|
GOOG
|
US |
ALPHABET INC-CL C |
125,581 |
$24M |
7.41% |
-
|
- |
|
FI
|
US |
FISERV INC |
99,232 |
$20M |
6.31% |
-6.3%
|
- |
|
NEP
|
US |
NEXTERA ENERGY PARTNERS LP |
1,072,935 |
$19M |
5.91% |
9.2%
|
- |
|
SNY
|
US |
SANOFI-ADR |
356,441 |
$17M |
5.32% |
-
|
- |
|
IFF
|
US |
INTL FLAVORS & FRAGRANCES |
198,682 |
$17M |
5.20% |
-
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
160,668 |
$16M |
4.95% |
7.3%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
360,607 |
$16M |
4.91% |
-15.8%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
103,206 |
$16M |
4.91% |
-
|
- |
|
SW
|
US |
SMURFIT WESTROCK PLC |
292,636 |
$16M |
4.88% |
-8.1%
|
- |
|
PYPL
|
US |
PAYPAL HOLDINGS INC |
183,404 |
$16M |
4.85% |
-23.5%
|
- |
|
AMGN
|
US |
AMGEN INC |
59,070 |
$15M |
4.77% |
-
|
- |
|
POR
|
US |
PORTLAND GENERAL ELECTRIC CO |
347,021 |
$15M |
4.69% |
-
|
- |
|
HUM
|
US |
HUMANA INC |
55,570 |
$14M |
4.37% |
100.0%
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
212,818 |
$13M |
3.93% |
-
|
- |
|
GNRC
|
US |
GENERAC HOLDINGS INC |
81,380 |
$13M |
3.91% |
-42.5%
|
- |
|
URI
|
US |
UNITED RENTALS INC |
17,225 |
$12M |
3.76% |
-21.4%
|
- |
|
AMRC
|
US |
AMERESCO INC-CL A |
499,890 |
$12M |
3.63% |
-
|
- |
|
ARRY
|
US |
ARRAY TECHNOLOGIES INC |
1,892,763 |
$11M |
3.54% |
12.6%
|
- |
|
SHLS
|
US |
SHOALS TECHNOLOGIES GROUP -A |
2,054,273 |
$11M |
3.52% |
12.8%
|
- |
|
NVEE
|
US |
NV5 GLOBAL INC |
539,108 |
$10M |
3.15% |
300.0%
|
- |