| Top holdings | Sector allocation | (%) |
|---|---|---|
| Constellation Energy Corp | Diversified Technology | 9.65% |
| NVIDIA Corp | Computer Electronics | 8.28% |
| Comfort Systems USA Inc | Manufacturing | 6.13% |
| Quanta Services Inc | Construction | 6.08% |
| Vertiv Holdings Co Cl A | Manufacturing | 5.72% |
| Clean Harbors Inc | Professional Services | 5.60% |
| Cameco Corp | Metals and Mining | 5.20% |
| Schneider Electric SE | Manufacturing | 5.18% |
| NextEra Energy Inc | Electric Utilities | 5.14% |
| Core & Main Inc Cl A | Manufacturing | 5.06% |
| Nextracker Inc Cl A | Diversified Technology | 4.76% |
| GFL Environmental Inc | Professional Services | 4.51% |
| Kingspan Group PLC | Construction | 4.48% |
| Linde PLC | Chemicals and Gases | 3.87% |
| GE VERNOVA LLC | Other | 3.27% |