| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MACQUARIE INFRASTRUCTURE COR | 337,857 | 27,225,000 | 6.39% | ||
| 2 | INGERSOLL-RAND PLC | 289,000 | 23,501,000 | 5.51% | ||
| 3 | VISTEON CORP COM NEW | 229,428 | 22,472,000 | 5.27% | ||
| 4 | SENSATA TECHNOLOGIES HLDG NV | 500,652 | 21,863,000 | 5.13% | ||
| 5 | REPUBLIC SVCS INC | 340,000 | 21,355,000 | 5.01% | ||
| 6 | JOHNSON CTLS INTL PLC | 498,967 | 21,016,000 | 4.93% | ||
| 7 | A O SMITH | 380,824 | 19,483,000 | 4.57% | ||
| 8 | HANNON ARMSTRONG SUST INFR C | 958,160 | 19,355,000 | 4.54% | ||
| 9 | ROPER TECHNOLOGIES INC | 93,000 | 19,204,000 | 4.50% | ||
| 10 | ADIENT PLC | 247,746 | 18,004,000 | 4.22% | ||
| 11 | FORTIVE CORP | 284,488 | 17,132,000 | 4.02% | ||
| 12 | WASTE CONNECTIONS INC | 191,163 | 16,864,000 | 3.96% | ||
| 13 | ECOLAB INC | 130,553 | 16,364,000 | 3.84% | ||
| 14 | BORGWARNER INC | 368,778 | 15,411,000 | 3.61% | ||
| 15 | AECOM | 422,162 | 15,025,000 | 3.52% | ||
| 16 | MOBILEYE N V AMSTELVEEN | 224,800 | 13,803,000 | 3.24% | ||
| 17 | WATTS WATER TECHNOLOGIES INC | 196,379 | 12,244,000 | 2.87% | ||
| 18 | NRG YIELD INC | 626,324 | 11,086,000 | 2.60% | ||
| 19 | DELPHI AUTOMOTIVE PLC | 132,450 | 10,661,000 | 2.50% | ||
| 20 | PATTERN ENERGY GROUP INC | 514,792 | 10,363,000 | 2.43% | ||
| 21 | REXNORD CORP NEW COM | 434,418 | 10,026,000 | 2.35% | ||
| 22 | MUELLER WTR PRODUCTS INCORPORATED COM SER A | 815,000 | 9,633,000 | 2.26% | ||
| 23 | Servicemaster Global Hldgs I | 226,174 | 9,443,000 | 2.21% | ||
| 24 | GRANITE CONSTR INC | 181,943 | 9,132,000 | 2.14% | ||
| 25 | LENNOX INTL INC | 51,877 | 8,679,000 | 2.04% | ||
| 26 | XYLEM INC | 160,161 | 8,043,000 | 1.89% | ||
| 27 | TPI COMPOSITES INC | 330,000 | 6,273,000 | 1.47% | ||
| 28 | IDEX CORP | 60,000 | 5,611,000 | 1.32% | ||
| 29 | AQUAVENTURE HOLDINGS LTD | 186,389 | 3,182,000 | 0.75% | ||
| 30 | GASLOG LTD | 180,000 | 2,763,000 | 0.65% | ||
| 31 | GASLOG PARTNERS LP | 46,730 | 1,145,000 | 0.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001655095-17-000005, filed 2017.05.03).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
