Q2 2022 Holdings
Filed 2022-08-15 | 64 holdings | $19.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nisource Inc(NI) | COM | 65473P105 | $12.2K | 413,205 | 0.1% |
| First Solar Inc(FSLR)Call | COM | 336433107 | $13.6K | 200,000 | 0.1% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $15.0K | 71,288 | 0.1% |
| Vistra Corp(VST) | COM | 92840M102 | $15.7K | 685,616 | 0.1% |
| Zimmer Energy Transition ACQ | COM CL A | 989570106 | $19.4K | 2,000,001 | 0.1% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $22.4K | 1,532,531 | 0.1% |
| Linde PLC(LIN) | SHS | G5494J103 | $23.4K | 81,333 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $25.6K | 329,906 | 0.1% |
| Southwest Gas Hldgs Inc(SWX) | COM | 844895102 | $26.3K | 301,987 | 0.1% |
| Eversource Energy(ES) | COM | 30040W108 | $38.6K | 456,668 | 0.2% |
| Li-Cycle Holdings Corp(LICYUSD) | COMMON SHARES | 50202P105 | $69.8K | 10,151,853 | 0.4% |
| Conocophillips(COP) | COM | 20825C104 | $4.8M | 53,533 | 25.3% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $6.8M | 119,161 | 35.9% |
| Corteva Inc(CTVA) | COM | 22052L104 | $6.9M | 126,896 | 36.2% |