LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
17.1%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Full voting authority
3.02M
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 |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 146.69K | SH | $30.55M 6.51% | 146.69K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 310.96K | SH | $24.91M 5.31% | 310.96K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 27.77K | SH | $24.86M 5.30% | 27.77K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 130.39K | SH | $24.72M 5.27% | 130.39K | 0.00 | 0.00 |
ITT INCSOLE | COM | 128.38K | SH | $24.46M 5.22% | 128.38K | 0.00 | 0.00 |
SNAP ON INCSOLE | COM | 67.09K | SH | $24.37M 5.20% | 67.09K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 93.39K | SH | $24.31M 5.18% | 93.39K | 0.00 | 0.00 |
ALLEGION PLCSOLE | ORD SHS | 165.62K | SH | $24.06M 5.13% | 165.62K | 0.00 | 0.00 |
RBC BEARINGS INCSOLE | COM | 33.86K | SH | $18.39M 3.92% | 33.86K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 24.95K | SH | $17.68M 3.77% | 24.95K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 48.78K | SH | $17.45M 3.72% | 48.78K | 0.00 | 0.00 |
SMITH A O CORPSOLE | COM | 263.95K | SH | $17.40M 3.71% | 263.95K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 137.21K | SH | $17.34M 3.70% | 137.21K | 0.00 | 0.00 |
3M COSOLE | COM | 96.48K | SH | $14.01M 2.99% | 96.48K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 105.77K | SH | $13.86M 2.95% | 105.77K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 32.73K | SH | $13.64M 2.91% | 32.73K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 175.43K | SH | $13.52M 2.88% | 175.43K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 46.26K | SH | $12.60M 2.69% | 46.26K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 124.82K | SH | $12.41M 2.65% | 124.82K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 24.02K | SH | $11.15M 2.38% | 24.02K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 22.45K | SH | $11.13M 2.37% | 22.45K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 105K | SH | $10.53M 2.24% | 105K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 101.75K | SH | $10.23M 2.18% | 101.75K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 40.80K | SH | $8.50M 1.81% | 40.80K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 66.27K | SH | $6.97M 1.49% | 66.27K | 0.00 | 0.00 |