The top 15 holdings make up 79.19% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| GE Vernova Inc |
Electric Utilities |
8.29% |
| NextEra Energy Inc |
Electric Utilities |
7.59% |
| Constellation Energy Corp |
Diversified Technology |
6.88% |
| Linde PLC |
Chemicals and Gases |
6.25% |
| Siemens Energy AG |
Diversified Energy |
6.24% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
5.79% |
| Clean Harbors Inc |
Professional Services |
5.33% |
| Quanta Services Inc |
Construction |
5.18% |
| NVIDIA Corp |
Computer Electronics |
5.17% |
| Schneider Electric SE |
Manufacturing |
4.77% |
| GFL Environmental Inc |
Professional Services |
4.52% |
| Johnson Controls International PLC |
Manufacturing |
3.67% |
| Infineon Technologies AG Cl N |
Computer Electronics |
3.49% |
| LEGENCE CORP |
Other |
3.10% |
| Vertiv Holdings Co Cl A |
Manufacturing |
2.92% |