Clear Sky Advisers as of Dec. 31, 2022
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 55 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Archer Daniels Midland Company (ADM) | 3.5 | $7.7M | 83k | 92.85 | |
| Dominion Resources (D) | 3.3 | $7.4M | 121k | 61.32 | |
| Canadian Pacific Railway | 3.0 | $6.8M | 91k | 74.59 | |
| Atlantica Sustainable Infrastr SHS (AY) | 3.0 | $6.7M | 260k | 25.90 | |
| Ptc (PTC) | 2.9 | $6.4M | 53k | 120.04 | |
| Air Products & Chemicals (APD) | 2.8 | $6.4M | 21k | 308.26 | |
| Intel Corporation (INTC) | 2.5 | $5.6M | 213k | 26.43 | |
| Ansys (ANSS) | 2.5 | $5.6M | 23k | 241.59 | |
| Kirby Corporation (KEX) | 2.5 | $5.5M | 86k | 64.35 | |
| Ball Corporation (BALL) | 2.4 | $5.4M | 105k | 51.14 | |
| Commercial Metals Company (CMC) | 2.4 | $5.3M | 109k | 48.30 | |
| Ford Motor Company (F) | 2.3 | $5.2M | 445k | 11.63 | |
| Vistra Energy (VST) | 2.3 | $5.2M | 223k | 23.20 | |
| Darling International (DAR) | 2.3 | $5.1M | 82k | 62.59 | |
| Arcosa (ACA) | 2.3 | $5.1M | 93k | 54.34 | |
| Flex SHS (FLEX) | 2.2 | $4.9M | 230k | 21.46 | |
| Autodesk (ADSK) | 2.1 | $4.8M | 26k | 186.87 | |
| General Motors Company (GM) | 2.1 | $4.7M | 140k | 33.64 | |
| Frontier Communications Pare (FYBR) | 2.1 | $4.7M | 184k | 25.48 | |
| KAR Auction Services (KAR) | 2.1 | $4.6M | 355k | 13.05 | |
| Dycom Industries (DY) | 2.1 | $4.6M | 49k | 93.60 | |
| Calix (CALX) | 1.9 | $4.2M | 62k | 68.43 | |
| First Solar (FSLR) | 1.8 | $4.1M | 28k | 149.79 | |
| Aptiv SHS (APTV) | 1.8 | $4.1M | 44k | 93.13 | |
| Chart Industries (GTLS) | 1.8 | $4.0M | 34k | 115.23 | |
| Itron (ITRI) | 1.8 | $4.0M | 78k | 50.65 | |
| Methanex Corp (MEOH) | 1.7 | $3.9M | 103k | 37.86 | |
| Sunopta (STKL) | 1.7 | $3.8M | 454k | 8.44 | |
| Albemarle Corporation (ALB) | 1.7 | $3.7M | 17k | 216.86 | |
| Wolfspeed (WOLF) | 1.6 | $3.5M | 51k | 69.04 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $3.5M | 91k | 38.00 | |
| Nuscale PWR Corp (SMR) | 1.5 | $3.4M | 335k | 10.26 | |
| Green Plains Renewable Energy (GPRE) | 1.5 | $3.3M | 109k | 30.50 | |
| Clearfield (CLFD) | 1.5 | $3.3M | 35k | 94.14 | |
| Solaredge Technologies (SEDG) | 1.5 | $3.3M | 12k | 283.27 | |
| 4068594 Enphase Energy (ENPH) | 1.5 | $3.3M | 12k | 264.96 | |
| Enerflex (EFXT) | 1.5 | $3.3M | 520k | 6.30 | |
| Fisker Inc Cl A Com Stk (FSRN) | 1.5 | $3.3M | 449k | 7.27 | |
| Infinera (INFN) | 1.5 | $3.2M | 482k | 6.74 | |
| Ferroglobe SHS (GSM) | 1.4 | $3.1M | 800k | 3.85 | |
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.3 | $3.0M | 38k | 79.84 | |
| Innoviz Technologies SHS (INVZ) | 1.3 | $2.9M | 740k | 3.93 | |
| Proterra | 1.3 | $2.8M | 750k | 3.77 | |
| Aspen Aerogels (ASPN) | 1.2 | $2.7M | 233k | 11.79 | |
| Stem (STEM) | 1.2 | $2.7M | 300k | 8.94 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.2 | $2.7M | 108k | 24.67 | |
| Mobileye Global (MBLY) | 1.2 | $2.6M | 75k | 35.06 | |
| Altus Power (AMPS) | 1.2 | $2.6M | 402k | 6.52 | |
| Alcoa (AA) | 1.2 | $2.6M | 57k | 45.47 | |
| Tpi Composites (TPIC) | 1.2 | $2.6M | 254k | 10.14 | |
| Enovix Corp (ENVX) | 1.1 | $2.4M | 192k | 12.44 | |
| Clean Energy Fuels (CLNE) | 1.1 | $2.4M | 459k | 5.20 | |
| NRG Energy (NRG) | 1.1 | $2.4M | 74k | 31.82 | |
| Aehr Test Systems (AEHR) | 0.8 | $1.8M | 89k | 20.10 | |
| Blade Air Mobility (BLDE) | 0.6 | $1.3M | 360k | 3.58 |
