NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
91.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 20.77M
Full voting authority
20.77M
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 |
|---|---|---|---|---|---|---|---|
QUANTA SCVS INCSOLE | COM | 5.01M | SH | $2.75B 47.56% | 5.01M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 4.11M | SH | $1.39B 24.11% | 4.11M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 3.58M | SH | $1.15B 19.92% | 3.58M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 953.41K | SH | $198.57M 3.43% | 953.41K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 3.32M | SH | $194.98M 3.37% | 3.32M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 395K | SH | $77.92M 1.35% | 395K | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 400K | SH | $11.41M 0.20% | 400K | 0.00 | 0.00 |
AMC ENTMT HLDGS INCSOLE | CL A NEW | 3M | SH | $2.94M 0.05% | 3M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80K | SH | $517.6K <0.01% | 1.80K | 0.00 | 0.00 |