| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|
| 1.345.917.167 $ | 91,27 | 11.304.715 | |||||
| GENERAL ELECTRIC | GENERAL ELECTRIC 0.00000000 | EC | 369604301 | Long | 112.463.847 $ | 7,63 | 387.900 |
| VERTIV HOLDINGS CO-A | VERTIV HOLDINGS CO-A 0.00000000 | EC | 92537N108 | Long | 103.973.983 $ | 7,05 | 316.521 |
| SAFRAN SA /EUR/ | SAFRAN SA /EUR/ 0.00000000 | EC | F4035A557 | Long | 82.240.324 $ | 5,58 | 256.675 |
| BROADCOM INC | BROADCOM INC 0.00000000 | EC | 11135F101 | Long | 77.273.389 $ | 5,24 | 185.117 |
| GE VERNOVA INC | GE VERNOVA INC 0.00000000 | EC | 36828A101 | Long | 71.318.755 $ | 4,84 | 65.825 |
| POWELL INDUSTRIES INC | POWELL INDUSTRIES INC 0.00000000 | EC | 739128106 | Long | 64.373.499 $ | 4,37 | 232.169 |
| APPLIED MATERIALS INC | APPLIED MATERIALS INC 0.00000000 | EC | 038222105 | Long | 62.045.387 $ | 4,21 | 157.280 |
| TRANE TECHNOLOGIES PLC | TRANE TECHNOLOGIES PLC 0.00000000 | EC | G8994E103 | Long | 61.324.678 $ | 4,16 | 124.507 |
| KLA CORP | KLA CORP 0.00000000 | EC | 482480100 | Long | 58.734.745 $ | 3,98 | 33.556 |
| VENTURE GLOBAL INC-CL A | VENTURE GLOBAL INC-CL A 0.00000000 | EC | 92333F101 | Long | 56.514.648 $ | 3,83 | 4.258.828 |
| SANDVIK AB /SEK/ | SANDVIK AB /SEK/ 0.00000000 | EC | W74857165 | Long | 53.812.256 $ | 3,65 | 1.296.881 |
| EXXON MOBIL CORP | EXXON MOBIL CORP 0.00000000 | EC | 30231G102 | Long | 53.459.758 $ | 3,63 | 346.399 |
| BLOOM ENERGY CORP- A | BLOOM ENERGY CORP- A 0.00000000 | EC | 093712107 | Long | 49.033.464 $ | 3,33 | 173.043 |
| AIRBUS SE /EUR/ | AIRBUS SE /EUR/ 0.00000000 | EC | N0280G100 | Long | 48.464.368 $ | 3,29 | 236.126 |
| QNITY ELECTRONICS INC | QNITY ELECTRONICS INC 0.00000000 | EC | 74743L100 | Long | 47.411.282 $ | 3,22 | 337.063 |
| ARISTA NETWORKS INC | ARISTA NETWORKS INC 0.00000000 | EC | 040413205 | Long | 44.517.211 $ | 3,02 | 257.757 |
| SIEMENS ENERGY AG /EUR/ | SIEMENS ENERGY AG /EUR/ 0.00000000 | EC | D6T47E106 | Long | 37.555.575 $ | 2,55 | 177.201 |
| CAMECO CORP | CAMECO CORP 0.00000000 | EC | 13321L108 | Long | 35.562.251 $ | 2,41 | 289.030 |
| CATERPILLAR INC | CATERPILLAR INC 0.00000000 | EC | 149123101 | Long | 35.097.927 $ | 2,38 | 39.431 |
| QUANTA SERVICES INC | QUANTA SERVICES INC 0.00000000 | EC | 74762E102 | Long | 33.414.832 $ | 2,27 | 45.914 |
| MIRION TECHNOLOGIES INC | MIRION TECHNOLOGIES INC 0.00000000 | EC | 60471A101 | Long | 33.043.962 $ | 2,24 | 1.673.112 |
| SCHNEIDER ELEC SA /EUR/ | SCHNEIDER ELEC SA /EUR/ 0.00000000 | EC | F86921107 | Long | 32.575.257 $ | 2,21 | 103.334 |
| UNION PACIFIC CORP | UNION PACIFIC CORP 0.00000000 | EC | 907818108 | Long | 32.323.587 $ | 2,19 | 119.948 |
| REPUBLIC SERVICES INC | REPUBLIC SERVICES INC 0.00000000 | EC | 760759100 | Long | 30.077.886 $ | 2,04 | 143.762 |
| MARTIN MARIETTA MATERIALS | MARTIN MARIETTA MATERIALS 0.00000000 | EC | 573284106 | Long | 29.304.298 $ | 1,99 | 47.336 |
| 1.345.917.167 $ | 91,27 | 11.304.715 |