Clear Sky Advisers as of Sept. 30, 2022
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 62 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evergy (EVRG) | 4.0 | $6.7M | 112k | 59.40 | |
| Dominion Resources (D) | 3.9 | $6.6M | 95k | 69.11 | |
| Air Products & Chemicals (APD) | 3.1 | $5.2M | 22k | 232.72 | |
| Canadian Pacific Railway | 2.9 | $4.9M | 73k | 66.73 | |
| Arcosa (ACA) | 2.8 | $4.6M | 81k | 57.19 | |
| NRG Energy (NRG) | 2.7 | $4.6M | 120k | 38.27 | |
| Deere & Company (DE) | 2.6 | $4.3M | 13k | 333.92 | |
| Intel Corporation (INTC) | 2.4 | $4.0M | 154k | 25.77 | |
| Vistra Energy (VST) | 2.3 | $3.9M | 187k | 21.00 | |
| Kirby Corporation (KEX) | 2.3 | $3.9M | 64k | 60.77 | |
| Dycom Industries (DY) | 2.3 | $3.8M | 40k | 95.53 | |
| Ptc (PTC) | 2.2 | $3.7M | 36k | 104.59 | |
| AES Corporation (AES) | 2.1 | $3.5M | 155k | 22.60 | |
| Atlantica Sustainable Infrastr SHS (AY) | 2.1 | $3.5M | 133k | 26.30 | |
| Ansys (ANSS) | 2.0 | $3.4M | 16k | 221.68 | |
| Frontier Communications Pare (FYBR) | 2.0 | $3.4M | 144k | 23.43 | |
| Darling International (DAR) | 2.0 | $3.4M | 51k | 66.16 | |
| Flex SHS (FLEX) | 1.9 | $3.3M | 196k | 16.66 | |
| Autodesk (ADSK) | 1.8 | $3.1M | 17k | 186.79 | |
| First Solar (FSLR) | 1.8 | $3.0M | 23k | 132.26 | |
| Itron (ITRI) | 1.8 | $3.0M | 72k | 42.11 | |
| Harley-Davidson (HOG) | 1.8 | $3.0M | 85k | 34.88 | |
| Ford Motor Company (F) | 1.7 | $2.8M | 250k | 11.20 | |
| Sunopta (STKL) | 1.7 | $2.8M | 305k | 9.10 | |
| KAR Auction Services (KAR) | 1.7 | $2.8M | 248k | 11.17 | |
| Albemarle Corporation (ALB) | 1.6 | $2.7M | 10k | 264.47 | |
| Infinera (INFN) | 1.6 | $2.7M | 560k | 4.84 | |
| CF Industries Holdings (CF) | 1.6 | $2.7M | 28k | 96.25 | |
| Cameco Corporation (CCJ) | 1.5 | $2.6M | 97k | 26.51 | |
| Calix (CALX) | 1.5 | $2.6M | 42k | 61.14 | |
| Clearfield (CLFD) | 1.5 | $2.6M | 25k | 104.65 | |
| Aptiv SHS (APTV) | 1.5 | $2.5M | 32k | 78.22 | |
| Chart Industries (GTLS) | 1.4 | $2.4M | 13k | 184.35 | |
| ON Semiconductor (ON) | 1.4 | $2.4M | 39k | 62.33 | |
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.4 | $2.3M | 25k | 90.76 | |
| Alcoa (AA) | 1.3 | $2.2M | 64k | 33.66 | |
| Green Plains Renewable Energy (GPRE) | 1.3 | $2.2M | 74k | 29.07 | |
| Ferroglobe SHS (GSM) | 1.3 | $2.1M | 403k | 5.28 | |
| Wolfspeed (WOLF) | 1.3 | $2.1M | 21k | 103.37 | |
| Archaea Energy | 1.3 | $2.1M | 117k | 18.01 | |
| Freyr Battery Sa SHS | 1.2 | $2.1M | 147k | 14.24 | |
| Nuscale PWR Corp (SMR) | 1.2 | $2.0M | 175k | 11.68 | |
| 4068594 Enphase Energy (ENPH) | 1.2 | $2.0M | 7.3k | 277.53 | |
| Fisker Inc Cl A Com Stk (FSRN) | 1.2 | $2.0M | 260k | 7.55 | |
| Planet Labs Pbc Com Cl A (PL) | 1.1 | $1.9M | 355k | 5.43 | |
| Pacific Ethanol (ALTO) | 1.1 | $1.9M | 525k | 3.64 | |
| Proterra | 1.1 | $1.8M | 368k | 4.98 | |
| Aspen Aerogels (ASPN) | 1.1 | $1.8M | 195k | 9.22 | |
| Innoviz Technologies SHS (INVZ) | 1.1 | $1.8M | 342k | 5.21 | |
| Nextdecade Corp (NEXT) | 1.0 | $1.7M | 290k | 6.02 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.0 | $1.7M | 78k | 21.55 | |
| Clean Energy Fuels (CLNE) | 1.0 | $1.7M | 310k | 5.34 | |
| Altus Power (AMPS) | 1.0 | $1.6M | 145k | 11.01 | |
| Century Aluminum Company (CENX) | 0.9 | $1.5M | 280k | 5.28 | |
| Aehr Test Systems (AEHR) | 0.9 | $1.5M | 103k | 14.10 | |
| Enovix Corp (ENVX) | 0.8 | $1.3M | 73k | 18.33 | |
| Maxeon Solar Technologies SHS (MAXN) | 0.8 | $1.3M | 54k | 23.78 | |
| Tpi Composites (TPIC) | 0.8 | $1.3M | 113k | 11.28 | |
| Stem (STEM) | 0.8 | $1.3M | 95k | 13.34 | |
| Tritium Dcfc SHS (DCFC) | 0.6 | $1.0M | 315k | 3.19 | |
| Ouster | 0.5 | $771k | 800k | 0.96 | |
| Sunlight Financi | 0.4 | $732k | 590k | 1.24 |
