Fund HoldingsGreen Alpha Advisors, LLC

Total Portfolio Value
$93.64M
Total Bought
$22.06M
Total Sold
$50.31M
Net Transaction
-$28.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTERNATIONAL BUSINESS MACHS(IBM)022,851+22,85105,6826.07%+5,682
SPROUTS FMRS MKT INC(SFM)13,16324,677+11,5141,6733,7674.02%+2,094
LAM RESEARCH CORP(LRCX)24,65944,730+20,0711,7813,2523.47%+1,471
QUALCOMM INC(QCOM)024,230+24,23003,7223.98%+3,722
NATURAL GROCERS BY VITAMIN C60,54594,809+34,2642,4053,8114.07%+1,406
TEMPUS AI INC(TEM)32,28350,911+18,6281,0902,4562.62%+1,366
APPLIED MATLS INC021,948+21,94803,1853.40%+3,185
CRISPR THERAPEUTICS AG(CRSP)24,62957,361+32,7329691,9522.08%+983
NEXTRACKER INC9,40029,347+19,9473431,2371.32%+893
HORIZON TECHNOLOGY FIN CORP290,447358,742+68,2952,6113,3793.61%+768
RADIUS RECYCLING INC040,630+40,63001,1731.25%+1,173
RIVIAN AUTOMOTIVE INC(RIVN)61,893113,267+51,3748231,4101.51%+587
RECURSION PHARMACEUTICALS IN(RXRX)67,145178,873+111,7284549461.01%+492
TREX CO INC(TREX)10,50919,355+8,8467251,1251.20%+399
QUANTUMSCAPE CORP(QS)0156,008+156,00806490.69%+649
ANALOG DEVICES INC(ADI)07,543+7,54301,5211.62%+1,521
ARCTURUS THERAPEUTICS HLDGS027,231+27,23102880.31%+288
ARCHER AVIATION INC(ACHR)85,123151,572+66,4498301,0781.15%+248
CROWDSTRIKE HLDGS INC(CRWD)3,7144,276+5621,2711,5081.61%+237
ARRAY TECHNOLOGIES INC061,857+61,85703010.32%+301
ENPHASE ENERGY INC(ENPH)010,035+10,03506230.66%+623
PAGERDUTY INC(PD)19,65928,105+8,4463595130.55%+155
RUBRIK INC.(RBRK)5,2908,114+2,8243464950.53%+149
STEELCASE INC0158,406+158,40601,7361.85%+1,736
RAPID7 INC13,94926,249+12,3005616960.74%+135
PRIMO BRANDS CORPORATION(PRMB)27,14826,674-4748359471.01%+111
MODERNA INC(MRNA)16,90028,674+11,7747038130.87%+110
CARIBOU BIOSCIENCES INC181,054432,325+251,2712883950.42%+107
UIPATH INC(PATH)033,449+33,44903450.37%+345
GARMIN LTD(GRMN)6,7516,898+1471,3921,4981.60%+105
VERVE THERAPEUTICS INC29,43854,492+25,0541662490.27%+83
GUARDANT HEALTH INC(GH)7,0856,930-1552162950.32%+79
INTERFACE INC(TILE)60,97978,691+17,7121,4851,5611.67%+76
EDITAS MEDICINE INC111,628183,903+72,2751422130.23%+72
PACIFIC BIOSCIENCES CALIF IN102,421216,794+114,3731872560.27%+68
WOLFSPEED INC(WOLF)071,210+71,21002180.23%+218
DUOLINGO INC(DUOL)2,4962,790+2948098660.93%+57
CANADIAN SOLAR INC(CSIQ)040,739+40,73903520.38%+352
ZSCALER INC(ZS)3,1063,085-215606120.65%+52
INVESTMENT MANAGERS SER TR I
AXS GREEN ALPHA
10,94313,353+2,4103483970.42%+49
VERTEX PHARMACEUTICALS INC(VRTX)0668+66803240.35%+324
ADVANCED ENERGY INDS9,13611,402+2,2661,0561,0871.16%+30
CISCO SYS INC(CSCO)14,14713,928-2198378600.92%+22
CALIFORNIA WTR SVC GROUP(CWT)08,435+8,43504090.44%+409
MICRON TECHNOLOGY INC(MU)08,239+8,23907160.76%+716
ORMAT TECHNOLOGIES INC(ORA)06,881+6,88104870.52%+487
SOPHIA GENETICS SA47,21647,078-1381451560.17%+11
XYLEM INC(XYL)05,392+5,39206440.69%+644
MOBILEYE GLOBAL INC(MBLY)27,65137,989+10,3385515470.58%-4
CLOUDFLARE INC(NET)9,5379,036-5011,0271,0181.09%-9
MONOLITHIC PWR SYS INC(MPWR)0841+84104880.52%+488
POLESTAR AUTOMOTIVE HLDG UK(PSNY)000000
CUREVAC N V26,03725,871-16689720.08%-17
INTUITIVE SURGICAL INC0529+52902620.28%+262
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,003+7,00305950.64%+595
INOVIO PHARMACEUTICALS INC65,44661,261-4,1851201000.11%-20
PRIME MEDICINE INC64,40683,467+19,0611881660.18%-22
ABCELLERA BIOLOGICS INC(ABCL)37,83537,450-385111840.09%-27
ITRON INC(ITRI)5,8785,809-696386090.65%-30
GINKGO BIOWORKS HOLDINGS INC14,02118,470+4,4491381050.11%-32
OMEGA THERAPEUTICS INC47,6470-47,647360-36
REGENERON PHARMACEUTICALS(REGN)0344+34402180.23%+218
UNIVERSAL DISPLAY CORP(OLED)04,524+4,52406310.67%+631
COMMERCIAL METALS CO(CMC)020,287+20,28709331.00%+933
INTELLIA THERAPEUTICS INC(NTLA)11,79912,468+669138890.09%-49
ANSYS INC1,9921,965-276726220.66%-50
METAGENOMI INC24,23024,029-20187330.03%-55
SHOALS TECHNOLOGIES GROUP IN(SHLS)25,85124,313-1,538143810.09%-62
ECARX HOLDINGS INC78,99678,681-315167990.11%-68
MICROCHIP TECHNOLOGY INC.(MCHP)08,133+8,13303940.42%+394
YETI HLDGS INC(YETI)12,46412,100-3644804010.43%-79
SYNOPSYS INC(SNPS)1,2891,271-186265450.58%-81
TWIST BIOSCIENCE CORP(TWST)06,064+6,06402380.25%+238
LI-CYCLE HOLDINGS CORP60,64256,371-4,271109200.02%-88
PERSONALIS INC(PSNL)037,283+37,28301310.14%+131
CORNING INC(GLW)29,94628,976-9701,4231,3271.42%-97
FLEX LTD(FLEX)17,37817,225-1536675700.61%-97
DOCUSIGN INC(DOCU)10,59610,502-949538550.91%-98
ESS TECH INC24,93314,804-10,129147480.05%-98
EXTREME NETWORKS(EXTR)27,18226,713-4694553530.38%-102
PALO ALTO NETWORKS INC(PANW)4,8474,572-2758827800.83%-102
ATLASSIAN CORPORATION3,0763,044-327496460.69%-103
GITLAB INC(GTLB)10,0989,863-2355694640.50%-105
VITAL FARMS INC050,458+50,45801,5371.64%+1,537
T1 ENERGY INC(TE)200,173320,386+120,2135164040.43%-113
SENTINELONE INC(S)28,07327,886-1876235070.54%-116
SKYWORKS SOLUTIONS INC(SWKS)05,066+5,06603270.35%+327
AUTODESK INC03,086+3,08608080.86%+808
QUANTUM SI INC158,858244,067+85,2094292930.31%-136
BEAM GLOBAL59,98224,658-35,324190500.05%-140
COMPASS PATHWAYS PLC(CMPS)37,6140-37,6141420-142
10X GENOMICS INC(TXG)24,72723,970-7573552090.22%-146
CADENCE DESIGN SYSTEM INC(CDNS)3,0323,005-279117640.82%-147
AZENTA INC(AZTA)9,3209,174-1464663180.34%-148
AZEK CO INC09,719+9,71904750.51%+475
REMITLY GLOBAL INC(RELY)18,73013,137-5,5934232730.29%-149
BUTTERFLY NETWORK INC(BFLY)185,996186,308+3125804250.45%-156
TPI COMPOSITES INC0212,668+212,66801710.18%+171
SUNRUN INC(RUN)058,509+58,50903430.37%+343
NIO INC(NIO)000000
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