| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION Common Stock | $151.6M | 869.3K | 6.2% | ADDED | +612.4K |
| 2 | MICROSOFT CORP Common Stock | $69.9M | 188.8K | 2.8% | ADDED | +101.4K |
| 3 | CADENCE DESIGN SYSTEM INC Common Stock | $64.5M | 232.0K | 2.6% | ADDED | +188.7K |
| 4 | SERVICENOW INC Common Stock | $64.0M | 611.8K | 2.6% | ADDED | +572.9K |
| 5 | SYNOPSYS INC Common Stock | $60.2M | 151.9K | 2.4% | NEW | — |
| 6 | ECOLAB INC Common Stock | $53.9M | 202.6K | 2.2% | ADDED | +52.6K |
| 7 | BROADCOM INC Common Stock | $52.5M | 169.7K | 2.1% | ADDED | +157.0K |
| 8 | ALPHABET INC Common Stock | $52.0M | 180.8K | 2.1% | NEW | — |
| 9 | CROWDSTRIKE HLDGS INC Common Stock | $45.9M | 117.6K | 1.9% | NEW | — |
| 10 | BENTLEY SYS INC Common Stock | $44.2M | 1.26M | 1.8% | ADDED | +969.2K |
| 11 | INTUITIVE SURGICAL INC Common Stock | $42.1M | 91.3K | 1.7% | ADDED | +73.9K |
| 12 | SNOWFLAKE INC Common Stock | $38.9M | 257.7K | 1.6% | NEW | — |
| 13 | WASTE MGMT INC DEL Common Stock | $38.2M | 166.4K | 1.6% | ADDED | +84.5K |
| 14 | VERTIV HOLDINGS CO Common Stock | $37.9M | 151.4K | 1.5% | ADDED | +120.6K |
| 15 | NVENT ELEC PLC Common Stock | $37.9M | 320.5K | 1.5% | NEW | — |
| 16 | CLEAN HARBORS INC Common Stock | $37.5M | 130.7K | 1.5% | NEW | — |
| 17 | ADVANCED MICRO DEVICES INC Common Stock | $37.2M | 182.7K | 1.5% | NEW | — |
| 18 | THERMO FISHER SCIENTIFIC INC Common Stock | $36.0M | 73.3K | 1.5% | ADDED | +63.1K |
| 19 | FIRST SOLAR INC Common Stock | $31.8M | 161.4K | 1.3% | ADDED | +55.7K |
| 20 | VERALTO CORP Common Stock | $31.3M | 354.2K | 1.3% | ADDED | +313.7K |
| 21 | IDEX CORP Common Stock | $30.5M | 160.7K | 1.2% | ADDED | +109.3K |
| 22 | PALO ALTO NETWORKS INC Common Stock | $29.9M | 186.6K | 1.2% | ADDED | +148.1K |
| 23 | XYLEM INC Common Stock | $29.2M | 244.5K | 1.2% | ADDED | +92.3K |
| 24 | KLA CORP Common Stock | $28.9M | 19.6K | 1.2% | NEW | — |
| 25 | JBT MAREL CORPORATION Common Stock | $24.9M | 194.4K | 1.0% | NEW | — |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 14, 2026