| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Bloom Energy Corp | BE | 9.45% | - | |
| 2 | GE Vernova Inc | GEV | 7.94% | - | |
| 3 | Vertiv Holdings Co | VRT | 7.87% | - | |
| 4 | Cameco Corp | CCJ | 6.99% | - | |
| 5 | Siemens Energy AG | ENR.DE🇩🇪 | 5.57% | - | |
| 6 | Kioxia Holdings Corp | 285A | 4.54% | - | |
| 7 | MasTec Inc | MTZ | 3.83% | - | |
| 8 | Quanta Services Inc | PWR | 3.56% | - | |
| 9 | Global X Uranium ETF | URA | 3.43% | - | |
| 10 | Seagate Technology Holdings PLC | STX | 3.27% | - | |
| 11 | Western Digital Corp | WDC | 3.22% | - | |
| 12 | Coherent Corp | COHR | 3.07% | - | |
| 13 | Ciena Corp | CIEN | 3.03% | - | |
| 14 | Sterling Infrastructure Inc | STRL | 2.99% | - | |
| 15 | Credo Technology Group Holding Ltd | CRDO | 2.71% | - | |
| 16 | Lumentum Holdings Inc | LITE | 2.71% | - | |
| 17 | Marvell Technology Inc | MRVL | 2.59% | - | |
| 18 | Oklo Inc | OKLO | 2.51% | - | |
| 19 | Delta Electronics Inc | - | 2.03% | - | |
| 20 | Vistra Corp | VST | 1.86% | - |