Security
Shares
Value
a
Common
Stocks
Aluminum
— 1.1%
Century
Aluminum
Co.
(a)
.....................
825,996
$
13,835,433
Kaiser
Aluminum
Corp.
......................
143,747
12,635,361
26,470,794
a
Automotive
Parts
&
Equipment
— 0.5%
XPEL,
Inc.
(a)(b)
............................
333,648
11,864,523
a
Building
Products
— 6.0%
Advanced
Drainage
Systems,
Inc.
..............
80,705
12,944,275
Apogee
Enterprises,
Inc.
.....................
212,397
13,345,966
Armstrong
World
Industries,
Inc.
................
115,469
13,075,710
AZEK
Co.,
Inc.
(The),
Class
A
(a)
................
294,555
12,409,602
Builders
FirstSource,
Inc.
(a)
...................
89,274
12,356,414
Carlisle
Companies,
Inc.
.....................
31,942
12,943,218
Gibraltar
Industries,
Inc.
(a)
....................
186,451
12,781,216
Insteel
Industries,
Inc.
.......................
425,930
13,186,793
Owens
Corning
...........................
73,963
12,848,852
Simpson
Manufacturing
Co.,
Inc.
...............
81,248
13,692,725
Trex
Co.,
Inc.
(a)
...........................
163,290
12,103,055
141,687,826
a
Commodity
Chemicals
— 3.8%
AdvanSix,
Inc.
............................
554,051
12,698,849
Hawkins,
Inc.
............................
150,907
13,732,537
Koppers
Holdings,
Inc.
......................
314,702
11,640,827
LyondellBasell
Industries
NV,
Class
A
............
136,191
13,028,031
Mativ
Holdings,
Inc.
........................
778,240
13,198,950
Olin
Corp.
...............................
260,815
12,297,427
Westlake
Corp.
(b)
..........................
85,347
12,359,953
88,956,574
a
Construction
&
Engineering
— 12.2%
AECOM
................................
152,203
13,415,172
API
Group
Corp.
(a)(b)
........................
349,638
13,156,878
Argan,
Inc.
..............................
171,362
12,536,844
Bowman
Consulting
Group,
Ltd.
(a)(b)
..............
431,418
13,714,778
Comfort
Systems
USA,
Inc.
...................
42,929
13,055,567
Construction
Partners,
Inc.,
Class
A
(a)(b)
...........
243,775
13,458,818
EMCOR
Group,
Inc.
........................
34,795
12,702,959
Fluor
Corp.
(a)
.............................
295,252
12,858,225
Granite
Construction,
Inc.
....................
220,740
13,679,258
Great
Lakes
Dredge
&
Dock
Corp.
(a)
.............
1,482,293
13,014,532
Limbach
Holdings,
Inc.
(a)(b)
....................
227,963
12,977,934
MasTec,
Inc.
(a)
............................
122,182
13,072,252
Matrix
Service
Co.
(a)
........................
1,204,705
11,962,721
MDU
Resources
Group,
Inc.
..................
534,613
13,418,786
MYR
Group,
Inc.
(a)
.........................
88,472
12,006,535
Northwest
Pipe
Co.
(a)
.......................
387,180
13,152,505
Primoris
Services
Corp.
.....................
249,313
12,438,226
Quanta
Services,
Inc.
.......................
48,576
12,342,676
Stantec,
Inc.,
ADR
.........................
159,321
13,311,269
Sterling
Infrastructure,
Inc.
(a)
..................
116,041
13,732,292
Tutor
Perini
Corp.
(a)
........................
658,292
14,337,600
Valmont
Industries,
Inc.
......................
51,059
14,013,142
288,358,969
a
Construction
Machinery
&
Heavy
Transportation
Equipment
— 2.7%
Astec
Industries,
Inc.
.......................
420,715
12,478,407
Greenbrier
Companies,
Inc.
(The)
...............
256,832
12,726,026
Oshkosh
Corp.
...........................
118,750
12,848,750
Terex
Corp.
..............................
230,922
12,663,762
Trinity
Industries,
Inc.
.......................
445,851
13,339,862
64,056,807
a
Security
Shares
Value
a
Construction
Materials
— 3.4%
Eagle
Materials,
Inc.
........................
58,120
$
12,638,775
Knife
River
Corp.
(a)
.........................
190,286
13,346,660
Martin
Marietta
Materials,
Inc.
.................
23,706
12,843,911
Summit
Materials,
Inc.,
Class
A
(a)
...............
346,208
12,674,675
United
States
Lime
&
Minerals,
Inc.
..............
40,545
14,765,678
Vulcan
Materials
Co.
.......................
52,839
13,140,002
79,409,701
a
Copper
— 0.6%
Taseko
Mines,
Ltd.
(a)(b)
.......................
5,510,124
13,499,804
a
Distributors
— 0.5%
Pool
Corp.
..............................
38,311
11,774,120
a
Diversified
Chemicals
— 0.5%
LSB
Industries,
Inc.
(a)(b)
......................
1,416,377
11,585,964
a
Diversified
Metals
&
Mining
— 0.4%
Compass
Minerals
International,
Inc.
.............
976,008
10,082,163
a
Electric
Utilities
— 18.7%
ALLETE,
Inc.
............................
274,189
17,095,684
Alliant
Energy
Corp.
........................
344,021
17,510,669
American
Electric
Power
Co.,
Inc.
...............
195,314
17,136,850
Avangrid,
Inc.
............................
484,448
17,212,437
Constellation
Energy
Corp.
...................
87,099
17,443,317
Duke
Energy
Corp.
........................
167,830
16,821,601
Edison
International
........................
233,129
16,740,993
Entergy
Corp.
............................
158,779
16,989,353
Evergy,
Inc.
..............................
325,645
17,249,416
Eversource
Energy
........................
294,415
16,696,275
Exelon
Corp.
.............................
476,162
16,479,967
FirstEnergy
Corp.
.........................
444,265
17,002,022
Fortis,
Inc.,
ADR
..........................
431,064
16,742,526
Hawaiian
Electric
Industries,
Inc.
...............
1,675,363
15,111,774
IDACORP,
Inc.
...........................
188,009
17,513,038
MGE
Energy,
Inc.
..........................
224,130
16,746,994
NextEra
Energy,
Inc.
.......................
228,767
16,198,991
NRG
Energy,
Inc.
..........................
221,416
17,239,450
OGE
Energy
Corp.
.........................
487,042
17,387,399
PG&E
Corp.
.............................
955,514
16,683,274
Pinnacle
West
Capital
Corp.
..................
227,852
17,403,336
PNM
Resources,
Inc.
.......................
462,977
17,111,630
Portland
General
Electric
Co.
..................
402,947
17,423,428
PPL
Corp.
..............................
607,068
16,785,430
Southern
Co.
(The)
........................
221,274
17,164,224
Xcel
Energy,
Inc.
..........................
315,065
16,827,622
440,717,700
a
Environmental
&
Facilities
Services
— 1.2%
Enviri
Corp.
(a)(b)
...........................
1,602,331
13,828,116
Tetra
Tech,
Inc.
...........................
64,256
13,139,067
26,967,183
a
Forest
Products
— 1.1%
Louisiana-Pacific
Corp.
......................
145,133
11,948,800
West
Fraser
Timber
Co.,
Ltd.
..................
167,686
12,890,023
24,838,823
a
Gas
Utilities
— 4.2%
Atmos
Energy
Corp.
........................
150,252
17,526,896
Chesapeake
Utilities
Corp.
...................
159,555
16,944,741
Northwest
Natural
Holding
Co.
.................
477,479
17,241,767
ONE
Gas,
Inc.
............................
285,378
18,221,385
Southwest
Gas
Holdings,
Inc.
.................
176,260
12,405,179
