13F HOLDINGS REPORT
Foresight Group Ltd Liability Partnership
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000863
Total Value
$664.4M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NOVO-NORDISK A S | NONOF | 123,759 | $40.3M | 6.06% |
| 2 | TE CONNECTIVITY PLC | TEL | 135,708 | $31.2M | 4.70% |
| 3 | GLOBUS MED INC | GMED | 344,607 | $30.3M | 4.56% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 50,883 | $29.7M | 4.47% |
| 5 | TRIMBLE INC | TRMB | 372,689 | $29.6M | 4.46% |
| 6 | FIRST SOLAR INC | FSLR | 109,830 | $29.1M | 4.37% |
| 7 | AUTODESK INC | ADSK | 96,260 | $28.8M | 4.34% |
| 8 | XYLEM INC | XYL | 209,243 | $28.8M | 4.33% |
| 9 | ECOLAB INC | ECL | 105,402 | $27.9M | 4.19% |
| 10 | STERIS PLC | STE | 108,428 | $27.7M | 4.17% |
| 11 | AGILENT TECHNOLOGIES INC | A | 195,788 | $26.9M | 4.05% |
| 12 | AMERICAN TOWER CORP NEW | 03027X100 | 124,014 | $21.9M | 3.30% |
| 13 | MSA SAFETY INC | MNESP | 121,548 | $19.8M | 2.98% |
| 14 | SMURFIT WESTROCK PLC | SW | 507,408 | $19.7M | 2.96% |
| 15 | DIGITAL RLTY TR INC | 253868103 | 120,205 | $18.8M | 2.83% |
| 16 | EQUINIX INC | EQIX | 23,748 | $18.3M | 2.75% |
| 17 | NEXTPOWER INC | NXT | 184,857 | $16.2M | 2.43% |
| 18 | APTIV PLC | APTV | 206,637 | $15.9M | 2.39% |
| 19 | SILICON LABORATORIES INC | SLAB | 109,232 | $14.5M | 2.18% |
| 20 | ICON PLC | ICLR | 80,893 | $14.4M | 2.17% |
| 21 | AMERICAN WTR WKS CO INC NEW | 030420103 | 109,745 | $14.4M | 2.16% |
| 22 | VERALTO CORP | VLTO | 139,497 | $14.1M | 2.12% |
| 23 | HEALTHPEAK PROPERTIES INC | DOC | 853,335 | $13.8M | 2.08% |
| 24 | ROCKWELL AUTOMATION INC | ROK | 32,829 | $12.9M | 1.94% |
| 25 | VERRA MOBILITY CORP | VRRM | 563,853 | $12.7M | 1.92% |
| 26 | TRANE TECHNOLOGIES PLC | TT | 28,776 | $11.3M | 1.70% |
| 27 | VENTAS INC | VTR | 132,576 | $10.4M | 1.57% |
| 28 | CLEARWAY ENERGY INC | CWEN-A | 305,441 | $10.2M | 1.53% |
| 29 | GRAND CANYON ED INC | LOPE | 55,214 | $9.2M | 1.39% |
| 30 | CROWN CASTLE INC | CCI | 102,642 | $9.1M | 1.38% |
| 31 | BROOKFIELD RENEWABLE CORP | BEPC | 220,115 | $8.4M | 1.27% |
| 32 | POWER INTEGRATIONS INC | POWI | 219,494 | $7.9M | 1.19% |
| 33 | DANAHER CORPORATION | 235851102 | 28,100 | $6.5M | 0.98% |
| 34 | EASTERLY GOVT PPTYS INC | 27616P301 | 270,367 | $5.8M | 0.87% |
| 35 | PROLOGIS INC. | PLDGP | 38,424 | $5.0M | 0.75% |
| 36 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 121,406 | $1.9M | 0.28% |
| 37 | CSX CORP | CSX | 47,396 | $1.7M | 0.26% |
| 38 | CHENIERE ENERGY INC | LNG | 8,806 | $1.7M | 0.26% |
| 39 | POTLATCHDELTIC CORPORATION | 737630103 | 41,739 | $1.7M | 0.25% |
| 40 | WEYERHAEUSER CO MTN BE | WY | 63,934 | $1.5M | 0.23% |
| 41 | AGREE RLTY CORP | 008492100 | 19,212 | $1.4M | 0.21% |
| 42 | STAG INDL INC | 85254J102 | 35,872 | $1.3M | 0.20% |
| 43 | JOHNSON CTLS INTL PLC | G51502105 | 10,379 | $1.3M | 0.19% |
| 44 | PHILLIPS EDISON & CO INC | PECO | 33,307 | $1.2M | 0.18% |
| 45 | DEERE & CO | DE | 1,981 | $931,308 | 0.14% |
| 46 | GXO LOGISTICS INCORPORATED | GXO | 17,226 | $914,012 | 0.14% |
| 47 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 5,978 | $878,886 | 0.13% |
| 48 | AMERICAN HOMES 4 RENT | AMH-PG | 26,157 | $843,432 | 0.13% |
| 49 | VERTIV HOLDINGS CO | VRT | 4,589 | $754,156 | 0.11% |
| 50 | COMMERCIAL METALS CO | CMC | 9,713 | $679,279 | 0.10% |
| 51 | OWENS CORNING NEW | OC | 5,975 | $676,041 | 0.10% |
| 52 | RAYONIER INC | RYN | 29,048 | $631,649 | 0.10% |
| 53 | MID-AMER APT CMNTYS INC | 59522J103 | 4,480 | $626,886 | 0.09% |
| 54 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 5,997 | $612,414 | 0.09% |
| 55 | VITAL FARMS INC | VITL | 15,759 | $519,338 | 0.08% |
| 56 | KILROY RLTY CORP | 49427F108 | 13,036 | $497,714 | 0.07% |
| 57 | WELLTOWER INC | WELL | 2,598 | $488,177 | 0.07% |
| 58 | AMERICOLD REALTY TRUST INC | COLD | 22,920 | $306,555 | 0.05% |