London, X0CIK 17497684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
279 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Linde PLC | 1.84M | $785.38M | 4.9% | −66.9K | Reduced |
| 2 | Microsoft Corp | 1.59M | $769.70M | 4.8% | +33.5K | Added |
| 3 | Xylem Inc | 4.88M | $664.72M | 4.2% | −436.9K | Reduced |
| 4 | Nvidia Corporation |
| 3.03M |
| $565.89M |
| 3.5% |
| −145.7K |
| Reduced |
| 5 | Hubbell Inc | 820.5K | $364.39M | 2.3% | −116.6K | Reduced |
| 6 | Agilent Technologies Inc | 2.60M | $353.18M | 2.2% | −366.2K | Reduced |
| 7 | Pentair PLC | 3.31M | $344.82M | 2.2% | −273.9K | Reduced |
| 8 | Aptiv PLC | 4.27M | $324.87M | 2.0% | −253.6K | Reduced |
| 9 | Veralto Corp | 3.15M | $313.85M | 2.0% | −694.4K | Reduced |
| 10 | American Wtr Wks Co Inc New | 2.39M | $311.49M | 1.9% | +657.8K | Added |
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