Clean Energy Transition as of March 31, 2023
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors Put Option (TSLA) | 33.9 | $378M | 1.8M | 207.46 | |
| First Solar (FSLR) | 19.1 | $213M | 978k | 217.50 | |
| Stanley Black & Decker (SWK) | 11.6 | $130M | 1.6M | 80.58 | |
| Nvent Electric SHS (NVT) | 10.2 | $113M | 2.6M | 42.94 | |
| Air Products & Chemicals (APD) | 6.9 | $77M | 268k | 287.21 | |
| Carrier Global Corporation (CARR) | 5.6 | $62M | 1.4M | 45.75 | |
| Consolidated Edison (ED) | 4.7 | $52M | 542k | 95.67 | |
| Nextracker Class A Com (NXT) | 3.0 | $33M | 922k | 36.26 | |
| Blue Bird Corp (BLBD) | 2.3 | $26M | 1.3M | 20.43 | |
| General Electric Com New (GE) | 1.2 | $13M | 138k | 95.60 | |
| Freyr Battery SHS | 0.8 | $9.4M | 1.1M | 8.89 | |
| Tpi Composites (TPIC) | 0.7 | $7.9M | 605k | 13.05 |
