Clean Energy Transition LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CE Clean Energy Transition LLP | Institutional Filer | ▲ 1.74% | $1.22B | 14 |
Current Portfolio Holdings
Showing all 14 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FSLR | First Solar, Inc. | Energy | 1.4M | $281.4M | 23.08% |
| 2 | SWK | Stanley Black & Decker, Inc. | Industrials | 2.6M | $184.9M | 15.16% |
| 3 | EMR | Emerson Electric Co. | Industrials | 1.2M | $160.2M | 13.14% |
| 4 | NVT | nVent Electric plc | Industrials | 1.2M | $142.2M | 11.66% |
| 5 | OC | Owens Corning | Industrials | 575K | $62.2M | 5.10% |
| 6 | FANG | Diamondback Energy, Inc. | Energy | 286K | $56.6M | 4.64% |
| 7 | OTIS | Otis Worldwide Corporation | Industrials | 708K | $54.6M | 4.48% |
| 8 | PNR | Pentair plc | Industrials | 566K | $49.3M | 4.04% |
| 9 | EQT | EQT Corporation | Energy | 745K | $47.4M | 3.89% |
| 10 | RAL | Ralliant Corp. | Industrials | 1.1M | $47.3M | 3.88% |
| 11 | FTV | Fortive Corporation | Technology | 725K | $40.1M | 3.29% |
| 12 | TKR | The Timken Company | Industrials | 332K | $33.4M | 2.74% |
| 13 | ETN | Eaton Corporation plc | Industrials | 89K | $31.7M | 2.60% |
| 14 | WCC | WESCO International, Inc. | Industrials | 103K | $28.2M | 2.32% |
Showing 1 to 14 of 14 holdings