The top 15 holdings make up 80.61% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| GE Vernova Inc |
Electric Utilities |
8.82% |
| NextEra Energy Inc |
Electric Utilities |
8.06% |
| Linde PLC |
Chemicals and Gases |
7.05% |
| Constellation Energy Corp |
Diversified Technology |
6.51% |
| Siemens Energy AG |
Diversified Energy |
6.46% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
6.04% |
| Clean Harbors Inc |
Professional Services |
5.36% |
| NVIDIA Corp |
Computer Electronics |
5.32% |
| Schneider Electric SE |
Manufacturing |
4.80% |
| Quanta Services Inc |
Construction |
4.59% |
| GFL Environmental Inc |
Professional Services |
4.17% |
| Johnson Controls International PLC |
Manufacturing |
3.69% |
| Eaton Corp PLC |
Manufacturing |
3.59% |
| Infineon Technologies AG Cl N |
Computer Electronics |
3.58% |
| Vertiv Holdings Co Cl A |
Manufacturing |
2.57% |