Location: Paris, France
CIK: 0001767843 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 14, 2026
Total Value: $2.462B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 869,338 | $152M | 6.2% | $160.63 | +16.2% | Common Stock | 67066G104 |
| MSFT | MICROSOFT CORP | 188,849 | $69.91M | 2.8% | $389.31 | +11.6% | Common Stock | 594918104 |
| CDNS | CADENCE DESIGN SYSTEM INC | 232,032 | $64.47M | 2.6% | $302.58 | +0.2% | Common Stock | 127387108 |
| NOW | SERVICENOW INC | 611,772 | $63.96M | 2.6% | $123.79 | -2.1% | Common Stock | 81762P102 |
| SNPS | SYNOPSYS INC | 151,873 | $60.21M | 2.4% | $471.68 | 0.0% | Common Stock | 871607107 |
| ECL | ECOLAB INC | 202,638 | $53.91M | 2.2% | $211.80 | +35.2% | Common Stock | 278865100 |
| AVGO | BROADCOM INC | 169,717 | $52.53M | 2.1% | $335.88 | -0.5% | Common Stock | 11135F101 |
| GOOGL | ALPHABET INC | 180,834 | $52M | 2.1% | $323.29 | 0.0% | Common Stock | 02079K305 |
| CRWD | CROWDSTRIKE HLDGS INC | 117,624 | $45.92M | 1.9% | $431.12 | 0.0% | Common Stock | 22788C105 |
| BSY | BENTLEY SYS INC | 1,257,702 | $44.17M | 1.8% | $38.36 | -5.8% | Common Stock | 08265T208 |
| ISRG | INTUITIVE SURGICAL INC | 91,279 | $42.08M | 1.7% | $485.28 | +7.4% | Common Stock | 46120E602 |
| SNOW | SNOWFLAKE INC | 257,688 | $38.86M | 1.6% | $194.49 | 0.0% | Common Stock | 833445109 |
| WM | WASTE MGMT INC DEL | 166,449 | $38.25M | 1.6% | $195.36 | +15.7% | Common Stock | 94106L109 |
| VRT | VERTIV HOLDINGS CO | 151,388 | $37.93M | 1.5% | $183.68 | +8.8% | Common Stock | 92537N108 |
| NVT | NVENT ELEC PLC | 320,522 | $37.91M | 1.5% | $112.33 | 0.0% | Common Stock | G6700G107 |
| CLH | CLEAN HARBORS INC | 130,675 | $37.47M | 1.5% | $263.20 | 0.0% | Common Stock | 184496107 |
| AMD | ADVANCED MICRO DEVICES INC | 182,667 | $37.16M | 1.5% | $221.70 | 0.0% | Common Stock | 007903107 |
| TMO | THERMO FISHER SCIENTIFIC INC | 73,275 | $36.02M | 1.5% | $541.80 | +6.1% | Common Stock | 883556102 |
| FSLR | FIRST SOLAR INC | 161,443 | $31.85M | 1.3% | $198.35 | +19.5% | Common Stock | 336433107 |
| VLTO | VERALTO CORP | 354,189 | $31.32M | 1.3% | $97.75 | -0.3% | Common Stock | 92338C103 |
| IEX | IDEX CORP | 160,700 | $30.46M | 1.2% | $196.35 | +1.4% | Common Stock | 45167R104 |
| PANW | PALO ALTO NETWORKS INC | 186,566 | $29.91M | 1.2% | $173.50 | -0.8% | Common Stock | 697435105 |
| XYL | XYLEM INC | 244,505 | $29.22M | 1.2% | $125.32 | +8.9% | Common Stock | 98419M100 |
| KLAC | KLA CORP | 19,632 | $28.91M | 1.2% | $1462.03 | 0.0% | Common Stock | 482480100 |
| JBTM | JBT MAREL CORPORATION | 194,430 | $24.86M | 1.0% | $159.62 | 0.0% | Common Stock | 477839104 |
| DHR | DANAHER CORP DEL | 130,964 | $24.83M | 1.0% | $221.76 | +1.3% | Common Stock | 235851102 |
| PTC | PTC INC | 173,039 | $24.66M | 1.0% | $162.35 | -0.9% | Common Stock | 69370C100 |
| WCN | WASTE CONNECTIONS INC | 148,126 | $24.06M | 1.0% | $167.37 | 0.0% | Common Stock | 94106B101 |
| ESTC | ELASTIC N V | 479,093 | $23.95M | 1.0% | $66.95 | 0.0% | Common Stock | N14506104 |
| MDB | MONGODB INC | 97,300 | $23.82M | 1.0% | $376.18 | 0.0% | Common Stock | 60937P106 |
| WMS | ADVANCED DRAIN SYS INC DEL | 172,152 | $23.61M | 1.0% | $159.38 | +1.1% | Common Stock | 00790R104 |
| EQIX | EQUINIX INC | 22,604 | $22.16M | 0.9% | $764.11 | 0.0% | Common Stock | 29444U700 |
| AWK | AMERICAN WTR WKS CO INC NEW | 156,590 | $21.31M | 0.9% | $130.01 | -0.9% | Common Stock | 030420103 |
| CNM | CORE & MAIN INC | 418,000 | $20.65M | 0.8% | $56.25 | 0.0% | Common Stock | 21874C102 |
| LLY | ELI LILLY & CO | 22,170 | $20.39M | 0.8% | $488.30 | +114.4% | Common Stock | 532457108 |
| PNR | PENTAIR PLC | 228,918 | $19.94M | 0.8% | $99.14 | +3.5% | Common Stock | G7S00T104 |
| MANH | MANHATTAN ASSOCIATES INC | 148,622 | $19.78M | 0.8% | $155.80 | 0.0% | Common Stock | 562750109 |
| APG | API GROUP CORP | 482,616 | $19.56M | 0.8% | $42.82 | 0.0% | Common Stock | 00187Y100 |
| DLR | DIGITAL RLTY TR INC | 105,387 | $18.99M | 0.8% | $155.03 | 0.0% | Common Stock | 253868103 |
| TTEK | TETRA TECH INC NEW | 611,722 | $18.43M | 0.7% | $36.98 | -0.2% | Common Stock | 88162G103 |
| DXCM | DEXCOM INC | 292,754 | $18.38M | 0.7% | $70.92 | 0.0% | Common Stock | 252131107 |
| PRCT | PROCEPT BIOROBOTICS CORP | 723,842 | $18.1M | 0.7% | $29.57 | 0.0% | Common Stock | 74276L105 |
| TRMB | TRIMBLE INC | 265,711 | $17.33M | 0.7% | $63.51 | +11.8% | Common Stock | 896239100 |
| OSIS | OSI SYSTEMS INC | 65,007 | $17.26M | 0.7% | $275.87 | 0.0% | Common Stock | 671044105 |
| MDT | MEDTRONIC PLC | 195,560 | $16.95M | 0.7% | $99.51 | 0.0% | Common Stock | G5960L103 |
| FROG | JFROG LTD | 354,574 | $16.64M | 0.7% | $52.97 | 0.0% | Common Stock | M6191J100 |
| STE | STERIS PLC | 74,230 | $16.41M | 0.7% | $255.43 | 0.0% | Common Stock | G8473T100 |
| MSI | MOTOROLA SOLUTIONS INC | 37,823 | $16.41M | 0.7% | $415.89 | 0.0% | Common Stock | 620076307 |
| LFUS | LITTELFUSE INC | 47,410 | $16.09M | 0.7% | $290.02 | +10.3% | Common Stock | 537008104 |
| WTRG | ESSENTIAL UTILS INC | 392,726 | $15.82M | 0.6% | $38.77 | 0.0% | Common Stock | 29670G102 |
| NFLX | NETFLIX INC. | 160,622 | $15.44M | 0.6% | $84.50 | -0.8% | Common Stock | 64110L106 |
| WAB | WABTEC | 61,481 | $15.36M | 0.6% | $238.93 | 0.0% | Common Stock | 929740108 |
| ROP | ROPER TECHNOLOGIES INC | 43,035 | $15.23M | 0.6% | $419.03 | -9.8% | Common Stock | 776696106 |
| ZS | ZSCALER INC | 105,882 | $14.85M | 0.6% | $193.32 | 0.0% | Common Stock | 98980G102 |
| ARGX | ARGENX SE | 19,833 | $14.48M | 0.6% | $730.25 | — | American Depository Receipt | 04016X101 |
| SYK | STRYKER CORPORATION | 43,973 | $14.45M | 0.6% | $297.72 | +22.5% | Common Stock | 863667101 |
| NDAQ | NASDAQ INC | 165,715 | $14.07M | 0.6% | $91.74 | 0.0% | Common Stock | 631103108 |
| FERG | FERGUSON ENTERPRISES INC | 57,804 | $13.48M | 0.5% | $251.07 | 0.0% | Common Stock | 31488V107 |
| LIN | LINDE PLC | 27,136 | $13.45M | 0.5% | $416.61 | +10.4% | Common Stock | G54950103 |
| MSA | MSA SAFETY INC | 80,640 | $13.22M | 0.5% | $185.33 | 0.0% | Common Stock | 553498106 |
| ITRI | ITRON INC | 139,570 | $12.51M | 0.5% | $107.13 | -7.8% | Common Stock | 465741106 |
| EMR | EMERSON ELEC CO | 95,408 | $12.5M | 0.5% | $125.25 | +18.5% | Common Stock | 291011104 |
| ACN | ACCENTURE PLC IRELAND | 63,016 | $12.5M | 0.5% | $272.54 | -7.1% | Common Stock | G1151C101 |
| CLBT | CELLEBRITE DI LTD | 881,512 | $12.15M | 0.5% | $15.55 | 0.0% | Common Stock | M2197Q107 |
| AXON | AXON ENTERPRISE INC | 28,564 | $12.13M | 0.5% | $526.80 | 0.0% | Common Stock | 05464C101 |
| AIT | APPLIED INDL TECHNOLOGIES IN | 45,585 | $12.09M | 0.5% | $275.64 | 0.0% | Common Stock | 03820C105 |
| TYL | TYLER TECHNOLOGIES INC | 35,170 | $12.04M | 0.5% | $385.05 | 0.0% | Common Stock | 902252105 |
| ROL | ROLLINS INC | 224,568 | $11.99M | 0.5% | $61.83 | 0.0% | Common Stock | 775711104 |
| EBAY | EBAY INC. | 131,297 | $11.95M | 0.5% | $59.36 | +50.5% | Common Stock | 278642103 |
| ADSK | AUTODESK INC | 49,886 | $11.94M | 0.5% | $253.74 | 0.0% | Common Stock | 052769106 |
| APTV | APTIV PLC | 170,445 | $11.84M | 0.5% | $79.49 | +1.8% | Common Stock | G3265R107 |
| ENS | ENERSYS | 67,438 | $11.72M | 0.5% | $93.58 | +83.1% | Common Stock | 29275Y102 |
| V | VISA INC | 37,929 | $11.46M | 0.5% | $247.04 | +33.2% | Common Stock | 92826C839 |
| HTO | H2O AMERICA | 195,246 | $11.46M | 0.5% | $52.73 | 0.0% | Common Stock | 784305104 |
| AOS | SMITH A O CORP | 172,000 | $11.34M | 0.5% | $74.09 | 0.0% | Common Stock | 831865209 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 39,821 | $11.24M | 0.5% | $189.59 | +20.4% | Common Stock | 49338L103 |
| TRU | TRANSUNION | 154,637 | $10.7M | 0.4% | $78.92 | 0.0% | Common Stock | 89400J107 |
| ACM | AECOM | 123,635 | $10.49M | 0.4% | $97.10 | 0.0% | Common Stock | 00766T100 |
| GNRC | GENERAC HLDGS INC | 53,187 | $10.39M | 0.4% | $183.13 | 0.0% | Common Stock | 368736104 |
| MSEX | MIDDLESEX WTR CO | 196,000 | $10.2M | 0.4% | $52.77 | 0.0% | Common Stock | 596680108 |
| A | AGILENT TECHNOLOGIES INC | 88,559 | $10.09M | 0.4% | $134.76 | 0.0% | Common Stock | 00846U101 |
| SYM | SYMBOTIC INC | 189,642 | $10.09M | 0.4% | $60.69 | 0.0% | Common Stock | 87151X101 |
| CL | COLGATE PALMOLIVE CO | 114,813 | $9.786M | 0.4% | $82.45 | +7.6% | Common Stock | 194162103 |
| BRKR | BRUKER CORP | 269,877 | $9.748M | 0.4% | $45.39 | 0.0% | Common Stock | 116794108 |
| AXP | AMERICAN EXPRESS CO | 31,878 | $9.642M | 0.4% | $181.16 | +96.6% | Common Stock | 025816109 |
| CYRX | CRYOPORT INC | 1,158,277 | $9.591M | 0.4% | $9.56 | 0.0% | Common Stock | 229050307 |
| CTAS | CINTAS CORP | 56,593 | $9.572M | 0.4% | $193.33 | 0.0% | Common Stock | 172908105 |
| PG | PROCTER & GAMBLE CO | 66,256 | $9.57M | 0.4% | $144.84 | +4.8% | Common Stock | 742718109 |
| ZTS | ZOETIS INC | 76,968 | $9.098M | 0.4% | $163.29 | -22.8% | Common Stock | 98978V103 |
| FLEX | FLEXTRONICS INTL LTD | 136,090 | $8.908M | 0.4% | $39.90 | +60.4% | Common Stock | Y2573F102 |
| PWR | QUANTA SVCS INC | 16,013 | $8.791M | 0.4% | $260.99 | +86.3% | Common Stock | 74762E102 |
| DDOG | DATADOG INC | 72,649 | $8.576M | 0.3% | $123.93 | 0.0% | Common Stock | 23804L103 |
| IRM | IRON MTN INC DEL | 83,040 | $8.482M | 0.3% | $83.24 | 0.0% | Common Stock | 46284V101 |
| PL | PLANET LABS PBC | 295,208 | $8.251M | 0.3% | $4.83 | +402.3% | Common Stock | 72703X106 |
| VZ | VERIZON COMMUNICATIONS INC | 161,329 | $8.099M | 0.3% | $43.45 | +0.8% | Common Stock | 92343V104 |
| MOD | MODINE MFG CO | 36,500 | $7.91M | 0.3% | $176.49 | 0.0% | Common Stock | 607828100 |
| WY | WEYERHAEUSER CO | 322,593 | $7.881M | 0.3% | $25.74 | -7.5% | Common Stock | 962166104 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 167,277 | $7.501M | 0.3% | $48.46 | 0.0% | Common Stock | 98983L108 |
| LOW | LOWES COS INC | 30,301 | $7.16M | 0.3% | $271.50 | 0.0% | Common Stock | 548661107 |
| BBY | BEST BUY INC | 107,977 | $6.932M | 0.3% | $66.96 | 0.0% | Common Stock | 086516101 |
| MIR | MIRION TECHNOLOGIES INC | 368,380 | $6.848M | 0.3% | $24.17 | 0.0% | Common Stock | 60471A101 |
| HQY | HEALTHEQUITY INC | 80,608 | $6.736M | 0.3% | $83.16 | 0.0% | Common Stock | 42226A107 |
| TJX | TJX COS INC NEW | 41,558 | $6.637M | 0.3% | $127.42 | +21.0% | Common Stock | 872540109 |
| COST | COSTCO WHOLESALE CORPORATION | 6,394 | $6.371M | 0.3% | $963.77 | 0.0% | Common Stock | 22160K105 |
| AVY | AVERY DENNISON CORP | 36,533 | $6.309M | 0.3% | $182.65 | +3.5% | Common Stock | 053611109 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 29,547 | $6.178M | 0.3% | $249.01 | 0.0% | Common Stock | 989207105 |
| ABBV | ABBVIE INC | 28,049 | $6.1M | 0.2% | $222.57 | 0.0% | Common Stock | 00287Y109 |
| BSX | BOSTON SCIENTIFIC CORP | 95,933 | $6.02M | 0.2% | $83.82 | +2.4% | Common Stock | 101137107 |
| BMI | BADGER METER INC | 39,132 | $5.962M | 0.2% | $207.08 | -21.9% | Common Stock | 056525108 |
| NTRA | NATERA INC | 29,417 | $5.883M | 0.2% | $225.87 | 0.0% | Common Stock | 632307104 |
| RUN | SUNRUN INC | 425,416 | $5.769M | 0.2% | $31.89 | -39.9% | Common Stock | 86771W105 |
| TPR | TAPESTRY INC | 39,731 | $5.606M | 0.2% | $139.57 | 0.0% | Common Stock | 876030107 |
| TMUS | T-MOBILE US INC | 26,100 | $5.482M | 0.2% | $200.28 | 0.0% | Common Stock | 872590104 |
| MRK | MERCK & CO INC | 43,698 | $5.256M | 0.2% | $114.28 | 0.0% | Common Stock | 58933Y105 |
| SPGI | S&P GLOBAL INC | 11,992 | $5.101M | 0.2% | $485.25 | 0.0% | Common Stock | 78409V104 |
| BJ | BJS WHSL CLUB HLDGS INC | 51,369 | $5.056M | 0.2% | $95.71 | 0.0% | Common Stock | 05550J101 |
| GILD | GILEAD SCIENCES INC | 35,821 | $4.992M | 0.2% | $134.56 | +2.8% | Common Stock | 375558103 |
| MSCI | MSCI INC | 9,074 | $4.891M | 0.2% | $569.29 | 0.0% | Common Stock | 55354G100 |
| TT | TRANE TECHNOLOGIES PLC | 11,680 | $4.868M | 0.2% | $258.54 | +63.3% | Common Stock | G8994E103 |
| HUBB | HUBBELL INC | 9,887 | $4.852M | 0.2% | $418.46 | +18.4% | Common Stock | 443510607 |
| UNIT | UNITI GROUP LLC | 514,675 | $4.828M | 0.2% | $7.77 | 0.0% | Common Stock | 912932100 |
| VRTX | VERTEX PHARMACEUTICALS INC | 10,383 | $4.636M | 0.2% | $467.55 | 0.0% | Common Stock | 92532F100 |
| PLNT | PLANET FITNESS MASTER ISSUER | 61,986 | $4.611M | 0.2% | $94.66 | 0.0% | Common Stock | 72703H101 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 13,678 | $4.526M | 0.2% | $353.27 | 0.0% | Common Stock | 02043Q107 |
| ALC | ALCON AG | 58,536 | $4.411M | 0.2% | $80.48 | 0.0% | Common Stock | H01301128 |
| LH | LABCORP HOLDINGS INC | 15,986 | $4.265M | 0.2% | $271.07 | 0.0% | Common Stock | 504922105 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 29,844 | $3.932M | 0.2% | $134.33 | 0.0% | Common Stock | 64125C109 |
| GWRE | GUIDEWIRE SOFTWARE INC | 25,515 | $3.816M | 0.2% | $150.20 | 0.0% | Common Stock | 40171V100 |
| IQV | IQVIA HLDGS INC | 21,981 | $3.749M | 0.2% | $210.16 | 0.0% | Common Stock | 46266C105 |
| DSGX | DESCARTES SYS GROUP INC | 52,063 | $3.726M | 0.2% | $75.60 | 0.0% | Common Stock | 249906108 |
| MTD | METTLER TOLEDO INTERNATIONAL | 2,940 | $3.708M | 0.2% | $1226.06 | +15.3% | Common Stock | 592688105 |
| NYT | NEW YORK TIMES CO MTN BE | 44,155 | $3.697M | 0.2% | $72.28 | 0.0% | Common Stock | 650111107 |
| BEPC | BROOKFIELD RENEWABLE CORP | 89,335 | $3.558M | 0.1% | $31.75 | +29.1% | Common Stock | 11285B108 |
| MA | MASTERCARD INCORPORATED | 6,815 | $3.405M | 0.1% | $403.00 | +33.8% | Common Stock | 57636Q104 |
| DIS | DISNEY WALT CO | 33,972 | $3.274M | 0.1% | $109.45 | 0.0% | Common Stock | 254687106 |
| CSGP | COSTAR GROUP INC | 78,550 | $3.169M | 0.1% | $56.92 | 0.0% | Common Stock | 22160N109 |
| ORCL | ORACLE CORP | 21,389 | $3.147M | 0.1% | $188.96 | -10.2% | Common Stock | 68389X105 |
| SPOT | SPOTIFY TECHNOLOGY S A | 6,392 | $3.1M | 0.1% | $497.31 | 0.0% | Common Stock | L8681T102 |
| SFM | SPROUTS FMRS MKT INC | 39,530 | $3.049M | 0.1% | $120.32 | -39.9% | Common Stock | 85208M102 |
| LULU | LULULEMON ATHLETICA INC | 19,884 | $3.044M | 0.1% | $299.70 | -37.0% | Common Stock | 550021109 |
| OC | OWENS CORNING NEW | 27,888 | $3.018M | 0.1% | $125.69 | 0.0% | Common Stock | 690742101 |
| AMZN | AMAZON COM INC | 14,074 | $2.931M | 0.1% | $226.83 | 0.0% | Common Stock | 023135106 |
| INTU | INTUIT | 6,686 | $2.891M | 0.1% | $497.56 | 0.0% | Common Stock | 461202103 |
| MP | MP MATERIALS CORP | 58,691 | $2.832M | 0.1% | $42.69 | +44.6% | Common Stock | 553368101 |
| ALRM | ALARM COM HLDGS INC | 62,101 | $2.682M | 0.1% | $48.54 | 0.0% | Common Stock | 011642105 |
| TTAN | SERVICETITAN INC | 39,704 | $2.52M | 0.1% | $80.77 | 0.0% | Common Stock | 81764X103 |
| APH | AMPHENOL CORP | 19,200 | $2.426M | 0.1% | $146.40 | 0.0% | Common Stock | 032095101 |
| TOST | TOAST INC | 86,877 | $2.303M | 0.1% | $31.01 | 0.0% | Common Stock | 888787108 |
| HUBS | HUBSPOT INC | 9,154 | $2.234M | 0.1% | $291.68 | 0.0% | Common Stock | 443573100 |
| UNH | UNITEDHEALTH GROUP INC | 8,068 | $2.183M | 0.1% | $308.69 | 0.0% | Common Stock | 91324P102 |
| VRSK | VERISK ANALYTICS INC | 11,452 | $2.173M | 0.1% | $203.75 | 0.0% | Common Stock | 92345Y106 |
| CVS | CVS HEALTH CORP | 30,045 | $2.158M | 0.1% | $77.96 | 0.0% | Common Stock | 126650100 |
| UNP | UNION PAC CORP | 8,365 | $2.03M | 0.1% | $201.76 | +20.6% | Common Stock | 907818108 |
| MPWR | MONOLITHIC PWR SYS INC | 1,808 | $1.977M | 0.1% | $725.14 | +52.3% | Common Stock | 609839105 |
| CCK | CROWN HLDGS INC | 17,977 | $1.802M | 0.1% | $94.63 | +14.2% | Common Stock | 228368106 |
| EXPO | EXPONENT INC | 27,160 | $1.772M | 0.1% | $87.81 | -17.4% | Common Stock | 30214U102 |
| GDDY | GODADDY INC | 20,868 | $1.725M | 0.1% | $114.79 | -12.4% | Common Stock | 380237107 |
| ZD | ZIFF DAVIS INC | 40,137 | $1.684M | 0.1% | $34.86 | -1.4% | Common Stock | 48123V102 |
| BBIO | BRIDGEBIO PHARMA INC | 21,651 | $1.608M | 0.1% | $74.48 | 0.0% | Common Stock | 10806X102 |
| TREX | TREX INC | 32,797 | $1.194M | 0.0% | $67.94 | -38.6% | Common Stock | 89531P105 |
| GM | GENERAL MTRS CO | 15,741 | $1.173M | 0.0% | $40.32 | +104.0% | Common Stock | 37045V100 |
| HPE | HEWLETT PACKARD ENTERPRISE C | 32,179 | $766K | 0.0% | $21.38 | +3.2% | Common Stock | 42824C109 |
| WTS | WATTS WATER TECHNOLOGIES INC | 2,528 | $734K | 0.0% | $215.92 | +41.7% | Common Stock | 942749102 |
| EMBC | EMBECTA CORP | 80,139 | $708K | 0.0% | $12.14 | -7.7% | Common Stock | 29082K105 |
| NEE | NEXTERA ENERGY INC | 6,907 | $642K | 0.0% | $76.30 | +14.2% | Common Stock | 65339F101 |
| AGCO | AGCO CORP | 5,417 | $628K | 0.0% | $106.71 | +13.5% | Common Stock | 001084102 |
| VITL | VITAL FARMS INC | 42,096 | $594K | 0.0% | $34.29 | -18.8% | Common Stock | 92847W103 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,642 | $555K | 0.0% | $279.29 | — | American Depository Receipt | 874039100 |
| GPK | GRAPHIC PACKAGING HLDG CO | 51,936 | $516K | 0.0% | $24.86 | -43.3% | Common Stock | 388689101 |
| CRM | SALESFORCE INC | 2,715 | $507K | 0.0% | $226.84 | -4.9% | Common Stock | 79466L302 |
| ARRY | ARRAY TECHNOLOGIES INC | 47,530 | $344K | 0.0% | $19.31 | -44.8% | Common Stock | 04271T100 |
| EW | EDWARDS LIFESCIENCES CORP | 4,244 | $340K | 0.0% | $79.63 | +2.9% | Common Stock | 28176E108 |
| BK | BANK NEW YORK MELLON CORP | 2,643 | $314K | 0.0% | $79.62 | +50.9% | Common Stock | 064058100 |
| BEP | BROOKFIELD RENEWABLE ENERGY | 8,500 | $277K | 0.0% | $32.64 | — | Common Stock | G16258108 |
| MWA | MUELLER WTR PRODS INC | 9,994 | $275K | 0.0% | $14.52 | +89.1% | Common Stock | 624758108 |
| ALV | AUTOLIV INC | 2,319 | $244K | 0.0% | $107.01 | +16.8% | Common Stock | 052800109 |
| SHOP | SHOPIFY INC | 631 | $74,849 | 0.0% | $115.54 | +18.1% | Common Stock | 82509L107 |
| YETI | YETI HLDGS INC | 1,475 | $53,970 | 0.0% | $40.61 | +16.8% | Common Stock | 98585X104 |
| LKQ | LKQ CORP | 1,794 | $52,690 | 0.0% | $49.84 | -33.3% | Common Stock | 501889208 |