Q1 2023 Holdings
Filed 2023-04-06 | 150 holdings | $142.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First Solar Inc(FSLR) | COM | 336433107 | $5.1M | 23,468 | 3.6% |
| Brookfield Renewable Corp | CL A SUB VTG | 11284V105 | $4.0M | 113,564 | 2.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $3.3M | 35,127 | 2.3% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7M | 16,205 | 1.9% |
| Horizon Technology FIN Corp(HRZN) | COM | 44045A102 | $2.6M | 232,829 | 1.8% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.4M | 18,563 | 1.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.3M | 8,396 | 1.6% |
| International Business Machs(IBM) | COM | 459200101 | $2.3M | 17,192 | 1.6% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $2.2M | 3,256 | 1.6% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $2.2M | 4,141 | 1.5% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $2.2M | 42,311 | 1.5% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $2.1M | 17,116 | 1.5% |
| Hannon Armstrong Sust Infr C(HASI) | COM | 41068X100 | $2.0M | 71,578 | 1.4% |
| Equinix Inc(EQIX) | COM | 29444U700 | $1.8M | 2,554 | 1.3% |
| Iron MTN Inc del(IRM) | COM | 46284V101 | $1.8M | 33,831 | 1.3% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $1.8M | 50,967 | 1.3% |
| ABB LTD(ABJA) | SPONSORED ADR | 000375204 | $1.8M | 51,238 | 1.2% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $1.7M | 17,409 | 1.2% |
| Maxeon Solar Technologies LT | SHS | Y58473102 | $1.7M | 63,345 | 1.2% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $1.7M | 5,495 | 1.2% |
| Steelcase Inc(GJB) | CL A | 858155203 | $1.7M | 197,161 | 1.2% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $1.6M | 13,066 | 1.2% |
| Commercial Metals Co(CMC) | COM | 201723103 | $1.6M | 32,935 | 1.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $1.6M | 8,049 | 1.1% |
| Natural Grocers by Vitamin C(NGVC) | COM | 63888U108 | $1.5M | 130,030 | 1.1% |
| Hudson PAC Pptys Inc | COM | 444097109 | $1.5M | 229,149 | 1.1% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $1.5M | 109,083 | 1.1% |
| Moderna Inc(MRNA) | COM | 60770K107 | $1.5M | 9,798 | 1.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.5M | 2,334 | 1.1% |
| Kilroy Rlty Corp(KRC) | COM | 49427F108 | $1.5M | 45,631 | 1.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $1.5M | 32,583 | 1.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $1.5M | 8,755 | 1.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $1.5M | 14,758 | 1.0% |
| Prologis Inc.(PLD) | COM | 74340W103 | $1.4M | 11,435 | 1.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.4M | 6,768 | 1.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $1.4M | 8,869 | 1.0% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $1.4M | 21,025 | 1.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $1.4M | 25,420 | 1.0% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $1.3M | 33,370 | 0.9% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $1.3M | 86,278 | 0.9% |
| Schnitzer Steel Inds Inc(SCHN1EUR) | CL A | 806882106 | $1.3M | 42,041 | 0.9% |
| Extreme Networks(EXTR) | COM | 30226D106 | $1.3M | 68,349 | 0.9% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $1.3M | 99,712 | 0.9% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $1.2M | 53,887 | 0.9% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $1.2M | 18,439 | 0.9% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $1.2M | 104,895 | 0.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.2M | 5,654 | 0.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.1M | 5,524 | 0.8% |
| SK Telecom LTD(SKM) | SPONSORED ADR | 78440P306 | $1.1M | 55,555 | 0.8% |
| Itron Inc(ITRI) | COM | 465741106 | $1.1M | 20,472 | 0.8% |