| 1 | ASML HOLDING NVASML.AS | 5,3% |
| 2 | BROADCOM INCAVGO | 4,53% |
| 3 | APPLIED MATERIALS INCAMAT | 4,34% |
| 4 | TAIWAN SEMICONDUCTOR-SP ADRTSM | 4,21% |
| 5 | ECOLAB INCECL | 3,48% |
| 6 | SCHNEIDER ELEC SASU.PA | 3,47% |
| 7 | CADENCE DESIGN SYS INCCDNS | 3,36% |
| 8 | MARVELL TECHNOLOGY INCMRVL | 3,2% |
| 9 | INFINEON TECHNOLOGIES AGIFX.DE | 3,19% |
| 10 | TRANE TECHNOLOGIES PLCTT | 3,13% |
| 11 | CONTEMPORARY AMPEREX TEC3750.HK | 2,72% |
| 12 | ANALOG DEVICES INCADI | 2,43% |
| 13 | NXP SEMICONDUCTORS NVNXPI | 2,42% |
| 14 | AUTODESK INCADSK | 2,04% |
| 15 | LAM RESEARCH CORPLRCX | 1,93% |
| 16 | EATON CORP PLCETN | 1,76% |
| 17 | UNITED RENTALS INCURI | 1,75% |
| 18 | NOVONESIS (NOVOZYMES) BNSIS-B.CO | 1,73% |
| 19 | VERTIV HOLDINGS CO-AVRT | 1,72% |
| 20 | REPUBLIC SERVICES INCRSG | 1,69% |
| 21 | ASM INTERNATIONAL NVASM.AS | 1,6% |
| 22 | PACKAGING CORP OF AMERICAPKG | 1,59% |
| 23 | ROCKWELL AUTOMATION INCROK | 1,54% |
| 24 | FIRST SOLAR INCFSLR | 1,48% |
| 25 | LINDE PLCLIN | 1,46% |
| 26 | SYNOPSYS INCSNPS | 1,35% |
| 27 | IBERDROLA SAIBE.MC | 1,34% |
| 28 | NEXTPOWER INCNXT | 1,31% |
| 29 | SIEMENS AG-REGSIE.DE | 1,28% |
| 30 | QUANTA SERVICES INCPWR | 1,24% |
| 31 | HITACHI LTD6501.T | 1,21% |
| 32 | CARRIER GLOBAL CORPCARR | 1,21% |
| 33 | XYLEM INCXYL | 1,17% |
| 34 | NVENT ELECTRIC PLCNVT | 1,17% |
| 35 | THERMO FISHER SCIENTIFIC INCTMO | 1,16% |
| 36 | KEYENCE CORP6861.T | 1,16% |
| 37 | GFL ENVIRONMENTAL INC-SUB VTGFL | 1,15% |
| 38 | ON SEMICONDUCTORON | 1,14% |
| 39 | BELIMO HOLDING AG-REGBEAN.SW | 1,11% |
| 40 | KLA CORPKLAC | 1,08% |
| 41 | TOKYO ELECTRON LTD8035.T | 1,07% |
| 42 | SAP SESAP.DE | 1,05% |
| 43 | NEXTERA ENERGY INCNEE | 1,01% |
| 44 | SPIE SASPIE.PA | 1,01% |
| 45 | HYOSUNG HEAVY INDUSTRIES298040.KS | 0,99% |
| 46 | SPROUTS FARMERS MARKET INCSFM | 0,96% |
| 47 | ARISTA NETWORKS INCANET | 0,94% |
| 48 | LITTELFUSE INCLFUS | 0,93% |
| 49 | COHERENT CORPCOHR | 0,88% |
| 50 | SK HYNIX INC000660.KS | 0,82% |
| 51 | TETRA TECH INCTTEK | 0,78% |
| 52 | CINTAS CORPCTAS | 0,75% |
| 53 | INGERSOLL-RAND INCIR | 0,75% |
| 54 | RWE AGRWE.DE | 0,73% |
| 55 | WASTE MANAGEMENT INCWM | 0,64% |
| 56 | SIG COMBIBLOC GROUP AGSIGN.SW | 0,6% |
| 57 | SWECO AB-B SHSSWEC-B.ST | 0,52% |
| 58 | PTC INCPTC | 0,51% |
| 59 | LG ENERGY SOLUTION373220.KS | 0,5% |
| 60 | CASHUSD | 0,33% |
| 61 | CASHEUR | 0,04% |
| 62 | CASHCHF | 0,02% |
| 63 | CASHDKK | 0,01% |
| 64 | CASHHKD | 0,01% |
| 65 | CASHGBP | 0,01% |
| 66 | CASHJPY | 0% |
| 67 | CASHSEK | 0% |
| 68 | CASHCAD | 0% |
| 69 | NET OTHER ASSETS | -0% |