CIK: 0001915836
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HBM | Hudbay Minerals INC | Stock-Other | 7.23% | — | +72.71% | |
| 2 | ITRI | Itron INC | Stock-Tech | 6.66% | — | — | |
| 3 | ARRY | Array Technologies INC | Stock-Other | 6.03% | — | +87.53% | |
| 4 | CMS | Cms Energy CORP | Stock-Utilities | 6.02% | — | — | |
| 5 | ETR | Entergy CORP | Stock-Utilities | 6.01% | — | +44.98% | |
| 6 | EVRG | Evergy INC | Stock-Utilities | 5.52% | — | +62.66% | |
| 7 | MTZ | Mastec INC | Stock-Industrials | 5.01% | — | +25.81% | |
| 8 | NXT | Nextpower Inc-cl A | Stock-Tech | 4.85% | — | — | |
| 9 | PRIM | Primoris Services CORP | Stock-Industrials | 4.67% | — | — | |
| 10 | SRE | Sempra | Stock-Utilities | 4.25% | — | -48.80% | |
| 11 | DTE | Dte Energy Company | Stock-Utilities | 3.56% | — | +63.84% | |
| 12 | SCCO | Southern Copper CORP | Stock-Materials | 3.29% | — | — | |
| 13 | UGI | Ugi CORP | Stock-Utilities | 3.00% | — | — | |
| 14 | NI | Nisource INC | Stock-Utilities | 2.96% | — | -33.15% | |
| 15 | NEE | Nextera Energy INC | Stock-Utilities | 2.85% | — | +17.63% | |
| 16 | BWXT | Bwx Technologies INC | Stock-Industrials | 2.79% | — | — | |
| 17 | LNG | Cheniere Energy INC | Stock-Energy | 2.68% | — | +109.33% | |
| 18 | SGML | Sigma Lithium CORP | Stock-Other | 2.68% | — | -6.25% | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 2.62% | — | -27.62% | |
| 20 | JKS | Jinkosolar Holding Co-adr | Stock-Other | 2.08% | — | — | |
| 21 | ES | Eversource Energy | Stock-Utilities | 1.99% | — | -39.87% | |
| 22 | SHLS | Shoals Technologies Group -a | Stock-Other | 1.97% | — | +7.83% | |
| 23 | AEE | Ameren Corporation | Stock-Utilities | 1.80% | — | — | |
| 24 | XEL | Xcel Energy INC | Stock-Utilities | 1.50% | — | — | |
| 25 | AMPSUSD | Altus Power INC | Stock-Other | 1.23% | — | -18.88% | |
| 26 | GTLS | Chart Industries INC | Stock-Industrials | 1.21% | — | -14.37% | |
| 27 | LNT | Alliant Energy CORP | Stock-Utilities | 1.21% | — | — | |
| 28 | NRG | Nrg Energy INC | Stock-Utilities | 1.14% | — | — | |
| 29 | ✓ | Lithium Americas Argentina C | Stock-Other | 0.85% | — | +102.73% | |
| 30 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.72% | — | — | |
| 31 | ERO | Ero Copper CORP | Stock-Other | 0.70% | — | — | |
| 32 | RUN | Sunrun INC | Stock-Tech | 0.68% | — | — | |
| 33 | BLDP | Ballard Power Systems INC | Stock-Other | 0.22% | — | — |