29 is the total number of securities Clean Energy Transition LLP has owned. The longest Clean Energy Transition LLP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NVT | NVENT ELECTRIC PLC | 8 | 8 | 7.84% | 13.80% | 19.38% | Q4 2021 | Q3 2023 | 8 |
| FSLR | FIRST SOLAR INC | 8 | 8 | 0.75% | 13.57% | 30.10% | Q4 2021 | Q3 2023 | 8 |
| BLBD | BLUE BIRD CORP | 8 | 8 | 0.50% | 1.89% | 3.64% | Q4 2021 | Q3 2023 | 8 |
| CARR | CARRIER GLOBAL CORPORA... | 7 | 7 | 1.76% | 10.82% | 19.71% | Q4 2021 | Q2 2023 | 7 |
| GENERAL ELECTRIC CO | 7 | 7 | 0.55% | 6.18% | 17.49% | Q4 2021 | Q2 2023 | 7 | |
| SWK | STANLEY BLACK & DECKER... | 6 | 6 | 1.25% | 13.58% | 27.88% | Q2 2022 | Q3 2023 | 6 |
| ETN | EATON CORP PLC | 4 | 2 | 1.23% | 9.46% | 17.74% | Q4 2021 | Q3 2023 | 6 |
| APD | AIR PRODS & CHEMS INC | 4 | 1 | 5.29% | 8.63% | 17.01% | Q4 2021 | Q2 2023 | 5 |
| ES | EVERSOURCE ENERGY | 5 | 5 | 2.78% | 4.48% | 6.85% | Q4 2021 | Q4 2022 | 5 |
| OTIS | OTIS WORLDWIDE CORP | 4 | 1 | 2.21% | 4.12% | 6.90% | Q4 2021 | Q2 2023 | 5 |
| OXY | OCCIDENTAL PETE CORP | 4 | 4 | 3.14% | 5.02% | 7.98% | Q1 2022 | Q4 2022 | 4 |
| NEXTRACKER INC | 3 | 3 | 3.00% | 4.54% | 5.53% | Q1 2023 | Q3 2023 | 3 | |
| FREY | FREYR BATTERY | 3 | 3 | 0.84% | 1.58% | 2.91% | Q3 2022 | Q1 2023 | 3 |
| TSLA | TESLA INC | 1 | 1 | 27.37% | 30.63% | 33.90% | Q3 2022 | Q1 2023 | 2 |
| CONSTELLATION ENERGY CORP | 2 | 2 | 13.26% | 14.49% | 15.73% | Q2 2022 | Q3 2022 | 2 | |
| XOM | EXXON MOBIL CORP | 2 | 2 | 8.44% | 11.73% | 15.01% | Q1 2022 | Q2 2022 | 2 |
| AES | AES CORP | 1 | 1 | 4.64% | 5.03% | 5.42% | Q1 2022 | Q2 2023 | 2 |
| CF | CF INDS HLDGS INC | 2 | 2 | 0.91% | 4.34% | 7.76% | Q4 2021 | Q1 2022 | 2 |
| TPIC | TPI COMPOSITES INC | 2 | 2 | 0.71% | 1.69% | 2.67% | Q1 2023 | Q2 2023 | 2 |
| FSLR | FIRST SOLAR INC | 1 | 1 | 12.13% | 12.13% | 12.13% | Q4 2021 | Q4 2021 | 1 |
| GENERAL ELECTRIC CO | 1 | 1 | 11.83% | 11.83% | 11.83% | Q4 2021 | Q4 2021 | 1 | |
| GM | GENERAL MTRS CO | 1 | 1 | 7.87% | 7.87% | 7.87% | Q4 2021 | Q4 2021 | 1 |
| SPWR | SUNPOWER CORP | 1 | 1 | 4.67% | 4.67% | 4.67% | Q3 2022 | Q3 2022 | 1 |
| ED | CONSOLIDATED EDISON INC | 1 | 1 | 4.65% | 4.65% | 4.65% | Q1 2023 | Q1 2023 | 1 |
| COG | COTERRA ENERGY INC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q3 2022 | Q3 2022 | 1 |
| FLUENCE ENERGY INC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2021 | Q4 2021 | 1 | |
| ALTUS POWER INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2022 | Q3 2022 | 1 | |
| QS | QUANTUMSCAPE CORP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
| MAXN | MAXEON SOLAR TECHNOLOG... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including NVENT ELECTRIC PLC, FIRST SOLAR INC, and BLUE BIRD CORP, are the highest-conviction holdings of Clean Energy Transition LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Clean Energy Transition LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Clean Energy Transition LLP owns currently or has owned in the past.