FULL HOLDINGS (As of 12/31/2025)
Company Name Ticker % of Total Net Assets*
Talen Energy Corp. TLN 11.49%
Constellation Energy Corp. CEG 6.14%
CenterPoint Energy, Inc. CNP 5.89%
Vistra Corp. VST 5.58%
IDACORP, Inc. IDA 4.94%
Xcel Energy, Inc. XEL 4.78%
TXNM Energy, Inc. TXNM 4.33%
Entergy Corp. ETR 4.30%
NiSource, Inc. NI 4.21%
Deutsche Telekom AG DTE GR 4.20%
MP Materials Corp. MP 3.77%
Alliant Energy Corp. LNT 3.67%
Cameco Corp. CCJ 3.60%
Equinix, Inc. EQIX 3.53%
Enterprise Products Partners LP EPD 3.40%
Sempra Energy SRE 3.23%
CMS Energy Corp. CMS 3.07%
Quanta Services, Inc. PWR 3.06%
Pinnacle West Capital Corp. PNW 2.90%
PPL Corp. PPL 2.84%
DT Midstream, Inc. DTM 2.23%
Williams Cos., Inc. WMB 2.05%
OGE Energy Corp. OGE 2.04%
SBA Communications Corp. SBAC 2.03%
EQT Corp. EQT 1.77%
Corning, Inc. GLW 1.74%
DTE Energy Co. DTE 1.60%
Ameren Corp. AEE 1.57%
Telus Corp. T CN 1.55%
GE Vernova, Inc. GEV 1.24%
Dycom Industries, Inc. DY 1.23%
Public Service Enterprise Group, Inc. PEG 1.23%
Norfolk Southern Corp. NSC 1.15%
MPLX LP MPLX 1.09%
Centrus Energy Corp. LEU 1.08%
ONEOK, Inc. OKE 1.00%
X-Energy Reactor Co., LLC None 0.83%
Marathon Petroleum Corp. MPC 0.82%
Rice Acquisition Corp. 3 KRSP/U 0.76%
National Fuel Gas Co. NFG 0.76%
WEC Energy Group, Inc. WEC 0.76%
NextEra Energy, Inc. NEE 0.74%
Rogers Communications, Inc. RCI/B CN 0.74%
Federated Hermes Treasury Obligations Fund TOIXX 0.72%
Crown Castle, Inc. CCI 0.66%
Frontier Communications Parent, Inc. FYBR 0.63%
NRG Energy, Inc. NRG 0.62%
Comcast Corp. CMCSA 0.60%
American Tower Corp. AMT 0.52%
TIC Solutions, Inc. TIC 0.51%
Union Pacific Corp. UNP 0.44%
T-Mobile US, Inc. TMUS 0.41%
Unitil Corp. UTL 0.40%
Vertiv Holdings Co. VRT 0.34%
Digital Realty Trust, Inc. DLR 0.32%
WaterBridge Infrastructure LLC WBI 0.27%
Telenor ASA TEL NO 0.27%
Lumentum Holdings, Inc. LITE 0.17%
Charter Communications, Inc. CHTR 0.16%
Cogent Communications Holdings, Inc. CCOI 0.15%
Coherent Corp. COHR 0.15%
Lithium Americas Corp. LAC 0.14%
Chesapeake Utilities Corp. CPK 0.11%
Iron Mountain, Inc. IRM 0.10%
Lamar Advertising Co. LAMR 0.10%
Tamboran Resources Corp. TBN 0.08%
Everus Construction Group, Inc. ECG 0.03%
Various Interest Rate Swaps None -0.01%
Total 126.83%

Holdings are subject to change.
*Total Net Assets are defined as the Fund's total assets minus debt and other liabilities.