Foresight Group Ltd Liability Partnership
Q2 2026 13F filing
Updated 47 days ago62 disclosed positions worth $555.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ECL ECOLAB INC | $24.7M | 88.7K | 4.45% | Trimmed(-10.8%) |
| 2 | X XYL XYLEM INC | $23.9M | 202.1K | 4.29% | Added(+2.4%) |
| 3 | A AWK AMERICAN WTR WKS CO INC NEW | $23.1M | 174.2K | 4.16% | Trimmed(-5.3%) |
| 4 | A A AGILENT TECHNOLOGIES INC | $22.3M | 170.8K | 4.02% | Trimmed(-12.5%) |
| 5 | A APTV APTIV PLC | $22.3M | 369.8K | 4.02% | Trimmed(-4.9%) |
| 6 | T TMO THERMO FISHER SCIENTIFIC INC | $21.7M | 43.4K | 3.90% | Trimmed(-10.8%) |
| 7 | T TEL TE CONNECTIVITY PLC | $21.3M | 105.9K | 3.84% | Trimmed(-11.5%) |
| 8 | I ICLR ICON PUB LTD CO | $20.6M | 119.2K | 3.71% | Added(+47.8%) |
| 9 | G GMED GLOBUS MED INC | $19.8M | 254.0K | 3.56% | Trimmed(-13.6%) |
| 10 | S STE STERIS PLC | $18.8M | 89.7K | 3.38% | Trimmed(-11.7%) |
| 11 | D DLR-PJ DIGITAL RLTY TR INC | $18.2M | 100.8K | 3.28% | Trimmed(-7.0%) |
| 12 | D DOC HEALTHPEAK PROPERTIES INC | $17.5M | 808.5K | 3.15% | Added(+0.6%) |
| 13 | T TRMB TRIMBLE INC | $17M | 336.4K | 3.06% | Trimmed(-9.5%) |
| 14 | A ADSK AUTODESK INC | $16.8M | 86.5K | 3.02% | Trimmed(-10.1%) |
| 15 | E EQIX EQUINIX INC | $16.3M | 15.5K | 2.93% | Trimmed(-13.1%) |
| 16 | A AMT AMERICAN TOWER CORP | $16.1M | 97.8K | 2.89% | Added(+1.7%) |
| 17 | R ROK ROCKWELL AUTOMATION INC | $13.5M | 27.4K | 2.42% | Trimmed(-9.9%) |
| 18 | ? N/A FIRST SOLAR INC | $12.6M | 53.6K | 2.28% | Trimmed(-51.3%) |
| 19 | T TT TRANE TECHNOLOGIES PLC | $12.6M | 25.6K | 2.28% | Trimmed(-9.3%) |
| 20 | S SW SMURFIT WESTROCK PLC | $12.4M | 270.9K | 2.24% | — |
| 21 | S SNPS SYNOPSYS INC | $12.2M | 27.6K | 2.20% | Trimmed(-16.6%) |
| 22 | C CWEN CLEARWAY ENERGY INC | $11.5M | 330.5K | 2.07% | Added(+15.7%) |
| 23 | V VTR VENTAS INC | $11.3M | 126.0K | 2.02% | Added(+8.1%) |
| 24 | V VLTO VERALTO CORP | $11.2M | 127.3K | 2.02% | Trimmed(-8.5%) |
| 25 | V VGNT VERSIGENT PLC | $10.6M | 262.3K | 1.90% | — |
| 26 | C CVSA COVISTA INC | $9.6M | 77.3K | 1.73% | — |
| 27 | B BEPC BROOKFIELD RENEWABLE CORP | $9.5M | 253.4K | 1.70% | — |
| 28 | M MNESP MSA SAFETY INC | $9.4M | 54.2K | 1.70% | Trimmed(-11.5%) |
| 29 | E EXC EXELON CORP | $9.3M | 198.4K | 1.67% | Added(+21.4%) |
| 30 | L LOPE GRAND CANYON ED INC | $9.1M | 63.5K | 1.64% | Added(+14.6%) |
| 31 | B BSY BENTLEY SYS INC | $8.7M | 293.8K | 1.56% | Trimmed(-10.2%) |
| 32 | N NXT NEXTPOWER INC | $8.2M | 71.3K | 1.48% | Trimmed(-10.9%) |
| 33 | T TTEK TETRA TECH INC NEW | $7.7M | 269.6K | 1.38% | — |
| 34 | S SUNB SUNBELT RENTALS HOLDINGS INC | $6.7M | 92.2K | 1.21% | — |
| 35 | C CCI CROWN CASTLE INC | $5.7M | 75.7K | 1.03% | Added(+1.7%) |
| 36 | B BSX BOSTON SCIENTIFIC CORP | $5.4M | 126.5K | 0.97% | Added(+41.5%) |
| 37 | N NONOF NOVO-NORDISK A S | $5.3M | 109.9K | 0.95% | — |
| 38 | ? N/A EASTERLY GOVT PPTYS INC | $5M | 198.3K | 0.90% | Trimmed(-0.4%) |
| 39 | V VRT VERTIV HOLDINGS CO | $2.2M | 6.7K | 0.40% | Trimmed(-25.6%) |
| 40 | P PLDGP PROLOGIS INC. | $2.2M | 16.0K | 0.39% | Trimmed(-23.4%) |
| 41 | C CQP CHENIERE ENERGY INC | $2.1M | 8.9K | 0.39% | Trimmed(-18.0%) |
| 42 | R RYN RAYONIER INC | $1.9M | 92.0K | 0.35% | Trimmed(-12.3%) |
| 43 | D DBRG-PJ DIGITALBRIDGE GROUP INC | $1.9M | 121.4K | 0.34% | Unchanged |
| 44 | W WY WEYERHAEUSER CO | $1.5M | 64.7K | 0.28% | Added(+9.8%) |
| 45 | J JCI JOHNSON CONTROLS INTERNATION | $1.5M | 10.4K | 0.27% | Unchanged |
| 46 | C CSX CSX CORP | $1.3M | 26.8K | 0.23% | Trimmed(-43.4%) |
| 47 | D DE DEERE & CO | $1.2M | 2.0K | 0.22% | Unchanged |
| 48 | A ADC-PA AGREE RLTY CORP | $1.2M | 15.9K | 0.22% | Trimmed(-11.9%) |
| 49 | O OC OWENS CORNING NEW | $1.1M | 7.1K | 0.20% | Added(+19.6%) |
| 50 | S STAG STAG INDUSTRIAL INC | $1.1M | 28.8K | 0.20% | Trimmed(-18.9%) |