Q1 2022 Holdings
Filed 2022-05-16 | 45 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Energy(CEG) | COM | 21037T109 | $731.0K | 13,000 | 29.3% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $395.0K | 2,300 | 15.9% |
| Cameco Corp(CCJ) | COM | 13321L108 | $340.0K | 11,700 | 13.6% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $336.0K | 9,500 | 13.5% |
| Calix Inc(CALX) | COM | 13100M509 | $266.0K | 6,200 | 10.7% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $224.0K | 6,500 | 9.0% |
| Aehr Test Systems(AEHR) | COM | 00760J108 | $183.0K | 18,000 | 7.3% |
| Evergy Inc(EVRG) | COM | 30034W106 | $1.2K | 18,000 | 0.0% |
| Vistra Corp(VST) | COM | 92840M102 | $860 | 37,000 | 0.0% |
| AIR Products & Chemicals Inc(APD) | COM | 009158106 | $825 | 3,300 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $748 | 1,800 | 0.0% |
| NRG Energy Inc(NRG) | COM | 629377508 | $706 | 18,400 | 0.0% |
| AES Corp(AES) | COM | 00130H105 | $669 | 26,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $634 | 12,800 | 0.0% |
| Frontier Communications Pare(FYBR) | COM | 35909D109 | $531 | 19,200 | 0.0% |
| Infinera Corp(INFNEUR) | COM | 45667G103 | $460 | 53,000 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $445 | 1,400 | 0.0% |
| Dycom Industries Inc(DY) | COM | 267475101 | $438 | 4,600 | 0.0% |
| General Motors Co(GM) | COM | 37045V100 | $424 | 9,700 | 0.0% |
| Ford Motor Co(F) | COM | 345370860 | $423 | 25,000 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $420 | 1,900 | 0.0% |
| Generac Holdings Inc(GNRC) | COM | 368736104 | $416 | 1,400 | 0.0% |
| Quimica Y Minera Chil(SQM) | ADR | 833635105 | $411 | 4,800 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $387 | 1,200 | 0.0% |
| CF Industries Holdings Inc(CF) | COM | 125269100 | $381 | 3,700 | 0.0% |
| NXP Semiconductors NV(NXPI) | SHS | N6596X109 | $370 | 2,000 | 0.0% |
| Alcoa Corp(AA) | COM | 013872106 | $360 | 4,000 | 0.0% |
| Infrastructure and Energy AL | COM | 45686J104 | $350 | 29,500 | 0.0% |
| Flex LNG LTD(FLNG) | SHS | G35947202 | $317 | 11,100 | 0.0% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $311 | 14,500 | 0.0% |
| Sunopta Inc(STKL) | COM | 8676EP108 | $311 | 62,000 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $303 | 1,500 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $300 | 1,100 | 0.0% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $296 | 2,600 | 0.0% |
| Proterra Inc(ACTCUSD) | COM | 74374T109 | $278 | 37,000 | 0.0% |
| Altus Power Inc(AMPSUSD) | COM | 02217A102 | $275 | 37,000 | 0.0% |
| Ferroglobe PLC(GSM) | SHS | G33856108 | $270 | 35,000 | 0.0% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $260 | 18,500 | 0.0% |
| Lithium Americas Corp(LAC1EUR) | COM | 53680Q207 | $246 | 6,400 | 0.0% |
| Fisker Inc(SPAQUSD) | COM | 33813J106 | $245 | 19,000 | 0.0% |
| Stem Inc | COM | 85859N102 | $215 | 19,500 | 0.0% |
| Enovix Corp(ENVX) | COM | 293594107 | $214 | 15,000 | 0.0% |
| Tritium Dcfc LTD | SHS | Q9225T108 | $211 | 21,000 | 0.0% |
| Maxeon Solar Technologie | SHS | Y58473102 | $200 | 13,800 | 0.0% |
| Matterport Inc(MTTR*) | COM | 577096100 | $187 | 23,000 | 0.0% |