CIK: 0001439207
Total reported value
$101.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | Stock-Consumer Disc | 4.76% | — | — | |
| 2 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 3.67% | — | — | |
| 3 | SEDG | Solaredge Technologies INC | Stock-Tech | 2.44% | — | — | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.31% | — | — | |
| 5 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 2.26% | — | — | |
| 6 | SPWRQ | Sunpower CORP | Stock-Other | 2.24% | — | — | |
| 7 | ENPH | Enphase Energy INC | Stock-Tech | 2.18% | — | — | |
| 8 | DQ | Daqo New Energy Corp-adr | Stock-Other | 2.15% | — | — | |
| 9 | JKS | Jinkosolar Holding Co-adr | Stock-Other | 2.12% | — | — | |
| 10 | QCOM | Qualcomm INC | Stock-Tech | 2.10% | -0.64% | — | |
| 11 | TPICQ | Tpi Composites INC | Stock-Other | 2.00% | — | — | |
| 12 | XYZ | Block INC | Stock-Financials | 1.94% | — | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | — | — | |
| 14 | MRNA | Moderna INC | Stock-Healthcare | 1.84% | +0.82% | — | |
| 15 | RUN | Sunrun INC | Stock-Tech | 1.84% | -0.19% | — | |
| 16 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.83% | — | — | |
| 17 | AAPL | Apple INC | Stock-Tech | 1.83% | — | — | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.74% | -0.56% | — | |
| 19 | FSLR | First Solar INC | Stock-Tech | 1.61% | -0.21% | — | |
| 20 | ADSK | Autodesk INC | Stock-Tech | 1.55% | -0.14% | — | |
| 21 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.49% | — | — | |
| 22 | AMAT | Applied Materials INC | Stock-Tech | 1.40% | +1.46% | — | |
| 23 | FTNT | Fortinet INC | Stock-Tech | 1.33% | — | — | |
| 24 | DLR | Digital Realty Trust INC | Stock-Real Estate | 1.25% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | — | — | |
| 26 | CDNS | Cadence Design Sys INC | Stock-Tech | 1.21% | — | — | |
| 27 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 1.18% | -0.01% | — | |
| 28 | PANW | Palo Alto Networks INC | Stock-Tech | 1.15% | — | — | |
| 29 | SWCHEUR | Switch INC - A | Stock-Other | 1.15% | — | — | |
| 30 | CCI | Crown Castle INC | Stock-Real Estate | 1.12% | — | — | |
| 31 | TREX | Trex Company INC | Stock-Industrials | 1.12% | — | — | |
| 32 | OLED | Universal Display CORP | Stock-Tech | 1.11% | — | — | |
| 33 | EQIX | Equinix INC | Stock-Real Estate | 1.10% | — | — | |
| 34 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 1.10% | — | — | |
| 35 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 1.06% | — | — | |
| 36 | ANETEUR | Arista Networks INC | Stock-Other | 1.02% | — | — | |
| 37 | TDOC | Teladoc Health INC | Stock-Healthcare | 1.00% | — | — | |
| 38 | HRZN | Horizon Technology Finance C | Stock-Other | 1.00% | -0.85% | — | |
| 39 | ADI | Analog Devices INC | Stock-Tech | 0.98% | +0.41% | — | |
| 40 | GRMN | Garmin Ltd. | Stock-Tech | 0.98% | +0.26% | — | |
| 41 | TEAM | Atlassian Corporation | Stock-Tech | 0.96% | — | — | |
| 42 | SWKS | Skyworks Solutions INC | Stock-Tech | 0.93% | — | — | |
| 43 | AKX | Ansys INC | Stock-Other | 0.93% | — | — | |
| 44 | CSIQ | Canadian Solar INC | Stock-Other | 0.93% | -0.32% | — | |
| 45 | SCHN1EUR | Schnitzer Steel Inds Inc-a | Stock-Other | 0.92% | — | — | |
| 46 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.88% | +1.26% | — | |
| 47 | MRVL | Marvell Technology, Inc. | Stock-Tech | 0.86% | — | — | |
| 48 | QTS | Qts Realty Trust Inc-cl A | Stock-Other | 0.85% | — | — | |
| 49 | MPWR | Monolithic Power Systems INC | Stock-Tech | 0.78% | — | — | |
| 50 | ZEN1EUR | Zendesk INC | Stock-Other | 0.77% | — | — |