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CIK 0001802900 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $41.9M | 0.5%Prev: 2.4% | 337,013 SH | Decreased-434,222 SH |
| ADVANCED DRAIN SYS INC DEL | COM | $97.2M | 1.0%Prev: 0.8% | 619,117 SH | Increased-89,193 SH |
| ADVANCED MICRO DEVICES INC | COM | $145.1M | 1.6% | 249,822 SH | New |
| AGCO CORP | COM | $182.9M | 2.0%Prev: 1.3% | 1,528,332 SH | Increased+275,074 SH |
| ALPHABET INC | CAP STK CL A | $24.0M | 0.3% | 67,085 SH | New |
| AMERICAN WTR WKS CO INC NEW | COM | $91.7M | 1.0%Prev: 2.4% | 697,230 SH | Decreased-982,944 SH |
| APPLE INC | COM | $11.6M | 0.1% | 40,220 SH | New |
| BALL CORP | COM | $149.7M | 1.6%Prev: 1.5% | 2,399,395 SH | Increased-269,686 SH |
| BOSTON SCIENTIFIC CORP | COM | $132.4M | 1.4% | 3,101,478 SH | New |
| BROADCOM INC | COM | $347.3M | 3.7% | 919,362 SH | New |
| CANADIAN PACIFIC KANSAS CITY | COM | $224.1M | 2.4%Prev: 1.8% | 2,586,427 SH | Increased+403,547 SH |
| COLGATE PALMOLIVE CO | COM | $2.7M | 0.0%Prev: 0.0% | 28,979 SH | Increased+10,099 SH |
| DANAHER CORP DEL | COM | $190.5M | 2.0% | 999,996 SH | New |
| EBAY INC. | COM | $358.3M | 3.9%Prev: 3.0% | 3,206,010 SH | Increased-626,913 SH |
| ECOLAB INC | COM | $310.4M | 3.3%Prev: 5.7% | 1,113,930 SH | Decreased-938,873 SH |
| EDWARDS LIFESCIENCES CORP | COM | $229.8M | 2.5%Prev: 2.4% | 2,540,381 SH | Increased-390,916 SH |
| ELI LILLY & CO | COM | $424.6M | 4.6%Prev: 3.2% | 354,043 SH | Increased-41,212 SH |
| EVERSOURCE ENERGY | COM | $2.4M | 0.0%Prev: 0.0% | 33,715 SH | Decreased-24,074 SH |
| FIRST SOLAR INC | COM | $154.7M | 1.7%Prev: 1.6% | 655,621 SH | Decreased-289,310 SH |
| HUBBELL INC | COM | $293.9M | 3.2%Prev: 1.4% | 561,819 SH | Increased+220,530 SH |
| INTUIT | COM | $1.3M | 0.0%Prev: 0.0% | 4,931 SH | Decreased+1,713 SH |
| INTUITIVE SURGICAL INC | COM NEW | $195.8M | 2.1%Prev: 3.2% | 492,324 SH | Decreased-75,799 SH |
| JOHNSON CONTROLS INTERNATION | SHS | $5.5M | 0.1% | 37,625 SH | New |
| JPMORGAN CHASE & CO | COM | $10.4M | 0.1% | 31,658 SH | New |
| LOWES COS INC | COM | $200.2M | 2.2% | 907,806 SH | New |
| MASTERCARD INCORPORATED | CL A | $474.9M | 5.1%Prev: 6.2% | 924,618 SH | Decreased-146,078 SH |
| MICROSOFT CORP | COM | $449.9M | 4.8%Prev: 10.1% | 1,206,161 SH | Decreased-757,638 SH |
| NASDAQ INC | COM | $3.2M | 0.0%Prev: 0.1% | 39,990 SH | Decreased-24,917 SH |
| NEXTERA ENERGY INC | COM | $312.1M | 3.4%Prev: 2.9% | 3,556,095 SH | Increased-435,096 SH |
| NVIDIA CORPORATION | COM | $862.3M | 9.3%Prev: 10.9% | 4,309,689 SH | Decreased-2,332,428 SH |
| ORACLE CORP | COM | $62.9M | 0.7% | 429,354 SH | New |
| OREILLY AUTOMOTIVE INC | COM | $7.6M | 0.1% | 82,108 SH | New |
| PALO ALTO NETWORKS INC | COM | $445.1M | 4.8%Prev: 3.8% | 1,305,090 SH | Increased-477,484 SH |
| SALESFORCE INC | COM | $88.3M | 0.9%Prev: 1.9% | 563,506 SH | Decreased-115,707 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $296.9M | 3.2%Prev: 3.6% | 2,600,237 SH | Decreased-424,518 SH |
| SMURFIT WESTROCK PLC | SHS | $109.3M | 1.2% | 2,363,387 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $543.1M | 5.8% | 1,137,112 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $296.4M | 3.2%Prev: 2.9% | 591,257 SH | Increased-95,809 SH |
| TJX COS INC NEW | COM | $288.1M | 3.1%Prev: 3.5% | 1,901,496 SH | Decreased-797,660 SH |
| VERALTO CORP | COM SHS | $144.4M | 1.6%Prev: 1.2% | 1,628,033 SH | Increased+501,447 SH |
| VERTIV HOLDINGS CO | COM CL A | $330.9M | 3.6% | 988,313 SH | New |
| VISA INC | COM CL A | $100.8M | 1.1%Prev: 3.0% | 293,703 SH | Decreased-532,237 SH |
| WASTE MGMT INC DEL | COM | $292.6M | 3.1%Prev: 3.6% | 1,312,962 SH | Decreased-204,827 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $161.3M | 1.7%Prev: 1.9% | 412,095 SH | Decreased-336,233 SH |
| XYLEM INC | COM | $201.8M | 2.2%Prev: 2.7% | 1,707,194 SH | Decreased-293,305 SH |
| 13F-HR |
| 0001172661-26-003465 |
| $9.30B |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002691 | $9.66B | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001659 | $8.81B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002088 | $8.42B | View |