Top holdings
Holding | % of portfolio |
---|---|
Clean Harbors Inc | 3.42% |
Prysmian SpA | 3.36% |
Novonesis (Novozymes) B Class B | 3.32% |
Xylem Inc | 3.20% |
Acuity Brands Inc | 3.19% |
Republic Services Inc | 3.06% |
Schneider Electric SE | 3.01% |
Waste Connections Inc | 2.98% |
Veolia Environnement SA | 2.97% |
Borregaard ASA | 2.91% |
As of Sep 30 2024. Top holdings excludes cash and cash equivalents.
Sector weighting
Sector | % of portfolio |
---|---|
Industrials | 56.54% |
General Industrials | 50.40% |
InformationTechnology | 19.00% |
Technology | 15.86% |
Basic Materials | 10.90% |
Materials | 10.90% |
Utilities | 10.30% |
Utilities | 6.46% |
Consumer Cyclical | 3.33% |
Other | 13.70% |
As of Sep 30 2024.
Regional holdings
Holding | % of portfolio |
---|---|
USA | 37.76% |
Denmark | 7.53% |
Canada | 6.60% |
France | 6.38% |
Japan | 6.34% |
Other | 88.38% |
As of Sep 30 2024.