CIK: 0001915836
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCG | P G & E CORP | Stock-Utilities | 8.55% | — | +63.31% | |
| 2 | SRE | Sempra | Stock-Utilities | 8.52% | — | +95.28% | |
| 3 | FLNC | Fluence Energy INC | Stock-Other | 5.60% | — | — | |
| 4 | ARRY | Array Technologies INC | Stock-Other | 5.07% | — | +34.57% | |
| 5 | NI | Nisource INC | Stock-Utilities | 4.62% | — | -32.13% | |
| 6 | FCX | Freeport-mcmoran INC | Stock-Materials | 4.53% | — | — | |
| 7 | ETR | Entergy CORP | Stock-Utilities | 4.44% | — | +51.24% | |
| 8 | WEC | Wec Energy Group INC | Stock-Utilities | 4.25% | — | — | |
| 9 | PPL | Ppl CORP | Stock-Utilities | 3.91% | — | -21.21% | |
| 10 | ES | Eversource Energy | Stock-Utilities | 3.79% | — | — | |
| 11 | MTZ | Mastec INC | Stock-Industrials | 3.77% | — | — | |
| 12 | EVRG | Evergy INC | Stock-Utilities | 3.71% | — | +17.21% | |
| 13 | SHLS | Shoals Technologies Group -a | Stock-Other | 3.55% | — | +14.68% | |
| 14 | HBM | Hudbay Minerals INC | Stock-Other | 3.52% | — | -34.71% | |
| 15 | SGML | Sigma Lithium CORP | Stock-Other | 3.34% | — | +286.03% | |
| 16 | ✓ | Arcadium Lithium PLC | Stock-Other | 3.10% | — | — | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 2.85% | — | — | |
| 18 | AMRC | Ameresco Inc-cl A | Stock-Other | 2.71% | — | — | |
| 19 | DTE | Dte Energy Company | Stock-Utilities | 2.38% | — | — | |
| 20 | NEE | Nextera Energy INC | Stock-Utilities | 2.37% | — | +11.33% | |
| 21 | FSLR | First Solar INC | Stock-Tech | 2.33% | — | -25.76% | |
| 22 | NOVAQ | Sunnova Energy International | Stock-Other | 2.15% | — | +421.60% | |
| 23 | AMPSUSD | Altus Power INC | Stock-Other | 2.01% | — | +7.97% | |
| 24 | CCJ | Cameco CORP | Stock-Energy | 1.85% | — | +206.69% | |
| 25 | AES | Aes CORP | Stock-Utilities | 1.77% | — | — | |
| 26 | GTLS | Chart Industries INC | Stock-Industrials | 1.76% | — | -23.76% | |
| 27 | LNG | Cheniere Energy INC | Stock-Energy | 1.28% | — | — | |
| 28 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 1.03% | — | +62.15% | |
| 29 | ✓ | Lithium Americas Argentina C | Stock-Other | 0.77% | — | — | |
| 30 | PLUG | Plug Power INC | Stock-Industrials | 0.47% | — | — |