Clean Energy Transition LLP Portfolio Holdings by Sector

Clean Energy Transition LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.05 Million 58.7% of portfolio	1	-	1	-	0 Calls 1 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$218,597 12.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR ARRY 2 stocks	$188,438 10.57% of portfolio	2	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$158,410 8.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR ETN TPIC 3 stocks	$140,098 7.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology AZPN 1 stocks	$22,962 1.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services SII 1 stocks	$3,997 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PNW 1 stocks	$3,618 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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