| Top holdings | Sector allocation | (%) |
|---|---|---|
| Constellation Energy Corp | Diversified Technology | 8.59% |
| GE VERNOVA LLC | Other | 7.39% |
| Quanta Services Inc | Construction | 6.97% |
| NVIDIA Corp | Computer Electronics | 6.96% |
| Clean Harbors Inc | Professional Services | 6.65% |
| Linde PLC | Chemicals and Gases | 6.16% |
| Comfort Systems USA Inc | Manufacturing | 6.02% |
| Schneider Electric SE | Manufacturing | 6.00% |
| GFL Environmental Inc | Professional Services | 4.87% |
| Johnson Controls International PLC | Manufacturing | 4.04% |
| Cie de Saint Gobain SA | Construction | 4.03% |
| NextEra Energy Inc | Electric Utilities | 3.21% |
| Fortum Oyj | Electric Utilities | 3.03% |
| Eaton Corp PLC | Manufacturing | 2.95% |
| Waste Management Inc | Professional Services | 2.81% |