13F HOLDINGS REPORT
Foresight Group Ltd Liability Partnership
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003096
Total Value
$704.9M
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTODESK INC | ADSK | 107,059 | $33.1M | 4.70% |
| 2 | TE CONNECTIVITY PLC | TEL | 190,720 | $32.2M | 4.56% |
| 3 | TRIMBLE INC | TRMB | 417,653 | $31.7M | 4.50% |
| 4 | XYLEM INC | XYL | 239,008 | $30.9M | 4.39% |
| 5 | ECOLAB INC | ECL | 113,500 | $30.6M | 4.34% |
| 6 | MSA SAFETY INC | MNESP | 173,884 | $29.1M | 4.13% |
| 7 | STERIS PLC | STE | 113,103 | $27.2M | 3.85% |
| 8 | ASTRAZENECA PLC | AZN | 195,892 | $27.2M | 3.85% |
| 9 | AMERICAN TOWER CORP NEW | 03027X100 | 115,854 | $25.3M | 3.59% |
| 10 | LINDE PLC | LIN | 52,768 | $24.8M | 3.51% |
| 11 | SMURFIT WESTROCK PLC | SW | 570,768 | $24.6M | 3.49% |
| 12 | AGILENT TECHNOLOGIES INC | A | 198,192 | $23.4M | 3.32% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 52,393 | $21.2M | 3.01% |
| 14 | DIGITAL RLTY TR INC | 253868103 | 122,284 | $21.0M | 2.98% |
| 15 | HEALTHPEAK PROPERTIES INC | DOC | 1,148,937 | $20.0M | 2.83% |
| 16 | EQUINIX INC | EQIX | 23,761 | $18.7M | 2.65% |
| 17 | AMERICAN WTR WKS CO INC NEW | 030420103 | 118,835 | $16.5M | 2.35% |
| 18 | SILICON LABORATORIES INC | SLAB | 110,142 | $16.2M | 2.30% |
| 19 | NEXTRACKER INC | NXT | 283,852 | $15.4M | 2.19% |
| 20 | GRAND CANYON ED INC | LOPE | 75,515 | $14.3M | 2.02% |
| 21 | VERALTO CORP | VLTO | 140,501 | $14.2M | 2.01% |
| 22 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 114,329 | $13.1M | 1.86% |
| 23 | TRANE TECHNOLOGIES PLC | TT | 29,372 | $12.8M | 1.82% |
| 24 | POWER INTEGRATIONS INC | POWI | 220,817 | $12.3M | 1.75% |
| 25 | ATS CORPORATION | ATS | 381,812 | $12.2M | 1.72% |
| 26 | FIRST SOLAR INC | FSLR | 72,162 | $11.9M | 1.69% |
| 27 | ICON PLC | ICLR | 80,202 | $11.7M | 1.65% |
| 28 | ROCKWELL AUTOMATION INC | ROK | 34,749 | $11.5M | 1.64% |
| 29 | CLEARWAY ENERGY INC | CWEN-A | 352,713 | $11.3M | 1.61% |
| 30 | DANAHER CORPORATION | 235851102 | 55,457 | $11.0M | 1.55% |
| 31 | VENTAS INC | VTR | 158,783 | $10.0M | 1.42% |
| 32 | GENMAB A/S | GNMSF | 48,007 | $9.9M | 1.41% |
| 33 | GLOBUS MED INC | GMED | 161,671 | $9.5M | 1.35% |
| 34 | NOVO-NORDISK A S | NONOF | 124,919 | $8.6M | 1.23% |
| 35 | EASTERLY GOVT PPTYS INC | 27616P301 | 377,423 | $8.4M | 1.19% |
| 36 | CROWN CASTLE INC | CCI | 82,213 | $8.3M | 1.18% |
| 37 | BROOKFIELD RENEWABLE CORP | BEPC | 218,400 | $7.2M | 1.02% |
| 38 | APTIV PLC | APTV | 104,488 | $7.1M | 1.01% |
| 39 | LANTHEUS HLDGS INC | LNTH | 68,520 | $5.6M | 0.80% |
| 40 | POTLATCHDELTIC CORPORATION | 737630103 | 59,504 | $2.3M | 0.33% |
| 41 | WEYERHAEUSER CO MTN BE | WY | 87,939 | $2.3M | 0.32% |
| 42 | AMERICAN HOMES 4 RENT | AMH-PG | 51,998 | $1.9M | 0.26% |
| 43 | MID-AMER APT CMNTYS INC | 59522J103 | 10,561 | $1.6M | 0.22% |
| 44 | KILROY RLTY CORP | 49427F108 | 41,767 | $1.5M | 0.21% |
| 45 | AMERICOLD REALTY TRUST INC | COLD | 82,365 | $1.4M | 0.20% |
| 46 | PROLOGIS INC. | PLDGP | 13,148 | $1.4M | 0.20% |
| 47 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 17,055 | $1.3M | 0.18% |
| 48 | STAG INDL INC | 85254J102 | 33,905 | $1.2M | 0.17% |
| 49 | AGREE RLTY CORP | 008492100 | 16,865 | $1.2M | 0.17% |
| 50 | PHILLIPS EDISON & CO INC | PECO | 33,307 | $1.2M | 0.16% |
| 51 | JOHNSON CTLS INTL PLC | G51502105 | 10,379 | $1.1M | 0.15% |
| 52 | DEERE & CO | DE | 1,981 | $1.0M | 0.14% |
| 53 | GXO LOGISTICS INCORPORATED | GXO | 18,703 | $916,353 | 0.13% |
| 54 | VERTIV HOLDINGS CO | VRT | 6,238 | $792,943 | 0.11% |
| 55 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 5,997 | $733,403 | 0.10% |
| 56 | OWENS CORNING NEW | OC | 4,801 | $662,898 | 0.09% |
| 57 | VITAL FARMS INC | VITL | 16,691 | $647,861 | 0.09% |
| 58 | RAYONIER INC | RYN | 27,696 | $612,636 | 0.09% |
| 59 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 56,352 | $577,890 | 0.08% |
| 60 | COMMERCIAL METALS CO | CMC | 9,713 | $485,941 | 0.07% |