ZURICH, V8
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 48.53M
Full voting authority
48.10M
shares
Joint voting authority
0.00
shares
No voting authority
423.21K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 723K | SH | $181.17M 3.83% | 723K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 323.33K | SH | $177.51M 3.75% | 323.33K | 0.00 | 0.00 |
NVENT ELEC PLCSOLE | SHS | 1.42M | SH | $168.48M 3.56% | 1.42M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.01M | SH | $152.40M 3.22% | 1.01M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 214.83K | SH | $150.97M 3.19% | 214.83K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 1.12M | SH | $127.38M 2.69% | 1.09M | 0.00 | 25.83K |
FIRST SOLAR INCSOLE | COM | 645.69K | SH | $127.37M 2.69% | 645.69K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 393.96K | SH | $125.33M 2.65% | 393.96K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 513.03K | SH | $122.82M 2.60% | 509.27K | 0.00 | 3.76K |
ON SEMICONDUCTOR CORPSOLE | COM | 1.96M | SH | $121.51M 2.57% | 1.96M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 1.20M | SH | $119.09M 2.52% | 1.20M | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 573.13K | SH | $107.32M 2.27% | 573.13K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 94.99K | SH | $103.86M 2.20% | 94.99K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 858.17K | SH | $103.45M 2.19% | 858.17K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 477.01K | SH | $93.17M 1.97% | 477.01K | 0.00 | 0.00 |
ITRON INCSOLE | COM | 951.74K | SH | $85.30M 1.80% | 948.26K | 0.00 | 3.47K |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 901.16K | SH | $83.59M 1.77% | 901.16K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 697.68K | SH | $83.37M 1.76% | 681K | 0.00 | 16.68K |
CARLISLE COS INCSOLE | COM | 249.63K | SH | $83.28M 1.76% | 249.63K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 850.30K | SH | $75.18M 1.59% | 830K | 0.00 | 20.30K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 174.22K | SH | $72.61M 1.54% | 174.22K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 379.07K | SH | $71.85M 1.52% | 370K | 0.00 | 9.07K |
TETRA TECH INC NEWSOLE | COM | 2.29M | SH | $68.89M 1.46% | 2.23M | 0.00 | 55.25K |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.17M | SH | $66.57M 1.41% | 1.17M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 130.71K | SH | $64.25M 1.36% | 127.87K | 0.00 | 2.84K |