| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| Gesamt | 1.406.263.291 $ | 96,71 | 12.967.470 | ||||||
| GENERAL ELECTRIC | GENERAL ELECTRIC 0.00000000 | EC | 369604301 | Long | Börsenkurs (Stufe 1) | 147.614.657 $ | 10,15 | 409.961 | |
| SAFRAN SA /EUR/ | SAFRAN SA /EUR/ 0.00000000 | EC | F4035A557 | Long | Börsenkurs (Stufe 1) | 80.882.914 $ | 5,56 | 207.272 | |
| APPLIED MATERIALS INC | APPLIED MATERIALS INC 0.00000000 | EC | 038222105 | Long | Börsenkurs (Stufe 1) | 78.825.921 $ | 5,42 | 155.270 | |
| VENTURE GLOBAL INC-CL A | VENTURE GLOBAL INC-CL A 0.00000000 | EC | 92333F101 | Long | Börsenkurs (Stufe 1) | 76.387.196 $ | 5,25 | 5.709.058 | |
| VERTIV HOLDINGS CO-A | VERTIV HOLDINGS CO-A 0.00000000 | EC | 92537N108 | Long | Börsenkurs (Stufe 1) | 71.816.828 $ | 4,94 | 297.292 | |
| KLA CORP | KLA CORP 0.00000000 | EC | 482480100 | Long | Börsenkurs (Stufe 1) | 62.342.168 $ | 4,29 | 341.003 | |
| BROADCOM INC | BROADCOM INC 0.00000000 | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 61.368.824 $ | 4,22 | 157.647 | |
| AIRBUS SE /EUR/ | AIRBUS SE /EUR/ 0.00000000 | EC | N0280G100 | Long | Börsenkurs (Stufe 1) | 59.840.659 $ | 4,12 | 256.643 | |
| ARISTA NETWORKS INC | ARISTA NETWORKS INC 0.00000000 | EC | 040413205 | Long | Börsenkurs (Stufe 1) | 58.904.114 $ | 4,05 | 326.610 | |
| POWELL INDUSTRIES INC | POWELL INDUSTRIES INC 0.00000000 | EC | 739128106 | Long | Börsenkurs (Stufe 1) | 58.602.352 $ | 4,03 | 280.824 | |
| UNION PACIFIC CORP | UNION PACIFIC CORP 0.00000000 | EC | 907818108 | Long | Börsenkurs (Stufe 1) | 58.550.155 $ | 4,03 | 200.425 | |
| GE VERNOVA INC | GE VERNOVA INC 0.00000000 | EC | 36828A101 | Long | Börsenkurs (Stufe 1) | 51.104.906 $ | 3,51 | 51.606 | |
| BLOOM ENERGY CORP- A | BLOOM ENERGY CORP- A 0.00000000 | EC | 093712107 | Long | Börsenkurs (Stufe 1) | 50.008.743 $ | 3,44 | 242.985 | |
| QUANTA SERVICES INC | QUANTA SERVICES INC 0.00000000 | EC | 74762E102 | Long | Börsenkurs (Stufe 1) | 46.828.651 $ | 3,22 | 70.170 | |
| EXXONMOBIL HOLDINGS CORP | EXXONMOBIL HOLDINGS CORP 0.00000000 | EC | 30233Q108 | Long | Börsenkurs (Stufe 1) | 45.447.392 $ | 3,13 | 292.379 | |
| TRANE TECHNOLOGIES PLC | TRANE TECHNOLOGIES PLC 0.00000000 | EC | G8994E103 | Long | Börsenkurs (Stufe 1) | 43.407.234 $ | 2,99 | 95.411 | |
| TAIWAN SEMICONDUCTOR-SP ADR | TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ 0.00000000 | EC | 874039100 | Long | Börsenkurs (Stufe 1) | 41.835.428 $ | 2,88 | 103.489 | |
| QNITY ELECTRONICS INC | QNITY ELECTRONICS INC 0.00000000 | EC | 74743L100 | Long | Börsenkurs (Stufe 1) | 40.189.223 $ | 2,76 | 306.367 | |
| SANDVIK AB /SEK/ | SANDVIK AB /SEK/ 0.00000000 | EC | W74857165 | Long | Börsenkurs (Stufe 1) | 28.789.970 $ | 1,98 | 770.067 | |
| CATERPILLAR INC | CATERPILLAR INC 0.00000000 | EC | 149123101 | Long | Börsenkurs (Stufe 1) | 27.782.577 $ | 1,91 | 34.097 | |
| COMFORT SYSTEMS USA INC | COMFORT SYSTEMS USA INC 0.00000000 | EC | 199908104 | Long | Börsenkurs (Stufe 1) | 26.351.827 $ | 1,81 | 15.235 | |
| CHENIERE ENERGY INC | CHENIERE ENERGY INC 0.00000000 | EC | 16411R208 | Long | Börsenkurs (Stufe 1) | 25.015.165 $ | 1,72 | 94.909 | |
| MODINE MANUFACTURING CO | MODINE MANUFACTURING CO 0.00000000 | EC | 607828100 | Long | Börsenkurs (Stufe 1) | 24.536.156 $ | 1,69 | 122.034 | |
| MIRION TECHNOLOGIES INC | MIRION TECHNOLOGIES INC 0.00000000 | EC | 60471A101 | Long | Börsenkurs (Stufe 1) | 24.276.858 $ | 1,67 | 1.620.618 | |
| CAMECO CORP | CAMECO CORP 0.00000000 | EC | 13321L108 | Long | Börsenkurs (Stufe 1) | 22.270.837 $ | 1,53 | 257.824 | |
| SIEMENS ENERGY AG /EUR/ | SIEMENS ENERGY AG /EUR/ 0.00000000 | EC | D6T47E106 | Long | Börsenkurs (Stufe 1) | 21.720.790 $ | 1,49 | 127.754 | |
| EATON CORP PLC | EATON CORP PLC 0.00000000 | EC | G29183103 | Long | Börsenkurs (Stufe 1) | 19.421.810 $ | 1,34 | 46.777 | |
| FIRST SOLAR INC | FIRST SOLAR INC 0.00000000 | EC | 336433107 | Long | Börsenkurs (Stufe 1) | 18.086.326 $ | 1,24 | 85.705 | |
| PRIMORIS SERVICES CORP | PRIMORIS SERVICES CORP 0.00000000 | EC | 74164F103 | Long | Börsenkurs (Stufe 1) | 17.752.098 $ | 1,22 | 210.308 | |
| REPUBLIC SERVICES INC | REPUBLIC SERVICES INC 0.00000000 | EC | 760759100 | Long | Börsenkurs (Stufe 1) | 16.148.132 $ | 1,11 | 76.695 | |
| VISTRA CORP | VISTRA CORP 0.00000000 | EC | 92840M102 | Long | Börsenkurs (Stufe 1) | 153.377 $ | 0,01 | 1.035 | |
| Gesamt | 1.406.263.291 $ | 96,71 | 12.967.470 |