13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000902664-25-000920
Total Value
$2.67B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tesla Inc | TSLA | 4,198,100 | $1.70B | 63.46% |
| 2 | Emerson Elec Co | EMR | 1,658,298 | $205.5M | 7.69% |
| 3 | First Solar Inc | FSLR | 935,147 | $164.8M | 6.17% |
| 4 | Nvent Electric Plc | NVT | 2,115,665 | $144.2M | 5.40% |
| 5 | GE Vernova Inc | GEV | 398,549 | $131.1M | 4.91% |
| 6 | Stanley Black & Decker Inc | SWK | 741,404 | $59.5M | 2.23% |
| 7 | Fortive Corp | FTV | 784,384 | $58.8M | 2.20% |
| 8 | Eaton Corp Plc | ETN | 112,661 | $37.4M | 1.40% |
| 9 | Williams Cos Inc | 969457100 | 630,110 | $34.1M | 1.28% |
| 10 | Generac Hldgs Inc | GNRC | 202,729 | $31.4M | 1.18% |
| 11 | Wesco Intl Inc | 95082P105 | 171,329 | $31.0M | 1.16% |
| 12 | EQT Corp | EQT | 535,630 | $24.7M | 0.92% |
| 13 | Coherent Corp | COHR | 252,837 | $24.0M | 0.90% |
| 14 | Aspen Technology Inc | 29109X106 | 72,298 | $18.0M | 0.68% |
| 15 | Sprott Inc | SII | 194,372 | $8.2M | 0.31% |
| 16 | Pinnacle West Cap Corp | PNW | 41,605 | $3.5M | 0.13% |