13F HOLDINGS REPORT (Amended)
Foresight Group Ltd Liability Partnership
Quarter ended Q1 2025 · Filed May 28, 2025 · Accession 0001172661-25-002428
Total Value
$709.4M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ECOLAB INC | ECL | 129,718 | $32.9M | 4.64% |
| 2 | XYLEM INC | XYL | 270,151 | $32.3M | 4.55% |
| 3 | TE CONNECTIVITY PLC | TEL | 226,316 | $32.0M | 4.51% |
| 4 | LINDE PLC | LIN | 68,260 | $31.8M | 4.48% |
| 5 | ASTRAZENECA PLC | AZN | 217,824 | $31.6M | 4.46% |
| 6 | AMERICAN TOWER CORP NEW | 03027X100 | 142,382 | $30.7M | 4.33% |
| 7 | AUTODESK INC | ADSK | 116,153 | $30.4M | 4.29% |
| 8 | TRIMBLE INC | TRMB | 462,121 | $30.3M | 4.28% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 58,497 | $29.1M | 4.10% |
| 10 | MSA SAFETY INC | MNESP | 185,170 | $27.2M | 3.83% |
| 11 | SMURFIT WESTROCK PLC | SW | 577,630 | $26.0M | 3.67% |
| 12 | STERIS PLC | STE | 114,528 | $26.0M | 3.66% |
| 13 | HEALTHPEAK PROPERTIES INC | DOC | 1,130,722 | $22.8M | 3.22% |
| 14 | AGILENT TECHNOLOGIES INC | A | 234,515 | $21.3M | 3.00% |
| 15 | DIGITAL RLTY TR INC | 253868103 | 136,136 | $19.4M | 2.73% |
| 16 | AMERICAN WTR WKS CO INC NEW | 030420103 | 126,520 | $18.7M | 2.63% |
| 17 | EQUINIX INC | EQIX | 21,701 | $17.5M | 2.46% |
| 18 | GRAND CANYON ED INC | LOPE | 83,274 | $14.4M | 2.03% |
| 19 | ICON PLC | ICLR | 80,872 | $14.2M | 2.00% |
| 20 | VERALTO CORP | VLTO | 145,329 | $14.2M | 2.00% |
| 21 | SILICON LABORATORIES INC | SLAB | 120,461 | $13.6M | 1.91% |
| 22 | NEXTRACKER INC | NXT | 299,573 | $12.6M | 1.78% |
| 23 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 115,622 | $12.6M | 1.77% |
| 24 | GLOBUS MED INC | GMED | 163,863 | $12.0M | 1.69% |
| 25 | DANAHER CORPORATION | 235851102 | 56,170 | $11.5M | 1.62% |
| 26 | POWER INTEGRATIONS INC | POWI | 223,198 | $11.3M | 1.59% |
| 27 | CLEARWAY ENERGY INC | CWEN-A | 361,980 | $10.9M | 1.54% |
| 28 | EASTERLY GOVT PPTYS INC | 27616P103 | 1,012,520 | $10.7M | 1.51% |
| 29 | TRANE TECHNOLOGIES PLC | TT | 29,848 | $10.0M | 1.42% |
| 30 | ATS CORPORATION | ATS | 386,294 | $9.6M | 1.36% |
| 31 | GENMAB A/S | GNMSF | 48,725 | $9.5M | 1.33% |
| 32 | ROCKWELL AUTOMATION INC | ROK | 35,761 | $9.2M | 1.30% |
| 33 | FIRST SOLAR INC | FSLR | 69,473 | $8.8M | 1.24% |
| 34 | VENTAS INC | VTR | 113,299 | $7.8M | 1.10% |
| 35 | CROWN CASTLE INC | CCI | 73,024 | $7.6M | 1.07% |
| 36 | BROOKFIELD RENEWABLE CORP | BEPC | 226,733 | $6.3M | 0.89% |
| 37 | APTIV PLC | APTV | 105,474 | $6.3M | 0.88% |
| 38 | PROLOGIS INC. | PLDGP | 38,849 | $4.3M | 0.60% |
| 39 | POTLATCHDELTIC CORPORATION | 737630103 | 67,901 | $3.0M | 0.43% |
| 40 | WEYERHAEUSER CO MTN BE | WY | 97,386 | $2.9M | 0.40% |
| 41 | CHENIERE ENERGY INC | LNG | 11,460 | $2.6M | 0.37% |
| 42 | STAG INDL INC | 85254J102 | 65,998 | $2.3M | 0.33% |
| 43 | AMERICAN HOMES 4 RENT | AMH-PG | 57,552 | $2.2M | 0.30% |
| 44 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 21,751 | $2.1M | 0.29% |
| 45 | MID-AMER APT CMNTYS INC | 59522J103 | 11,358 | $1.9M | 0.27% |
| 46 | AMERICOLD REALTY TRUST INC | COLD | 82,365 | $1.8M | 0.25% |
| 47 | CSX CORP | CSX | 51,687 | $1.5M | 0.21% |
| 48 | KILROY RLTY CORP | 49427F108 | 41,767 | $1.4M | 0.20% |
| 49 | AGREE RLTY CORP | 008492100 | 16,865 | $1.3M | 0.18% |
| 50 | PHILLIPS EDISON & CO INC | PECO | 33,307 | $1.2M | 0.17% |
| 51 | BXP INC | BXP | 15,604 | $1.1M | 0.15% |
| 52 | JOHNSON CTLS INTL PLC | G51502105 | 13,045 | $1.0M | 0.15% |
| 53 | DEERE & CO | DE | 1,981 | $921,215 | 0.13% |
| 54 | RAYONIER INC | RYN | 27,696 | $770,918 | 0.11% |
| 55 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 5,997 | $759,100 | 0.11% |
| 56 | GXO LOGISTICS INCORPORATED | GXO | 18,703 | $735,402 | 0.10% |
| 57 | OWENS CORNING NEW | OC | 4,525 | $645,514 | 0.09% |
| 58 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 56,352 | $499,560 | 0.07% |
| 59 | VITAL FARMS INC | VITL | 16,691 | $496,557 | 0.07% |
| 60 | COMMERCIAL METALS CO | CMC | 9,713 | $448,304 | 0.06% |
| 61 | VERTIV HOLDINGS CO | VRT | 5,123 | $380,101 | 0.05% |
| 62 | HEALTHCARE RLTY TR | 42226K105 | 18,693 | $313,388 | 0.04% |