Clean Energy Transition LLP Portfolio Holdings by Sector

Clean Energy Transition LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Industrial Machinery \| Industrials EMR ETN GNRC 3 stocks	$274,333 33.4% of portfolio	3	-	1	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$164,810 20.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$144,203 17.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$59,527 7.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$58,828 7.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$34,101 4.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$31,003 3.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT 1 stocks	$24,697 3.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology AZPN 1 stocks	$18,047 2.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services SII 1 stocks	$8,196 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PNW 1 stocks	$3,526 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts

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