Q4 2023 Holdings
Filed 2024-02-14 | 56 holdings | $615.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shoals Technologies Group in(SHLS) | CL A | 82489W107 | $22.1M | 1,419,917 | 3.6% |
| PG&E Corp(PCG) | COM | 69331C108 | $25.5M | 1,416,559 | 4.2% |
| Blackberry LTD(BB) | COM | 09228F103 | $26.2M | 7,391,699 | 4.3% |
| Fluence Energy Inc(FLNC) | COM CL A | 34379V103 | $27.0M | 1,131,522 | 4.4% |
| First Solar Inc(FSLR) | COM | 336433107 | $65.3M | 379,052 | 10.6% |
| Shell PLC(SHEL) | SPON ADS | 780259305 | $88.1M | 1,339,313 | 14.3% |