| Top holdings | Sector allocation | (%) |
|---|---|---|
| Constellation Energy Corp | Diversified Technology | 7.71% |
| NVIDIA Corp | Computer Electronics | 7.03% |
| Quanta Services Inc | Construction | 6.54% |
| Clean Harbors Inc | Professional Services | 6.17% |
| GE VERNOVA LLC | Other | 6.09% |
| Linde PLC | Chemicals and Gases | 6.02% |
| Schneider Electric SE | Manufacturing | 5.88% |
| Comfort Systems USA Inc | Manufacturing | 5.84% |
| GFL Environmental Inc | Professional Services | 4.50% |
| Kingspan Group PLC | Construction | 4.02% |
| Core & Main Inc Cl A | Manufacturing | 3.94% |
| Cameco Corp | Metals and Mining | 3.83% |
| NextEra Energy Inc | Electric Utilities | 3.14% |
| Cie de Saint Gobain SA | Construction | 3.04% |
| Fortum Oyj | Electric Utilities | 3.01% |