Clean Energy Transition as of June 30, 2024
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 51.8 | $954M | 4.8M | 197.88 | |
| Emerson Electric (EMR) | 9.9 | $182M | 1.7M | 110.16 | |
| Ge Vernova (GEV) | 7.0 | $130M | 755k | 171.51 | |
| First Solar (FSLR) | 6.1 | $112M | 499k | 225.46 | |
| Nvent Electric SHS (NVT) | 6.0 | $110M | 1.4M | 76.61 | |
| Stanley Black & Decker (SWK) | 5.8 | $106M | 1.3M | 79.89 | |
| Eaton Corp SHS (ETN) | 5.0 | $92M | 295k | 313.55 | |
| Consolidated Edison (ED) | 4.4 | $80M | 898k | 89.42 | |
| Ida (IDA) | 2.7 | $49M | 527k | 93.15 | |
| Aspen Technology (AZPN) | 1.1 | $21M | 105k | 198.63 | |
| Sprott Com New (SII) | 0.2 | $3.8M | 92k | 41.39 | |
| Tpi Composites (TPIC) | 0.1 | $1.4M | 343k | 3.99 |
