Clear Sky Advisers as of March 31, 2023
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 61 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 3.4 | $13M | 46k | 287.21 | |
| Nextera Energy (NEE) | 3.2 | $13M | 163k | 77.08 | |
| Ptc (PTC) | 3.0 | $12M | 91k | 128.23 | |
| Bwx Technologies (BWXT) | 3.0 | $12M | 185k | 63.04 | |
| Canadian Pacific Kansas City (CP) | 2.8 | $11M | 145k | 76.94 | |
| Atlantica Sustainable Infrastr SHS | 2.7 | $11M | 362k | 29.56 | |
| Ball Corporation (BALL) | 2.6 | $10M | 183k | 55.11 | |
| Ansys (ANSS) | 2.5 | $9.7M | 29k | 332.80 | |
| EnerSys (ENS) | 2.4 | $9.4M | 108k | 86.88 | |
| Arcosa (ACA) | 2.3 | $9.2M | 145k | 63.11 | |
| Kirby Corporation (KEX) | 2.2 | $8.7M | 125k | 69.70 | |
| Darling International (DAR) | 2.2 | $8.5M | 146k | 58.40 | |
| Intel Corporation (INTC) | 2.1 | $8.5M | 259k | 32.67 | |
| Aptiv SHS (APTV) | 2.1 | $8.4M | 75k | 112.19 | |
| Cameco Corporation (CCJ) | 2.1 | $8.3M | 318k | 26.17 | |
| General Motors Company (GM) | 2.1 | $8.3M | 225k | 36.68 | |
| KAR Auction Services (KAR) | 2.1 | $8.1M | 595k | 13.68 | |
| Valmont Industries (VMI) | 2.0 | $7.9M | 25k | 319.28 | |
| Fluor Corporation (FLR) | 2.0 | $7.9M | 256k | 30.91 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 2.0 | $7.9M | 85k | 93.02 | |
| Infinera (INFN) | 2.0 | $7.9M | 1.0M | 7.76 | |
| Qualcomm (QCOM) | 2.0 | $7.8M | 61k | 127.58 | |
| CF Industries Holdings (CF) | 1.9 | $7.6M | 105k | 72.49 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.9 | $7.6M | 185k | 40.91 | |
| Itron (ITRI) | 1.9 | $7.5M | 135k | 55.45 | |
| Calix (CALX) | 1.9 | $7.4M | 138k | 53.59 | |
| Autodesk (ADSK) | 1.9 | $7.4M | 36k | 208.16 | |
| First Solar (FSLR) | 1.8 | $7.0M | 32k | 217.50 | |
| Dycom Industries (DY) | 1.7 | $6.8M | 73k | 93.65 | |
| Methanex Corp (MEOH) | 1.7 | $6.5M | 140k | 46.53 | |
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.6 | $6.5M | 80k | 81.06 | |
| Sunopta (STKL) | 1.6 | $6.4M | 833k | 7.70 | |
| Golar Lng SHS (GLNG) | 1.6 | $6.4M | 296k | 21.60 | |
| Ferroglobe SHS (GSM) | 1.6 | $6.2M | 1.3M | 4.94 | |
| Emerson Electric (EMR) | 1.5 | $6.0M | 69k | 87.14 | |
| Solaredge Technologies (SEDG) | 1.5 | $5.9M | 20k | 303.95 | |
| Chart Industries (GTLS) | 1.5 | $5.8M | 47k | 125.40 | |
| Green Plains Renewable Energy (GPRE) | 1.4 | $5.6M | 180k | 30.99 | |
| Clean Energy Fuels (CLNE) | 1.4 | $5.5M | 1.3M | 4.36 | |
| Clearfield (CLFD) | 1.4 | $5.4M | 117k | 46.58 | |
| Ferguson SHS | 1.4 | $5.4M | 40k | 133.75 | |
| Mp Materials Corp (MP) | 1.3 | $5.3M | 187k | 28.19 | |
| Alcoa (AA) | 1.3 | $5.2M | 122k | 42.56 | |
| Nextracker (NXT) | 1.3 | $5.1M | 142k | 36.26 | |
| Wolfspeed (WOLF) | 1.3 | $5.0M | 77k | 64.95 | |
| Enovix Corp (ENVX) | 1.2 | $4.5M | 305k | 14.91 | |
| Tpi Composites (TPIC) | 1.1 | $4.4M | 335k | 13.05 | |
| Altus Power (AMPS) | 1.1 | $4.3M | 790k | 5.48 | |
| Enerflex (EFXT) | 1.1 | $4.1M | 694k | 5.96 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.0 | $4.1M | 178k | 22.79 | |
| Array Technologies (ARRY) | 0.9 | $3.6M | 165k | 21.88 | |
| Fisker Inc Cl A Com Stk (FSRNQ) | 0.8 | $3.3M | 530k | 6.14 | |
| Aehr Test Systems (AEHR) | 0.7 | $2.9M | 94k | 31.02 | |
| Aspen Aerogels (ASPN) | 0.7 | $2.7M | 359k | 7.45 | |
| Renew Energy Global SHS (RNW) | 0.7 | $2.6M | 466k | 5.62 | |
| Nxp Semiconductors Nv SHS (NXPI) | 0.4 | $1.6M | 8.8k | 186.47 | |
| Ambarella SHS (AMBA) | 0.4 | $1.4M | 18k | 77.42 | |
| Innoviz Technologies SHS (INVZ) | 0.2 | $925k | 264k | 3.50 | |
| Oatly Group Ab Adr (OTLY) | 0.2 | $822k | 340k | 2.42 | |
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.2 | $799k | 311k | 2.57 | |
| Tritium Dcfc SHS | 0.2 | $602k | 470k | 1.28 |
