| Top holdings | Sector allocation | (%) |
|---|---|---|
| Constellation Energy Corp | Diversified Technology | 9.58% |
| NVIDIA Corp | Computer Electronics | 8.65% |
| Quanta Services Inc | Construction | 6.10% |
| Waste Management Inc | Professional Services | 5.99% |
| Linde PLC | Chemicals and Gases | 5.96% |
| Clean Harbors Inc | Professional Services | 5.94% |
| Comfort Systems USA Inc | Manufacturing | 5.61% |
| Nextracker Inc Cl A | Diversified Technology | 5.46% |
| Core & Main Inc Cl A | Manufacturing | 5.12% |
| Cameco Corp | Metals and Mining | 4.93% |
| GFL Environmental Inc | Professional Services | 4.86% |
| Vertiv Holdings Co Cl A | Manufacturing | 4.58% |
| Kingspan Group PLC | Construction | 4.55% |
| Schneider Electric SE | Manufacturing | 4.40% |
| ARM HOLDINGS PLC ADR | Other | 3.10% |