Clear Sky Advisers as of Dec. 31, 2023
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Republic Services (RSG) | 5.2 | $11M | 67k | 164.91 | |
| Waste Management (WM) | 5.1 | $11M | 61k | 179.10 | |
| Arcosa (ACA) | 3.2 | $6.8M | 82k | 82.64 | |
| Kirby Corporation (KEX) | 3.1 | $6.6M | 84k | 78.48 | |
| Ansys (ANSS) | 3.1 | $6.5M | 18k | 362.88 | |
| Flex SHS (FLEX) | 2.9 | $6.2M | 202k | 30.46 | |
| California Res Corp (CRC) | 2.9 | $6.1M | 112k | 54.68 | |
| General Electric (GE) | 2.8 | $6.1M | 48k | 127.63 | |
| Qualcomm (QCOM) | 2.6 | $5.6M | 39k | 144.63 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 2.6 | $5.5M | 53k | 104.00 | |
| Vistra Energy (VST) | 2.5 | $5.4M | 140k | 38.52 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.5 | $5.3M | 125k | 42.57 | |
| Itron (ITRI) | 2.5 | $5.3M | 70k | 75.51 | |
| Ormat Technologies (ORA) | 2.4 | $5.1M | 68k | 75.79 | |
| Cameco Corporation (CCJ) | 2.3 | $5.0M | 115k | 43.10 | |
| Carlisle Companies (CSL) | 2.3 | $4.9M | 16k | 312.43 | |
| CF Industries Holdings (CF) | 2.2 | $4.8M | 60k | 79.50 | |
| Methanex Corp (MEOH) | 2.2 | $4.7M | 99k | 47.36 | |
| Wheaton Precious Metals Corp (WPM) | 2.1 | $4.5M | 92k | 49.34 | |
| Intel Corporation (INTC) | 2.1 | $4.5M | 90k | 50.25 | |
| Ball Corporation (BALL) | 2.1 | $4.4M | 77k | 57.52 | |
| Enerflex (EFXT) | 2.0 | $4.3M | 930k | 4.63 | |
| Atlantica Sustainable Infrastr SHS (AY) | 2.0 | $4.2M | 197k | 21.50 | |
| Teck Resources Ltd cl b (TECK) | 1.8 | $3.8M | 91k | 42.27 | |
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.7 | $3.6M | 60k | 60.22 | |
| Ferroglobe SHS (GSM) | 1.7 | $3.6M | 550k | 6.51 | |
| Green Plains Renewable Energy (GPRE) | 1.7 | $3.5M | 140k | 25.22 | |
| Veralto Corp (VLTO) | 1.6 | $3.5M | 43k | 82.26 | |
| Nextracker (NXT) | 1.6 | $3.4M | 73k | 46.85 | |
| TETRA Technologies (TTI) | 1.6 | $3.4M | 750k | 4.52 | |
| Nexgen Energy (NXE) | 1.6 | $3.3M | 475k | 7.00 | |
| Stratasys SHS (SSYS) | 1.5 | $3.3M | 230k | 14.28 | |
| Alcoa (AA) | 1.4 | $3.0M | 89k | 34.00 | |
| First Solar (FSLR) | 1.4 | $3.0M | 18k | 172.28 | |
| Canadian Solar (CSIQ) | 1.4 | $3.0M | 113k | 26.23 | |
| Chart Industries (GTLS) | 1.4 | $2.9M | 22k | 136.33 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.2 | $2.6M | 55k | 48.03 | |
| Albemarle Corporation (ALB) | 1.2 | $2.6M | 18k | 144.48 | |
| Coherent Corp (COHR) | 1.1 | $2.4M | 56k | 43.53 | |
| Graftech International (EAF) | 1.1 | $2.4M | 1.1M | 2.19 | |
| Sunopta (STKL) | 1.1 | $2.4M | 439k | 5.47 | |
| Infinera (INFN) | 1.1 | $2.3M | 476k | 4.75 | |
| Aspen Aerogels (ASPN) | 1.0 | $2.2M | 139k | 15.78 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.0 | $2.1M | 136k | 15.54 | |
| Altus Power (AMPS) | 1.0 | $2.1M | 305k | 6.83 | |
| Pacific Ethanol (ALTO) | 1.0 | $2.1M | 779k | 2.66 | |
| Rivian Automotive Inc Class A (RIVN) | 1.0 | $2.1M | 88k | 23.46 | |
| Wolfspeed (WOLF) | 1.0 | $2.0M | 47k | 43.51 | |
| Clean Energy Fuels (CLNE) | 0.9 | $2.0M | 512k | 3.83 | |
| Net Power (NPWR) | 0.9 | $1.9M | 188k | 10.10 | |
| Ameres (AMRC) | 0.8 | $1.7M | 53k | 31.67 | |
| Innoviz Technologies SHS (INVZ) | 0.7 | $1.6M | 619k | 2.53 | |
| Stem (STEM) | 0.6 | $1.3M | 343k | 3.88 | |
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.4 | $856k | 786k | 1.09 |
