Q1 2018 Holdings
Filed 2018-04-17 | 22 holdings | $13.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | Common | 184496107 | $12.9M | 263,916 | 97.5% |
| Generac Holdings Inc(GNRC) | Common | 368736104 | $21.4K | 466,805 | 0.2% |
| Power Integrations Inc(POWI) | Common | 739276103 | $21.1K | 309,398 | 0.2% |
| Watts Water Technologies Inc(WTS) | Common | 942749102 | $19.4K | 249,857 | 0.1% |
| Rayonier Inc(RYN) | Common | 754907103 | $19.4K | 550,881 | 0.1% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $19.4K | 235,844 | 0.1% |
| Xylem Inc(XYL) | Common | 98419M100 | $19.2K | 250,059 | 0.1% |
| AO Smith Corp(AOS) | Common | 831865209 | $19.2K | 301,583 | 0.1% |
| PTC Inc(PTC) | Common | 69370C100 | $18.6K | 239,011 | 0.1% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $17.4K | 308,106 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $16.6K | 232,588 | 0.1% |
| Welbilt Inc | Common | 949090104 | $16.1K | 829,363 | 0.1% |
| Franklin Electric Co Inc(FELE) | Common | 353514102 | $15.0K | 369,163 | 0.1% |
| United Natural Foods Inc(UNFI) | Common | 911163103 | $14.8K | 345,037 | 0.1% |
| Trimble Inc(TRMB) | Common | 896239100 | $14.5K | 403,205 | 0.1% |
| Cia de Saneamento Basico do Es(SAJA) | ADR | 20441A102 | $14.4K | 1,356,883 | 0.1% |
| Lennox International Inc(LII) | Common | 526107107 | $14.0K | 68,460 | 0.1% |
| Badger Meter Inc(BMI) | Common | 056525108 | $12.0K | 253,917 | 0.1% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $11.7K | 83,978 | 0.1% |
| Advanced Drainage Systems Inc(WMS) | Common | 00790R104 | $10.3K | 399,318 | 0.1% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $9.5K | 211,119 | 0.1% |
| SunPower Corp(SPWRQ) | Common | 867652406 | $8.0K | 997,573 | 0.1% |