| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | 블룸 에너지 | BE | 12.91% | - | |
| 2 | Vertiv Holdings Co | VRT | 8.83% | - | |
| 3 | Southern Co/The | SO | 5.50% | - | |
| 4 | Siemens Energy AG | ENR.DE🇩🇪 | 4.45% | - | |
| 5 | GE Vernova Inc | GEV | 4.25% | - | |
| 6 | Cameco Corp | CCJ | 4.16% | - | |
| 7 | Dominion Energy Inc | D | 4.10% | - | |
| 8 | Quanta Services Inc | PWR | 4.08% | - | |
| 9 | Comfort Systems USA Inc | FIX | 4.06% | - | |
| 10 | AMD(어드밴스드 마이크로 디바이시스) | AMD | 4.02% | - | |
| 11 | Sterling Infrastructure Inc | STRL | 3.79% | - | |
| 12 | Global X Uranium ETF | URA | 3.64% | - | |
| 13 | MasTec Inc | MTZ | 2.87% | - | |
| 14 | 인텔 | INTC | 2.49% | - | |
| 15 | 마벨 테크놀로지 그룹 | MRVL | 2.47% | - | |
| 16 | nVent Electric PLC | NVT | 2.33% | - | |
| 17 | Delta Electronics Inc | 2308.TW🇹🇼 | 1.95% | - | |
| 18 | ON Semiconductor Corp | ON | 1.75% | - | |
| 19 | Vistra Corp | VST | 1.73% | - | |
| 20 | Forgent Power Solutions Inc | FPS | 1.60% | - |