May 27, 2026
Announcement
| AAON INC |
| ADVANCED ENERGY INDUSTRIES INC |
| AMETEK INC |
| EATON CORPORATION PLC |
| ENERSYS |
| EOS ENERGY ENTERPRISES INC |
| FLUENCE ENERGY INC |
| GE VERNOVA LLC |
| GENERAC HOLDINGS INC |
| GRAHAM CORP |
| JABIL INC |
| Legence Corp |
| MODINE MANUFACTURING CO |
| OKLO INC |
| QUANTA SERVICES INC |
| SOLAREDGE TECHNOLOGIES INC |
| TESLA INC |
| THERMON GROUP HOLDINGS INC |
| TRANE TECHNOLOGIES PLC |
| VERTIV HOLDINGS CO |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.