| Top holdings | Sector allocation | (%) |
|---|---|---|
| NVIDIA Corp | Computer Electronics | 9.02% |
| Constellation Energy Corp | Diversified Technology | 8.86% |
| Clean Harbors Inc | Professional Services | 5.72% |
| GE VERNOVA LLC | Other | 5.60% |
| NextEra Energy Inc | Electric Utilities | 5.44% |
| Comfort Systems USA Inc | Manufacturing | 5.13% |
| Quanta Services Inc | Construction | 5.12% |
| Schneider Electric SE | Manufacturing | 5.07% |
| Linde PLC | Chemicals and Gases | 4.94% |
| Cameco Corp | Metals and Mining | 4.80% |
| GFL Environmental Inc | Professional Services | 4.71% |
| Vertiv Holdings Co Cl A | Manufacturing | 4.52% |
| Nextracker Inc Cl A | Diversified Technology | 4.43% |
| Core & Main Inc Cl A | Manufacturing | 3.75% |
| Kingspan Group PLC | Construction | 3.62% |