13F HOLDINGS REPORT
Clear Sky Advisers, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117585
Total Value
$191.9M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WASTE MANAGEMENT INC | 94106L109 | 76,150 | $11.6M | 6.05% |
| 2 | REPUBLIC SERVICES INC | 760759100 | 75,079 | $10.7M | 5.57% |
| 3 | KIRBY CORP | KEX | 85,375 | $7.1M | 3.68% |
| 4 | EMERSON ELECTRIC CO | EMR | 72,654 | $7.0M | 3.66% |
| 5 | VISTRA CORP | VST | 197,158 | $6.5M | 3.41% |
| 6 | GENERAL ELECTRIC CO | 369604301 | 56,258 | $6.2M | 3.24% |
| 7 | ARCOSA INC | ACA | 85,101 | $6.1M | 3.19% |
| 8 | ANSYS INC | 03662Q105 | 20,126 | $6.0M | 3.12% |
| 9 | CAMECO CORP | CCJ | 129,597 | $5.1M | 2.68% |
| 10 | ITRON INC | ITRI | 76,704 | $4.6M | 2.42% |
| 11 | ENERFLEX LTD | EFXT | 797,941 | $4.6M | 2.39% |
| 12 | OPENLANE INC | OPLN | 306,624 | $4.6M | 2.38% |
| 13 | BALL CORP | BALL | 88,037 | $4.4M | 2.28% |
| 14 | CALIFORNIA RESOURCES CORP | CRC | 77,545 | $4.3M | 2.26% |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTU | 874039100 | 47,704 | $4.1M | 2.16% |
| 16 | CF INDUSTRIES HOLDINGS INC | 125269100 | 46,087 | $4.0M | 2.06% |
| 17 | HARLEY-DAVIDSON INC | HOG | 118,581 | $3.9M | 2.04% |
| 18 | GREEN PLAINS INC | GPRE | 129,976 | $3.9M | 2.04% |
| 19 | METHANEX CORP | MEOH | 85,654 | $3.9M | 2.01% |
| 20 | VALE SA | VALE | 281,382 | $3.8M | 1.96% |
| 21 | NEXGEN ENERGY LTD | NXE | 611,560 | $3.7M | 1.90% |
| 22 | STRATASYS LTD | SSYS | 262,362 | $3.6M | 1.86% |
| 23 | CARLISLE COS INC | 142339100 | 13,770 | $3.6M | 1.86% |
| 24 | ALBEMARLE CORP | ALB-PA | 19,960 | $3.4M | 1.77% |
| 25 | SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | 55,425 | $3.3M | 1.72% |
| 26 | QUALCOMM INC | QCOM | 29,283 | $3.3M | 1.69% |
| 27 | NEXTRACKER INC | NXT | 80,743 | $3.2M | 1.69% |
| 28 | FERROGLOBE PLC | GSM | 618,334 | $3.2M | 1.68% |
| 29 | GOODYEAR TIRE & RUBBER CO/THE | 382550101 | 252,500 | $3.1M | 1.64% |
| 30 | CLEAN ENERGY FUELS CORP | CLNE | 780,469 | $3.0M | 1.56% |
| 31 | TETRA TECHNOLOGIES INC | 88162F105 | 467,613 | $3.0M | 1.55% |
| 32 | CANADIAN SOLAR INC | CSIQ | 120,580 | $3.0M | 1.55% |
| 33 | INTEL CORP | INTC | 81,108 | $2.9M | 1.50% |
| 34 | FIRST SOLAR INC | FSLR | 17,667 | $2.9M | 1.49% |
| 35 | ALCOA CORP | AA | 97,532 | $2.8M | 1.48% |
| 36 | SUNOPTA INC | STKL | 805,318 | $2.7M | 1.41% |
| 37 | ARRAY TECHNOLOGIES INC | ARRY | 120,115 | $2.7M | 1.39% |
| 38 | AMERESCO INC | AMRC | 68,543 | $2.6M | 1.38% |
| 39 | MOBILEYE GLOBAL INC | MBLY | 63,162 | $2.6M | 1.37% |
| 40 | CHART INDUSTRIES INC | 16115Q308 | 15,317 | $2.6M | 1.35% |
| 41 | INFINERA CORP | 45667G103 | 578,594 | $2.4M | 1.26% |
| 42 | RIVIAN AUTOMOTIVE INC | RIVN | 88,608 | $2.2M | 1.12% |
| 43 | NET POWER INC | NPWR-WT | 137,746 | $2.1M | 1.08% |
| 44 | ALTO INGREDIENTS INC | ALTO | 458,051 | $2.0M | 1.05% |
| 45 | SHOALS TECHNOLOGIES GROUP INC | SHLS | 107,225 | $2.0M | 1.02% |
| 46 | ALTUS POWER INC | 02217A102 | 371,047 | $1.9M | 1.01% |
| 47 | COHERENT CORP | COHR | 56,349 | $1.8M | 0.96% |
| 48 | WOLFSPEED INC | WOLF | 44,375 | $1.7M | 0.88% |
| 49 | INNOVIZ TECHNOLOGIES LTD | INVZW | 792,553 | $1.5M | 0.81% |
| 50 | EOS ENERGY ENTERPRISES INC | EOSE | 325,078 | $698,918 | 0.36% |