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% |