| Top holdings | Sector allocation | (%) |
|---|---|---|
| Linde PLC | Chemicals and Gases | 8.33% |
| Clean Harbors Inc | Professional Services | 7.23% |
| Constellation Energy Corp | Diversified Technology | 7.19% |
| Quanta Services Inc | Construction | 7.15% |
| Siemens Energy AG | Diversified Energy | 6.67% |
| NVIDIA Corp | Computer Electronics | 6.41% |
| GFL Environmental Inc | Professional Services | 5.98% |
| Cie de Saint Gobain SA | Construction | 5.53% |
| GE Vernova Inc | Electric Utilities | 5.45% |
| Comfort Systems USA Inc | Manufacturing | 5.43% |
| NextEra Energy Inc | Electric Utilities | 5.00% |
| Johnson Controls International PLC | Manufacturing | 4.56% |
| Schneider Electric SE | Manufacturing | 4.20% |
| Eaton Corp PLC | Manufacturing | 2.65% |
| Kingspan Group PLC | Construction | 2.19% |