13F HOLDINGS REPORT
Clear Sky Advisers, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001104659-23-060668
Total Value
$393.6M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AIR PRODUCTS AND CHEMICALS INC | AIIR | 46,000 | $13.2M | 3.36% |
| 2 | NEXTERA ENERGY INC | NEE-PW | 163,000 | $12.6M | 3.19% |
| 3 | PTC INC | PTC | 91,000 | $11.7M | 2.96% |
| 4 | BWX TECHNOLOGIES INC | BWXT | 185,000 | $11.7M | 2.96% |
| 5 | CANADIAN PACIFIC KANSAS CITY L | CP | 145,000 | $11.2M | 2.83% |
| 6 | ATLANTICA SUSTAINABLE INFRASTR | ALDA | 361,600 | $10.7M | 2.72% |
| 7 | BALL CORP | BALL | 183,200 | $10.1M | 2.57% |
| 8 | ANSYS INC | 03662Q105 | 29,000 | $9.7M | 2.45% |
| 9 | ENERSYS | ENS | 108,000 | $9.4M | 2.38% |
| 10 | ARCOSA INC | ACA | 145,000 | $9.2M | 2.33% |
| 11 | KIRBY CORP | KEX | 125,000 | $8.7M | 2.21% |
| 12 | DARLING INGREDIENTS INC | DAR | 146,000 | $8.5M | 2.17% |
| 13 | INTEL CORP | INTC | 258,900 | $8.5M | 2.15% |
| 14 | APTIV PLC | APTV | 75,000 | $8.4M | 2.14% |
| 15 | CAMECO CORP | CCJ | 318,000 | $8.3M | 2.11% |
| 16 | GENERAL MOTORS CO | 37045V100 | 225,000 | $8.3M | 2.10% |
| 17 | KAR AUCTION SERVICES INC | OPLN | 595,000 | $8.1M | 2.07% |
| 18 | VALMONT INDUSTRIES INC | 920253101 | 24,800 | $7.9M | 2.01% |
| 19 | FLUOR CORP | FLR | 256,000 | $7.9M | 2.01% |
| 20 | TAIWAN SEMICONDUCTOR MANUFACTU | 874039100 | 85,000 | $7.9M | 2.01% |
| 21 | INFINERA CORP | 45667G103 | 1,017,600 | $7.9M | 2.01% |
| 22 | QUALCOMM INC | QCOM | 61,000 | $7.8M | 1.98% |
| 23 | CF INDUSTRIES HOLDINGS INC | 125269100 | 104,800 | $7.6M | 1.93% |
| 24 | FREEPORT-MCMORAN INC | FCX | 185,000 | $7.6M | 1.92% |
| 25 | ITRON INC | ITRI | 135,000 | $7.5M | 1.90% |
| 26 | CALIX INC | CALX | 138,000 | $7.4M | 1.88% |
| 27 | AUTODESK INC | ADSK | 35,500 | $7.4M | 1.88% |
| 28 | FIRST SOLAR INC | FSLR | 32,000 | $7.0M | 1.77% |
| 29 | DYCOM INDUSTRIES INC | 267475101 | 72,500 | $6.8M | 1.73% |
| 30 | METHANEX CORP | MEOH | 140,000 | $6.5M | 1.66% |
| 31 | SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | 80,000 | $6.5M | 1.65% |
| 32 | SUNOPTA INC | STKL | 833,000 | $6.4M | 1.63% |
| 33 | GOLAR LNG LTD | GLNG | 295,700 | $6.4M | 1.62% |
| 34 | FERROGLOBE PLC | GSM | 1,250,000 | $6.2M | 1.57% |
| 35 | EMERSON ELECTRIC CO | EMR | 69,000 | $6.0M | 1.53% |
| 36 | SOLAREDGE TECHNOLOGIES INC | SEDG | 19,500 | $5.9M | 1.51% |
| 37 | CHART INDUSTRIES INC | 16115Q308 | 46,500 | $5.8M | 1.48% |
| 38 | GREEN PLAINS INC | GPRE | 180,000 | $5.6M | 1.42% |
| 39 | CLEAN ENERGY FUELS CORP | CLNE | 1,265,000 | $5.5M | 1.40% |
| 40 | CLEARFIELD INC | CLFD | 117,000 | $5.4M | 1.38% |
| 41 | FERGUSON PLC | G3421J106 | 40,100 | $5.4M | 1.36% |
| 42 | MP MATERIALS CORP | MP | 187,000 | $5.3M | 1.34% |
| 43 | ALCOA CORP | AA | 122,000 | $5.2M | 1.32% |
| 44 | NEXTRACKER INC | NXT | 141,600 | $5.1M | 1.30% |
| 45 | WOLFSPEED INC | WOLF | 76,700 | $5.0M | 1.27% |
| 46 | ENOVIX CORP | ENVX | 305,000 | $4.5M | 1.16% |
| 47 | TPI COMPOSITES INC | TPICQ | 335,000 | $4.4M | 1.11% |
| 48 | ALTUS POWER INC | 02217A102 | 790,000 | $4.3M | 1.10% |
| 49 | ENERFLEX LTD | EFXT | 694,300 | $4.1M | 1.05% |
| 50 | SHOALS TECHNOLOGIES GROUP INC | SHLS | 178,000 | $4.1M | 1.03% |
| 51 | ARRAY TECHNOLOGIES INC | ARRY | 165,000 | $3.6M | 0.92% |
| 52 | FISKER INC | 33813J106 | 530,000 | $3.3M | 0.83% |
| 53 | AEHR TEST SYSTEMS | AEHR | 93,600 | $2.9M | 0.74% |
| 54 | ASPEN AEROGELS INC | ASPN | 358,700 | $2.7M | 0.68% |
| 55 | RENEW ENERGY GLOBAL PLC | RNWWW | 466,000 | $2.6M | 0.67% |
| 56 | NXP SEMICONDUCTORS NV | NXPI | 8,800 | $1.6M | 0.42% |
| 57 | AMBARELLA INC | AMBA | 17,800 | $1.4M | 0.35% |
| 58 | INNOVIZ TECHNOLOGIES LTD | INVZW | 264,343 | $925,201 | 0.24% |
| 59 | OATLY GROUP AB | OTLY | 339,600 | $821,832 | 0.21% |
| 60 | EOS ENERGY ENTERPRISES INC | EOSE | 310,700 | $798,499 | 0.20% |
| 61 | TRITIUM DCFC LTD | Q9225T108 | 470,000 | $601,600 | 0.15% |