The top 15 holdings make up 82.84% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| GE Vernova Inc |
Electric Utilities |
8.99% |
| NextEra Energy Inc |
Electric Utilities |
8.78% |
| Linde PLC |
Chemicals and Gases |
7.25% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
7.14% |
| Quanta Services Inc |
Construction |
6.97% |
| Siemens Energy AG |
Diversified Energy |
6.56% |
| Infineon Technologies AG Cl N |
Computer Electronics |
5.88% |
| Cameco Corp |
Metals and Mining |
5.44% |
| NVIDIA Corp |
Computer Electronics |
4.30% |
| Iberdrola SA |
Electric Utilities |
3.80% |
| Primoris Services Corp |
Construction |
3.75% |
| Eaton Corp PLC |
Manufacturing |
3.70% |
| Comfort Systems USA Inc |
Manufacturing |
3.56% |
| Johnson Controls International PLC |
Manufacturing |
3.37% |
| Schneider Electric SE |
Manufacturing |
3.35% |