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Duff & Phelps Investment Management Co

All holdings · as of Dec 31, 2025

146 positions

CompanyClassValueShares% of portfolio
ARRAY TECHNOLOGIES INC—$240.4K26,0700.0%
SOLAREDGE TECHNOLOGIES, INC.—$416.9K14,4520.0%
GIBSON ENERGY—$437.9K23,8950.0%
GE Vernova Inc.—$468.6K7170.0%
EQT Corp—$509.1K9,4990.0%
Archrock Inc—$551.4K21,1930.0%
Plug Power Inc—$571.5K290,1100.0%
CAMECO CORP—$610.2K6,6700.0%
INVESCO DB MULTI-SEC AGRICULTURE FD—$669.3K26,2250.0%
HUBBELL INC—$686.6K1,5460.0%
TE Connectivity PLC—$688.0K3,0240.0%
SUNRUN INC.—$776.6K42,2070.0%
Constellation Energy Corp—$853.5K2,4160.0%
Enphase Energy, Inc.—$899.1K28,0530.0%
INVESCO DB COMMODITY INDEX TRAC—$932.3K41,6940.0%
EASTGROUP PROPERTIES INC—$1.02M5,7250.0%
Americold Realty Trust, Inc.—$1.25M97,0370.0%
SCHWAB STRATEGIC T US TIPS ETF—$1.42M53,4200.0%
PLAINS GP HOLDINGS LPPAGPLtd Part$1.47M76,8620.0%
Clearway Energy, Inc.—$1.51M45,3800.0%
Ormat Technologies Inc—$1.54M13,9310.0%
VIRTUS ETF TRUST II VIRTUS DUFF & PHELPS—$1.57M61,4750.0%
VANECK ETF TRUST GOLD MINERS ETF—$1.94M22,5800.0%
Extra Space Storage Inc—$2.23M17,1030.0%
Nextpower Inc.—$2.88M33,0540.0%
Bloom Energy Corp—$2.98M34,2480.0%
VICI PROPERTIES INC.—$3.16M112,3680.0%
SPDR INDEX SHARES S&P GL NAT RES ETF—$3.50M56,4000.0%
Invitation Homes Inc.—$3.66M131,6260.0%
First Solar Inc—$4.03M15,4280.0%
Energy Recovery, Inc.—$4.07M301,4870.0%
Ferguson Enterprises Inc. /DE—$4.25M19,0950.0%
TETRA TECH INC—$4.31M128,6480.0%
Central North Airport GroupOMABADR$4.68M43,0000.1%
Weyerhaeuser Co—$5.17M218,3340.1%
SunocoCorp LLCSUNCCommon Stock$5.21M105,6540.1%
KEYERA CORP SUBSCRIPT RECEIPT—$5.32M171,5840.1%
Host Hotels & Resorts Inc—$6.01M339,1440.1%
Kinetik Holdings Inc.—$6.17M171,0940.1%
STANTEC INC—$6.19M65,4960.1%
Zurn Elkay Water Solutions Corp—$6.84M147,1690.1%
EDISON INTERNATIONAL—$7.42M123,6000.1%
SBA Communications Corp—$7.52M38,9020.1%
IDEX CORP /DE—$7.95M44,6750.1%
DANAHER CORP /DE—$7.95M34,7480.1%
WASTE MANAGEMENT INC—$8.40M38,2170.1%
BADGER METER INC—$9.06M51,9380.1%
WATTS WATER TECHNOLOGIES, INC.—$9.35M33,8880.1%
THERMO FISHER SCIENTIFIC INC.—$9.38M16,1910.1%
FRANKLIN ELECTRIC CO INC—$10.53M110,1840.1%
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