| Top holdings | Sector allocation | (%) |
|---|---|---|
| Quanta Services Inc | Construction | 7.40% |
| Constellation Energy Corp | Diversified Technology | 7.29% |
| Waste Management Inc | Professional Services | 7.06% |
| Clean Harbors Inc | Professional Services | 6.95% |
| Kingspan Group PLC | Construction | 6.71% |
| NVIDIA Corp | Computer Electronics | 6.29% |
| Linde PLC | Chemicals and Gases | 5.93% |
| NextEra Energy Inc | Electric Utilities | 5.80% |
| ON Semiconductor Corp | Computer Electronics | 4.80% |
| GFL Environmental Inc | Professional Services | 4.48% |
| RWE AG | Diversified Utilities | 3.95% |
| Nextracker Inc Cl A | Diversified Technology | 3.68% |
| Samsung SDI Co Ltd | Computer Electronics | 3.59% |
| First Solar Inc | Diversified Energy | 3.53% |
| Waste Connections Inc | Professional Services | 3.36% |