BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
52.3%
Top 10 weight
82.8%
Voting Authority Distribution
Total shares with voting rights: 55.01M
Full voting authority
55.01M
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 |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 2.15M | SH | $693.35M 24.77% | 2.15M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 2.18M | SH | $429.54M 15.35% | 2.18M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 1.01M | SH | $342.14M 12.22% | 1.01M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 4.20M | SH | $149.94M 5.36% | 4.20M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.11M | SH | $133.07M 4.75% | 1.11M | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144ASOLE | SPON ADR NEW | 10.80M | SH | $123.58M 4.41% | 10.80M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 4.03M | SH | $117.72M 4.21% | 4.03M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.08M | SH | $113.15M 4.04% | 1.08M | 0.00 | 0.00 |
BOEING COSOLE | COM | 551.48K | SH | $109.76M 3.92% | 551.48K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 5.62M | SH | $106.47M 3.80% | 5.62M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 12.89M | SH | $93.20M 3.33% | 12.89M | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 2.30M | SH | $79.47M 2.84% | 2.30M | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 370K | SH | $50.74M 1.81% | 370K | 0.00 | 0.00 |
ATS CORPSOLE | COM | 1.65M | SH | $46.53M 1.66% | 1.65M | 0.00 | 0.00 |
ATKORE INCSOLE | COM | 728.21K | SH | $42.90M 1.53% | 728.21K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 867.60K | SH | $42.86M 1.53% | 867.60K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 190K | SH | $33.01M 1.18% | 190K | 0.00 | 0.00 |
TREX INCSOLE | COM | 550K | SH | $20.03M 0.72% | 550K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 700K | SH | $18.75M 0.67% | 700K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 145K | SH | $15.75M 0.56% | 145K | 0.00 | 0.00 |
EQUIPMENTSHARE COM INCSOLE | COM CL A | 750K | SH | $15.28M 0.55% | 750K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 885K | SH | $14.44M 0.52% | 885K | 0.00 | 0.00 |
SOLV ENERGY INCSOLE | COM SHS CL A | 250K | SH | $7.51M 0.27% | 250K | 0.00 | 0.00 |