Q4 2020 Holdings
Filed 2021-07-22 | 101 holdings | $8.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $1.8M | 30,981 | 21.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.3M | 4,202 | 15.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.0M | 7,352 | 12.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $926.0K | 5,820 | 11.2% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $766.0K | 14,947 | 9.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $522.0K | 2,244 | 6.3% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $450.0K | 6,634 | 5.5% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $416.0K | 3,962 | 5.0% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $405.0K | 3,243 | 4.9% |
| BOX Inc(BOX) | CL A | 10316T104 | $321.0K | 17,806 | 3.9% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $312.0K | 5,980 | 3.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.9K | 5,579 | 0.0% |
| Brookfield Renewable Corp | CL A SUB VTG | 11284V105 | $3.0K | 52,158 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $2.0K | 6,322 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.9K | 17,496 | 0.0% |
| Hannon Armstrong Sust Infr C(HASI) | COM | 41068X100 | $1.9K | 29,433 | 0.0% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $1.9K | 72,201 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.8K | 10,285 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $1.8K | 28,359 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.7K | 11,388 | 0.0% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $1.7K | 31,282 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $1.6K | 7,373 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.6K | 2,974 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $1.5K | 14,564 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $1.5K | 21,877 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $1.5K | 3,208 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 11,416 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.4K | 11,417 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $1.3K | 13,436 | 0.0% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $1.2K | 6,918 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.2K | 13,443 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $1.1K | 7,422 | 0.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $1.0K | 7,425 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.0K | 579 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $973 | 6,352 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $949 | 2,670 | 0.0% |
| Switch Inc | CL A | 87105L104 | $948 | 57,883 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $923 | 11,031 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $922 | 4,014 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $911 | 1,276 | 0.0% |
| ABB LTD(ABJA) | SPONSORED ADR | 000375204 | $909 | 32,503 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $873 | 23,520 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $842 | 2,899 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $830 | 4,150 | 0.0% |
| Horizon Technology FIN Corp(HRZN) | COM | 44045A102 | $827 | 62,498 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $813 | 5,504 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $808 | 6,750 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $794 | 3,396 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $768 | 5,025 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $767 | 2,108 | 0.0% |