CIK: 0001915836
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLEX | Flex Ltd. | Stock-Tech | 7.68% | — | -43.29% | |
| 2 | EXC | Exelon CORP | Stock-Utilities | 6.80% | — | — | |
| 3 | PPL | Ppl CORP | Stock-Utilities | 6.63% | — | -2.17% | |
| 4 | PCG | P G & E CORP | Stock-Utilities | 4.69% | — | -8.93% | |
| 5 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 4.67% | — | — | |
| 6 | FSLR | First Solar INC | Stock-Tech | 4.54% | — | — | |
| 7 | SGML | Sigma Lithium CORP | Stock-Other | 4.48% | — | -40.32% | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 3.94% | — | — | |
| 9 | SO | Southern Co/the | Stock-Utilities | 3.81% | — | +41.13% | |
| 10 | SEDG | Solaredge Technologies INC | Stock-Tech | 3.49% | — | +11.11% | |
| 11 | NI | Nisource INC | Stock-Utilities | 3.36% | — | -18.18% | |
| 12 | HBM | Hudbay Minerals INC | Stock-Other | 3.22% | — | +55.64% | |
| 13 | LAC1EUR | Lithium Americas CORP | Stock-Other | 3.02% | — | — | |
| 14 | ✓ | Stock-Other | 2.69% | — | -11.39% | ||
| 15 | DQ | Daqo New Energy Corp-adr | Stock-Other | 2.66% | — | -0.14% | |
| 16 | AMPSUSD | Altus Power INC | Stock-Other | 2.64% | — | +30.38% | |
| 17 | VST | Vistra CORP | Stock-Utilities | 2.59% | — | -29.43% | |
| 18 | AES | Aes CORP | Stock-Utilities | 2.53% | — | — | |
| 19 | ARRY | Array Technologies INC | Stock-Other | 2.46% | — | -47.94% | |
| 20 | CMS | Cms Energy CORP | Stock-Utilities | 2.42% | — | -58.50% | |
| 21 | ENPH | Enphase Energy INC | Stock-Tech | 2.33% | — | -71.13% | |
| 22 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 2.31% | — | -49.70% | |
| 23 | XEL | Xcel Energy INC | Stock-Utilities | 2.23% | — | — | |
| 24 | PLUG | Plug Power INC | Stock-Industrials | 2.16% | — | — | |
| 25 | SRE | Sempra | Stock-Utilities | 2.07% | — | — | |
| 26 | AMRC | Ameresco Inc-cl A | Stock-Other | 1.91% | — | — | |
| 27 | GTLS | Chart Industries INC | Stock-Industrials | 1.85% | — | — | |
| 28 | ALB | Albemarle CORP | Stock-Materials | 1.67% | — | — | |
| 29 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.51% | — | +56.85% | |
| 30 | STEM | Stem, Inc. | Stock-Other | 1.10% | — | -54.19% | |
| 31 | FE | Firstenergy CORP | Stock-Utilities | 1.09% | — | +16.69% | |
| 32 | DTE | Dte Energy Company | Stock-Utilities | 0.71% | — | -86.20% | |
| 33 | TPICQ | Tpi Composites INC | Stock-Other | 0.48% | — | — | |
| 34 | ✓ | Sunlight Financial Holdings Com | Stock-Other | 0.25% | — | — |