13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0000902664-23-004363
Total Value
$732.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STANLEY BLACK & DECKER INC | SWK | 2,014,824 | $188.8M | 25.78% |
| 2 | NVENT ELECTRIC PLC | NVT | 2,746,557 | $141.9M | 19.38% |
| 3 | EATON CORP PLC | ETN | 645,917 | $129.9M | 17.74% |
| 4 | AIR PRODS & CHEMS INC | AIIR | 183,832 | $55.1M | 7.52% |
| 5 | CARRIER GLOBAL CORPORATION | CARR | 1,017,452 | $50.6M | 6.91% |
| 6 | NEXTRACKER INC | NXT | 935,646 | $37.2M | 5.09% |
| 7 | AES CORP | AES | 1,639,485 | $34.0M | 4.64% |
| 8 | BLUE BIRD CORP | BLBD | 1,112,443 | $25.0M | 3.41% |
| 9 | FIRST SOLAR INC | FSLR | 113,146 | $21.5M | 2.94% |
| 10 | TPI COMPOSITES INC | TPICQ | 1,884,184 | $19.5M | 2.67% |
| 11 | OTIS WORLDWIDE CORP | OTIS | 181,733 | $16.2M | 2.21% |
| 12 | GENERAL ELECTRIC CO | 369604301 | 115,378 | $12.7M | 1.73% |