Clear Sky Advisers as of Sept. 30, 2023
Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 50 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waste Management (WM) | 6.0 | $12M | 76k | 152.44 | |
| Republic Services (RSG) | 5.6 | $11M | 75k | 142.51 | |
| Kirby Corporation (KEX) | 3.7 | $7.1M | 85k | 82.80 | |
| Emerson Electric (EMR) | 3.7 | $7.0M | 73k | 96.57 | |
| Vistra Energy (VST) | 3.4 | $6.5M | 197k | 33.18 | |
| General Electric (GE) | 3.2 | $6.2M | 56k | 110.55 | |
| Arcosa (ACA) | 3.2 | $6.1M | 85k | 71.90 | |
| Ansys (ANSS) | 3.1 | $6.0M | 20k | 297.55 | |
| Cameco Corporation (CCJ) | 2.7 | $5.1M | 130k | 39.64 | |
| Itron (ITRI) | 2.4 | $4.6M | 77k | 60.58 | |
| Enerflex (EFXT) | 2.4 | $4.6M | 798k | 5.74 | |
| KAR Auction Services (KAR) | 2.4 | $4.6M | 307k | 14.92 | |
| Ball Corporation (BALL) | 2.3 | $4.4M | 88k | 49.78 | |
| California Res Corp (CRC) | 2.3 | $4.3M | 78k | 56.01 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 2.2 | $4.1M | 48k | 86.90 | |
| CF Industries Holdings (CF) | 2.1 | $4.0M | 46k | 85.74 | |
| Harley-Davidson (HOG) | 2.0 | $3.9M | 119k | 33.06 | |
| Green Plains Renewable Energy (GPRE) | 2.0 | $3.9M | 130k | 30.10 | |
| Methanex Corp (MEOH) | 2.0 | $3.9M | 86k | 45.05 | |
| Vale Sa Adr (VALE) | 2.0 | $3.8M | 281k | 13.40 | |
| Nexgen Energy (NXE) | 1.9 | $3.7M | 612k | 5.97 | |
| Stratasys SHS (SSYS) | 1.9 | $3.6M | 262k | 13.61 | |
| Carlisle Companies (CSL) | 1.9 | $3.6M | 14k | 259.26 | |
| Albemarle Corporation (ALB) | 1.8 | $3.4M | 20k | 170.04 | |
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.7 | $3.3M | 55k | 59.67 | |
| Qualcomm (QCOM) | 1.7 | $3.3M | 29k | 111.06 | |
| Nextracker (NXT) | 1.7 | $3.2M | 81k | 40.16 | |
| Ferroglobe SHS (GSM) | 1.7 | $3.2M | 618k | 5.20 | |
| Goodyear Tire & Rubber Company (GT) | 1.6 | $3.1M | 253k | 12.43 | |
| Clean Energy Fuels (CLNE) | 1.6 | $3.0M | 781k | 3.83 | |
| TETRA Technologies (TTI) | 1.6 | $3.0M | 468k | 6.38 | |
| Canadian Solar (CSIQ) | 1.5 | $3.0M | 121k | 24.61 | |
| Intel Corporation (INTC) | 1.5 | $2.9M | 81k | 35.55 | |
| First Solar (FSLR) | 1.5 | $2.9M | 18k | 161.59 | |
| Alcoa (AA) | 1.5 | $2.8M | 98k | 29.06 | |
| Sunopta (STKL) | 1.4 | $2.7M | 805k | 3.37 | |
| Array Technologies (ARRY) | 1.4 | $2.7M | 120k | 22.19 | |
| Ameres (AMRC) | 1.4 | $2.6M | 69k | 38.56 | |
| Mobileye Global (MBLY) | 1.4 | $2.6M | 63k | 41.55 | |
| Chart Industries (GTLS) | 1.3 | $2.6M | 15k | 169.12 | |
| Infinera (INFN) | 1.3 | $2.4M | 579k | 4.18 | |
| Rivian Automotive Inc Class A (RIVN) | 1.1 | $2.2M | 89k | 24.28 | |
| Net Power (NPWR) | 1.1 | $2.1M | 138k | 15.10 | |
| Pacific Ethanol (ALTO) | 1.1 | $2.0M | 458k | 4.42 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.0 | $2.0M | 107k | 18.25 | |
| Altus Power (AMPS) | 1.0 | $1.9M | 371k | 5.25 | |
| Coherent Corp (COHR) | 1.0 | $1.8M | 56k | 32.64 | |
| Wolfspeed (WOLF) | 0.9 | $1.7M | 44k | 38.10 | |
| Innoviz Technologies SHS (INVZ) | 0.8 | $1.5M | 793k | 1.95 | |
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.4 | $699k | 325k | 2.15 |
