Clean Energy Transition LLP Portfolio Holdings by Sector

Clean Energy Transition LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Industrial Machinery \| Industrials EMR OTIS ETN PNR 4 stocks	$255,123 21.15% of portfolio	3	1	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$227,126 18.83% of portfolio	1	-	1	-	0 Calls 1 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$142,977 11.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$124,809 10.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$120,965 10.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy DTM WMB 2 stocks	$63,410 5.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT 1 stocks	$62,285 5.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$58,959 4.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$56,753 4.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials KNX 1 stocks	$51,817 4.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$42,102 3.49% of portfolio	1	-	-	-	0 Calls 0 Puts

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