Strategy
Energy
Oil, gas, utilities, and power
By Grow
The energy sector spans oil and gas producers, utilities, and the power infrastructure meeting rising electricity demand. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Exxon Mobil13%
Chevron13%
Constellation Energy13%
NextEra Energy13%
Occidental Petroleum13%
Talen Energy13%
Petrobras13%
Vistra13%
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