#	Issuer	Ticker	Shares	Value	% of Portfolio
1	TAIWAN SEMICONDUCTOR MFG LTD	874039100	14,876	$3.4M	4.51%
2	GE VERNOVA INC	GEV	5,666	$3.0M	4.02%
3	ITRON INC	ITRI	2,400,000	$2.7M	3.61%
4	EATON CORP PLC	ETN	7,394	$2.6M	3.54%
5	BROOKFIELD RENEWABLE CORP	BEPC	72,501	$2.4M	3.18%
6	LINDE PLC	LIN	4,677	$2.2M	2.94%
7	NEXTERA ENERGY INC	NEE-PW	31,498	$2.2M	2.93%
8	VERTIV HOLDINGS CO	VRT	16,781	$2.2M	2.89%
9	AMERICAN WTR CAP CORP	03040WBE4	2,000,000	$2.0M	2.69%
10	LIBERTY MEDIA CORP DEL	FWONB	1,500,000	$2.0M	2.69%
11	SOUTHERN CO	SOMN	1,800,000	$2.0M	2.67%
12	UBER TECHNOLOGIES INC	UBER	1,400,000	$2.0M	2.66%
13	TRIP COM GROUP LTD	TRPCF	1,800,000	$2.0M	2.66%
14	BENTLEY SYS INC	BSY	2,000,000	$2.0M	2.65%
15	ALIBABA GROUP HLDG LTD	BBAAY	1,500,000	$1.9M	2.55%
16	TYLER TEX INDPT SCH DIST	902252AB1	1,500,000	$1.8M	2.47%
17	AXON ENTERPRISE INC	AXON	500,000	$1.8M	2.42%
18	WESTERN DIGITAL CORP	WDC	1,000,000	$1.8M	2.40%
19	DROPBOX INC	DBX	1,700,000	$1.7M	2.27%
20	HA SUSTAINABLE INFRA CAP INC	41068X100	62,908	$1.7M	2.26%