CY2023 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| CUMMINS INC. | $778,000,000.00 | 2023-06-30 | View |
| HUBBELL INC | $25,200,000.00 | 2023-06-30 | View |
| GRIFFON CORPORATION | $1,240,000.00 | 2023-06-30 | View |
| LOUISIANA-PACIFIC CORPORATION | $7,000,000.00 | 2023-06-30 | View |
| SPX TECHNOLOGIES, INC. | $22,700,000.00 | 2023-07-01 | View |
| A. O. Smith Corporation | $119,000,000.00 | 2023-06-30 | View |
| TWIN DISC INC | $506,000.00 | 2023-06-30 | View |
| LCI INDUSTRIES | $20,700,000.00 | 2023-06-30 | View |
| Itron, Inc. | $7,639,000.00 | 2023-06-30 | View |
| BIOLASE, INC. | $397,000.00 | 2023-06-30 | View |
| SIGNET JEWELERS LIMITED | $31,200,000.00 | 2023-07-29 | View |
| IDEANOMICS, INC. | $1,000,000.00 | 2023-06-30 | View |
| SUNPOWER CORP | $19,674,000.00 | 2023-07-02 | View |
| AGCO CORP /DE | $113,600,000.00 | 2023-06-30 | View |
| Cornerstone Building Brands, Inc. | $175,554,000.00 | 2023-07-01 | View |
| BORGWARNER INC. | $121,000,000.00 | 2023-06-30 | View |
| Viavi Solutions Inc. | $4,800,000.00 | 2023-07-01 | View |
| Daktronics, Inc. | $20,926,000.00 | 2023-07-29 | View |
| IRIDEX CORP | $138,000.00 | 2023-07-01 | View |
| Tactile Systems Technology, Inc. | $1,957,000.00 | 2023-06-30 | View |
| LOGITECH INTERNATIONAL S.A. | $11,809,000.00 | 2023-06-30 | View |
| STONERIDGE, INC | $5,589,000.00 | 2023-06-30 | View |
| STRATA SKIN SCIENCES, INC. | $106,000.00 | 2023-06-30 | View |
| LENNOX INTERNATIONAL INC | $102,500,000.00 | 2023-06-30 | View |
| NAUTILUS, INC. | $731,000.00 | 2023-06-30 | View |
| VISTEON CORP | $25,000,000.00 | 2023-06-30 | View |
| IPG PHOTONICS CORP | $23,206,000.00 | 2023-06-30 | View |
| AXCELIS TECHNOLOGIES INC | $1,954,000.00 | 2023-06-30 | View |
| CBAK ENERGY TECHNOLOGY, INC. | $475,094.00 | 2023-06-30 | View |
| Seagate Technology Holdings plc | $90,000,000.00 | 2023-06-30 | View |
| INFINERA CORPORATION | $16,604,000.00 | 2023-07-01 | View |
| First Solar, Inc. | $22,726,000.00 | 2023-06-30 | View |
| INOGEN, INC. | $12,596,000.00 | 2023-06-30 | View |
| MUELLER WATER PRODUCTS, INC. | $3,100,000.00 | 2023-06-30 | View |
| HOLLYSYS AUTOMATION TECHNOLOGIES LTD. | $2,568,000.00 | 2023-06-30 | View |
| Super Micro Computer, Inc. | $5,780,000.00 | 2023-06-30 | View |
| Venus Concept Inc. | $377,000.00 | 2023-06-30 | View |
| ALLISON TRANSMISSION HOLDINGS, INC. | $35,000,000.00 | 2023-06-30 | View |
| SOLAREDGE TECHNOLOGIES, INC. | $342,437,000.00 | 2023-06-30 | View |
| Tandem Diabetes Care, Inc. | $20,222,000.00 | 2023-06-30 | View |
| Enphase Energy, Inc. | $144,029,000.00 | 2023-06-30 | View |
| GOPRO, INC. | $400,000.00 | 2023-06-30 | View |
| APTIV PLC | $9,000,000.00 | 2023-06-30 | View |
| SIENTRA, INC. | $8,778,000.00 | 2023-06-30 | View |
| Garrett Motion Inc. | $10,000,000.00 | 2023-06-30 | View |
| Advent Technologies Holdings, Inc. | $700,000.00 | 2023-06-30 | View |
| Microvast Holdings, Inc. | $29,253,000.00 | 2023-06-30 | View |
| GREEN THUMB INDUSTRIES INC. | $0.00 | 2023-06-30 | View |
| Proterra Inc | $22,071,000.00 | 2023-06-30 | View |
| ARRAY TECHNOLOGIES, INC. | $4,415,000.00 | 2023-06-30 | View |
| FTC SOLAR, INC. | $4,290,000.00 | 2023-06-30 | View |
| Shoals Technologies Group, Inc. | $0.00 | 2023-06-30 | View |
| SNAP ONE HOLDINGS CORP. | $3,338,000.00 | 2023-06-30 | View |
| Tritium DCFC Limited | $2,889,000.00 | 2023-06-30 | View |
| ESAB Corporation | $0.00 | 2023-06-30 | View |
| Atmus Filtration Technologies Inc. | $10,000,000.00 | 2023-06-30 | View |
| PHINIA INC. | $27,000,000.00 | 2023-06-30 | View |
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