Q4 2022 Holdings
Filed 2023-02-10 | 11 holdings | $626.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First Solar Inc(FSLR) | COM | 336433107 | $188.5M | 1,258,622 | 30.1% |
| General Electric Co(GE) | COM NEW | 369604301 | $109.6M | 1,307,467 | 17.5% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $106.5M | 345,607 | 17.0% |
| Nvent Electric PLC(NVT) | SHS | G6700G107 | $92.1M | 2,393,437 | 14.7% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $50.8M | 1,231,054 | 8.1% |
| Eversource Energy(ES) | COM | 30040W108 | $20.5M | 244,895 | 3.3% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $19.7M | 312,418 | 3.1% |
| Freyr Battery | SHS | L4135L100 | $18.2M | 2,097,193 | 2.9% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $11.5M | 1,069,916 | 1.8% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $7.8M | 104,445 | 1.3% |
| Maxeon Solar Technologies LT | SHS | Y58473102 | $1.1M | 66,312 | 0.2% |