ZURICH, V8
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 56.01M
Full voting authority
55.25M
shares
Joint voting authority
0.00
shares
No voting authority
764.22K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 777.23K | SH | $225.13M 4.06% | 777.23K | 0.00 | 0.00 |
NVENT ELEC PLCSOLE | SHS | 1.40M | SH | $224.38M 4.04% | 1.40M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 834.25K | SH | $220.42M 3.97% | 834.25K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 326.13K | SH | $209.54M 3.78% | 326.13K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 499.10K | SH | $198.00M 3.57% | 499.10K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 175.24K | SH | $170.20M 3.07% | 175.24K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 666.81K | SH | $160.91M 2.90% | 666.81K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 932K | SH | $160.59M 2.89% | 891.39K | 0.00 | 40.61K |
NEXTPOWER INCSOLE | COM | 1.72M | SH | $134.12M 2.42% | 1.72M | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.66M | SH | $127.47M 2.30% | 1.66M | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 89.01K | SH | $119.91M 2.16% | 89.01K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 874.29K | SH | $109.83M 1.98% | 874.29K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 626.44K | SH | $109.73M 1.98% | 626.44K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 524.04K | SH | $109.52M 1.97% | 519.73K | 0.00 | 4.32K |
REGAL REXNORD CORPORATIONSOLE | COM | 678.28K | SH | $105.21M 1.90% | 678.28K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 371.73K | SH | $102.96M 1.86% | 371.73K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 462.78K | SH | $95.77M 1.73% | 462.78K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 140.74K | SH | $95.00M 1.71% | 134.37K | 0.00 | 6.37K |
ITRON INCSOLE | COM | 1.03M | SH | $88.91M 1.60% | 1.03M | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 851.54K | SH | $80.32M 1.45% | 812K | 0.00 | 39.54K |
CARLISLE COS INCSOLE | COM | 242.19K | SH | $78.03M 1.41% | 242.19K | 0.00 | 0.00 |
TETRA TECH INC NEWSOLE | COM | 2.32M | SH | $76.49M 1.38% | 2.22M | 0.00 | 97.54K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 169.03K | SH | $76.40M 1.38% | 169.03K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 742.62K | SH | $75.21M 1.36% | 703.37K | 0.00 | 39.25K |
POWER INTEGRATIONS INCSOLE | COM | 1.29M | SH | $66.72M 1.20% | 1.29M | 0.00 | 0.00 |