Clean Energy Transition LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXXON MOBIL CORP(Put) | 0 | 2,000,000 | +2,000,000 | 0 | 225,500,000 | — | +225,500,000 |
| FIRST SOLAR INC(FSLR) | 753,954 | 1,117,228 | +363,274 | 124,809,545 | 246,382,291 | 21.69% | +121,572,746 |
| STANLEY BLACK & DECKER INC(SWK) | 1,785,462 | 2,799,218 | +1,013,756 | 120,965,051 | 208,065,874 | 18.32% | +87,100,823 |
| OWENS CORNING NEW(OC) | 0 | 531,618 | +531,618 | 0 | 75,202,682 | 6.62% | +75,202,682 |
| AAON INC | 0 | 513,442 | +513,442 | 0 | 47,976,020 | 4.22% | +47,976,020 |
| OTIS WORLDWIDE CORP(OTIS) | 329,007 | 669,669 | +340,662 | 32,578,273 | 61,227,837 | 5.39% | +28,649,564 |
| CONSOLIDATED EDISON INC(ED) | 565,554 | 764,387 | +198,833 | 56,753,344 | 76,836,188 | 6.76% | +20,082,844 |
| RALLIANT CORP(RAL) | 529,484 | 900,903 | +371,419 | 25,674,679 | 39,396,488 | 3.47% | +13,721,809 |
| PENTAIR PLC(PNR) | 246,969 | 313,005 | +66,036 | 25,353,838 | 34,668,434 | 3.05% | +9,314,596 |
| WESCO INTL INC(WCC) | 227,334 | 228,666 | +1,332 | 42,102,257 | 48,362,859 | 4.26% | +6,260,602 |
| JAMES HARDIE INDS PLC | 0 | 191,261 | +191,261 | 0 | 3,674,124 | 0.32% | +3,674,124 |
| FORTIVE CORP(FTV) | 1,131,015 | 1,174,960 | +43,945 | 58,959,812 | 57,561,290 | 5.07% | -1,398,522 |
| NVENT ELECTRIC PLC(NVT) | 1,951,906 | 1,350,357 | -601,549 | 142,977,115 | 133,199,214 | 11.73% | -9,777,901 |
| EATON CORP PLC(ETN) | 89,176 | 52,143 | -37,033 | 31,834,940 | 19,514,518 | 1.72% | -12,320,422 |
| GE VERNOVA INC(GEV) | 31,923 | 0 | -31,923 | 16,892,055 | 0 | — | -16,892,055 |
| WILLIAMS COS INC(WMB) | 441,282 | 0 | -441,282 | 27,716,922 | 0 | — | -27,716,922 |
| DT MIDSTREAM INC(DTM) | 324,763 | 0 | -324,763 | 35,694,701 | 0 | — | -35,694,701 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 1,171,538 | 0 | -1,171,538 | 51,817,126 | 0 | — | -51,817,126 |
| EQT CORP(EQT) | 1,067,988 | 0 | -1,067,988 | 62,285,060 | 0 | — | -62,285,060 |
| EMERSON ELEC CO(EMR) | 1,240,219 | 639,560 | -600,659 | 165,358,399 | 83,897,481 | 7.39% | -81,460,918 |
| TESLA INC(TSLA)(Put) | 715,000 | 0 | -715,000 | 227,126,900 | 0 | — | -227,126,900 |