| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Bloom Energy Corp | BE | 9.45% | - | |
| 2 | GE Vernova Inc | GEV | 7.46% | - | |
| 3 | Vertiv Holdings Co | VRT | 7.35% | - | |
| 4 | Cameco Corp | CCJ | 6.86% | - | |
| 5 | Kioxia Holdings Corp | 285A | 5.23% | - | |
| 6 | MasTec Inc | MTZ | 3.95% | - | |
| 7 | Siemens Energy AG | ENR.DE🇩🇪 | 3.87% | - | |
| 8 | Coherent Corp | COHR | 3.77% | - | |
| 9 | Global X Uranium ETF | URA | 3.71% | - | |
| 10 | Quanta Services Inc | PWR | 3.64% | - | |
| 11 | Seagate Technology Holdings PLC | STX | 3.53% | - | |
| 12 | Western Digital Corp | WDC | 3.45% | - | |
| 13 | Ciena Corp | CIEN | 3.32% | - | |
| 14 | Lumentum Holdings Inc | LITE | 3.26% | - | |
| 15 | Sterling Infrastructure Inc | STRL | 2.94% | - | |
| 16 | Vistra Corp | VST | 2.90% | - | |
| 17 | Oklo Inc | OKLO | 2.02% | - | |
| 18 | Uranium Energy Corp | UEC | 1.80% | - | |
| 19 | Marvell Technology Inc | MRVL | 1.59% | - | |
| 20 | Delta Electronics Inc | - | 1.53% | - |