13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000902664-24-005087
Total Value
$1.84B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 4,818,600 | $953.5M | 51.77% |
| 2 | EMERSON ELEC CO | EMR | 1,650,745 | $181.8M | 9.87% |
| 3 | GE VERNOVA INC. | GEV | 755,103 | $129.5M | 7.03% |
| 4 | FIRST SOLAR INC | FSLR | 498,495 | $112.4M | 6.10% |
| 5 | NVENT ELECTRIC PLC | NVT | 1,440,724 | $110.4M | 5.99% |
| 6 | STANLEY BLACK & DECKER INC | SWK | 1,331,404 | $106.4M | 5.78% |
| 7 | EATON CORP PLC | ETN | 294,652 | $92.4M | 5.02% |
| 8 | CONSOLIDATED EDISON INC | ED | 897,553 | $80.3M | 4.36% |
| 9 | IDACORP INC | IDA | 527,143 | $49.1M | 2.67% |
| 10 | ASPEN TECHNOLOGY INC | 29109X106 | 105,200 | $20.9M | 1.13% |
| 11 | SPROTT INC | SII | 92,308 | $3.8M | 0.21% |
| 12 | TPI COMPOSITES INC | TPICQ | 342,496 | $1.4M | 0.07% |