Clean Energy Transition LLP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 11 US equity positions worth $902.4m in its Q3 2024 13F filing. The largest position was SWK at 24.2% of the reported book, followed by FSLR and GEV.
What did Clean Energy Transition LLP own in Q3 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SWK Stanley Black & Decker Inc | Industrials | 24.2% | $218.5m | 1,984,184 | – | |
| 2 | FSLR First Solar Inc | Technology | 19.0% | $171.3m | 686,700 | – | |
| 3 | GEV GE Vernova Inc | Industrials | 18.4% | $166.4m | 652,431 | – | |
| 4 | NVT nVent Electric PLC | Industrials | 17.6% | $158.4m | 2,254,633 | – | |
| 5 | EMR Emerson Elec Co | Industrials | 12.6% | $113.9m | 1,041,568 | – | |
| 6 | ETN Eaton Corp PLC | Industrials | 2.7% | $24.6m | 74,317 | – | |
| 7 | AZPN1USD Aspen Technology Inc | 2.5% | $23.0m | 96,149 | – | ||
| 8 | ARRY Array Technologies Inc | Technology | 1.9% | $17.1m | 2,598,221 | – | |
| 9 | SII Sprott Inc | Financial Services | 0.4% | $4.0m | 92,308 | – | |
| 10 | PNW Pinnacle West Cap Corp | Utilities | 0.4% | $3.6m | 40,842 | – | |
| 11 | TPI Composites Inc | 0.2% | $1.6m | 342,496 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.