LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
51.0%
Top 10 weight
88.2%
Voting Authority Distribution
Total shares with voting rights: 12.66M
Full voting authority
12.66M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 940K | SH | $317.67M 20.67% | 940K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 1.43M | SH | $281.41M 18.31% | 1.43M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 2.60M | SH | $184.85M 12.03% | 2.60M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.22M | SH | $160.23M 10.42% | 1.22M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.20M | SH | $142.16M 9.25% | 1.20M | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 574.85K | SH | $62.21M 4.05% | 574.85K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 286.31K | SH | $56.63M 3.68% | 286.31K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 708.35K | SH | $54.60M 3.55% | 708.35K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 565.87K | SH | $49.29M 3.21% | 565.87K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 744.51K | SH | $47.38M 3.08% | 744.51K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 1.14M | SH | $47.29M 3.08% | 1.14M | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 724.98K | SH | $40.08M 2.61% | 724.98K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 331.74K | SH | $33.36M 2.17% | 331.74K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 88.51K | SH | $31.66M 2.06% | 88.51K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 103.17K | SH | $28.23M 1.84% | 103.17K | 0.00 | 0.00 |