Clean Energy Transition as of Dec. 31, 2021
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 20.2 | $174M | 2.0M | 87.16 | |
| Carrier Global Corporation (CARR) | 19.7 | $170M | 3.1M | 54.24 | |
| General Electric Com New (GE) | 17.0 | $146M | 1.5M | 94.47 | |
| Nvent Electric SHS (NVT) | 10.6 | $91M | 2.4M | 38.00 | |
| Eaton Corp SHS (ETN) | 8.9 | $77M | 443k | 172.82 | |
| General Motors Company (GM) | 7.9 | $68M | 1.2M | 58.63 | |
| Air Products & Chemicals (APD) | 5.3 | $46M | 150k | 304.26 | |
| Eversource Energy (ES) | 3.7 | $32M | 348k | 90.98 | |
| Otis Worldwide Corp (OTIS) | 3.0 | $26M | 295k | 87.07 | |
| Fluence Energy Com Cl A (FLNC) | 1.7 | $15M | 413k | 35.56 | |
| Blue Bird Corp (BLBD) | 0.9 | $8.1M | 518k | 15.64 | |
| CF Industries Holdings (CF) | 0.9 | $7.9M | 111k | 70.78 | |
| Quantumscape Corp Com Cl A (QS) | 0.3 | $2.8M | 127k | 22.19 |
