The top 15 holdings make up 78.14% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| GE Vernova Inc |
Electric Utilities |
10.36% |
| Linde PLC |
Chemicals and Gases |
7.63% |
| NextEra Energy Inc |
Electric Utilities |
6.88% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
6.86% |
| Clean Harbors Inc |
Professional Services |
6.26% |
| Quanta Services Inc |
Construction |
5.45% |
| Infineon Technologies AG Cl N |
Computer Electronics |
5.24% |
| Siemens Energy AG |
Diversified Energy |
5.09% |
| Cameco Corp |
Metals and Mining |
4.37% |
| RWE AG |
Diversified Utilities |
3.60% |
| NVIDIA Corp |
Computer Electronics |
3.51% |
| Iberdrola SA |
Electric Utilities |
3.48% |
| Johnson Controls International PLC |
Manufacturing |
3.33% |
| Solstice Advanced Materials Inc |
Chemicals and Gases |
3.32% |
| Nextracker Inc Cl A |
Diversified Technology |
2.76% |