Q2 2020 Holdings
Filed 2020-08-12 | 211 holdings | $9.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aerovironment Inc(AVAV) | COM | 008073108 | $257.0K | 3,225 | 2.7% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $267.0K | 880 | 2.8% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $355.0K | 159,839 | 3.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $498.0K | 5,068 | 5.2% |
| Codexis Inc(CDXS) | COM | 192005106 | $556.0K | 48,759 | 5.8% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $585.0K | 23,745 | 6.1% |
| Ciena Corp(CIEN) | COM | 171779309 | $758.0K | 14,000 | 7.9% |
| Ceco Environmental Corp(CECO) | COM | 125141101 | $1.1M | 165,993 | 11.4% |
| AXT Inc(AXTI) | COM | 00246W103 | $1.2M | 246,849 | 12.2% |
| Boeing Co COM(BA) | COM | 097023105 | $1.4M | 7,760 | 14.8% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $2.3M | 48,920 | 23.7% |