Fund HoldingsQuaero Capital S.A.

Total Portfolio Value
$83.15M
Total Bought
$12.16M
Total Sold
$5.26M
Net Transaction
+$6.90M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NEXTERA ENERGY INC(NEE)35,16552,320+17,1552,4904,4235.32%+1,933
TETRA TECH INC NEW(TTEK)00001,5721.89%+1,572
AMERICAN WTR CAP CORP(AWK)00001,5371.85%+1,537
ENTERGY CORP NEW(ETR)09,663+9,66301,2721.53%+1,272
BROOKFIELD RENEWABLE CORP(BEPC)40,03072,700+32,6701,1362,3742.86%+1,238
FLUOR CORP(FLR)00001,2241.47%+1,224
HUBBELL INC(HUBB)3,1185,148+2,0301,1402,2052.65%+1,066
GE VERNOVA INC(GEV)03,869+3,86909871.19%+987
ENPHASE ENERGY INC(ENPH)19,45725,395+5,9381,9402,8703.45%+930
VISHAY INTERTECHNOLOGY INC(VSH)00009161.10%+916
SUNRUN INC(RUN)44,37571,792+27,4175261,2971.56%+770
QUANTA SVCS INC02,390+2,39007130.86%+713
AMERICAN TOWER CORP NEW(AMT)5,4007,550+2,1501,0501,7562.11%+706
HA SUSTAINABLE INFRA CAP INC(HASI)89,22095,770+6,5502,6413,3013.97%+660
VERTIV HOLDINGS CO(VRT)15,22019,365+4,1451,3181,9272.32%+609
KINETIK HOLDINGS INC(KNTK)013,400+13,40006060.73%+606
ITRON INC(ITRI)0001,0071,4611.76%+454
EATON CORP PLC(ETN)10,05210,792+7403,1523,5774.30%+425
AXON ENTERPRISE INC(AXON)0001,1011,4341.72%+333
EQUINIX INC(EQIX)2,1852,18501,6531,9392.33%+286
AGNICO EAGLE MINES LTD(AEM)03,000+3,00002420.29%+242
TYLER TEX INDPT SCH DIST(TYL)0001,6321,8512.23%+218
SOUTHERN CO(SO)0001,8352,0022.41%+166
PG&E CORP(PCG)71,90071,90001,2551,4211.71%+166
AKAMAI TECHNOLOGIES INC(AKAM)0001,6471,7552.11%+108
BOOKING HOLDINGS INC(BKNG)0001,5791,6782.02%+100
MIDDLEBY CORP(MIDD)0001,0681,1531.39%+84
DROPBOX INC(DBX)0001,2671,3451.62%+78
SEMPRA(SRE)10,13010,13007708471.02%+77
POST HLDGS INC(POST)0008789511.14%+73
LIBERTY MEDIA CORP DEL(FWONA)0001,0531,0981.32%+45
SHOPIFY INC(SHOP)0001,4011,4421.73%+42
WASTE CONNECTIONS INC(WCN)10,04010,04001,7611,7952.16%+35
ON SEMICONDUCTOR CORP(ON)0006707040.85%+35
BENTLEY SYS INC(BSY)0001,5801,6091.93%+29
GFL ENVIRONMENTAL INC(GFL)27,62027,62001,0751,1011.32%+26
AIRBNB INC(ABNB)0009159321.12%+17
RAPID7 INC0001,0791,0871.31%+9
LINDE PLC(LIN)7,7577,054-7033,4043,3644.05%-40
FORD MTR CO(F)0001,5171,4681.77%-49
ZSCALER INC(ZS)0006726110.73%-61
TAIWAN SEMICONDUCTOR MFG LTD(TSM)29,98429,564-4205,2125,1346.17%-77
DATADOG INC(DDOG)0001,3891,2951.56%-94
HUBSPOT INC(HUBS)0001,4601,3271.60%-134
CLEAN HARBORS INC(CLH)6,0724,722-1,3501,3731,1411.37%-232
TARGA RES CORP(TRGP)9,6506,800-2,8501,2431,0061.21%-236
MP MATERIALS CORP(MP)26,9780-26,9783430-343
FIRST SOLAR INC(FSLR)17,40413,914-3,4903,9243,4714.17%-453
REPUBLIC SVCS INC(RSG)6,7624,200-2,5621,3148441.01%-471
NEXTRACKER INC50,11749,272-8452,3491,8472.22%-503
FERROVIAL SE
ORD SHS
44,94628,850-16,0961,7461,2401.49%-507
CANADIAN NATL RY CO(CNI)5,2000-5,2006150-615
CANADIAN PACIFIC KANSAS CITY(CP)7,9000-7,9006220-622
TOPGOLF CALLAWAY BRANDS CORP(CALY)0007770-777
BOX INC(BOX)0008010-801
HAEMONETICS CORP MASS(HAE)0001,0860-1,086
CENTERPOINT ENERGY INC(CNP)37,4760-37,4761,1610-1,161
NICE LTD(NICE)0001,8810-1,881
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