Clean Energy Transition LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM)(Put) | 0 | 940,000 | +940,000 | 0 | 317,673,000 | — | +317,673,000 |
| DIAMONDBACK ENERGY INC(FANG) | 0 | 286,311 | +286,311 | 0 | 56,629,453 | 4.64% | +56,629,453 |
| EQT CORP(EQT) | 0 | 744,509 | +744,509 | 0 | 47,380,553 | 3.89% | +47,380,553 |
| TIMKEN CO(TKR) | 0 | 331,740 | +331,740 | 0 | 33,363,092 | 2.74% | +33,363,092 |
| EATON CORP PLC(ETN) | 0 | 88,514 | +88,514 | 0 | 31,658,802 | 2.60% | +31,658,802 |
| PENTAIR PLC(PNR) | 247,161 | 565,871 | +318,710 | 25,739,346 | 49,293,023 | 4.04% | +23,553,677 |
| OTIS WORLDWIDE CORP(OTIS) | 595,603 | 708,348 | +112,745 | 52,025,922 | 54,599,464 | 4.48% | +2,573,542 |
| RALLIANT CORP(RAL) | 901,957 | 1,136,965 | +235,008 | 45,918,630 | 47,286,374 | 3.88% | +1,367,744 |
| OWENS CORNING NEW(OC) | 563,542 | 574,854 | +11,312 | 63,065,985 | 62,210,700 | 5.10% | -855,285 |
| AAON INC | 44,134 | 0 | -44,134 | 3,365,218 | 0 | — | -3,365,218 |
| NVENT ELECTRIC PLC(NVT) | 1,506,140 | 1,201,911 | -304,229 | 153,581,097 | 142,162,033 | 11.66% | -11,419,064 |
| FORTIVE CORP(FTV) | 1,054,309 | 724,981 | -329,328 | 58,208,400 | 40,076,950 | 3.29% | -18,131,450 |
| FIRST SOLAR INC(FSLR) | 1,148,982 | 1,426,587 | +277,605 | 300,148,568 | 281,408,552 | 23.08% | -18,740,016 |
| EMERSON ELEC CO(EMR) | 1,351,224 | 1,222,925 | -128,299 | 179,334,449 | 160,227,634 | 13.14% | -19,106,815 |
| WESCO INTL INC(WCC) | 211,420 | 103,173 | -108,247 | 51,721,788 | 28,230,196 | 2.32% | -23,491,592 |
| STANLEY BLACK & DECKER INC(SWK) | 2,936,073 | 2,601,390 | -334,683 | 218,091,502 | 184,854,773 | 15.16% | -33,236,729 |
| CANADIAN NATL RY CO(CNI) | 478,184 | 0 | -478,184 | 47,268,489 | 0 | — | -47,268,489 |