Clean Energy Transition as of June 30, 2023
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stanley Black & Decker (SWK) | 25.8 | $189M | 2.0M | 93.71 | |
| Nvent Electric SHS (NVT) | 19.4 | $142M | 2.7M | 51.67 | |
| Eaton Corp SHS (ETN) | 17.7 | $130M | 646k | 201.10 | |
| Air Products & Chemicals (APD) | 7.5 | $55M | 184k | 299.53 | |
| Carrier Global Corporation (CARR) | 6.9 | $51M | 1.0M | 49.71 | |
| Nextracker Class A Com (NXT) | 5.1 | $37M | 936k | 39.81 | |
| AES Corporation (AES) | 4.6 | $34M | 1.6M | 20.73 | |
| Blue Bird Corp (BLBD) | 3.4 | $25M | 1.1M | 22.48 | |
| First Solar (FSLR) | 2.9 | $22M | 113k | 190.09 | |
| Tpi Composites (TPIC) | 2.7 | $20M | 1.9M | 10.37 | |
| Otis Worldwide Corp (OTIS) | 2.2 | $16M | 182k | 89.01 | |
| General Electric Com New (GE) | 1.7 | $13M | 115k | 109.85 |
