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Foresight Group Ltd Liability Partnership Top Holdings and 13F Report (2025)

About Foresight Group Ltd Liability Partnership

Investment Activity

  • Foresight Group Ltd Liability Partnership has $704.86 million in total holdings as of December 31, 2024.
  • Foresight Group Ltd Liability Partnership owns shares of 60 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 4.11% of the portfolio was purchased this quarter.
  • About 10.99% of the portfolio was sold this quarter.
  • This quarter, Foresight Group Ltd Liability Partnership has purchased 62 new stocks and bought additional shares in 7 stocks.
  • Foresight Group Ltd Liability Partnership sold shares of 39 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Autodesk
$33,142,255
TE CONNECTIVITY PLC
$32,168,742
Trimble
$31,733,275
Xylem
$30,908,320
Ecolab
$30,581,440

Largest New Holdings this Quarter

670100205 - Novo Nordisk A/S
$8,640,044 Holding
27616P301 - EASTERLY GOVT PPTYS INC
$8,391,989 Holding
516544103 - Lantheus
$5,609,047 Holding

Largest Purchases this Quarter

Novo Nordisk A/S
124,919 shares (about $8.64M)
EASTERLY GOVT PPTYS INC
377,423 shares (about $8.39M)
Lantheus
68,520 shares (about $5.61M)
Ventas
45,484 shares (about $2.86M)
Equinix
2,060 shares (about $1.62M)

Largest Sales this Quarter

LINDE PLC
15,492 shares (about $7.27M)
TE CONNECTIVITY PLC
35,596 shares (about $6.00M)
American Tower
26,528 shares (about $5.79M)
Ecolab
16,218 shares (about $4.37M)
Agilent Technologies
36,323 shares (about $4.29M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofForesight Group Ltd Liability Partnership

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Autodesk, Inc. stock logo
ADSK
Autodesk
$33,142,255$2,815,230 -7.8%107,0594.7%Computer and Technology
TE CONNECTIVITY PLC
$32,168,742$6,003,977 -15.7%190,7204.6%ORD SHS
Trimble Inc. stock logo
TRMB
Trimble
$31,733,275$3,378,679 -9.6%417,6534.5%Industrials
Xylem Inc. stock logo
XYL
Xylem
$30,908,320$4,027,387 -11.5%239,0084.4%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$30,581,440$4,369,778 -12.5%113,5004.3%Basic Materials
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$29,130,787$1,890,744 -6.1%173,8844.1%Industrials
STERIS plc stock logo
STE
STERIS
$27,169,603$342,314 -1.2%113,1033.9%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$27,166,187$3,041,517 -10.1%195,8923.9%Medical
American Tower Corporation stock logo
AMT
American Tower
$25,288,516$5,790,510 -18.6%115,8543.6%Finance
LINDE PLC
$24,757,690$7,268,536 -22.7%52,7683.5%SHS
SMURFIT WESTROCK PLC
$24,628,639$296,095 -1.2%570,7683.5%SHS
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$23,388,638$4,286,477 -15.5%198,1923.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$21,249,643$2,475,671 -10.4%52,3933.0%Medical
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$20,984,638$2,377,083 -10.2%122,2843.0%Finance
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$19,961,704$316,469 1.6%1,148,9372.8%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$18,706,484$1,621,790 9.5%23,7612.7%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$16,531,137$1,069,060 -6.1%118,8352.3%Utilities
Silicon Laboratories, Inc. stock logo
SLAB
Silicon Laboratories
$16,230,525$1,520,608 -8.6%110,1422.3%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$15,433,033$854,751 -5.2%283,8522.2%Energy
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$14,272,335$1,466,451 -9.3%75,5152.0%Consumer Discretionary
VERALTO CORP
$14,183,576$487,387 -3.3%140,5012.0%COM SHS
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$13,140,792$148,615 -1.1%114,3291.9%Construction
Trane Technologies plc stock logo
TT
Trane Technologies
$12,834,394$207,993 -1.6%29,3721.8%Construction
Power Integrations, Inc. stock logo
POWI
Power Integrations
$12,343,670$133,098 -1.1%220,8171.8%Computer and Technology
ATS Corporation stock logo
ATS
ATS
$12,152,506$142,655 -1.2%381,8121.7%Industrials
First Solar, Inc. stock logo
FSLR
First Solar
$11,945,697$445,137 3.9%72,1621.7%Energy
Icon Plc stock logo
ICLR
Icon
$11,662,216$97,425 -0.8%80,2021.7%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$11,542,575$336,156 -2.8%34,7491.6%Computer and Technology
Clearway Energy, Inc. stock logo
CWEN
Clearway Energy
$11,318,284$297,371 -2.6%352,7131.6%Energy
Danaher Corporation stock logo
DHR
Danaher
$10,954,976$140,846 -1.3%55,4571.6%Medical
Ventas, Inc. stock logo
VTR
Ventas
$9,991,605$2,862,134 40.1%158,7831.4%Finance
Genmab A/S Sponsored ADR stock logo
GMAB
Genmab A/S
$9,932,535$148,553 -1.5%48,0071.4%Medical
Globus Medical, Inc. stock logo
GMED
Globus Medical
$9,541,822$129,372 -1.3%161,6711.4%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$8,640,044$8,640,044 New Holding124,9191.2%Medical
EASTERLY GOVT PPTYS INC
$8,391,989$8,391,989 New Holding377,4231.2%COM SHS
Crown Castle Inc. stock logo
CCI
Crown Castle
$8,307,179$928,499 12.6%82,2131.2%Finance
BROOKFIELD RENEWABLE CORP
$7,158,060$273,114 -3.7%218,4001.0%CL A EX SUB VTG
APTIV PLC
$7,128,171$67,265 -0.9%104,4881.0%COM SHS
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$5,609,047$5,609,047 New Holding68,5200.8%Medical
Potlatch Corporation stock logo
PCH
Potlatch
$2,316,193$326,853 -12.4%59,5040.3%Construction
Weyerhaeuser Company stock logo
WY
Weyerhaeuser
$2,272,783$244,158 -9.7%87,9390.3%Construction
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$1,867,768$199,500 -9.7%51,9980.3%Finance
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$1,561,074$117,809 -7.0%10,5610.2%Finance
Kilroy Realty Corporation stock logo
KRC
Kilroy Realty
$1,452,4470.0%41,7670.2%Finance
Americold Realty Trust Inc. stock logo
COLD
Americold Realty Trust
$1,389,0860.0%82,3650.2%Finance
Prologis, Inc. stock logo
PLD
Prologis
$1,387,969$2,713,127 -66.2%13,1480.2%Finance
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$1,250,558$344,334 -21.6%17,0550.2%Finance
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$1,227,531$1,161,928 -48.6%33,9050.2%Finance
Agree Realty Corporation stock logo
ADC
Agree Realty
$1,219,8450.0%16,8650.2%Finance
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$1,162,7470.0%33,3070.2%Finance
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$1,090,314$280,063 -20.4%10,3790.2%Construction
Deere & Company stock logo
DE
Deere & Company
$1,016,2630.0%1,9810.1%Industrials
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$916,3530.0%18,7030.1%Transportation
Vertiv Holdings Co. stock logo
VRT
Vertiv
$792,943$141,733 21.8%6,2380.1%Computer and Technology
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$733,4030.0%5,9970.1%Business Services
Owens Corning Inc stock logo
OC
Owens Corning
$662,898$38,109 6.1%4,8010.1%Construction
Vital Farms, Inc. stock logo
VITL
Vital Farms
$647,8610.0%16,6910.1%Consumer Staples
Rayonier Inc. stock logo
RYN
Rayonier
$612,6360.0%27,6960.1%Construction
DigitalBridge Group, Inc. stock logo
DBRG
DigitalBridge Group
$577,8900.0%56,3520.1%Finance
Commercial Metals Company stock logo
CMC
Commercial Metals
$485,9410.0%9,7130.1%Basic Materials
Easterly Government Properties, Inc. stock logo
DEA
Easterly Government Properties
$0$10,704,666 -100.0%00.0%Finance
CHENIERE ENERGY INC
$0$2,590,820 -100.0%00.0%COM NEW
CSX Corporation stock logo
CSX
CSX
$0$1,504,350 -100.0%00.0%Transportation
BXP, Inc. stock logo
BXP
BXP
$0$1,055,689 -100.0%00.0%Finance
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$0$313,388 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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