Clean Energy Transition LLP Portfolio Holdings by Sector

Clean Energy Transition LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Solar \| Technology FSLR 1 stocks	$246,382 18.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$225,500 17.1% of portfolio	1	-	1	-	0 Calls 1 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$208,065 15.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR OTIS PNR ETN 4 stocks	$199,306 15.12% of portfolio	2	2	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$133,199 10.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials OC AAON 2 stocks	$123,178 9.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$76,836 5.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$57,561 4.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$48,362 3.67% of portfolio	1	-	-	-	0 Calls 0 Puts

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