| Top holdings | Sector allocation | (%) |
|---|---|---|
| Constellation Energy Corp | Diversified Technology | 9.66% |
| Clean Harbors Inc | Professional Services | 7.98% |
| Quanta Services Inc | Construction | 7.68% |
| Linde PLC | Chemicals and Gases | 6.91% |
| NVIDIA Corp | Computer Electronics | 6.39% |
| GE VERNOVA LLC | Other | 6.13% |
| GFL Environmental Inc | Professional Services | 5.65% |
| Siemens Energy AG | Diversified Energy | 5.49% |
| Comfort Systems USA Inc | Manufacturing | 5.43% |
| Johnson Controls International PLC | Manufacturing | 5.30% |
| NextEra Energy Inc | Electric Utilities | 5.07% |
| Cie de Saint Gobain SA | Construction | 4.80% |
| Schneider Electric SE | Manufacturing | 4.57% |
| RWE AG | Diversified Utilities | 3.59% |
| Cadence Design Systems Inc | Information Technology | 2.98% |