Clean Energy Transition as of Dec. 31, 2023
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 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 |
|---|---|---|---|---|---|
| Stanley Black & Decker (SWK) | 21.4 | $217M | 2.2M | 98.10 | |
| Nvent Electric SHS (NVT) | 14.9 | $150M | 2.5M | 59.09 | |
| Johnson Ctls Intl SHS (JCI) | 12.3 | $125M | 2.2M | 57.64 | |
| Eaton Corp SHS (ETN) | 12.2 | $123M | 510k | 240.82 | |
| First Solar (FSLR) | 11.8 | $119M | 693k | 172.28 | |
| Emerson Electric (EMR) | 8.6 | $87M | 895k | 97.33 | |
| Avangrid | 7.5 | $76M | 2.3M | 32.41 | |
| Eversource Energy (ES) | 4.0 | $40M | 651k | 61.72 | |
| Fluence Energy Com Cl A (FLNC) | 3.2 | $32M | 1.3M | 23.85 | |
| Otis Worldwide Corp (OTIS) | 3.0 | $30M | 339k | 89.47 | |
| Blue Bird Corp (BLBD) | 0.9 | $9.0M | 334k | 26.96 | |
| Tpi Composites (TPIC) | 0.2 | $1.6M | 391k | 4.14 |
