NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
8.0%
Top 10 weight
22.4%
Voting Authority Distribution
Total shares with voting rights: 31.75M
Full voting authority
31.75M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATIONAL FUEL GAS COSOLE | COM | 721.31K | SH | $55.69M 3.19% | 721.31K | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 390.14K | SH | $44.10M 2.53% | 390.14K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 524.46K | SH | $40.01M 2.30% | 524.46K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 337.20K | SH | $38.73M 2.22% | 337.20K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 311.12K | SH | $37.07M 2.13% | 311.12K | 0.00 | 0.00 |
BKV CORPSOLE | COM | 1.34M | SH | $36.77M 2.11% | 1.34M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 241.07K | SH | $35.21M 2.02% | 241.07K | 0.00 | 0.00 |
ATMOS ENERGY CORPSOLE | COM | 202.90K | SH | $34.95M 2.01% | 202.90K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 41.60K | SH | $34.92M 2.00% | 41.60K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 29.79K | SH | $33.75M 1.94% | 29.79K | 0.00 | 0.00 |
TENARIS S ASOLE | SPONSORED ADS | 559.94K | SH | $31.07M 1.78% | 559.94K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 618.04K | SH | $30.02M 1.72% | 618.04K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 203.64K | SH | $29.75M 1.71% | 203.64K | 0.00 | 0.00 |
NVENT ELEC PLCSOLE | SHS | 173.33K | SH | $29.40M 1.69% | 173.33K | 0.00 | 0.00 |
SOLV ENERGY INCSOLE | COM SHS CL A | 853.96K | SH | $29.08M 1.67% | 853.96K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 206.49K | SH | $26.14M 1.50% | 206.49K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 212.87K | SH | $23.55M 1.35% | 212.87K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 494.02K | SH | $23.48M 1.35% | 494.02K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 533.10K | SH | $23.48M 1.35% | 533.10K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 19.06K | SH | $22.40M 1.28% | 19.06K | 0.00 | 0.00 |
CNX RES CORPSOLE | COM | 648.73K | SH | $22.01M 1.26% | 648.73K | 0.00 | 0.00 |
SOUTHWEST GAS HLDGS INCSOLE | COM | 247.82K | SH | $21.98M 1.26% | 247.82K | 0.00 | 0.00 |
ATI INCSOLE | COM | 110.89K | SH | $21.86M 1.25% | 110.89K | 0.00 | 0.00 |
APA CORPORATIONSOLE | COM | 625.78K | SH | $20.38M 1.17% | 625.78K | 0.00 | 0.00 |
PROPETRO HLDG CORPSOLE | COM | 1.42M | SH | $20.38M 1.17% | 1.42M | 0.00 | 0.00 |