Top holdings | Sector allocation | (%) |
---|---|---|
Constellation Energy Corp | Diversified Technology | 9.30% |
NVIDIA Corp | Computer Electronics | 8.06% |
Waste Management Inc | Professional Services | 6.16% |
Linde PLC | Chemicals and Gases | 6.13% |
Quanta Services Inc | Construction | 6.04% |
Nextracker Inc Cl A | Diversified Technology | 5.81% |
Comfort Systems USA Inc | Manufacturing | 5.75% |
Clean Harbors Inc | Professional Services | 5.72% |
GFL Environmental Inc | Professional Services | 5.42% |
Kingspan Group PLC | Construction | 4.80% |
Schneider Electric SE | Manufacturing | 4.70% |
Core & Main Inc Cl A | Manufacturing | 4.55% |
Cameco Corp | Metals and Mining | 4.26% |
ARM HOLDINGS PLC ADR | Other | 3.73% |
Vertiv Holdings Co Cl A | Manufacturing | 3.36% |