| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| Gesamt | 216.113.353 $ | 99,62 | 1.522.349 | ||||||
| Dell Technologies Inc | Dell Technologies Inc | EC | 24703L202 | Long | Börsenkurs (Stufe 1) | 19.320.611 $ | 8,91 | 45.902 | |
| Micron Technology Inc | Micron Technology Inc | EC | 595112103 | Long | Börsenkurs (Stufe 1) | 16.505.058 $ | 7,61 | 16.998 | |
| Seagate Technology Holdings PL | Seagate Technology Holdings PLC | EC | IE00BKVD2N49 | Long | Börsenkurs (Stufe 1) | 12.479.083 $ | 5,75 | 14.184 | |
| Western Digital Corp | Western Digital Corp | EC | 958102105 | Long | Börsenkurs (Stufe 1) | 11.113.444 $ | 5,12 | 20.921 | |
| Ciena Corp | Ciena Corp | EC | 171779309 | Long | Börsenkurs (Stufe 1) | 11.028.432 $ | 5,08 | 19.007 | |
| Vertiv Holdings Co | Vertiv Holdings Co | EC | 92537N108 | Long | Börsenkurs (Stufe 1) | 9.678.090 $ | 4,46 | 30.655 | |
| Quanta Services Inc | Quanta Services Inc | EC | 74762E102 | Long | Börsenkurs (Stufe 1) | 7.740.775 $ | 3,57 | 10.876 | |
| Sandisk Corp/DE | Sandisk Corp/DE | EC | 80004C200 | Long | Börsenkurs (Stufe 1) | 7.500.287 $ | 3,46 | 4.425 | |
| MYR Group Inc | MYR Group Inc | EC | 55405W104 | Long | Börsenkurs (Stufe 1) | 7.118.673 $ | 3,28 | 15.307 | |
| nVent Electric PLC | nVent Electric PLC | EC | IE00BDVJJQ56 | Long | Börsenkurs (Stufe 1) | 6.875.145 $ | 3,17 | 41.171 | |
| Credo Technology Group Holding | Credo Technology Group Holding Ltd | EC | KYG254571055 | Long | Börsenkurs (Stufe 1) | 6.554.553 $ | 3,02 | 27.770 | |
| IREN Ltd | IREN Ltd | EC | AU0000185993 | Long | Börsenkurs (Stufe 1) | 6.013.807 $ | 2,77 | 94.646 | |
| Constellation Energy Corp | Constellation Energy Corp | EC | 21037T109 | Long | Börsenkurs (Stufe 1) | 5.840.462 $ | 2,69 | 20.297 | |
| Terawulf Inc | Terawulf Inc | EC | 88080T104 | Long | Börsenkurs (Stufe 1) | 5.754.476 $ | 2,65 | 225.136 | |
| Cipher Digital Inc | Cipher Digital Inc | EC | 17253J106 | Long | Börsenkurs (Stufe 1) | 5.221.494 $ | 2,41 | 220.782 | |
| MasTec Inc | MasTec Inc | EC | 576323109 | Long | Börsenkurs (Stufe 1) | 5.193.507 $ | 2,39 | 13.726 | |
| Core Scientific Inc | Core Scientific Inc | EC | 21874A106 | Long | Börsenkurs (Stufe 1) | 4.935.218 $ | 2,27 | 183.807 | |
| Dycom Industries Inc | Dycom Industries Inc | EC | 267475101 | Long | Börsenkurs (Stufe 1) | 4.826.640 $ | 2,22 | 9.464 | |
| Schneider Electric SE | Schneider Electric SE | EC | FR0000121972 | Long | Börsenkurs (Stufe 1) | 4.195.318 $ | 1,93 | 13.324 | |
| Infineon Technologies AG | Infineon Technologies AG | EC | 45662N103 | Long | Börsenkurs (Stufe 1) | 4.176.976 $ | 1,93 | 43.642 | |
| EQT Corp | EQT Corp | EC | 26884L109 | Long | Börsenkurs (Stufe 1) | 4.152.433 $ | 1,91 | 75.595 | |
| NRG Energy Inc | NRG Energy Inc | EC | 629377508 | Long | Börsenkurs (Stufe 1) | 4.100.435 $ | 1,89 | 30.582 | |
| Arista Networks Inc | Arista Networks Inc | EC | 040413205 | Long | Börsenkurs (Stufe 1) | 3.684.714 $ | 1,70 | 23.106 | |
| Hut 8 Corp | Hut 8 Corp | EC | 44812J104 | Long | Börsenkurs (Stufe 1) | 3.671.750 $ | 1,69 | 29.414 | |
| Nebius Group NV | Nebius Group NV | EC | NL0009805522 | Long | Börsenkurs (Stufe 1) | 3.352.654 $ | 1,55 | 14.508 | |
| Williams Cos Inc/The | Williams Cos Inc/The | EC | 969457100 | Long | Börsenkurs (Stufe 1) | 3.162.863 $ | 1,46 | 44.304 | |
| Modine Manufacturing Co | Modine Manufacturing Co | EC | 607828100 | Long | Börsenkurs (Stufe 1) | 2.804.161 $ | 1,29 | 10.054 | |
| Primoris Services Corp | Primoris Services Corp | EC | 74164F103 | Long | Börsenkurs (Stufe 1) | 2.785.901 $ | 1,28 | 22.149 | |
| Evergy Inc | Evergy Inc | EC | 30034W106 | Long | Börsenkurs (Stufe 1) | 2.750.227 $ | 1,27 | 33.523 | |
| Vistra Corp | Vistra Corp | EC | 92840M102 | Long | Börsenkurs (Stufe 1) | 2.451.519 $ | 1,13 | 15.300 | |
| GE Vernova Inc | GE Vernova Inc | EC | 36828A101 | Long | Börsenkurs (Stufe 1) | 2.416.927 $ | 1,11 | 2.496 | |
| Amphenol Corp | Amphenol Corp | EC | 032095101 | Long | Börsenkurs (Stufe 1) | 2.392.507 $ | 1,10 | 16.083 | |
| Entergy Corp | Entergy Corp | EC | 29364G103 | Long | Börsenkurs (Stufe 1) | 2.109.245 $ | 0,97 | 19.342 | |
| Coherent Corp | Coherent Corp | EC | 19247G107 | Long | Börsenkurs (Stufe 1) | 2.071.585 $ | 0,95 | 5.731 | |
| Lumentum Holdings Inc | Lumentum Holdings Inc | EC | 55024U109 | Long | Börsenkurs (Stufe 1) | 1.856.118 $ | 0,86 | 2.171 | |
| Caterpillar Inc | Caterpillar Inc | EC | 149123101 | Long | Börsenkurs (Stufe 1) | 1.793.782 $ | 0,83 | 2.048 | |
| Energy Transfer LP | Energy Transfer LP | EC | 29273V100 | Long | Börsenkurs (Stufe 1) | 1.434.108 $ | 0,66 | 74.810 | |
| DT Midstream Inc | DT Midstream Inc | EC | 23345M107 | Long | Börsenkurs (Stufe 1) | 1.296.495 $ | 0,60 | 9.262 | |
| NVIDIA Corp | NVIDIA Corp | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 1.278.030 $ | 0,59 | 6.053 | |
| Talen Energy Corp | Talen Energy Corp | EC | 87422Q109 | Long | Börsenkurs (Stufe 1) | 1.246.656 $ | 0,57 | 3.223 | |
| Siemens Energy AG | Siemens Energy AG | EC | DE000ENER6Y0 | Long | Börsenkurs (Stufe 1) | 1.236.476 $ | 0,57 | 6.494 | |
| Cummins Inc | Cummins Inc | EC | 231021106 | Long | Börsenkurs (Stufe 1) | 1.058.533 $ | 0,49 | 1.637 | |
| Celestica Inc | Celestica Inc | EC | 15101Q207 | Long | Börsenkurs (Stufe 1) | 934.185 $ | 0,43 | 2.424 | |
| Gesamt | 216.113.353 $ | 99,62 | 1.522.349 |