Arosa Capital Management LP Portfolio Holdings by Sector

Arosa Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Solar \| Technology SHLS FSLR RUN ENPH SHLS 5 stocks	$29,730 18.61% of portfolio	3	2	2	-	1 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT ATKR ENS 3 stocks	$27,156 17.0% of portfolio	2	1	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR PRIM MYRG AMRC 4 stocks	$24,886 15.58% of portfolio	3	1	2	-	0 Calls 0 Puts
ETFs \| ETFs TAN ICLN 2 stocks	$17,805 11.14% of portfolio	-	2	-	-	1 Calls 1 Puts
Utilities—Renewable \| Utilities FLNC NEP CWEN 3 stocks	$16,396 10.26% of portfolio	3	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy CLNE VLO 2 stocks	$10,516 6.58% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy PR CNQ EQT AR 4 stocks	$10,206 6.39% of portfolio	2	2	1	-	0 Calls 0 Puts
Waste Management \| Industrials CLH WCN 2 stocks	$7,104 4.45% of portfolio	2	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology ITRI 1 stocks	$4,438 2.78% of portfolio	-	1	-	-	0 Calls 0 Puts

Specialty Industrial Machinery \| Industrials GNRC 1 stocks	$4,414 2.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM RACE 2 stocks	$3,973 2.49% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NXPI 1 stocks	$2,527 1.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$630 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Arosa Capital Management LP, based on Form 13F filings with the SEC.

Stay updated on Arosa Capital Management LP with notifications on news.