|
SHEL
|
US |
SHELL PLC-ADR |
5,480,000 |
$343M |
18.54% |
-
|
- |
|
PTC
|
US |
PTC INC |
1,155,000 |
$212M |
11.47% |
-
|
- |
|
ADSK
|
US |
AUTODESK INC |
715,000 |
$211M |
11.41% |
-33.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
765,000 |
$168M |
9.06% |
-51.6%
|
- |
|
CDW
|
US |
CDW CORP/DE |
685,000 |
$119M |
6.44% |
23.4%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
485,000 |
$110M |
5.92% |
-
|
- |
|
NGG
|
US |
NATIONAL GRID PLC-SP ADR |
1,770,000 |
$105M |
5.68% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
247,000 |
$104M |
5.62% |
100.0%
|
- |
|
DTM
|
US |
DT MIDSTREAM INC |
965,000 |
$96M |
5.18% |
-
|
- |
|
ADBE
|
US |
ADOBE INC |
202,000 |
$90M |
4.85% |
100.0%
|
- |
|
JCI
|
US |
JOHNSON CONTROLS INTERNATION |
1,060,000 |
$84M |
4.52% |
-
|
- |
|
EVCM
|
US |
EVERCOMMERCE INC |
6,115,000 |
$67M |
3.64% |
-
|
- |
|
AVTR
|
US |
AVANTOR INC |
2,890,000 |
$61M |
3.29% |
-
|
- |
|
ADSK
|
US |
AUTODESK INC |
130,000 |
$38M |
2.07% |
-33.8%
|
Call |
|
NXT
|
US |
NEXTRACKER INC-CL A |
625,000 |
$23M |
1.23% |
-
|
- |
|
SHEL
|
US |
SHELL PLC-ADR |
300,000 |
$19M |
1.01% |
-
|
Call |
|
ACHR/WS
|
US |
ARCHER AVIATION INC -CW26 |
416,666 |
$1M |
0.07% |
-
|
- |
|
SLDPW
|
US |
DECARBONIZATION PLUS -CW23 |
266,666 |
$0M |
0.01% |
-
|
- |