Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIRST SOLAR INC(FSLR) | 0 | 38,400 | +38,400 | 0 | 9,578 | 6.70% | +9,578 |
| ATKORE INC | 0 | 60,000 | +60,000 | 0 | 5,084 | 3.56% | +5,084 |
| NEXTRACKER INC | 129,800 | 269,800 | +140,000 | 6,085 | 10,112 | 7.07% | +4,027 |
| GE VERNOVA INC(GEV) | 95,400 | 79,100 | -16,300 | 16,362 | 20,169 | 14.11% | +3,807 |
| FREEPORT-MCMORAN INC(FCX) | 0 | 50,000 | +50,000 | 0 | 2,496 | 1.75% | +2,496 |
| APTIV PLC(APTV) | 0 | 34,000 | +34,000 | 0 | 2,448 | 1.71% | +2,448 |
| CANADIAN NAT RES LTD(CNQ) | 0 | 56,000 | +56,000 | 0 | 1,860 | 1.30% | +1,860 |
| CLEARWAY ENERGY INC(CWEN) | 307,673 | 307,673 | 0 | 7,596 | 9,439 | 6.60% | +1,843 |
| RIVIAN AUTOMOTIVE INC(RIVN) | 0 | 0 | 0 | 0 | 1,814 | 1.27% | +1,814 |
| AUTONATION INC(AN) | 0 | 9,000 | +9,000 | 0 | 1,610 | 1.13% | +1,610 |
| QUANTA SVCS INC | 30,500 | 30,500 | 0 | 7,750 | 9,094 | 6.36% | +1,344 |
| PRIMORIS SVCS CORP(PRIM) | 142,600 | 142,600 | 0 | 7,114 | 8,282 | 5.79% | +1,168 |
| OKLO INC(OKLO) | 438,000 | 600,000 | +162,000 | 3,710 | 4,854 | 3.39% | +1,144 |
| CLEAN ENERGY FUELS CORP(CLNE) | 3,211,189 | 3,081,189 | -130,000 | 8,574 | 9,582 | 6.70% | +1,009 |
| GROUP 1 AUTOMOTIVE INC(GPI) | 0 | 2,600 | +2,600 | 0 | 996 | 0.70% | +996 |
| ENPHASE ENERGY INC(ENPH) | 30,000 | 35,000 | +5,000 | 2,991 | 3,956 | 2.77% | +964 |
| SCHLUMBERGER LTD(SLB) | 0 | 20,000 | +20,000 | 0 | 839 | 0.59% | +839 |
| VERTIV HOLDINGS CO(VRT) | 14,000 | 20,000 | +6,000 | 1,212 | 1,990 | 1.39% | +778 |
| NXP SEMICONDUCTORS N V COM | 7,200 | 10,000 | +2,800 | 1,937 | 2,400 | 1.68% | +463 |
| VIPER ENERGY INC(VNOM) | 60,000 | 48,000 | -12,000 | 2,252 | 2,165 | 1.51% | -87 |
| PERMIAN RESOURCES CORP(PR) | 128,000 | 144,000 | +16,000 | 2,067 | 1,960 | 1.37% | -107 |
| FERRARI N V COM | 7,900 | 6,600 | -1,300 | 3,226 | 3,103 | 2.17% | -123 |
| ENERSYS(ENS) | 88,900 | 88,900 | 0 | 9,203 | 9,072 | 6.35% | -131 |
| NET POWER INC(NPWR) | 156,900 | 188,900 | +32,000 | 1,542 | 1,324 | 0.93% | -218 |
| NVENT ELECTRIC PLC(NVT) | 46,700 | 46,700 | 0 | 3,578 | 3,281 | 2.29% | -297 |
| SUNRUN INC(RUN) | 416,800 | 253,800 | -163,000 | 4,943 | 4,584 | 3.21% | -360 |
| AMERESCO INC | 222,886 | 157,886 | -65,000 | 6,421 | 5,990 | 4.19% | -431 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 852,200 | 850,000 | -2,200 | 5,318 | 4,769 | 3.34% | -549 |
| FREYR BATTERY INC(TE) | 434,536 | 0 | -434,536 | 739 | 0 | — | -739 |
| NET POWER INC(NPWR) | 106,249 | 106,249 | 0 | 1,044 | 123 | 0.09% | -921 |
| EQT CORP(EQT) | 26,000 | 0 | -26,000 | 961 | 0 | — | -961 |
| OCCIDENTAL PETE CORP(OXY) | 20,000 | 0 | -20,000 | 1,261 | 0 | — | -1,261 |
| MARATHON PETE CORP(MPC) | 12,000 | 0 | -12,000 | 2,082 | 0 | — | -2,082 |
| ANTERO RESOURCES CORP(AR) | 68,000 | 0 | -68,000 | 2,219 | 0 | — | -2,219 |
| FLUENCE ENERGY INC(FLNC) | 214,700 | 0 | -214,700 | 3,723 | 0 | — | -3,723 |
| EATON CORP PLC(ETN) | 12,000 | 0 | -12,000 | 3,763 | 0 | — | -3,763 |
| CENTURI HOLDINGS INC(CTRI) | 266,800 | 0 | -266,800 | 5,197 | 0 | — | -5,197 |
| MYR GROUP INC DEL(MYRG) | 47,100 | 0 | -47,100 | 6,392 | 0 | — | -6,392 |