Clear Sky Advisers as of June 30, 2023
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 52 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bwx Technologies (BWXT) | 3.6 | $11M | 155k | 71.57 | |
| Ptc (PTC) | 3.5 | $11M | 78k | 142.30 | |
| Emerson Electric (EMR) | 3.4 | $11M | 119k | 90.39 | |
| Ferguson SHS (FERG) | 3.2 | $10M | 64k | 157.31 | |
| Kirby Corporation (KEX) | 3.2 | $10M | 130k | 76.95 | |
| Texas Instruments Incorporated (TXN) | 3.2 | $9.9M | 55k | 180.02 | |
| General Electric (GE) | 3.2 | $9.9M | 90k | 109.85 | |
| Eagle Materials (EXP) | 3.0 | $9.3M | 50k | 186.42 | |
| Ball Corporation (BALL) | 2.8 | $8.7M | 150k | 58.21 | |
| Cameco Corporation (CCJ) | 2.7 | $8.5M | 270k | 31.33 | |
| Arcosa (ACA) | 2.7 | $8.3M | 110k | 75.77 | |
| Ansys (ANSS) | 2.6 | $8.3M | 25k | 330.27 | |
| EnerSys (ENS) | 2.6 | $8.1M | 75k | 108.52 | |
| First Solar (FSLR) | 2.3 | $7.2M | 38k | 190.09 | |
| Itron (ITRI) | 2.3 | $7.2M | 100k | 72.10 | |
| Stratasys SHS (SSYS) | 2.3 | $7.1M | 400k | 17.76 | |
| California Res Corp (CRC) | 2.2 | $7.0M | 155k | 45.29 | |
| Nexgen Energy (NXE) | 2.2 | $6.9M | 1.5M | 4.71 | |
| Sunopta (STKL) | 2.2 | $6.9M | 1.0M | 6.69 | |
| Autodesk (ADSK) | 2.2 | $6.8M | 33k | 204.61 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.1 | $6.5M | 163k | 40.00 | |
| Enerflex (EFXT) | 2.0 | $6.1M | 900k | 6.81 | |
| Intel Corporation (INTC) | 1.9 | $6.0M | 180k | 33.44 | |
| Methanex Corp (MEOH) | 1.9 | $6.0M | 145k | 41.37 | |
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.9 | $5.8M | 80k | 72.62 | |
| Canadian Solar (CSIQ) | 1.9 | $5.8M | 150k | 38.69 | |
| CF Industries Holdings (CF) | 1.8 | $5.6M | 80k | 69.42 | |
| Infinera (INFN) | 1.7 | $5.3M | 1.1M | 4.83 | |
| Advanced Micro Devices (AMD) | 1.6 | $5.1M | 45k | 113.91 | |
| Clean Energy Fuels (CLNE) | 1.6 | $5.1M | 1.0M | 4.96 | |
| Graftech International (EAF) | 1.6 | $4.9M | 975k | 5.04 | |
| Albemarle Corporation (ALB) | 1.5 | $4.8M | 22k | 223.09 | |
| Alcoa (AA) | 1.5 | $4.8M | 143k | 33.93 | |
| Tesla Motors (TSLA) | 1.5 | $4.6M | 18k | 261.77 | |
| Nextracker (NXT) | 1.4 | $4.5M | 113k | 39.81 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.4 | $4.5M | 175k | 25.56 | |
| Green Plains Renewable Energy (GPRE) | 1.4 | $4.4M | 135k | 32.24 | |
| Waste Management (WM) | 1.4 | $4.3M | 25k | 173.42 | |
| Rivian Automotive Inc Class A (RIVN) | 1.4 | $4.3M | 260k | 16.66 | |
| Array Technologies (ARRY) | 1.3 | $4.2M | 185k | 22.60 | |
| Wolfspeed (WOLF) | 1.3 | $4.2M | 75k | 55.59 | |
| Chart Industries (GTLS) | 1.2 | $3.8M | 24k | 159.79 | |
| Republic Services (RSG) | 1.2 | $3.8M | 25k | 153.17 | |
| KAR Auction Services (KAR) | 1.2 | $3.8M | 250k | 15.22 | |
| Enovix Corp (ENVX) | 1.2 | $3.8M | 210k | 18.04 | |
| Altus Power (AMPS) | 1.0 | $3.1M | 580k | 5.40 | |
| Renew Energy Global SHS (RNW) | 1.0 | $3.1M | 570k | 5.48 | |
| Ferroglobe SHS (GSM) | 1.0 | $3.1M | 653k | 4.77 | |
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.9 | $2.7M | 625k | 4.34 | |
| Innoviz Technologies SHS (INVZ) | 0.7 | $2.2M | 790k | 2.84 | |
| Tpi Composites (TPIC) | 0.5 | $1.5M | 144k | 10.37 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.4 | $1.3M | 125k | 10.54 |
