13F HOLDINGS REPORT
Clear Sky Advisers, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001104659-23-091134
Total Value
$312.4M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BWX TECHNOLOGIES INC | BWXT | 155,000 | $11.1M | 3.55% |
| 2 | PTC INC | PTC | 77,500 | $11.0M | 3.53% |
| 3 | EMERSON ELECTRIC CO | EMR | 119,000 | $10.8M | 3.44% |
| 4 | FERGUSON PLC | G3421J106 | 64,000 | $10.1M | 3.22% |
| 5 | KIRBY CORP | KEX | 130,000 | $10.0M | 3.20% |
| 6 | TEXAS INSTRUMENTS INC | 882508104 | 55,000 | $9.9M | 3.17% |
| 7 | GENERAL ELECTRIC CO | 369604301 | 90,000 | $9.9M | 3.16% |
| 8 | EAGLE MATERIALS INC | 26969P108 | 50,000 | $9.3M | 2.98% |
| 9 | BALL CORP | BALL | 150,000 | $8.7M | 2.79% |
| 10 | CAMECO CORP | CCJ | 270,000 | $8.5M | 2.71% |
| 11 | ARCOSA INC | ACA | 110,000 | $8.3M | 2.67% |
| 12 | ANSYS INC | 03662Q105 | 25,000 | $8.3M | 2.64% |
| 13 | ENERSYS | ENS | 75,000 | $8.1M | 2.60% |
| 14 | FIRST SOLAR INC | FSLR | 38,000 | $7.2M | 2.31% |
| 15 | ITRON INC | ITRI | 100,000 | $7.2M | 2.31% |
| 16 | STRATASYS LTD | SSYS | 400,000 | $7.1M | 2.27% |
| 17 | CALIFORNIA RESOURCES CORP | CRC | 155,000 | $7.0M | 2.25% |
| 18 | NEXGEN ENERGY LTD | NXE | 1,475,000 | $6.9M | 2.22% |
| 19 | SUNOPTA INC | STKL | 1,025,000 | $6.9M | 2.19% |
| 20 | AUTODESK INC | ADSK | 33,400 | $6.8M | 2.19% |
| 21 | FREEPORT-MCMORAN INC | FCX | 162,937 | $6.5M | 2.09% |
| 22 | ENERFLEX LTD | EFXT | 900,000 | $6.1M | 1.96% |
| 23 | INTEL CORP | INTC | 180,000 | $6.0M | 1.93% |
| 24 | METHANEX CORP | MEOH | 145,000 | $6.0M | 1.92% |
| 25 | SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | 80,000 | $5.8M | 1.86% |
| 26 | CANADIAN SOLAR INC | CSIQ | 150,000 | $5.8M | 1.86% |
| 27 | CF INDUSTRIES HOLDINGS INC | 125269100 | 80,000 | $5.6M | 1.78% |
| 28 | INFINERA CORP | 45667G103 | 1,100,000 | $5.3M | 1.70% |
| 29 | ADVANCED MICRO DEVICES INC | AMD | 45,000 | $5.1M | 1.64% |
| 30 | CLEAN ENERGY FUELS CORP | CLNE | 1,025,000 | $5.1M | 1.63% |
| 31 | GRAFTECH INTERNATIONAL LTD | 384313508 | 975,000 | $4.9M | 1.57% |
| 32 | ALBEMARLE CORP | ALB-PA | 21,700 | $4.8M | 1.55% |
| 33 | ALCOA CORP | AA | 142,500 | $4.8M | 1.55% |
| 34 | TESLA INC | TSLA | 17,500 | $4.6M | 1.47% |
| 35 | NEXTRACKER INC | NXT | 113,000 | $4.5M | 1.44% |
| 36 | SHOALS TECHNOLOGIES GROUP INC | SHLS | 175,000 | $4.5M | 1.43% |
| 37 | GREEN PLAINS INC | GPRE | 135,000 | $4.4M | 1.39% |
| 38 | WASTE MANAGEMENT INC | 94106L109 | 25,000 | $4.3M | 1.39% |
| 39 | RIVIAN AUTOMOTIVE INC | RIVN | 260,000 | $4.3M | 1.39% |
| 40 | ARRAY TECHNOLOGIES INC | ARRY | 185,000 | $4.2M | 1.34% |
| 41 | WOLFSPEED INC | WOLF | 75,000 | $4.2M | 1.33% |
| 42 | CHART INDUSTRIES INC | 16115Q308 | 24,000 | $3.8M | 1.23% |
| 43 | REPUBLIC SERVICES INC | 760759100 | 25,000 | $3.8M | 1.23% |
| 44 | OPENLANE INC | OPLN | 250,000 | $3.8M | 1.22% |
| 45 | ENOVIX CORP | ENVX | 210,000 | $3.8M | 1.21% |
| 46 | ALTUS POWER INC | 02217A102 | 580,000 | $3.1M | 1.00% |
| 47 | RENEW ENERGY GLOBAL PLC | RNWWW | 570,000 | $3.1M | 1.00% |
| 48 | FERROGLOBE PLC | GSM | 653,060 | $3.1M | 1.00% |
| 49 | EOS ENERGY ENTERPRISES INC | EOSE | 625,000 | $2.7M | 0.87% |
| 50 | INNOVIZ TECHNOLOGIES LTD | INVZW | 789,900 | $2.2M | 0.72% |
| 51 | TPI COMPOSITES INC | TPICQ | 143,965 | $1.5M | 0.48% |
| 52 | NAVITAS SEMICONDUCTOR CORP | NVTS | 125,000 | $1.3M | 0.42% |