| 1 | Eaton Corp PLCETN | 8,89% |
| 2 | GE Vernova IncGEV | 8,83% |
| 3 | Vertiv Holdings CoVRT | 7,87% |
| 4 | Quanta Services IncPWR | 7,79% |
| 5 | Bloom Energy CorpBE | 4,88% |
| 6 | NVIDIA CorpNVDA | 4,67% |
| 7 | Constellation Energy CorpCEG | 4,5% |
| 8 | Cameco CorpCCJ | 4,08% |
| 9 | Broadcom IncAVGO | 3,91% |
| 10 | Advanced Micro Devices IncAMD | 2,36% |
| 11 | nVent Electric PLCNVT | 2,05% |
| 12 | Dominion Energy IncD | 2,04% |
| 13 | Xcel Energy IncXEL | 1,99% |
| 14 | Vistra CorpVST | 1,97% |
| 15 | Hubbell IncHUBB | 1,94% |
| 16 | Public Service Enterprise Group IncPEG | 1,5% |
| 17 | MasTec IncMTZ | 1,32% |
| 18 | BWX Technologies IncBWXT | 1,21% |
| 19 | Sterling Infrastructure IncSTRL | 1,19% |
| 20 | PG&E CorpPCG | 1,14% |
| 21 | Generac Holdings IncGNRC | 1,01% |
| 22 | NexGen Energy LtdNXGPF | 0,89% |
| 23 | Valmont Industries IncVMI | 0,84% |
| 24 | Evergy IncEVRG | 0,75% |
| 25 | MARVELL TECHNOLOGY INCMRVL | 0,73% |
| 26 | Oklo IncOKLO | 0,67% |
| 27 | EnerSysENS | 0,66% |
| 28 | Dycom Industries IncDY | 0,66% |
| 29 | Uranium Energy CorpUEC | 0,66% |
| 30 | Itron IncITRI | 0,62% |
| 31 | NuScale Power CorpSMR | 0,58% |
| 32 | Atkore IncATKR | 0,57% |
| 33 | Denison Mines CorpDNN | 0,57% |
| 34 | Argan IncAGX | 0,56% |
| 35 | Equinix IncEQIX | 0,55% |
| 36 | Centrus Energy CorpLEU | 0,55% |
| 37 | Energy Fuels Inc/CanadaUUUU | 0,55% |
| 38 | Talen Energy CorpTLN | 0,55% |
| 39 | Nebius Group NVNBIS | 0,51% |
| 40 | Digital Realty Trust IncDLR | 0,46% |
| 41 | AES Corp/TheAES | 0,45% |
| 42 | Forgent Power Solutions IncFPS | 0,43% |
| 43 | Astera Labs IncALAB | 0,42% |
| 44 | X-Energy IncXE | 0,38% |
| 45 | Pinnacle West Capital CorpPNW | 0,38% |
| 46 | ARM Holdings PLCARM | 0,37% |
| 47 | Preformed Line Products CoPLPC | 0,37% |
| 48 | FuelCell Energy IncFCEL | 0,36% |
| 49 | MYR Group IncMYRG | 0,36% |
| 50 | Net Power IncNPWR | 0,35% |
| 51 | DigitalBridge Group IncDBRG | 0,35% |
| 52 | Power Solutions International IncPSIX | 0,35% |
| 53 | American Superconductor CorpAMSC | 0,34% |
| 54 | IREN LtdIREN | 0,34% |
| 55 | Bit Digital IncBTBT | 0,33% |
| 56 | Riot Platforms IncRIOT | 0,33% |
| 57 | GDS Holdings LtdGDS | 0,33% |
| 58 | Lattice Semiconductor CorpLSCC | 0,32% |
| 59 | HUT 8 CORPHUT | 0,32% |
| 60 | Ur-Energy IncURG | 0,31% |
| 61 | MARA Holdings IncMARA | 0,31% |
| 62 | Energy Vault Holdings IncNRGV | 0,31% |
| 63 | Encore Energy CorpEU | 0,31% |
| 64 | Hive Digital Technologies LtdHIVE | 0,3% |
| 65 | Cipher Digital IncCIFR | 0,3% |
| 66 | NANO Nuclear Energy IncNNE | 0,3% |
| 67 | Shoals Technologies Group IncSHLS | 0,3% |
| 68 | Cleanspark IncCLSK | 0,29% |
| 69 | Eos Energy Enterprises IncEOSE | 0,29% |
| 70 | Whitefiber IncWYFI | 0,29% |
| 71 | Bitdeer Technologies GroupBTDR | 0,26% |
| 72 | TXNM Energy IncTXNM | 0,26% |
| 73 | Terawulf IncWULF | 0,26% |
| 74 | Vnet Group IncVNET | 0,25% |
| 75 | Applied Digital CorpAPLD | 0,24% |
| 76 | Core Scientific IncCORZ | 0,24% |
| 77 | Keel Infrastructure CorpKEEL | 0,23% |
| 78 | Rambus IncRMBS | 0,23% |
| 79 | Portland General Electric CoPOR | 0,22% |
| 80 | Fluence Energy IncFLNC | 0,2% |
| 81 | First American Government Obligations Fund 12/01/2031 | 0,2% |
| 82 | Solv Energy IncMWH | 0,13% |
| 83 | Cash & Other | 0,02% |