Clean Energy Transition
$1.2B Assets Reported
16 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | 1,426,587 | $281M | 23.1% |
| SWK | STANLEY BLACK & DECKER INC | 2,601,390 | $185M | 15.2% |
| EMR | EMERSON ELEC CO | 1,222,925 | $160M | 13.1% |
| NVT | NVENT ELECTRIC PLC | 1,201,911 | $142M | 11.7% |
| OC | OWENS CORNING NEW | 574,854 | $62M | 5.1% |
| FANG | DIAMONDBACK ENERGY INC | 286,311 | $57M | 4.6% |
| OTIS | OTIS WORLDWIDE CORP | 708,348 | $55M | 4.5% |
| PNR | PENTAIR PLC | 565,871 | $49M | 4.0% |
| EQT | EQT CORP | 744,509 | $47M | 3.9% |
| RAL | RALLIANT CORP | 1,136,965 | $47M | 3.9% |
Track Clean Energy Transition's 13F portfolio: $1.2B in reported holdings, 16 positions. Top holdings, AUM, and quarterly changes on SentiSense.