13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000902664-24-006586
Total Value
$1.95B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tesla Inc | TSLA | 3,998,100 | $1.05B | 53.69% |
| 2 | Stanley Black & Decker Inc | SWK | 1,984,184 | $218.5M | 11.22% |
| 3 | First Solar Inc | FSLR | 686,700 | $171.3M | 8.79% |
| 4 | GE Vernova Inc | GEV | 652,431 | $166.4M | 8.54% |
| 5 | nVent Electric PLC | NVT | 2,254,633 | $158.4M | 8.13% |
| 6 | Emerson Elec Co | EMR | 1,041,568 | $113.9M | 5.85% |
| 7 | Eaton Corp PLC | ETN | 74,317 | $24.6M | 1.26% |
| 8 | Aspen Technology Inc | 29109X106 | 96,149 | $23.0M | 1.18% |
| 9 | Array Technologies Inc | ARRY | 2,598,221 | $17.1M | 0.88% |
| 10 | Sprott Inc | SII | 92,308 | $4.0M | 0.21% |
| 11 | Pinnacle West Cap Corp | PNW | 40,842 | $3.6M | 0.19% |
| 12 | TPI Composites Inc | TPICQ | 342,496 | $1.6M | 0.08% |