Clean Energy Transition LLP
15 holdingsFiling period: 2026-03-31Current AUM: $1.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 940.0K | $317.7M | $380.0M | 21.59% | -- | 2026-03-31 |
| 2 | FSLR | FIRST SOLAR INC | 1.43M | $281.4M | $301.1M | 17.10% | +277.6K | 2026-03-31 |
| 3 | SWK | STANLEY BLACK & DECKER INC | 2.60M | $184.9M | $246.0M | 13.98% | -334,683 | 2026-03-31 |
| 4 | EMR | EMERSON ELEC CO | 1.22M | $160.2M | $183.2M | 10.41% | -128,299 | 2026-03-31 |
| 5 | — | NVENT ELECTRIC PLC | 1.20M | $142.2M | $142.2M | 8.08% | -304,229 | 2026-03-31 |
| 6 | OC | OWENS CORNING NEW | 574.9K | $62.2M | $79.8M | 4.54% | +11.3K | 2026-03-31 |
| 7 | FANG | DIAMONDBACK ENERGY INC | 286.3K | $56.6M | $58.1M | 3.30% | -- | 2026-03-31 |
| 8 | OTIS | OTIS WORLDWIDE CORP | 708.3K | $54.6M | $51.0M | 2.90% | +112.7K | 2026-03-31 |
| 9 | — | PENTAIR PLC | 565.9K | $49.3M | $49.3M | 2.80% | +318.7K | 2026-03-31 |
| 10 | EQT | EQT CORP | 744.5K | $47.4M | $39.7M | 2.25% | -- | 2026-03-31 |
| 11 | RAL | RALLIANT CORP | 1.14M | $47.3M | $74.3M | 4.22% | +235.0K | 2026-03-31 |
| 12 | FTV | FORTIVE CORP | 725.0K | $40.1M | $42.9M | 2.44% | -329,328 | 2026-03-31 |
| 13 | TKR | TIMKEN CO | 331.7K | $33.4M | $45.6M | 2.59% | -- | 2026-03-31 |
| 14 | — | EATON CORP PLC | 88.5K | $31.7M | $31.7M | 1.80% | -- | 2026-03-31 |
| 15 | WCC | WESCO INTL INC | 103.2K | $28.2M | $35.4M | 2.01% | -108,247 | 2026-03-31 |
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