| KLA Corp. (KLAC) | $749.0M | 4.87% | 2,482,564 | -1,155,326 | Trimmed |
| NVIDIA Corp. (NVDA) | $744.9M | 4.85% | 3,722,756 | +81,671 | Added |
| Linde plc (LIN) | $736.6M | 4.79% | 1,419,343 | -292,437 | Trimmed |
| Xylem Inc. (XYL) | $528.3M | 3.44% | 4,468,984 | -116,564 | Trimmed |
| Microsoft Corp. (MSFT) | $503.8M | 3.28% | 1,350,648 | +161,761 | Added |
| American Water Works Company, Inc. (AWK) | $471.5M | 3.07% | 3,583,592 | +766,367 | Added |
| Veralto Corp. (VLTO) | $459.9M | 2.99% | 5,186,589 | +1,810,492 | Added |
| Cintas Corp. (CTAS) | $410.5M | 2.67% | 2,413,313 | +909,746 | Added |
| Waste Connections, Inc. (WCN) | $329.9M | 2.15% | 1,979,027 | -138,398 | Trimmed |
| Companhia De Saneamento Basico Do Estado De Sao Paulo - Sabesp (SBS) | $302.4M | 1.97% | 52,324,409 | +18,612,609 | Added |
| Advanced Drainage Systems, Inc. (WMS) | $289.7M | 1.89% | 1,845,942 | -81,568 | Trimmed |
| Ecolab Inc. (ECL) | $275.4M | 1.79% | 988,389 | +129,096 | Added |
| Hubbell Inc. (HUBB) | $254.7M | 1.66% | 486,855 | -195,906 | Trimmed |
| Aptiv plc (APTV) | $250.9M | 1.63% | 4,087,314 | -504,224 | Trimmed |
| Vertiv Holdings Co. (VRT) | $244.3M | 1.59% | 729,503 | -354,980 | Trimmed |
| Agilent Technologies, Inc. (A) | $222.5M | 1.45% | 1,674,957 | -169,201 | Trimmed |
| Idex Corp. (IEX) | $218.3M | 1.42% | 962,000 | +14,054 | Added |
| Watts Water Technologies Inc. (WTS) | $212.7M | 1.38% | 543,412 | -44,610 | Trimmed |
| Amphenol Corp. (APH) | $210.8M | 1.37% | 1,195,285 | +850,769 | Added |
| Core & Main, Inc. (CNM) | $202.8M | 1.32% | 4,203,618 | +1,352,251 | Added |
| Marvell Technology, Inc. (MRVL) | $196.7M | 1.28% | 660,285 | -1,653,911 | Trimmed |
| Renaissancere Holdings Ltd. (RNR) | $195.0M | 1.27% | 615,422 | -22,292 | Trimmed |
| A. O. Smith Corp. (AOS) | $176.5M | 1.15% | 2,813,713 | -1,464,506 | Trimmed |
| Applied Materials Inc. (AMAT) | $175.6M | 1.14% | 242,832 | -16,770 | Trimmed |
| Itron, Inc. (ITRI) | $166.7M | 1.08% | 1,926,905 | -266,243 | Trimmed |
| Masco Corp. (MAS) | $165.3M | 1.08% | 2,031,735 | -345,426 | Trimmed |
| Mastercard Inc. (MA) | $163.2M | 1.06% | 317,661 | +38,167 | Added |
| Cadence Design Systems Inc. (CDNS) | $160.1M | 1.04% | 426,623 | -166,752 | Trimmed |
| Pentair plc (PNR) | $160.0M | 1.04% | 2,087,003 | +371,840 | Added |
| TE Connectivity plc (TEL) | $153.8M | 1.00% | 762,712 | +18,359 | Added |
| Westinghouse Air Brake Technologies Corp. (WAB) | $150.6M | 0.98% | 558,757 | +240,407 | Added |
| Aecom (ACM) | $148.6M | 0.97% | 2,128,339 | +745,672 | Added |
| Synopsys Inc. (SNPS) | $148.5M | 0.97% | 332,929 | +17,406 | Added |
| Deere & Co. (DE) | $146.0M | 0.95% | 230,130 | +211,598 | Added |
| Badger Meter Inc. (BMI) | $140.3M | 0.91% | 945,694 | +945,694 | New position |
| Zurn Elkay Water Solutions Corp. (ZWS) | $133.1M | 0.87% | 2,633,758 | +24,616 | Added |
| Valmont Industries Inc. (VMI) | $130.6M | 0.85% | 226,080 | -995 | Trimmed |
| Franklin Electric Co. Inc. (FELE) | $126.0M | 0.82% | 1,175,582 | -121,027 | Trimmed |
| Union Pacific Corp. (UNP) | $123.9M | 0.81% | 455,346 | -292,870 | Trimmed |
| Pinnacle Financial Partners, Inc. (PNFP) | $115.2M | 0.75% | 1,142,360 | +727,922 | Added |
| Tetra Tech Inc. (TTEK) | $113.6M | 0.74% | 3,931,741 | +101,667 | Added |
| Apple Inc. (AAPL) | $105.0M | 0.68% | 363,014 | -58,321 | Trimmed |
| NextEra Energy Inc. (NEE) | $103.2M | 0.67% | 1,175,682 | +1,130,384 | Added |
| Qxo, Inc. (QXO) | $101.3M | 0.66% | 5,861,003 | +1,147,935 | Added |
| Trane Technologies plc (TT) | $99.2M | 0.65% | 202,048 | -26,760 | Trimmed |
| Autodesk, Inc. (ADSK) | $97.3M | 0.63% | 500,719 | +173,122 | Added |
| SiteOne Landscape Supply, Inc. (SITE) | $95.7M | 0.62% | 836,410 | +11,980 | Added |
| Littelfuse Inc. (LFUS) | $89.8M | 0.58% | 197,265 | -148,440 | Trimmed |
| Monolithic Power Systems, Inc. (MPWR) | $87.7M | 0.57% | 63,427 | -25,029 | Trimmed |
| Citizens Financial Group Inc. (CFG) | $77.5M | 0.50% | 1,105,960 | -168,423 | Trimmed |
| Mueller Water Products, Inc. (MWA) | $76.6M | 0.50% | 2,967,471 | +19,190 | Added |
| Generac Holdings Inc. (GNRC) | $75.1M | 0.49% | 256,642 | -79,819 | Trimmed |
| Carrier Global Corp. (CARR) | $67.4M | 0.44% | 918,354 | -257,903 | Trimmed |
| Trex Co. Inc. (TREX) | $65.3M | 0.42% | 1,304,299 | -462,069 | Trimmed |
| Nextpower Inc. (NXT) | $60.1M | 0.39% | 504,320 | +328,632 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $59.4M | 0.39% | 118,420 | +662 | Added |
| Alphabet Inc. (GOOGL) | $58.5M | 0.38% | 163,682 | -31,251 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $57.0M | 0.37% | 143,389 | +9,113 | Added |
| Marsh & McLennan Companies, Inc. (MRSH) | $56.6M | 0.37% | 339,854 | +1,910 | Added |
| Ormat Technologies, Inc. (ORA) | $55.9M | 0.36% | 512,972 | -210,105 | Trimmed |
| Ebay Inc. (EBAY) | $55.0M | 0.36% | 491,790 | -2,224,045 | Trimmed |
| Amazon.com Inc. (AMZN) | $54.8M | 0.36% | 230,059 | -68,806 | Trimmed |
| Repligen Corp. (RGEN) | $54.1M | 0.35% | 396,513 | -41,955 | Trimmed |
| Broadcom Inc. (AVGO) | $53.8M | 0.35% | 142,317 | -27,873 | Trimmed |
| nVent Electric plc (NVT) | $51.5M | 0.34% | 303,448 | -224,417 | Trimmed |
| Trimble Inc. (TRMB) | $50.3M | 0.33% | 983,455 | +21,383 | Added |
| Bentley Systems Inc. (BSY) | $49.5M | 0.32% | 1,657,397 | -20,191 | Trimmed |
| Boston Scientific Corp. (BSX) | $49.5M | 0.32% | 1,159,186 | -200,386 | Trimmed |
| ServiceNow, Inc. (NOW) | $46.9M | 0.30% | 471,965 | +17,569 | Added |
| Progressive Corp. (PGR) | $44.7M | 0.29% | 204,843 | -16,585 | Trimmed |
| Mettler Toledo International Inc. (MTD) | $44.6M | 0.29% | 34,937 | +2,414 | Added |
| Victory Capital Holdings, Inc. (VCTR) | $44.1M | 0.29% | 525,000 | -125,000 | Trimmed |
| Aaon, Inc. (AAON) | $43.5M | 0.28% | 343,165 | -1,093,123 | Trimmed |
| Tyler Technologies Inc. (TYL) | $41.9M | 0.27% | 143,132 | -21,115 | Trimmed |
| Ligand Pharmaceuticals Inc. (LGND) | $41.1M | 0.27% | 130,000 | -22,444 | Trimmed |
| Eli Lilly & Co. (LLY) | $38.9M | 0.25% | 32,437 | -6,882 | Trimmed |
| On Holding AG (ONON) | $36.6M | 0.24% | 1,032,886 | +360,412 | Added |
| United Rentals, Inc. (URI) | $35.9M | 0.23% | 31,672 | -14,590 | Trimmed |
| Micron Technology Inc. (MU) | $34.9M | 0.23% | 30,269 | +1,587 | Added |
| MercadoLibre, Inc. (MELI) | $34.3M | 0.22% | 20,199 | +461 | Added |
| Johnson & Johnson (JNJ) | $34.1M | 0.22% | 134,357 | +17,041 | Added |
| PTC Inc. (PTC) | $33.3M | 0.22% | 293,381 | -6,298 | Trimmed |
| HDFC Bank Limited (HDB) | $31.6M | 0.21% | 1,223,482 | -51,231 | Trimmed |
| Lam Research Corp. (LRCX) | $28.8M | 0.19% | 66,443 | -2,633 | Trimmed |
| Eastern Bankshares, Inc. (EBC) | $28.4M | 0.18% | 1,275,000 | 0 | Held |
| Gilead Sciences, Inc. (GILD) | $28.3M | 0.18% | 224,260 | +13,447 | Added |
| Alphabet Inc. (GOOG) | $28.0M | 0.18% | 79,368 | +3,797 | Added |
| Advanced Micro Devices Inc. (AMD) | $27.6M | 0.18% | 47,448 | -2,369 | Trimmed |
| Mitek Systems Inc. (MITK) | $27.3M | 0.18% | 1,358,524 | -75,000 | Trimmed |
| Intel Corp. (INTC) | $27.1M | 0.18% | 193,978 | +31,222 | Added |
| Neurocrine Biosciences Inc. (NBIX) | $27.0M | 0.17% | 160,000 | +85,000 | Added |
| Merck & Co., Inc. (MRK) | $26.2M | 0.17% | 204,194 | +53,257 | Added |
| Waste Management Inc. (WM) | $25.7M | 0.17% | 115,257 | -1,650 | Trimmed |
| Acadian Asset Management Inc. (AAMI) | $25.0M | 0.16% | 350,000 | -473,323 | Trimmed |
| Abbott Laboratories (ABT) | $24.7M | 0.16% | 272,358 | +65,789 | Added |
| Oracle Corp. (ORCL) | $24.2M | 0.16% | 165,432 | -26,173 | Trimmed |
| Citigroup Inc. (C) | $24.2M | 0.16% | 172,676 | -108 | Held |
| Teradata Corp. (TDC) | $23.7M | 0.15% | 684,529 | +137,500 | Added |
| Si-Bone, Inc. (SIBN) | $23.3M | 0.15% | 1,425,010 | 0 | Held |
| Visa Inc. (V) | $22.5M | 0.15% | 65,587 | +11,451 | Added |