1 2026 116.6k, Q2 2026 126.0k
+9.4k
+9,439
8.1%
24
VERALTO CORP
COM SHS
VLTO
VLTO
127,342
$11.2m2.02%
2.02%
Reduced Shares held: Q3 2025 140.6k, Q4 2025 139.5k, Q1 2026 139.1k, Q2 2026 127.3k
-11.8k
-11,778
-8.5%
25
VERSIGENT PLC
ORDINARY SHARES
VGNT
VGNT
262,320
$10.6m1.90%
1.90%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 262.3k
26
ADTALEM GLOBAL ED INC
COM
CVSA
CVSA
77,264
$9.6m1.73%
1.73%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 77.3k
27
BROOKFIELD RENEWABLE CORP
CL A EX SUB VTG
BEPC
BEPC
253,428
$9.5m1.70%
1.70%
New Shares held: Q3 2025 218.4k, Q4 2025 220.1k, Q1 2026 0, Q2 2026 253.4k
28
MSA SAFETY INC
COM
MSA
MSA
54,195
$9.4m1.70%
1.70%
Reduced Shares held: Q3 2025 162.2k, Q4 2025 121.5k, Q1 2026 61.2k, Q2 2026 54.2k
-7.0k
-7,019
-11.5%
29
EXELON CORP
COM
EXC
EXC
198,415
$9.3m1.67%
1.67%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 163.5k, Q2 2026 198.4k
+34.9k
+34,920
21.4%
30
GRAND CANYON ED INC
COM
LOPE
LOPE
63,491
$9.1m1.64%
1.64%
Added Shares held: Q3 2025 67.1k, Q4 2025 55.2k, Q1 2026 55.4k, Q2 2026 63.5k
+8.1k
+8,094
14.6%
31
BENTLEY SYS INC
COM CL B
BSY
BSY
293,803
$8.7m1.56%
1.56%
Reduced Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 327.2k, Q2 2026 293.8k
-33.4k
-33,355
-10.2%
32
NEXTRACKER INC
CLASS A COM
NXT
NXT
71,334
$8.2m1.48%
1.48%
Reduced Shares held: Q3 2025 275.7k, Q4 2025 184.9k, Q1 2026 80.1k, Q2 2026 71.3k
-8.7k
-8,719
-10.9%
33
TETRA TECH INC NEW
COM
TTEK
TTEK
269,580
$7.7m1.38%
1.38%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 269.6k
34
SUNBELT RENTALS HOLDINGS INC
SHS
SUNB
SUNB
92,217
$6.7m1.21%
1.21%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 92.2k
35
CROWN CASTLE INC
COM
CCI
CCI
75,663
$5.7m1.03%
1.03%
Added Shares held: Q3 2025 103.4k, Q4 2025 102.6k, Q1 2026 74.4k, Q2 2026 75.7k
+1.2k
+1,235
1.7%
36
BOSTON SCIENTIFIC CORP
COM
BSX
BSX
126,468
$5.4m0.97%
0.97%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 89.3k, Q2 2026 126.5k
+37.1k
+37,125
41.5%
37
NOVO-NORDISK A S
ADR
NVO
NVO
109,935
$5.3m0.95%
0.95%
New Shares held: Q3 2025 125.0k, Q4 2025 123.8k, Q1 2026 0, Q2 2026 109.9k
38
EASTERLY GOVT PPTYS INC
COM SHS
DEA
DEA
198,278
$5.0m0.90%
0.90%
Reduced Shares held: Q3 2025 279.2k, Q4 2025 270.4k, Q1 2026 199.0k, Q2 2026 198.3k
-734
-734
-0.4%
39
VERTIV HOLDINGS CO
COM CL A
VRT
VRT
6,749
$2.2m0.40%
0.40%
Reduced Shares held: Q3 2025 5.0k, Q4 2025 4.6k, Q1 2026 9.1k, Q2 2026 6.7k
-2.3k
-2,327
-25.6%
40
PROLOGIS INC.
COM
PLD
PLD
16,029
$2.2m0.39%
0.39%
Reduced Shares held: Q3 2025 44.7k, Q4 2025 38.4k, Q1 2026 20.9k, Q2 2026 16.0k
-4.9k
-4,901
-23.4%
41
CHENIERE ENERGY INC
COM NEW
LNG
LNG
8,869
$2.1m0.39%
0.39%
Reduced Shares held: Q3 2025 0, Q4 2025 8.8k, Q1 2026 10.8k, Q2 2026 8.9k
-1.9k
-1,945
-18.0%
42
RAYONIER INC
COM
RYN
RYN
92,003
$1.9m0.35%
0.35%
Reduced Shares held: Q3 2025 27.7k, Q4 2025 29.0k, Q1 2026 105.0k, Q2 2026 92.0k
-12.9k
-12,947
-12.3%
43
DIGITALBRIDGE GROUP INC
CL A NEW
CL A NEW
121,406
$1.9m0.34%
0.34%
Unchanged Shares held: Q3 2025 56.4k, Q4 2025 121.4k, Q1 2026 121.4k, Q2 2026 121.4k
44
WEYERHAEUSER CO MTN BE
COM NEW
WY
WY
64,742
$1.5m0.28%
0.28%
Added Shares held: Q3 2025 72.1k, Q4 2025 63.9k, Q1 2026 59.0k, Q2 2026 64.7k
+5.8k
+5,780
9.8%
45
JOHNSON CTLS INTL PLC
SHS
JCI
JCI
10,379
$1.5m0.27%
0.27%
Unchanged Shares held: Q3 2025 10.4k, Q4 2025 10.4k, Q1 2026 10.4k, Q2 2026 10.4k
46
CSX CORP
COM
CSX
CSX
26,808
$1.3m0.23%
0.23%
Reduced Shares held: Q3 2025 0, Q4 2025 47.4k, Q1 2026 47.4k, Q2 2026 26.8k
-20.6k
-20,588
-43.4%
47
DEERE & CO
COM
DE
DE
1,981
$1.2m0.22%
0.22%
Unchanged Shares held: Q3 2025 2.0k, Q4 2025 2.0k, Q1 2026 2.0k, Q2 2026 2.0k
48
AGREE RLTY CORP
COM
ADC
ADC
15,903
$1.2m0.22%
0.22%
Reduced Shares held: Q3 2025 16.9k, Q4 2025 19.2k, Q1 2026 18.1k, Q2 2026 15.9k
-2.2k
-2,153
-11.9%
49
OWENS CORNING NEW
COM
OC
OC
7,144
$1.1m0.20%
0.20%
Added Shares held: Q3 2025 4.8k, Q4 2025 6.0k, Q1 2026 6.0k, Q2 2026 7.1k
+1.2k
+1,169
19.6%
50
STAG INDL INC
COM
STAG
STAG
28,807
$1.1m0.20%
0.20%
Reduced Shares held: Q3 2025 30.5k, Q4 2025 35.9k, Q1 2026 35.5k, Q2 2026 28.8k
-6.7k
-6,693
-18.9%
51
ADVANCED DRAIN SYS INC DEL
COM
WMS
WMS
7,035
$1.1m0.20%
0.20%
Added Shares held: Q3 2025 6.0k, Q4 2025 6.0k, Q1 2026 6.0k, Q2 2026 7.0k
+1.1k
+1,057
17.7%
52
PHILLIPS EDISON & CO INC
COMMON STOCK
PECO
PECO
22,347
$941.9k0.17%
0.17%
Reduced Shares held: Q3 2025 33.3k, Q4 2025 33.3k, Q1 2026 27.4k, Q2 2026 22.3k
-5.1k
-5,099
-18.6%
53
GXO LOGISTICS INCORPORATED
COMMON STOCK
GXO
GXO
18,872
$929.6k0.17%
0.17%
Added Shares held: Q3 2025 17.2k, Q4 2025 17.2k, Q1 2026 17.2k, Q2 2026 18.9k
+1.6k
+1,646
9.6%
54
AMERICAN HOMES 4 RENT
CL A
AMH
AMH
26,157
$884.8k0.16%
0.16%
Unchanged Shares held: Q3 2025 50.9k, Q4 2025 26.2k, Q1 2026 26.2k, Q2 2026 26.2k
55
BXP INC
COM
BXP
BXP
13,202
$878.8k0.16%
0.16%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 13.2k, Q2 2026 13.2k
56
MID-AMER APT CMNTYS INC
COM
MAA
MAA
4,480
$621.9k0.11%
0.11%
Unchanged Shares held: Q3 2025 10.3k, Q4 2025 4.5k, Q1 2026 4.5k, Q2 2026 4.5k
57
COMMERCIAL METALS CO
COM
CMC
CMC
9,713
$620.9k0.11%
0.11%
Unchanged Shares held: Q3 2025 9.7k, Q4 2025 9.7k, Q1 2026 9.7k, Q2 2026 9.7k
58
WELLTOWER INC
COM
WELL
WELL
2,598
$595.4k0.11%
0.11%
Unchanged Shares held: Q3 2025 0, Q4 2025 2.6k, Q1 2026 2.6k, Q2 2026 2.6k
59
KILROY RLTY CORP
COM
KRC
KRC
13,036
$496.5k0.09%
0.09%
Unchanged Shares held: Q3 2025 24.5k, Q4 2025 13.0k, Q1 2026 13.0k, Q2 2026 13.0k
60
BRIGHT HORIZONS FAM SOL IN D
COM
BFAM
BFAM
5,997
$427.0k0.08%
0.08%
Unchanged Shares held: Q3 2025 6.0k, Q4 2025 6.0k, Q1 2026 6.0k, Q2 2026 6.0k
61
AMERICOLD REALTY TRUST INC
COM
COLD
COLD
22,920
$363.4k0.07%
0.07%
Unchanged Shares held: Q3 2025 82.4k, Q4 2025 22.9k, Q1 2026 22.9k, Q2 2026 22.9k
62
VITAL FARMS INC
COM
VITL
VITL
29,399
$340.4k0.06%
0.06%
Added Shares held: Q3 2025 14.3k, Q4 2025 15.8k, Q1 2026 15.8k, Q2 2026 29.4k
+13.6k
+13,640
86.5%