CIK: 0001915836
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AEP | American Electric Power | Stock-Utilities | 7.79% | — | +36.66% | |
| 2 | NI | Nisource INC | Stock-Utilities | 7.09% | — | +109.03% | |
| 3 | PCG | P G & E CORP | Stock-Utilities | 6.11% | — | +35.62% | |
| 4 | PPL | Ppl CORP | Stock-Utilities | 5.30% | — | -17.08% | |
| 5 | XEL | Xcel Energy INC | Stock-Utilities | 4.96% | — | — | |
| 6 | SRE | Sempra | Stock-Utilities | 4.92% | — | +24.41% | |
| 7 | SHLS | Shoals Technologies Group -a | Stock-Other | 4.67% | — | +83.97% | |
| 8 | ARRY | Array Technologies INC | Stock-Other | 4.61% | — | +25.88% | |
| 9 | HBM | Hudbay Minerals INC | Stock-Other | 4.59% | — | +19.48% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 4.41% | — | — | |
| 11 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 4.18% | — | +66.65% | |
| 12 | FSLR | First Solar INC | Stock-Tech | 3.47% | — | -48.42% | |
| 13 | EVRG | Evergy INC | Stock-Utilities | 3.36% | — | — | |
| 14 | CNP | Centerpoint Energy INC | Stock-Utilities | 3.12% | — | +1.66% | |
| 15 | ETR | Entergy CORP | Stock-Utilities | 3.05% | — | -6.08% | |
| 16 | AMPSUSD | Altus Power INC | Stock-Other | 2.89% | — | -20.74% | |
| 17 | EXC | Exelon CORP | Stock-Utilities | 2.77% | — | — | |
| 18 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 2.72% | — | — | |
| 19 | SGML | Sigma Lithium CORP | Stock-Other | 2.28% | — | -53.79% | |
| 20 | NEE | Nextera Energy INC | Stock-Utilities | 2.20% | — | +84.37% | |
| 21 | GTLS | Chart Industries INC | Stock-Industrials | 2.07% | — | — | |
| 22 | DQ | Daqo New Energy Corp-adr | Stock-Other | 1.99% | — | -23.06% | |
| 23 | BWXT | Bwx Technologies INC | Stock-Industrials | 1.97% | — | -47.53% | |
| 24 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.86% | — | -28.19% | |
| 25 | PNW | Pinnacle West Capital | Stock-Utilities | 1.84% | — | — | |
| 26 | NRG | Nrg Energy INC | Stock-Utilities | 1.38% | — | -43.61% | |
| 27 | NOVAQ | Sunnova Energy International | Stock-Other | 1.11% | — | -67.27% | |
| 28 | ED | Consolidated Edison INC | Stock-Utilities | 1.10% | — | -53.31% | |
| 29 | JKS | Jinkosolar Holding Co-adr | Stock-Other | 0.82% | — | — | |
| 30 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 0.69% | — | — | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 0.65% | — | — |