Clear Sky Advisers as of June 30, 2022
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 57 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evergy (EVRG) | 5.3 | $6.0M | 92k | 65.25 | |
| Bwx Technologies (BWXT) | 3.6 | $4.0M | 73k | 55.10 | |
| Air Products & Chemicals (APD) | 3.3 | $3.7M | 16k | 240.45 | |
| NRG Energy (NRG) | 3.0 | $3.3M | 87k | 38.17 | |
| Vistra Energy (VST) | 2.9 | $3.3M | 144k | 22.85 | |
| Dominion Resources (D) | 2.8 | $3.1M | 39k | 79.82 | |
| Intel Corporation (INTC) | 2.6 | $3.0M | 79k | 37.41 | |
| AES Corporation (AES) | 2.6 | $2.9M | 140k | 21.01 | |
| Deere & Company (DE) | 2.6 | $2.9M | 9.6k | 299.48 | |
| Kirby Corporation (KEX) | 2.5 | $2.9M | 47k | 60.83 | |
| Fluor Corporation (FLR) | 2.2 | $2.5M | 101k | 24.34 | |
| Frontier Communications Pare (FYBR) | 2.1 | $2.3M | 99k | 23.54 | |
| KAR Auction Services (KAR) | 2.1 | $2.3M | 157k | 14.77 | |
| First Solar (FSLR) | 1.9 | $2.2M | 32k | 68.12 | |
| Methanex Corp (MEOH) | 1.9 | $2.2M | 57k | 38.23 | |
| Itron (ITRI) | 1.9 | $2.2M | 44k | 49.43 | |
| Ansys (ANSS) | 1.9 | $2.2M | 9.0k | 239.33 | |
| Cameco Corporation (CCJ) | 1.9 | $2.1M | 101k | 21.02 | |
| General Motors Company (GM) | 1.9 | $2.1M | 66k | 31.76 | |
| Chart Industries (GTLS) | 1.8 | $2.0M | 12k | 167.38 | |
| Ford Motor Company (F) | 1.8 | $2.0M | 182k | 11.13 | |
| Harley-Davidson (HOG) | 1.8 | $2.0M | 64k | 31.66 | |
| Infinera (INFN) | 1.8 | $2.0M | 375k | 5.36 | |
| Aptiv SHS (APTV) | 1.7 | $2.0M | 22k | 89.09 | |
| Autodesk (ADSK) | 1.7 | $1.9M | 11k | 172.00 | |
| Constellation Energy (CEG) | 1.7 | $1.9M | 33k | 57.27 | |
| Nxp Semiconductors Nv SHS (NXPI) | 1.7 | $1.9M | 13k | 148.03 | |
| Darling International (DAR) | 1.6 | $1.8M | 30k | 59.80 | |
| Quimica Y Minera Chil-sp Adr (SQM) | 1.6 | $1.8M | 21k | 83.52 | |
| Mosaic (MOS) | 1.6 | $1.7M | 37k | 47.24 | |
| Sunopta (STKL) | 1.5 | $1.7M | 221k | 7.78 | |
| Clearfield (CLFD) | 1.5 | $1.7M | 27k | 61.96 | |
| Albemarle Corporation (ALB) | 1.5 | $1.7M | 8.0k | 209.00 | |
| Solaredge Technologies (SEDG) | 1.5 | $1.6M | 6.0k | 273.67 | |
| Flex Lng SHS (FLNG) | 1.4 | $1.6M | 57k | 27.39 | |
| Calix (CALX) | 1.4 | $1.5M | 45k | 34.13 | |
| Infra And Energy Altrntive I | 1.4 | $1.5M | 190k | 8.03 | |
| Canadian Solar (CSIQ) | 1.4 | $1.5M | 49k | 31.14 | |
| Generac Holdings (GNRC) | 1.3 | $1.5M | 7.1k | 210.56 | |
| Alcoa (AA) | 1.3 | $1.5M | 33k | 45.57 | |
| Tpi Composites (TPIC) | 1.3 | $1.4M | 115k | 12.50 | |
| 4068594 Enphase Energy (ENPH) | 1.2 | $1.4M | 7.0k | 195.29 | |
| Wolfspeed (WOLF) | 1.2 | $1.4M | 22k | 63.44 | |
| Green Plains Renewable Energy (GPRE) | 1.2 | $1.4M | 50k | 27.18 | |
| Fisker Inc Cl A Com Stk (FSRNQ) | 1.2 | $1.3M | 155k | 8.57 | |
| Planet Labs Pbc Com Cl A (PL) | 1.2 | $1.3M | 300k | 4.33 | |
| Dycom Industries (DY) | 1.2 | $1.3M | 14k | 93.03 | |
| Ferroglobe SHS (GSM) | 1.1 | $1.3M | 212k | 5.94 | |
| Proterra | 1.1 | $1.3M | 270k | 4.64 | |
| Innoviz Technologies SHS (INVZ) | 1.1 | $1.2M | 310k | 3.92 | |
| Enovix Corp (ENVX) | 1.0 | $1.2M | 130k | 8.91 | |
| Aspen Aerogels (ASPN) | 1.0 | $1.2M | 117k | 9.88 | |
| Nextdecade Corp (NEXT) | 1.0 | $1.1M | 250k | 4.44 | |
| Aehr Test Systems (AEHR) | 1.0 | $1.1M | 143k | 7.50 | |
| Stem (STEM) | 0.8 | $916k | 128k | 7.16 | |
| Tritium Dcfc SHS | 0.8 | $914k | 150k | 6.09 | |
| Nuscale PWR Corp (SMR) | 0.8 | $859k | 86k | 9.99 |
