The top 15 holdings make up 77.24% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
8.83% |
| Linde PLC |
Chemicals and Gases |
7.90% |
| NextEra Energy Inc |
Electric Utilities |
7.36% |
| GE Vernova Inc |
Electric Utilities |
7.22% |
| Infineon Technologies AG Cl N |
Computer Electronics |
6.86% |
| Cameco Corp |
Metals and Mining |
5.21% |
| Quanta Services Inc |
Construction |
5.07% |
| Clean Harbors Inc |
Professional Services |
4.46% |
| Siemens Energy AG |
Diversified Energy |
4.21% |
| NVIDIA Corp |
Computer Electronics |
4.00% |
| Iberdrola SA |
Electric Utilities |
3.42% |
| Solstice Advanced Materials Inc |
Chemicals and Gases |
3.41% |
| ARM Holdings PLC - ADR |
Computer Electronics |
3.19% |
| Schneider Electric SE |
Manufacturing |
3.10% |
| Nextracker Inc Cl A |
Diversified Technology |
3.00% |