Clean Energy Transition as of Dec. 31, 2022
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 30.1 | $189M | 1.3M | 149.79 | |
| General Electric Com New (GE) | 17.5 | $110M | 1.3M | 83.79 | |
| Air Products & Chemicals (APD) | 17.0 | $107M | 346k | 308.26 | |
| Nvent Electric SHS (NVT) | 14.7 | $92M | 2.4M | 38.47 | |
| Carrier Global Corporation (CARR) | 8.1 | $51M | 1.2M | 41.25 | |
| Eversource Energy (ES) | 3.3 | $21M | 245k | 83.84 | |
| Occidental Petroleum Corporation (OXY) | 3.1 | $20M | 312k | 62.99 | |
| Freyr Battery SHS | 2.9 | $18M | 2.1M | 8.68 | |
| Blue Bird Corp (BLBD) | 1.8 | $12M | 1.1M | 10.71 | |
| Stanley Black & Decker (SWK) | 1.3 | $7.8M | 104k | 75.12 | |
| Maxeon Solar Technologies Lt SHS (MAXN) | 0.2 | $1.1M | 66k | 16.06 |
