Engine No. 1 LLC Portfolio Holdings by Sector

Engine No. 1 LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology INTC 1 stocks	$54,958 70.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials POWL 1 stocks	$12,263 15.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy AR 1 stocks	$5,580 7.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$5,545 7.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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