+9
New
-1
Exited
46
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HA Sustainable Infrastructure | HASI | Apr 2024 | 54,147 | +938 | $1.8M | +33.3% | 6.96% | EC |
| 2 | Tesla Inc | TSLA | Apr 2024 | 6,662 | -131 | $1.5M | +24.2% | 6.06% | EC |
| 3 | Fluor Corp | FLR | Apr 2024 | 26,199 | -815 | $1.3M | +15.7% | 4.94% | EC |
| 4 | Enphase Energy Inc | ENPH | Apr 2024 | 10,679 | +147 | $1.2M | +7.3% | 4.82% | EC |
| 5 | ON Semiconductor Corp | ON | Apr 2024 | 14,769 | +1,105 | $1.2M | +20.6% | 4.53% | EC |
| 6 | AES Corp/The | AES | Apr 2024 | 57,287 | +1,092 | $1.0M | +1.3% | 4.00% | EC |
| 7 | Brookfield Renewable Partners | BEP | Apr 2024 | 37,916 | -37,094 | $923K | +118.1% | 3.62% | EC |
| 8 | Chart Industries Inc | GTLS | Apr 2024 | 4,870 | +1,380 | $784K | +56.0% | 3.08% | EC |
| 9 | STMicroelectronics NV | STM | Apr 2024 | 23,161 | +3,482 | $782K | +0.4% | 3.07% | EC |
| 10 | First Solar Inc | FSLR | Apr 2024 | 3,266 | +19 | $705K | +23.2% | 2.77% | EC |
| 11 | Clearway Energy Inc | CWEN | Apr 2024 | 25,190 | +458 | $672K | +16.2% | 2.64% | EC |
| 12 | NextEra Energy Partners LP | NEP | Apr 2024 | 25,771 | +448 | $658K | -8.3% | 2.58% | EC |
| 13 | AECOM | ACM | Apr 2024 | 7,053 | +2,352 | $639K | +47.2% | 2.51% | EC |
| 14 | Ameresco Inc | AMRC | Apr 2024 | 19,572 | -5,405 | $618K | +18.2% | 2.42% | EC |
| 15 | Array Technologies Inc | ARRY | Apr 2024 | 58,617 | +6,442 | $617K | -4.2% | 2.42% | EC |
| 16 | Constellation Energy Corp | CEG | Apr 2024 | 3,194 | +1,121 | $606K | +57.3% | 2.38% | EC |
| 17 | Xcel Energy Inc | XEL | Apr 2024 | 9,520 | +187 | $555K | +10.6% | 2.18% | EC |
| 18 | Air Products and Chemicals Inc | APD | Apr 2024 | 2,078 | +40 | $548K | +13.8% | 2.15% | EC |
| 19 | Flowserve Corp | FLS | Apr 2024 | 10,679 | +204 | $540K | +9.3% | 2.12% | EC |
| 20 | Bioceres Crop Solutions Corp | BIOX | Apr 2024 | 48,622 | New | $540K | — | 2.12% | EC |
| 21 | Corteva Inc | CTVA | Apr 2024 | 9,284 | -1,965 | $521K | -14.5% | 2.04% | EC |
| 22 | Portland General Electric Co | POR | Apr 2024 | 10,883 | +211 | $516K | +11.8% | 2.02% | EC |
| 23 | Owens Corning | OC | Apr 2024 | 2,716 | +1,100 | $506K | +86.2% | 1.99% | EC |
| 24 | Johnson Controls International | JCI | Apr 2024 | 6,944 | New | $497K | — | 1.95% | EC |
| 25 | TPI Composites Inc | TPIC | Apr 2024 | 111,127 | +1,471 | $473K | +35.8% | 1.86% | EC |
| 26 | Canadian Solar Inc | CSIQ | Apr 2024 | 27,899 | +3,797 | $463K | +18.4% | 1.81% | EC |
| 27 | ReNew Energy Global PLC | RNW | Apr 2024 | 76,356 | New | $444K | — | 1.74% | EC |
| 28 | Arcadium Lithium PLC | ALTM | Apr 2024 | 136,729 | New | $435K | — | 1.71% | EC |
| 29 | Cia Paranaense de Energia - Copel | ELP | Apr 2024 | 60,436 | +1,247 | $428K | +2.8% | 1.68% | EC |
| 30 | JinkoSolar Holding Co Ltd | JKS | Apr 2024 | 19,980 | +187 | $415K | -13.1% | 1.63% | EC |
| 31 | Carrier Global Corp | CARR | Apr 2024 | 5,363 | -1,854 | $365K | -17.7% | 1.43% | EC |
| 32 | Trimble Inc | TRMB | Apr 2024 | 6,515 | +106 | $355K | -7.7% | 1.39% | EC |
| 33 | Fluence Energy Inc | FLNC | Jul 2024 | 20,872 | New | $342K | — | 1.34% | EC |
| 34 | Dominion Energy Inc | D | Jul 2024 | 6,384 | New | $341K | — | 1.34% | EC |
| 35 | Public Service Enterprise Grou | PEG | Apr 2024 | 4,036 | +72 | $322K | +17.6% | 1.26% | EC |
| 36 | Dover Corp | DOV | Jul 2024 | 1,728 | New | $318K | — | 1.25% | EC |
| 37 | Westinghouse Air Brake Technol | WAB | Apr 2024 | 1,898 | +33 | $306K | +1.8% | 1.20% | EC |
| 38 | Sociedad Quimica y Minera de C | SQM | Apr 2024 | 7,438 | +129 | $283K | -15.2% | 1.11% | EC |
| 39 | Tetra Tech Inc | TTEK | Apr 2024 | 1,147 | -267 | $245K | -11.2% | 0.96% | EC |
| 40 | First American Government Obli | FGXXX | Apr 2024 | 229,615 | -58,795 | $230K | -20.4% | 0.90% | STIV |
| 41 | EnerSys | ENS | Apr 2024 | 1,455 | -3,689 | $160K | -65.6% | 0.63% | EC |
| 42 | Cameco Corp | CCJ | Apr 2024 | 2,963 | +53 | $135K | +1.5% | 0.53% | EC |
| 43 | CECO Environmental Corp | CECO | Jul 2024 | 4,354 | New | $127K | — | 0.50% | EC |
| 44 | Cia Paranaense de Energia - Copel | ELPC | Apr 2024 | 15,102 | +307 | $96K | +2.6% | 0.37% | EC |
| 45 | Maxeon Solar Technologies Ltd | MAXN | Apr 2024 | 90,671 | New | $16K | — | 0.06% | EC |
| ✕ | Avangrid Inc | 05351W103 | — | 13,189 | Exited | $0.5M | — | — | — |