Clean Energy Transition LLP Portfolio Holdings by Sector
Clean Energy Transition LLP
- $1.71 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$953,504
55.69% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR ETN TPIC 3 stocks |
$275,600
16.1% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ED IDA 2 stocks |
$129,362
7.55% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$112,390
6.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$110,373
6.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SWK 1 stocks |
$106,365
6.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
AZPN 1 stocks |
$20,895
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
SII 1 stocks |
$3,820
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|