13F HOLDINGS REPORT
Foresight Group Ltd Liability Partnership
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001172661-25-004599
Total Value
$669.9M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XYLEM INC | XYL | 236,865 | $34.9M | 5.22% |
| 2 | TE CONNECTIVITY PLC | TEL | 155,690 | $34.2M | 5.10% |
| 3 | AUTODESK INC | ADSK | 98,997 | $31.4M | 4.69% |
| 4 | TRIMBLE INC | TRMB | 381,852 | $31.2M | 4.65% |
| 5 | ECOLAB INC | ECL | 112,506 | $30.8M | 4.60% |
| 6 | STERIS PLC | STE | 113,189 | $28.0M | 4.18% |
| 7 | MSA SAFETY INC | MNESP | 162,226 | $27.9M | 4.17% |
| 8 | AGILENT TECHNOLOGIES INC | A | 197,718 | $25.4M | 3.79% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 51,786 | $25.1M | 3.75% |
| 10 | FIRST SOLAR INC | FSLR | 113,112 | $24.9M | 3.72% |
| 11 | AMERICAN TOWER CORP NEW | 03027X100 | 127,378 | $24.5M | 3.66% |
| 12 | GLOBUS MED INC | GMED | 421,541 | $24.1M | 3.60% |
| 13 | DIGITAL RLTY TR INC | 253868103 | 124,682 | $21.6M | 3.22% |
| 14 | SMURFIT WESTROCK PLC | SW | 502,569 | $21.4M | 3.19% |
| 15 | EQUINIX INC | EQIX | 26,139 | $20.4M | 3.05% |
| 16 | NEXTRACKER INC | NXT | 275,713 | $20.4M | 3.05% |
| 17 | HEALTHPEAK PROPERTIES INC | DOC | 934,955 | $17.8M | 2.65% |
| 18 | AMERICAN WTR WKS CO INC NEW | 030420103 | 110,802 | $15.4M | 2.30% |
| 19 | VERALTO CORP | VLTO | 140,595 | $15.0M | 2.24% |
| 20 | GRAND CANYON ED INC | LOPE | 67,139 | $14.7M | 2.20% |
| 21 | SILICON LABORATORIES INC | SLAB | 110,214 | $14.5M | 2.16% |
| 22 | ICON PLC | ICLR | 81,751 | $14.3M | 2.14% |
| 23 | ASTRAZENECA PLC | AZN | 171,086 | $13.1M | 1.96% |
| 24 | TRANE TECHNOLOGIES PLC | TT | 28,975 | $12.2M | 1.83% |
| 25 | CLEARWAY ENERGY INC | CWEN-A | 418,235 | $11.8M | 1.76% |
| 26 | ROCKWELL AUTOMATION INC | ROK | 33,070 | $11.6M | 1.73% |
| 27 | VENTAS INC | VTR | 154,879 | $10.7M | 1.60% |
| 28 | ATS CORPORATION | ATS | 388,892 | $10.2M | 1.52% |
| 29 | CROWN CASTLE INC | CCI | 103,407 | $10.0M | 1.49% |
| 30 | APTIV PLC | APTV | 104,546 | $9.0M | 1.35% |
| 31 | POWER INTEGRATIONS INC | POWI | 221,314 | $8.9M | 1.33% |
| 32 | BROOKFIELD RENEWABLE CORP | BEPC | 218,400 | $7.6M | 1.13% |
| 33 | NOVO-NORDISK A S | NONOF | 125,005 | $6.9M | 1.04% |
| 34 | EASTERLY GOVT PPTYS INC | 27616P301 | 279,184 | $6.4M | 0.96% |
| 35 | DANAHER CORPORATION | 235851102 | 27,893 | $5.5M | 0.83% |
| 36 | PROLOGIS INC. | PLDGP | 44,715 | $5.1M | 0.76% |
| 37 | WEYERHAEUSER CO MTN BE | WY | 72,103 | $1.8M | 0.27% |
| 38 | POTLATCHDELTIC CORPORATION | 737630103 | 44,142 | $1.8M | 0.27% |
| 39 | AMERICAN HOMES 4 RENT | AMH-PG | 50,904 | $1.7M | 0.25% |
| 40 | GENMAB A/S | GNMSF | 47,194 | $1.4M | 0.22% |
| 41 | MID-AMER APT CMNTYS INC | 59522J103 | 10,283 | $1.4M | 0.21% |
| 42 | AGREE RLTY CORP | 008492100 | 16,865 | $1.2M | 0.18% |
| 43 | PHILLIPS EDISON & CO INC | PECO | 33,307 | $1.1M | 0.17% |
| 44 | JOHNSON CTLS INTL PLC | G51502105 | 10,379 | $1.1M | 0.17% |
| 45 | STAG INDL INC | 85254J102 | 30,475 | $1.1M | 0.16% |
| 46 | KILROY RLTY CORP | 49427F108 | 24,470 | $1.0M | 0.16% |
| 47 | AMERICOLD REALTY TRUST INC | COLD | 82,365 | $1.0M | 0.15% |
| 48 | GXO LOGISTICS INCORPORATED | GXO | 17,226 | $911,600 | 0.14% |
| 49 | DEERE & CO | DE | 1,981 | $905,832 | 0.14% |
| 50 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 10,256 | $865,863 | 0.13% |
| 51 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 5,978 | $825,084 | 0.12% |
| 52 | VERTIV HOLDINGS CO | VRT | 4,964 | $748,869 | 0.11% |
| 53 | RAYONIER INC | RYN | 27,696 | $729,790 | 0.11% |
| 54 | OWENS CORNING NEW | OC | 4,801 | $677,205 | 0.10% |
| 55 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 56,352 | $664,108 | 0.10% |
| 56 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 5,997 | $651,184 | 0.10% |
| 57 | VITAL FARMS INC | VITL | 14,312 | $600,174 | 0.09% |
| 58 | COMMERCIAL METALS CO | CMC | 9,713 | $556,458 | 0.08% |