Engine No. 1 LLC Portfolio Holdings by Sector

Engine No. 1 LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Electrical Equipment & Parts \| Industrials VRT HUBB POWL 3 stocks	$32,883 38.93% of portfolio	1	2	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML 2 stocks	$16,913 20.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$10,234 12.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$8,582 10.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$8,021 9.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7,841 9.28% of portfolio	1	-	1	-	0 Calls 0 Puts

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