CIK: 0001835549
Total reported value
$88.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 26.19% | +27.25% | NEW | |
| 2 | POWL | Powell Industries INC | Stock-Industrials | 26.15% | +25.29% | -3.05% | |
| 3 | FSLR | First Solar INC | Stock-Tech | 15.70% | +11.95% | NEW | |
| 4 | HUBB | Hubbell INC | Stock-Industrials | 13.20% | +4.86% | NEW | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 10.75% | — | -37.25% | |
| 6 | COHR | Coherent CORP | Stock-Tech | 8.01% | — | — |