13F HOLDINGS REPORT
Foresight Group Ltd Liability Partnership
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001735
Total Value
$625.0M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XYLEM INC | XYL | 532,816 | $56.6M | 9.05% |
| 2 | AMERICAN TOWER CORP NEW | 03027X100 | 142,382 | $30.7M | 4.91% |
| 3 | ECOLAB INC | ECL | 129,718 | $25.5M | 4.08% |
| 4 | TE CONNECTIVITY PLC | TEL | 226,316 | $24.8M | 3.96% |
| 5 | LINDE PLC | LIN | 68,260 | $24.6M | 3.94% |
| 6 | ASTRAZENECA PLC | AZN | 217,824 | $24.5M | 3.92% |
| 7 | AUTODESK INC | ADSK | 116,153 | $23.6M | 3.77% |
| 8 | TRIMBLE INC | TRMB | 462,121 | $23.5M | 3.76% |
| 9 | HEALTHPEAK PROPERTIES INC | DOC | 1,130,722 | $22.8M | 3.65% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 58,497 | $22.8M | 3.64% |
| 11 | AGILENT TECHNOLOGIES INC | A | 234,515 | $21.3M | 3.40% |
| 12 | MSA SAFETY INC | MNESP | 185,170 | $21.0M | 3.37% |
| 13 | SMURFIT WESTROCK PLC | SW | 577,630 | $20.2M | 3.23% |
| 14 | STERIS PLC | STE | 114,528 | $20.1M | 3.22% |
| 15 | DIGITAL RLTY TR INC | 253868103 | 136,136 | $19.4M | 3.10% |
| 16 | EQUINIX INC | EQIX | 21,701 | $17.5M | 2.80% |
| 17 | AMERICAN WTR WKS CO INC NEW | 030420103 | 126,520 | $14.5M | 2.31% |
| 18 | GRAND CANYON ED INC | LOPE | 83,274 | $11.2M | 1.79% |
| 19 | ICON PLC | ICLR | 80,872 | $11.1M | 1.78% |
| 20 | VERALTO CORP | VLTO | 145,329 | $11.0M | 1.76% |
| 21 | CLEARWAY ENERGY INC | CWEN-A | 361,980 | $10.9M | 1.75% |
| 22 | EASTERLY GOVT PPTYS INC | 27616P103 | 1,012,520 | $10.7M | 1.71% |
| 23 | SILICON LABORATORIES INC | SLAB | 120,461 | $10.5M | 1.68% |
| 24 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 115,622 | $9.9M | 1.59% |
| 25 | NEXTRACKER INC | NXT | 299,573 | $9.8M | 1.56% |
| 26 | GLOBUS MED INC | GMED | 163,863 | $9.3M | 1.49% |
| 27 | DANAHER CORPORATION | 235851102 | 56,170 | $8.9M | 1.43% |
| 28 | POWER INTEGRATIONS INC | POWI | 223,198 | $8.7M | 1.40% |
| 29 | TRANE TECHNOLOGIES PLC | TT | 29,848 | $8.0M | 1.28% |
| 30 | VENTAS INC | VTR | 113,299 | $7.8M | 1.25% |
| 31 | CROWN CASTLE INC | CCI | 73,024 | $7.6M | 1.21% |
| 32 | ATS CORPORATION | ATS | 386,294 | $7.5M | 1.19% |
| 33 | GENMAB A/S | GNMSF | 48,725 | $7.3M | 1.17% |
| 34 | ROCKWELL AUTOMATION INC | ROK | 35,761 | $7.2M | 1.15% |
| 35 | FIRST SOLAR INC | FSLR | 69,473 | $6.8M | 1.09% |
| 36 | BROOKFIELD RENEWABLE CORP | BEPC | 226,733 | $6.3M | 1.01% |
| 37 | APTIV PLC | APTV | 105,474 | $4.9M | 0.78% |
| 38 | PROLOGIS INC. | PLDGP | 38,849 | $4.3M | 0.69% |
| 39 | POTLATCHDELTIC CORPORATION | 737630103 | 67,901 | $3.0M | 0.49% |
| 40 | WEYERHAEUSER CO MTN BE | WY | 97,386 | $2.9M | 0.46% |
| 41 | CHENIERE ENERGY INC | LNG | 11,460 | $2.6M | 0.41% |
| 42 | STAG INDL INC | 85254J102 | 65,998 | $2.3M | 0.38% |
| 43 | AMERICAN HOMES 4 RENT | AMH-PG | 57,552 | $2.2M | 0.35% |
| 44 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 21,751 | $2.1M | 0.33% |
| 45 | MID-AMER APT CMNTYS INC | 59522J103 | 11,358 | $1.9M | 0.30% |
| 46 | AMERICOLD REALTY TRUST INC | COLD | 82,365 | $1.8M | 0.29% |
| 47 | CSX CORP | CSX | 51,687 | $1.5M | 0.24% |
| 48 | KILROY RLTY CORP | 49427F108 | 41,767 | $1.4M | 0.22% |
| 49 | AGREE RLTY CORP | 008492100 | 16,865 | $1.3M | 0.21% |
| 50 | PHILLIPS EDISON & CO INC | PECO | 33,307 | $1.2M | 0.19% |
| 51 | BXP INC | BXP | 15,604 | $1.1M | 0.17% |
| 52 | JOHNSON CTLS INTL PLC | G51502105 | 13,045 | $1.0M | 0.17% |
| 53 | DEERE & CO | DE | 1,981 | $921,215 | 0.15% |
| 54 | RAYONIER INC | RYN | 27,696 | $770,918 | 0.12% |
| 55 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 5,997 | $759,100 | 0.12% |
| 56 | GXO LOGISTICS INCORPORATED | GXO | 18,703 | $735,402 | 0.12% |
| 57 | OWENS CORNING NEW | OC | 4,525 | $645,514 | 0.10% |
| 58 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 56,352 | $499,560 | 0.08% |
| 59 | VITAL FARMS INC | VITL | 16,691 | $496,557 | 0.08% |
| 60 | COMMERCIAL METALS CO | CMC | 9,713 | $448,304 | 0.07% |
| 61 | VERTIV HOLDINGS CO | VRT | 5,123 | $380,101 | 0.06% |
| 62 | HEALTHCARE RLTY TR | 42226K105 | 18,693 | $313,388 | 0.05% |