| Top holdings | Sector allocation | (%) |
|---|---|---|
| Constellation Energy Corp | Diversified Technology | 9.67% |
| NVIDIA Corp | Computer Electronics | 9.11% |
| NextEra Energy Inc | Electric Utilities | 5.70% |
| Quanta Services Inc | Construction | 5.63% |
| Comfort Systems USA Inc | Manufacturing | 5.59% |
| Clean Harbors Inc | Professional Services | 5.55% |
| Cameco Corp | Metals and Mining | 5.48% |
| Nextracker Inc Cl A | Diversified Technology | 5.29% |
| Vertiv Holdings Co Cl A | Manufacturing | 5.18% |
| Schneider Electric SE | Manufacturing | 4.65% |
| Core & Main Inc Cl A | Manufacturing | 4.47% |
| GE VERNOVA LLC | Other | 4.32% |
| Linde PLC | Chemicals and Gases | 4.24% |
| Kingspan Group PLC | Construction | 4.13% |
| GFL Environmental Inc | Professional Services | 3.85% |