IVEP Wedbush Series Trust

63

NYSE ARCA | ETF

Price
$28.36
Increased by +0.40%
Dollar volume (20D)
1.11 M
ADR%
2.16
Industrials - 43.98%Utilities - 21.65%Energy - 13.77%Real Estate - 10.81%Technology - 7.62%Basic Materials - 2.16%Communication Services - 0.00%Consumer Cyclicals - 0.00%Consumer Defensive - 0.00%Financial Services - 0.00%Healthcare - 0.00%
Industrials - 43.98%
Utilities - 21.65%
Energy - 13.77%
Real Estate - 10.81%
Technology - 7.62%
Basic Materials - 2.16%
Communication Services - 0.00%
Consumer Cyclicals - 0.00%
Consumer Defensive - 0.00%
Financial Services - 0.00%
Healthcare - 0.00%

The index is comprised exclusively of equity securities (or corresponding American Depositary Receipts ("ADRs")) of companies included in the Dan Ives AI Power & Infrastructure 30 Research Report (the "AI Power Report").

Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in the securities of AI Power Companies.

It is non-diversified.

Top 20 Holdings

Asset Name Sector Industry Weight
BE Bloom Energy Corp Industrials Electrical Equipment & Parts 4.77%
PWR Quanta Services Inc Industrials Engineering & Construction 4.49%
VRT Vertiv Holdings Co Industrials Electrical Equipment & Parts 4.46%
SMERY SMERY Industrials Specialty Industrial Machinery 4.10%
GEV GE Vernova LLC Industrials Specialty Industrial Machinery 4.07%
SBGSY Schneider Electric SA Industrials Specialty Industrial Machinery 3.96%
WMB Williams Companies Inc Energy Oil & Gas Midstream 3.90%
EQIX Equinix Inc Real Estate REIT - Specialty 3.88%
COHR Coherent Inc Technology Scientific & Technical Instruments 3.84%
MPWR Monolithic Power Systems Inc Technology Semiconductors 3.77%
ETN Eaton Corporation PLC Industrials Specialty Industrial Machinery 3.77%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 3.76%
SO Southern Company Utilities Utilities - Regulated Electric 3.70%
AMT American Tower Corp Real Estate REIT - Specialty 3.54%
BKR Baker Hughes Co Energy Oil & Gas Equipment & Services 3.51%
JCI Johnson Controls International PLC Industrials Building Products & Equipment 3.49%
KMI Kinder Morgan Inc Energy Oil & Gas Midstream 3.47%
D Dominion Energy Inc Utilities Utilities - Regulated Electric 3.43%
CEG Constellation Energy Corp Utilities Utilities - Independent Power Producers 3.40%
DLR Digital Realty Trust Inc Real Estate REIT - Specialty 3.37%
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