Q3 2023 Holdings
Filed 2023-11-13 | 6 holdings | $687.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First Solar Inc(FSLR) | COM | 336433107 | $191.8M | 1,186,646 | 27.9% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $191.6M | 2,292,331 | 27.9% |
| Nvent Electric PLC(NVT) | SHS | G6700G107 | $132.5M | 2,501,376 | 19.3% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $108.3M | 507,990 | 15.8% |
| Nextracker Inc(NXT) | CLASS A COM | 65290E101 | $38.0M | 946,609 | 5.5% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $25.0M | 1,173,071 | 3.6% |