EA
Ecofin Advisors Ltd
行业集中型趋势追踪型高品质投资策略
申报总市值
US$2.4亿
申报季度: 2020-12-31 · 持股只数: 28
Ecofin Advisors Ltd在最新一期 13F 报告中披露了 28 项持股，申报期为 2020-12-31，总持股市值约为 US$2.4亿，季度换手率为 33.5%。
机构性格雪花图
- 集中度
- 24.86
- 持仓稳定性
- 33.53
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 52
- 仓位均衡度
- 92
近期动向
加仓 CVA1EUR
+14.4% US$1082.5万
加仓 EIX
+28.6% US$939.1万
减仓 FE
-63.3% -US$347.0万
加仓 LYFT
+90.3% US$462.8万
加仓 XIFR
+52.3% US$429.2万
加仓 EXC
+16.1% US$533.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 26 大持股（共 28 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy INC | 股票-公用事业 | 12.06% | -0.75% | +291.05% | |
| 2 | EIX | Edison International | 股票-公用事业 | 10.62% | +2.91% | +28.58% | |
| 3 | CVA1EUR | Covanta Holding CORP | 股票-其他 | 9.37% | +3.79% | +14.44% | |
| 4 | EXC | Exelon CORP | 股票-公用事业 | 8.26% | +1.31% | +16.15% | |
| 5 | BEPC | Brookfield Renewable Corporation | 股票-公用事业 | 5.73% | +0.66% | +31.09% | |
| 6 | RUN | Sunrun INC | 股票-科技 | 5.49% | -0.04% | +27.38% | |
| 7 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 5.06% | -0.67% | +23.99% | |
| 8 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 4.35% | +1.40% | +52.31% | |
| 9 | AQN | Algonquin Power & Utilities | 股票-其他 | 4.28% | -0.06% | +0.32% | |
| 10 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 3.90% | -0.64% | -6.58% | |
| 11 | TEL | TE Connectivity plc | 股票-科技 | 3.04% | +0.19% | -0.56% | |
| 12 | LYFT | Lyft Inc-a | 股票-科技 | 2.75% | +1.81% | +90.33% | |
| 13 | ✓ | Atlantica Yield PLC | 股票-其他 | 2.72% | +0.71% | +18.01% | |
| 14 | D | Dominion Energy INC | 股票-公用事业 | 2.51% | +0.17% | +30.13% | |
| 15 | WTRG 6 04-30-22 | Essential Utilities INC | 股票-公用事业 | 2.46% | -0.01% | -0.67% | |
| 16 | NEE 4.872 09-01-22 | Nextera Energy INC | 股票-公用事业 | 2.37% | -0.16% | -0.74% | |
| 17 | EVRG | Evergy INC | 股票-公用事业 | 2.12% | -0.40% | -10.84% | |
| 18 | ADSK | Autodesk INC | 股票-科技 | 1.97% | +0.47% | +14.37% | |
| 19 | TT | Trane Technologies plc | 股票-工业 | 1.70% | -0.14% | -10.43% | |
| 20 | AEP | American Electric Power | 股票-公用事业 | 1.66% | -0.58% | -15.81% | |
| 21 | DTE | Dte Energy Company | 股票-公用事业 | 1.52% | -0.16% | -0.99% | |
| 22 | WMB | Williams Cos INC | 股票-能源 | 1.51% | -1.19% | -36.63% | |
| 23 | WCN | Waste Connections INC | 股票-工业 | 1.40% | -1.20% | -37.33% | |
| 24 | AWK | American Water Works Co INC | 股票-公用事业 | 1.33% | -0.30% | -10.90% | |
| 25 | FE | Firstenergy CORP | 股票-公用事业 | 0.94% | -1.82% | -63.27% | |
| 26 | QS | Quantumscape CORP | 股票-周期性消费 | 0.87% | +0.87% | NEW |
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2020-12-31 | 28 | US$2.4亿 | 34 | |
| 2020-09-30 | 36 | US$2.1亿 | 28 | |
| 2020-06-30 | 28 | US$1.8亿 | 27 | |
| 2020-03-31 | 27 | US$1.5亿 | 45 | |
| 2019-12-31 | 34 | US$2.1亿 | 30 | |
| 2019-09-30 | 33 | US$2.2亿 | 14 | |
| 2019-06-30 | 33 | US$2.0亿 | 38 | |
| 2019-03-31 | 25 | US$1.4亿 | 35 | |
| 2018-12-31 | 24 | US$1.5亿 | 26 | |
| 2018-09-30 | 23 | US$1.5亿 | 32 | |
| 2018-06-30 | 22 | US$1.5亿 | 100 | |
| 2018-03-31 | 28 | US$4.7亿 | 30 | |
| 2017-12-31 | 30 | US$4.5亿 | 44 | |
| 2017-09-30 | 32 | US$4.2亿 | 58 | |
| 2017-06-30 | 36 | US$134.8亿 | 0 | |
| 2017-03-31 | 34 | US$3.8亿 | 59 | |
| 2016-12-31 | 37 | US$3.6亿 | 54 | |
| 2016-09-30 | 34 | US$3.9亿 | 59 | |
| 2016-06-30 | 38 | US$5.1亿 | 50 | |
| 2016-03-31 | 39 | US$6.0亿 | 39 | |
| 2015-12-31 | 43 | US$5.9亿 | 40 | |
| 2015-09-30 | 40 | US$5.2亿 | 49 | |
| 2015-06-30 | 41 | US$6.2亿 | 45 | |
| 2015-03-31 | 42 | US$7.0亿 | 59 | |
| 2014-12-31 | 40 | US$189.7亿 | 0 | |
| 2014-09-30 | 67 | US$180.7亿 | 0 | |
| 2014-06-30 | 66 | US$5.9亿 | 47 | |
| 2014-03-31 | 59 | US$4.6亿 | 67 | |
| 2013-12-31 | 49 | US$4.0亿 | 100 | |
| 2013-09-30 | 56 | US$949.1万 | 100 | |
| 2013-06-30 | 59 | US$4.4亿 | 0 |
本季持股变动
Ecofin Advisors Ltd 在 2020-12-31 最显著的持仓异动： 清仓: Waste Management INC (WM); 清仓: Gds Holdings LTD - Adr (GDS); 清仓: Sempra (SRE); 新建仓: Quantumscape CORP (QS); 清仓: Kensington Capital Acquis-A.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVA1EUR | Covanta Holding CORP | +3.8% | +14.44% | 加仓 |
| 2 | EIX | Edison International | +2.9% | +28.58% | 加仓 |
| 3 | LYFT | Lyft Inc-a | +1.8% | +90.33% | 加仓 |
| 4 | XIFR | Xplr Infrastructure LP | +1.4% | +52.31% | 加仓 |
| 5 | EXC | Exelon CORP | +1.3% | +16.15% | 加仓 |
| 6 | ✓ | Atlantica Yield PLC | +0.7% | +18.01% | 加仓 |
| 7 | BEPC | Brookfield Renewable Corporation | +0.7% | +31.09% | 加仓 |
| 8 | ADSK | Autodesk INC | +0.5% | +14.37% | 加仓 |
| 9 | TEL | TE Connectivity plc | +0.2% | -0.56% | 减仓 |
| 10 | D | Dominion Energy INC | +0.2% | +30.13% | 加仓 |
| 11 | WTRG 6 04-30-22 | Essential Utilities INC | 0% | -0.67% | 减仓 |
| 12 | RUN | Sunrun INC | 0% | +27.38% | 加仓 |
| 13 | AQN | Algonquin Power & Utilities | -0.1% | +0.32% | 加仓 |
| 14 | TT | Trane Technologies plc | -0.1% | -10.43% | 减仓 |
| 15 | NEE 4.872 09-01-22 | Nextera Energy INC | -0.2% | -0.74% | 减仓 |
| 16 | DTE | Dte Energy Company | -0.2% | -0.99% | 减仓 |
| 17 | AWK | American Water Works Co INC | -0.3% | -10.90% | 减仓 |
| 18 | EVRG | Evergy INC | -0.4% | -10.84% | 减仓 |
| 19 | AEP | American Electric Power | -0.6% | -15.81% | 减仓 |
| 20 | PEG | Public Service Enterprise Gp | -0.6% | -6.58% | 减仓 |
| 21 | BEP | Brookfield Renewable Partners L.P. | -0.7% | +23.99% | 加仓 |
| 22 | NEE | Nextera Energy INC | -0.8% | +291.05% | 加仓 |
| 23 | WMB | Williams Cos INC | -1.2% | -36.63% | 减仓 |
| 24 | WCN | Waste Connections INC | -1.2% | -37.33% | 减仓 |
| 25 | FE | Firstenergy CORP | -1.8% | -63.27% | 减仓 |
| 26 | WM | Waste Management INC | — | EXIT | 清仓 |
| 27 | GDS | Gds Holdings LTD - Adr | — | EXIT | 清仓 |
| 28 | SRE | Sempra | — | EXIT | 清仓 |
| 29 | QS | Quantumscape CORP | — | NEW | 新建仓 |
| 30 | ✓ | Kensington Capital Acquis-A | — | EXIT | 清仓 |
| 31 | XEL | Xcel Energy INC | — | EXIT | 清仓 |
| 32 | CWEN | Clearway Energy Inc-c | — | EXIT | 清仓 |
| 33 | ES | Eversource Energy | — | EXIT | 清仓 |
| 34 | NFE | New Fortress Energy INC | — | EXIT | 清仓 |
| 35 | BLDP | Ballard Power Systems INC | — | EXIT | 清仓 |
FAQ
Ecofin Advisors Ltd 是什么机构？属于哪种投资人类型？
Ecofin Advisors Ltd 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2020-12-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 28 个已申报仓位之中。
Ecofin Advisors Ltd 目前前几大持股有哪些？
根据最新 13F 申报，Ecofin Advisors Ltd 按市值排列的前几大持股为：
1. Nextera Energy INC (NEE) — US$2878.9万 (12.1%)
2. Edison International (EIX) — US$2533.9万 (10.6%)
3. Covanta Holding CORP (CVA1EUR) — US$2235.4万 (9.4%)
4. Exelon CORP (EXC) — US$1971.4万 (8.3%)
5. Brookfield Renewable Corporation (BEPC) — US$1367.0万 (5.7%)
Ecofin Advisors Ltd 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ecofin Advisors Ltd 共进行了 35 项显著调整：新建仓 1 个仓位、加仓 13 个既有持股、减仓 12 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Waste Management INC (WM); 清仓: Gds Holdings LTD - Adr (GDS); 清仓: Sempra (SRE); 新建仓: Quantumscape CORP (QS); 清仓: Kensington Capital Acquis-A
Ecofin Advisors Ltd 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ecofin Advisors Ltd 的主要板块分布如下：
• Information Technology: 100.0%
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