FIRST SOLAR INC COM FSLR
21% 18.31% $301.6M 1.3M $281.4M 1.4M -148,350 -10.40% Reduce STANLEY BLACK & DECKER INC SWK
17.24% 12.03% $247.6M 2.6M $184.9M 2.6M +29,384 +1.13% Add EMERSON ELEC CO EMR
12.44% 10.42% $178.6M 1.2M $160.2M 1.2M +24,427 +2.00% Add OTIS WORLDWIDE OTIS
11.49% 3.55% $165.0M 2.3M $54.6M 708,348 +1.6M +225.41% Add NVENT ELECTRIC PLC NVT
8.07% 9.25% $115.9M 683,347 $142.2M 1.2M -518,564 -43.14% Reduce OWENS CORNING NEW COM OC
7.81% 4.05% $112.1M 705,286 $62.2M 574,854 +130,432 +22.69% Add R RALLIANT CORP COM RAL
5.03% 3.08% $72.2M 980,665 $47.3M 1.1M -156,300 -13.75% Reduce CONSOLIDATED EDISON INC ED
4.77% — $68.5M 619,179 $0 0 +619,179 New Buy PENTAIR PLC PNR
4.15% 3.21% $59.7M 778,135 $49.3M 565,871 +212,264 +37.51% Add XCEL ENERGY INC COM XEL
2.41% — $34.6M 430,722 $0 0 +430,722 New Buy FORTIVE CORP COM FTV
2.18% 2.61% $31.3M 512,269 $40.1M 724,981 -212,712 -29.34% Reduce TIMKEN CO TKR
1.57% 2.17% $22.6M 155,419 $33.4M 331,740 -176,321 -53.15% Reduce EATON CORP PLC ETN
1.24% 2.06% $17.9M 41,909 $31.7M 88,514 -46,605 -52.65% Reduce EQT CORP EQT
0.59% 3.08% $8.4M 158,258 $47.4M 744,509 -586,251 -78.74% Reduce 
