GEOSX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	NEE	NextEra Energy, Inc.	7.01%	35,483
2	BMI	Badger Meter, Inc.	5.74%	10,822
3	VMI	Valmont Industries, Inc.	4.96%	6,241
4	GEV	GE Vernova Inc.	4.79%	5,628
5	ETR: IFX	Infineon Technologies AG	4.78%	52,261
6	ISE: KRX	Kingspan Group plc	4.08%	18,282
7	MP	MP Materials Corp.	3.88%	57,004
8	TYO: 3402	Toray Industries, Inc.	3.82%	201,853
9	TYO: 6861	Keyence Corporation	3.74%	3,437
10	TRMB	Trimble Inc.	3.58%	19,581
11	FSLR	First Solar, Inc.	3.56%	10,099
12	ERII	Energy Recovery, Inc.	3.51%	79,311
13	WMS	Advanced Drainage Systems, Inc.	3.30%	10,909
14	IEX	IDEX Corporation	3.27%	6,485
15	ETR: KGX	KION GROUP AG	3.18%	27,546
16	HASI	HA Sustainable Infrastructure Capital, Inc.	3.13%	38,418
17	VLTO	Veralto Corporation	2.86%	10,518
18	GNRC	Generac Holdings Inc.	2.85%	8,077
19	AMSC	American Superconductor Corporation	2.78%	55,053
20	GTLS	Chart Industries, Inc.	2.73%	6,782
21	HUBB	Hubbell Incorporated	2.72%	2,952
22	n/a	Umb Money Market Ii Special	2.66%	955,382
23	PRIM	Primoris Services Corporation	2.34%	14,634
24	TYO: 6370	Kurita Water Industries Ltd.	2.22%	25,955
25	TYO: 6506	YASKAWA Electric Corporation	2.13%	30,637
26	SWX: LAND	Landis+Gyr Group AG	2.13%	12,940
27	DE	Deere & Company	2.11%	1,617
28	ASPN	Aspen Aerogels, Inc.	1.35%	75,991
29	RIVN	Rivian Automotive, Inc.	1.34%	38,563
30	CGNX	Cognex Corporation	1.09%	13,132
31	OUST	Ouster, Inc.	0.94%	37,580
32	n/a	Other	0.75%	269,012
33	BYDDY	BYD Company Limited	0.67%	2,385

As of Mar 31, 2025

Asset Allocation