Ninety One Global Environment Fund
ADVISORS' INNER CIRCLE III

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Apr 30, 2024 → Jul 31, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Apr 2024 Shares Jul 2024 Δ shares End % Δ value
SPECTRIS PLC 0 6,888 6,888 0.94% $269.97K
Shimadzu Corporation 0 2,600 2,600 0.27% $76.35K
UNITED STATES DOLLAR 0 1 1 0.00% $487
ZAR/USD FWD 20260116 GSILGB2X 0 1 1 0.00% $40

No positions in this category.

Security Shares Apr 2024 Shares Jul 2024 Δ shares End % Δ value
IBERDROLA SA 178,361 186,558 8,197 8.59% $272.55K
NEXTERA ENERGY INC 31,312 31,825 513 8.48% $334.15K
ORSTED A/S 29,078 29,554 476 6.14% $160.23K
ANSYS INC 4,925 5,005 80 5.47% -$30.32K
SCHNEIDER ELECTR 5,427 5,516 89 4.63% $89.55K
AUTODESK INC 5,203 5,288 85 4.56% $201.43K
VESTAS WIND SYST 47,828 48,611 783 4.19% -$81.32K
APTIV PLC 14,696 16,671 1,975 4.03% $113.38K
INFINEON TECH 31,754 32,274 520 3.91% $16.90K
TETRA TECH INC 3,272 4,785 1,513 3.56% $383.23K
Wuxi Lead Intelligent Equipment Co. Ltd., Class A 399,181 405,702 6,521 3.30% -$275.79K
SUNGROW POWER -A 66,285 94,239 27,954 3.14% -$41.80K
XINYI SOLAR HLDS 1,678,000 1,706,000 28,000 2.82% -$345.25K
ZHEJIANG SANHU-A 255,831 260,018 4,187 2.32% -$107.99K
Croda International Public Limited Company 11,401 11,588 187 2.10% -$52.37K
INDUSTRIE DE NORA SPA 15,580 15,741 161 0.64% -$27.53K
Security Shares Apr 2024 Shares Jul 2024 Δ shares End % Δ value
WASTE MANAGEMENT INC 10,978 9,846 -1,132 6.96% -$288.25K
Receive CONTEMPORARY A-A Pay Overnight Rate -1 60,028 59,093 -935 5.31% -$156.39K
NOVOZYMES A S 23,565 22,762 -803 5.05% $141.37K
TE CONNECTIVITY 9,616 9,062 -554 4.88% $38.07K
ROCKWELL AUTOMATION INC 4,480 3,019 -1,461 2.93% -$372.66K
CARLISLE COS INC 2,387 1,488 -899 2.17% -$303.91K
TRANE TECHNOLOGI 1,771 1,571 -200 1.83% -$36.86K
Security Shares Apr 2024 Shares Jul 2024 Δ shares End % Δ value
VOLTRONIC POWER 9,000 9,000 0 1.79% $86.38K

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