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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | FERROVIAL SE | $13.0M | 200455 | 13.18% |
| 2 | H2O AMERICA | $9.5M | 162217 | 9.62% |
| 3 | TRANSPORTADORA DE GAS DEL SU | $9.5M | 274049 | 9.58% |
| 4 | PAMPA ENERGIA SA | $9.4M | 105963 | 9.48% |
| 5 | SOLV ENERGY INC | $8.2M | 272818 | 8.28% |
| 6 | BKV CORP | $6.7M | 235363 | 6.78% |
| 7 | DIGI PWR X INC | $5.9M | 2919404 | 5.99% |
| 8 | CLEANSPARK INC | $5.5M | 644865 | 5.55% |
| 9 | ENTERGY CORP NEW | $5.1M | 45000 | 5.11% |
| 10 | GALAXY DIGITAL INC. | $4.2M | 227889 | 4.25% |
| 11 | TERAWULF INC | $3.7M | 258133 | 3.76% |
| 12 | TERRESTRIAL ENERGY INC | $3.5M | 575499 | 3.49% |
| 13 | HUT 8 CORP | $3.2M | 69001 | 3.27% |
| 14 | BITDEER TECHNOLOGIES GROUP | $3.1M | 360442 | 3.15% |
| 15 | EVERSOURCE ENERGY | $2.8M | 40500 | 2.84% |
| 16 | PG&E CORP | $2.1M | 119300 | 2.12% |
| 17 | ENPHASE ENERGY INC | $2.1M | 55448 | 2.12% |
| 18 | TERRA INNOVATUM GLOBAL NV | $1.4M | 306833 | 1.44% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.