Sustainable funds monthly chartbook: June 2026

Research evidence excerpt

Sustainable funds monthly chartbook: June 2026

Top 20 stocks with largest Sustainable ownership

Price Upside/Downside 6M % Free-

Company BB Ticker Sector Region Analyst Rating Price P/E (x) Crowdedness

Currency to PT (%) Volume Float

China Railway Group Limited - H 390 HK Construction & Engineering Asia Ex Jenny Qiu, CFA OW HKD 3.59 47.6 3.3 36479750 54.4 95.0

Array Technologies ARRY US Electrical Components & Equipment North America Mark Strouse, CFA OW USD 8 25 10.7 5893384 8.1 98.2

Shoals SHLS US Electrical Components & Equipment North America Mark Strouse, CFA OW USD 10.42 -4 23.4 5093602 7.0 97.9

GWA Group GWA AU Building Products Australia Lee Power N AUD 2.36 27.1 12.6 564548.6 97.6 80.8

Itron ITRI US Electronic Equipment & Instruments North America Mark Strouse, CFA OW USD 80.81 38.6 13.3 861693.6 10.1 98.3

Semiconductor Materials &

SolarEdge Technologies SEDG US North America Mark Strouse, CFA N USD 58.05 -39.7 200.4 3568609 2.5 97.6

Equipment

Enphase Energy ENPH US North America Mark Strouse, CFA N USD 52.28 -33.1 27.4 7258599 2.6 96.9

Canadian Solar CSIQ US Semiconductors North America Mark Strouse, CFA UW USD 16.27 -44.7 - 2968238 3.3 64.4

HA Sustainable Infrastructure

HASI US Specialized Finance North America Mark Strouse, CFA OW USD 39.06 28 13 997977.2 17.9 99.2

Capital Inc

Landis+Gyr Group LAND SW Electronic Equipment & Instruments Europe Akash Gupta N CHF 47.5 15.8 14.5 77500.6 49.9 89.2

Core & Main CNM US Trading Companies & Distributors North America Chigusa Katoku NR USD 48.58 - - 2366608 10.5 99.8

Sunrun Inc. RUN US Electrical Components & Equipment North America Mark Strouse, CFA OW USD 13.52 62.7 - 8892845 3.4 96.9

Nextpower NXT US Electrical Components & Equipment North America Mark Strouse, CFA OW USD 125.9 38.2 26.7 2069592 9.0 96.2