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% |