13F HOLDINGS REPORT
Clear Sky Advisers, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-021302
Total Value
$223.2M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCHER-DANIELS-MIDLAND CO | ADM | 83,000 | $7.7M | 3.45% |
| 2 | DOMINION ENERGY INC | D | 121,000 | $7.4M | 3.32% |
| 3 | CANADIAN PACIFIC RAILWAY LTD | 13645T100 | 91,000 | $6.8M | 3.04% |
| 4 | ATLANTICA SUSTAINABLE INFRASTR | ALDA | 260,000 | $6.7M | 3.02% |
| 5 | PTC INC | PTC | 53,000 | $6.4M | 2.85% |
| 6 | AIR PRODUCTS AND CHEMICALS INC | AIIR | 20,600 | $6.4M | 2.84% |
| 7 | INTEL CORP | INTC | 213,000 | $5.6M | 2.52% |
| 8 | ANSYS INC | 03662Q105 | 23,000 | $5.6M | 2.49% |
| 9 | KIRBY CORP | KEX | 86,000 | $5.5M | 2.48% |
| 10 | BALL CORP | BALL | 105,000 | $5.4M | 2.41% |
| 11 | COMMERCIAL METALS CO | CMC | 109,000 | $5.3M | 2.36% |
| 12 | FORD MOTOR CO | 345370860 | 445,000 | $5.2M | 2.32% |
| 13 | VISTRA CORP | VST | 223,000 | $5.2M | 2.32% |
| 14 | DARLING INGREDIENTS INC | DAR | 82,000 | $5.1M | 2.30% |
| 15 | ARCOSA INC | ACA | 93,000 | $5.1M | 2.26% |
| 16 | FLEX LTD | FLEX | 230,000 | $4.9M | 2.21% |
| 17 | AUTODESK INC | ADSK | 25,500 | $4.8M | 2.13% |
| 18 | GENERAL MOTORS CO | 37045V100 | 140,000 | $4.7M | 2.11% |
| 19 | FRONTIER COMMUNICATIONS PARENT | 35909D109 | 184,000 | $4.7M | 2.10% |
| 20 | KAR AUCTION SERVICES INC | OPLN | 355,000 | $4.6M | 2.08% |
| 21 | DYCOM INDUSTRIES INC | 267475101 | 49,000 | $4.6M | 2.05% |
| 22 | CALIX INC | CALX | 61,500 | $4.2M | 1.89% |
| 23 | FIRST SOLAR INC | FSLR | 27,500 | $4.1M | 1.85% |
| 24 | APTIV PLC | APTV | 44,000 | $4.1M | 1.84% |
| 25 | CHART INDUSTRIES INC | 16115Q308 | 34,300 | $4.0M | 1.77% |
| 26 | ITRON INC | ITRI | 78,000 | $4.0M | 1.77% |
| 27 | METHANEX CORP | MEOH | 103,000 | $3.9M | 1.75% |
| 28 | SUNOPTA INC | STKL | 454,000 | $3.8M | 1.72% |
| 29 | ALBEMARLE CORP | ALB-PA | 17,200 | $3.7M | 1.67% |
| 30 | WOLFSPEED INC | WOLF | 50,500 | $3.5M | 1.56% |
| 31 | FREEPORT-MCMORAN INC | FCX | 91,000 | $3.5M | 1.55% |
| 32 | NUSCALE POWER CORP | NU | 335,000 | $3.4M | 1.54% |
| 33 | GREEN PLAINS INC | GPRE | 108,500 | $3.3M | 1.48% |
| 34 | CLEARFIELD INC | CLFD | 35,000 | $3.3M | 1.48% |
| 35 | SOLAREDGE TECHNOLOGIES INC | SEDG | 11,600 | $3.3M | 1.47% |
| 36 | ENPHASE ENERGY INC | ENPH | 12,400 | $3.3M | 1.47% |
| 37 | ENERFLEX LTD | EFXT | 520,000 | $3.3M | 1.47% |
| 38 | FISKER INC | 33813J106 | 449,000 | $3.3M | 1.46% |
| 39 | INFINERA CORP | 45667G103 | 482,000 | $3.2M | 1.46% |
| 40 | FERROGLOBE PLC | GSM | 800,000 | $3.1M | 1.38% |
| 41 | SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | 37,700 | $3.0M | 1.35% |
| 42 | INNOVIZ TECHNOLOGIES LTD | INVZW | 740,000 | $2.9M | 1.30% |
| 43 | PROTERRA INC | 74374T109 | 750,000 | $2.8M | 1.27% |
| 44 | ASPEN AEROGELS INC | ASPN | 233,000 | $2.7M | 1.23% |
| 45 | STEM INC | STEM | 300,000 | $2.7M | 1.20% |
| 46 | SHOALS TECHNOLOGIES GROUP INC | SHLS | 107,500 | $2.7M | 1.19% |
| 47 | MOBILEYE GLOBAL INC | MBLY | 75,000 | $2.6M | 1.18% |
| 48 | ALTUS POWER INC | 02217A102 | 402,000 | $2.6M | 1.17% |
| 49 | ALCOA CORP | AA | 57,000 | $2.6M | 1.16% |
| 50 | TPI COMPOSITES INC | TPICQ | 253,500 | $2.6M | 1.15% |
| 51 | ENOVIX CORP | ENVX | 192,000 | $2.4M | 1.07% |
| 52 | CLEAN ENERGY FUELS CORP | CLNE | 459,000 | $2.4M | 1.07% |
| 53 | NRG ENERGY INC | NRG | 74,000 | $2.4M | 1.05% |
| 54 | AEHR TEST SYSTEMS | AEHR | 89,000 | $1.8M | 0.80% |
| 55 | BLADE AIR MOBILITY INC | SRTAW | 360,000 | $1.3M | 0.58% |