IVEP Wedbush Series Trust

4

NYSE ARCA | ETF

Price
$25.61
Decreased by -0.33%
Dollar volume (20D)
688.56 K
ADR%
2.41
Industrials - 41.91%Utilities - 23.66%Energy - 13.16%Technology - 9.82%Real Estate - 7.56%Basic Materials - 2.72%Communication Services - 0.00%Consumer Cyclicals - 0.00%Consumer Defensive - 0.00%Financial Services - 0.00%Healthcare - 0.00%
Industrials - 41.91%
Utilities - 23.66%
Energy - 13.16%
Technology - 9.82%
Real Estate - 7.56%
Basic Materials - 2.72%
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
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 4.32%
ETN Eaton Corporation PLC Industrials Specialty Industrial Machinery 4.20%
SO Southern Company Utilities Utilities - Regulated Electric 4.11%
SMERY SMERY Industrials Specialty Industrial Machinery 4.10%
CEG Constellation Energy Corp Utilities Utilities - Independent Power Producers 4.09%
WMB Williams Companies Inc Energy Oil & Gas Midstream 4.05%
SBGSY Schneider Electric SA Industrials Specialty Industrial Machinery 4.05%
VRT Vertiv Holdings Co Industrials Electrical Equipment & Parts 4.05%
EQIX Equinix Inc Real Estate REIT - Specialty 4.04%
GEV GE Vernova LLC Industrials Specialty Industrial Machinery 3.94%
JCI Johnson Controls International PLC Industrials Building Products & Equipment 3.89%
PWR Quanta Services Inc Industrials Engineering & Construction 3.85%
AMT American Tower Corp Real Estate REIT - Specialty 3.85%
MPWR Monolithic Power Systems Inc Technology Semiconductors 3.68%
BKR Baker Hughes Co Energy Oil & Gas Equipment & Services 3.67%
KMI Kinder Morgan Inc Energy Oil & Gas Midstream 3.64%
DLR Digital Realty Trust Inc Real Estate REIT - Specialty 3.50%
VST Vistra Corp. Utilities Utilities - Independent Power Producers 3.50%
D Dominion Energy Inc Utilities Utilities - Regulated Electric 3.45%
BE Bloom Energy Corp Industrials Electrical Equipment & Parts 3.15%
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