| Marvell Technology, Inc. | 961K | US$286M | 4.6% |
| Quanta Services, Inc. | 326K | US$235M | 3.8% |
| Vertiv Holdings, Llc | 638K | US$214M | 3.4% |
| Analog Devices, Inc. | 528K | US$210M | 3.4% |
| Regal Rexnord Corporation | 706K | US$168M | 2.7% |
| On Semiconductor Corporation | 1.72M | US$163M | 2.6% |
| Lumentum Holdings Inc. | 184K | US$158M | 2.5% |
| First Solar, Inc. | 652K | US$154M | 2.5% |
| Generac Holdings Inc. | 482K | US$141M | 2.3% |
| Lattice Semiconductor Corporation | 910K | US$139M | 2.2% |
| Agilent Technologies, Inc. | 1.01M | US$134M | 2.1% |
| Monolithic Power Systems, Inc. | 96,033 | US$133M | 2.1% |
| Power Integrations, Inc. | 1.34M | US$112M | 1.8% |
| Nextpower Inc. | 866K | US$103M | 1.7% |
| Enphase Energy, Inc. | 2.06M | US$102M | 1.6% |
| Autodesk, Inc. | 513K | US$99.7M | 1.6% |
| Xylem Inc. | 813K | US$96.2M | 1.5% |
| Bloom Energy Corporation | 317K | US$95.8M | 1.5% |
| Thermo Fisher Scientific Inc | 191K | US$95.7M | 1.5% |
| Carlisle Companies Incorporated | 252K | US$91.4M | 1.5% |
| Itron, Inc. | 1.05M | US$91.2M | 1.5% |
| Solv Energy, Inc. | 2.64M | US$89.9M | 1.4% |
| Tetra Tech, Inc. | 3.1M | US$89.5M | 1.4% |
| Veralto Corp | 882K | US$78.2M | 1.3% |
| Idex Corporation | 322K | US$73.1M | 1.2% |
| Corning Incorporated | 283K | US$72.4M | 1.2% |
| Ferguson Enterprises Inc. | 276K | US$65.5M | 1.1% |
| Teradyne, Inc. | 129K | US$62.5M | 1.0% |
| Ecolab Inc. | 217K | US$60.5M | 0.97% |
| Danaher Corporation | 310K | US$59M | 0.95% |
| Fervo Energy Company | 1.97M | US$57.6M | 0.92% |
| Waters Corporation | 152K | US$57.1M | 0.92% |
| Sunrun Inc. | 4.26M | US$57M | 0.92% |
| Onto Innovation Inc. | 147K | US$55.7M | 0.89% |
| Emcor Group, Inc. | 65,460 | US$54.3M | 0.87% |
| Applied Industrial Technologies, Inc. | 151K | US$50.9M | 0.82% |
| Waste Management, Inc. | 220K | US$49.1M | 0.79% |
| Procore Technologies, Inc. | 1.18M | US$47.9M | 0.77% |
| Viavi Solutions Inc. | 896K | US$42.8M | 0.69% |
| Advanced Drainage Systems, Inc. | 272K | US$42.7M | 0.68% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 556K | US$41.2M | 0.66% |
| Stmicroelectronics Nv | 539K | US$40.4M | 0.65% |
| Jacobs Solutions Inc. | 304K | US$38.2M | 0.61% |
| Api Group Corporation | 892K | US$37.8M | 0.61% |
| Spx Technologies, Inc. | 153K | US$37.5M | 0.60% |
| Texas Instruments Incorporated | 122K | US$36.4M | 0.58% |
| Fortune Brands Innovations, Inc. | 631K | US$34.6M | 0.56% |
| Core & Main, Inc. | 712K | US$34.3M | 0.55% |
| Timken Company (the) | 235K | US$34.2M | 0.55% |
| Watts Water Technologies, Inc. | 85,114 | US$33.3M | 0.53% |
| Albemarle Corporation | 235K | US$31.7M | 0.51% |
| Keysight Technologies Inc. | 85,700 | US$30M | 0.48% |
| Coherent Corp. | 74,307 | US$29.3M | 0.47% |
| Roper Technologies, Inc. | 86,475 | US$29.3M | 0.47% |
| Mettler-toledo International, Inc. | 22,658 | US$28.9M | 0.46% |
| Mks Inc. | 64,992 | US$28.9M | 0.46% |
| Hudbay Minerals Inc | 1.22M | US$28.9M | 0.46% |
| Dover Corporation | 126K | US$28.3M | 0.45% |
| Cintas Corporation | 155K | US$26.3M | 0.42% |
| Qualcomm Incorporated | 140K | US$25.9M | 0.42% |
| Nvidia Corporation | 130K | US$25.9M | 0.42% |
| Aura Minerals Inc. | 407K | US$25.6M | 0.41% |
| American Water Works Company, Inc. | 194K | US$25.5M | 0.41% |
| Aecom | 346K | US$24.1M | 0.39% |
| Madison Air Solutions Corporation | 611K | US$23.8M | 0.38% |
| Comfort Systems Usa, Inc. | 11,799 | US$23.4M | 0.38% |
| Wesco International, Inc. | 65,400 | US$22.6M | 0.36% |
| Cadence Design Systems, Inc. | 58,590 | US$22M | 0.35% |
| Terex Corporation | 299K | US$21.7M | 0.35% |
| Tesla, Inc. | 45,314 | US$19.1M | 0.31% |
| Snowflake Inc. | 71,500 | US$18.2M | 0.29% |
| Cavco Industries, Inc. | 29,200 | US$17.9M | 0.29% |
| Republic Services, Inc. | 81,822 | US$17.4M | 0.28% |
| Veeco Instruments Inc. | 230K | US$17.4M | 0.28% |
| Gfl Environmental Inc | 465K | US$17.1M | 0.27% |
| Azz Inc. | 109K | US$16.9M | 0.27% |
| A.o. Smith Corporation | 253K | US$15.9M | 0.25% |
| Hesai Group Class B | 833K | US$15.2M | 0.24% |
| Ceco Environmental Corp. | 165K | US$15M | 0.24% |
| Avantor, Inc. | 1.47M | US$14.5M | 0.23% |
| Commercial Metals Company | 229K | US$14.4M | 0.23% |
| Bentley Systems, Incorporated | 456K | US$13.6M | 0.22% |
| Simpson Manufacturing Company, Inc. | 63,500 | US$13.3M | 0.21% |
| Icf International, Inc. | 164K | US$12M | 0.19% |
| Synopsys, Inc. | 26,200 | US$11.7M | 0.19% |
| Badger Meter, Inc. | 75,896 | US$11.3M | 0.18% |
| Cerebras Systems Inc. | 45,000 | US$9.95M | 0.16% |
| Owens Corning Inc | 60,000 | US$9.54M | 0.15% |
| Ambarella, Inc. | 106K | US$9.12M | 0.15% |
| Mueller Water Products | 349K | US$9.01M | 0.14% |
| Cisco Systems, Inc. | 72,000 | US$8.46M | 0.14% |
| Xpeng, Inc. Class A | 634K | US$8.39M | 0.13% |
| Ptc Inc. | 72,848 | US$8.28M | 0.13% |
| Advanced Micro Devices Inc | 14,000 | US$8.13M | 0.13% |
| Novanta Inc. | 50,000 | US$8.11M | 0.13% |
| Osi Systems, Inc. | 36,500 | US$7.98M | 0.13% |
| Sprouts Farmers Market, Inc. | 92,000 | US$7.78M | 0.12% |
| Mirion Technologies, Inc. | 424K | US$7.6M | 0.12% |
| Emerson Electric Company | 52,825 | US$7.56M | 0.12% |
| Sensient Technologies Corporation | 58,689 | US$7.24M | 0.12% |