13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0000902664-23-001439
Total Value
$626.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 1,258,622 | $188.5M | 30.10% |
| 2 | GENERAL ELECTRIC CO | 369604301 | 1,307,467 | $109.6M | 17.49% |
| 3 | AIR PRODS & CHEMS INC | AIIR | 345,607 | $106.5M | 17.01% |
| 4 | NVENT ELECTRIC PLC | NVT | 2,393,437 | $92.1M | 14.70% |
| 5 | CARRIER GLOBAL CORPORATION | CARR | 1,231,054 | $50.8M | 8.11% |
| 6 | EVERSOURCE ENERGY | ES | 244,895 | $20.5M | 3.28% |
| 7 | OCCIDENTAL PETE CORP | 674599105 | 312,418 | $19.7M | 3.14% |
| 8 | FREYR BATTERY | L4135L100 | 2,097,193 | $18.2M | 2.91% |
| 9 | BLUE BIRD CORP | BLBD | 1,069,916 | $11.5M | 1.83% |
| 10 | STANLEY BLACK & DECKER INC | SWK | 104,445 | $7.8M | 1.25% |
| 11 | MAXEON SOLAR TECHNOLOGIES LT | MAXN | 66,312 | $1.1M | 0.17% |