Clear Sky Advisers as of March 31, 2022
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 45 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evergy (EVRG) | 6.7 | $1.2M | 18k | 68.33 | |
| Vistra Energy (VST) | 4.7 | $860k | 37k | 23.24 | |
| Air Products & Chemicals (APD) | 4.5 | $825k | 3.3k | 250.00 | |
| Deere & Company (DE) | 4.1 | $748k | 1.8k | 415.56 | |
| Constellation Energy (CEG) | 4.0 | $731k | 13k | 56.23 | |
| NRG Energy (NRG) | 3.8 | $706k | 18k | 38.37 | |
| AES Corporation (AES) | 3.6 | $669k | 26k | 25.73 | |
| Intel Corporation (INTC) | 3.4 | $634k | 13k | 49.53 | |
| Frontier Communications Pare (FYBR) | 2.9 | $531k | 19k | 27.66 | |
| Infinera (INFN) | 2.5 | $460k | 53k | 8.68 | |
| Ansys (ANSS) | 2.4 | $445k | 1.4k | 317.86 | |
| Dycom Industries (DY) | 2.4 | $438k | 4.6k | 95.22 | |
| General Motors Company (GM) | 2.3 | $424k | 9.7k | 43.71 | |
| Ford Motor Company (F) | 2.3 | $423k | 25k | 16.92 | |
| Albemarle Corporation (ALB) | 2.3 | $420k | 1.9k | 221.05 | |
| Generac Holdings (GNRC) | 2.3 | $416k | 1.4k | 297.14 | |
| Quimica Y Minera Chil-sp Adr (SQM) | 2.2 | $411k | 4.8k | 85.62 | |
| Chart Industries (GTLS) | 2.1 | $395k | 2.3k | 171.74 | |
| Solaredge Technologies (SEDG) | 2.1 | $387k | 1.2k | 322.50 | |
| CF Industries Holdings (CF) | 2.1 | $381k | 3.7k | 102.97 | |
| Nxp Semiconductors Nv SHS (NXPI) | 2.0 | $370k | 2.0k | 185.00 | |
| Alcoa (AA) | 2.0 | $360k | 4.0k | 90.00 | |
| Infra And Energy Altrntive I | 1.9 | $350k | 30k | 11.86 | |
| Cameco Corporation (CCJ) | 1.8 | $340k | 12k | 29.06 | |
| Canadian Solar (CSIQ) | 1.8 | $336k | 9.5k | 35.37 | |
| Flex Lng SHS (FLNG) | 1.7 | $317k | 11k | 28.56 | |
| Sunpower (SPWR) | 1.7 | $311k | 15k | 21.45 | |
| Sunopta (STKL) | 1.7 | $311k | 62k | 5.02 | |
| 4068594 Enphase Energy (ENPH) | 1.6 | $303k | 1.5k | 202.00 | |
| NVIDIA Corporation (NVDA) | 1.6 | $300k | 1.1k | 272.73 | |
| Wolfspeed (WOLF) | 1.6 | $296k | 2.6k | 113.85 | |
| Proterra | 1.5 | $278k | 37k | 7.51 | |
| Altus Power (AMPS) | 1.5 | $275k | 37k | 7.43 | |
| Ferroglobe SHS (GSM) | 1.5 | $270k | 35k | 7.71 | |
| Calix (CALX) | 1.4 | $266k | 6.2k | 42.90 | |
| Tpi Composites (TPIC) | 1.4 | $260k | 19k | 14.05 | |
| Lithium Americas Corp | 1.3 | $246k | 6.4k | 38.44 | |
| Fisker Inc Cl A Com Stk (FSRN) | 1.3 | $245k | 19k | 12.89 | |
| Aspen Aerogels (ASPN) | 1.2 | $224k | 6.5k | 34.46 | |
| Stem (STEM) | 1.2 | $215k | 20k | 11.03 | |
| Enovix Corp (ENVX) | 1.2 | $214k | 15k | 14.27 | |
| Tritium Dcfc SHS (DCFC) | 1.1 | $211k | 21k | 10.05 | |
| Maxeon Solar Technologie SHS (MAXN) | 1.1 | $200k | 14k | 14.49 | |
| Matterport Inc Com Cl A (MTTR) | 1.0 | $187k | 23k | 8.13 | |
| Aehr Test Systems (AEHR) | 1.0 | $183k | 18k | 10.17 |
