Engine No. 1 as of Sept. 30, 2024
Portfolio Holdings for Engine No. 1
Engine No. 1 holds 6 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 26.2 | $13M | 133k | 99.49 | |
| Powell Industries (POWL) | 26.1 | $13M | 60k | 221.99 | |
| First Solar (FSLR) | 15.7 | $7.9M | 32k | 249.44 | |
| Hubbell (HUBB) | 13.2 | $6.7M | 16k | 428.35 | |
| Exxon Mobil Corporation (XOM) | 10.8 | $5.4M | 46k | 117.22 | |
| Coherent Corp (COHR) | 8.0 | $4.0M | 46k | 88.91 |