CIK: 0001596053
申告総資産額
$6.6億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec INC | 株式-資本財 | 7.20% | +3.97% | +13.10% | |
| 2 | SEDG | Solaredge Technologies INC | 株式-IT | 6.21% | -0.92% | EXIT | |
| 3 | FSLR | First Solar INC | 株式-IT | 5.81% | -5.86% | +81.35% | |
| 4 | NXT | Nextpower Inc-cl A | 株式-IT | 5.58% | -0.86% | +32.43% | |
| 5 | CLNE | Clean Energy Fuels CORP | 株式-その他 | 5.44% | — | -3.94% | |
| 6 | NVT | nVent Electric plc | 株式-資本財 | 4.24% | — | +118.90% | |
| 7 | ARRY | Array Technologies INC | 株式-その他 | 3.92% | — | +11.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.60% | +23.63% | NEW | |
| 9 | ATKR | Atkore INC | 株式-その他 | 3.33% | — | -8.90% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.12% | — | -1.51% | |
| 11 | EVAUSD | Enviva INC | 株式-その他 | 3.09% | — | — | |
| 12 | BKR | Baker Hughes Co | 株式-エネルギー | 3.00% | — | — | |
| 13 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.86% | — | — | |
| 14 | BDC | Belden INC | 株式-IT | 2.86% | — | — | |
| 15 | AMRC | Ameresco Inc-cl A | 株式-その他 | 2.85% | — | +50.52% | |
| 16 | ✓ | Atlantica Yield PLC | 株式-その他 | 2.77% | — | +55.79% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 2.75% | — | -83.33% | |
| 18 | DQ | Daqo New Energy Corp-adr | 株式-その他 | 2.74% | — | — | |
| 19 | RUN 0 02-01-26 | Sunrun INC | 株式-IT | 2.55% | — | +62.50% | |
| 20 | VET | Vermilion Energy INC | 株式-その他 | 2.30% | — | +75.32% | |
| 21 | ITRI | Itron INC | 株式-IT | 2.04% | — | +5.94% | |
| 22 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.70% | — | -15.86% | |
| 23 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 1.61% | — | +130.00% | |
| 24 | CWEN | Clearway Energy Inc-c | 株式-公益事業 | 1.57% | — | +23.52% | |
| 25 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.55% | — | -24.32% | |
| 26 | HES | Hess CORP | 株式-その他 | 1.36% | — | -58.86% | |
| 27 | PR | Permian Resources Corp-cl A | 株式-エネルギー | 1.34% | — | — | |
| 28 | ENLT | Enlight Renewable Energy Ltd | 株式-その他 | 1.17% | — | +23.21% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 1.15% | — | — | |
| 30 | CTRA | Coterra Energy INC | 株式-エネルギー | 1.03% | — | — | |
| 31 | URI | United Rentals INC | 株式-資本財 | 0.97% | — | — | |
| 32 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.95% | — | — | |
| 33 | BE | Bloom Energy Corp- A | 株式-資本財 | 0.89% | -3.15% | — | |
| 34 | AMPSUSD | Altus Power INC | 株式-その他 | 0.84% | — | +65.85% | |
| 35 | SPWR | SunPower Inc. | 株式-その他 | 0.79% | — | -91.60% | |
| 36 | ✓ | Cool Co LTD | 株式-その他 | 0.78% | — | — | |
| 37 | SWN1EUR | Southwestern Energy Co | 株式-その他 | 0.74% | — | — | |
| 38 | ✓ | 株式-その他 | 0.73% | — | -18.79% | ||
| 39 | RRC | Range Resources CORP | 株式-エネルギー | 0.61% | — | -62.29% | |
| 40 | SHLS | Shoals Technologies Group -a | 株式-その他 | 0.53% | — | -91.45% | |
| 41 | TPICQ | Tpi Composites INC | 株式-その他 | 0.41% | — | -78.96% | |
| 42 | NPWR-WS | Rice Acquisition CORP Ii-cw | 株式-その他 | 0.37% | — | — | |
| 43 | SAH | Sonic Automotive Inc-class A | 株式-その他 | 0.32% | — | — | |
| 44 | SPWRQ | Sunpower CORP | 株式-その他 | 0.22% | — | -91.68% | |
| 45 | ✓ | Sustainable Develp Acqu I Co | 株式-その他 | 0.10% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Cool Co LTD | +7.3% | NEW | 新規購入 |
| 2 | MTZ | Mastec INC | +3.8% | +13.10% | 増加 |
| 3 | FSLR | First Solar INC | +3.3% | +81.35% | 増加 |
| 4 | NVT | nVent Electric plc | +3% | +118.90% | 増加 |
| 5 | NXT | Nextpower Inc-cl A | +3% | +32.43% | 増加 |
| 6 | EVAUSD | Enviva INC | +2.9% | NEW | 新規購入 |
| 7 | BKR | Baker Hughes Co | +2.8% | NEW | 新規購入 |
| 8 | OXY | Occidental Petroleum CORP | +2.7% | NEW | 新規購入 |
| 9 | BDC | Belden INC | +2.7% | NEW | 新規購入 |
| 10 | DQ | Daqo New Energy Corp-adr | +2.6% | NEW | 新規購入 |
| 11 | RUN 0 02-01-26 | Sunrun INC | +1.6% | +62.50% | 増加 |
| 12 | AMRC | Ameresco Inc-cl A | +1.6% | +50.52% | 増加 |
| 13 | VET | Vermilion Energy INC | +1.4% | +75.32% | 増加 |
| 14 | PR | Permian Resources Corp-cl A | +1.3% | NEW | 新規購入 |
| 15 | GPI | Group 1 Automotive INC | +1.2% | +130.00% | 増加 |
| 16 | EMR | Emerson Electric Co | +1.1% | NEW | 新規購入 |
| 17 | ITRI | Itron INC | +1.1% | +5.94% | 増加 |
| 18 | CTRA | Coterra Energy INC | +1% | NEW | 新規購入 |
| 19 | URI | United Rentals INC | +0.9% | NEW | 新規購入 |
| 20 | PAG | Penske Automotive Group INC | +0.9% | NEW | 新規購入 |
| 21 | BE | Bloom Energy Corp- A | +0.8% | NEW | 新規購入 |
| 22 | SWN1EUR | Southwestern Energy Co | +0.7% | NEW | 新規購入 |
| 23 | RRC | Range Resources CORP | -0.3% | -62.29% | 減少 |
| 24 | COP | Conocophillips | -0.4% | EXIT | 全売却 |
| 25 | AGCO | Agco CORP | -0.5% | EXIT | 全売却 |
| 26 | BWA | Borgwarner INC | -0.5% | EXIT | 全売却 |
| 27 | LNG | Cheniere Energy INC | -0.5% | EXIT | 全売却 |
| 28 | EXE | Expand Energy CORP | -0.5% | EXIT | 全売却 |
| 29 | DE | Deere & Co | -0.5% | EXIT | 全売却 |
| 30 | ROK | Rockwell Automation INC | -0.5% | EXIT | 全売却 |
| 31 | HES | Hess CORP | -0.6% | -58.86% | 減少 |
| 32 | ETN | Eaton Corporation plc | -0.6% | EXIT | 全売却 |
| 33 | EQNR | Equinor Asa-spon Adr | -0.6% | EXIT | 全売却 |
| 34 | CNQ | Canadian Natural Resources | -0.7% | EXIT | 全売却 |
| 35 | SEDG | Solaredge Technologies INC | -0.8% | -38.13% | 減少 |
| 36 | ✓ | -0.9% | EXIT | 全売却 | |
| 37 | TPICQ | Tpi Composites INC | -1% | -78.96% | 減少 |
| 38 | HASI | Ha Sustainable Infrastructur | -1.2% | EXIT | 全売却 |
| 39 | FLEX | Flex Ltd. | -1.7% | EXIT | 全売却 |
| 40 | GM | General Motors Co | -1.7% | EXIT | 全売却 |
| 41 | MRO* | Marathon Oil CORP | -1.8% | EXIT | 全売却 |
| 42 | SPWRQ | Sunpower CORP | -2% | -91.68% | 減少 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.1% | -64.71% | 減少 |
| 44 | RUN | Sunrun INC | -2.2% | EXIT | 全売却 |
| 45 | SHLS | Shoals Technologies Group -a | -2.7% | -91.45% | 減少 |
| 46 | SLB | Slb LTD | -2.7% | EXIT | 全売却 |
| 47 | NOVAQ | Sunnova Energy International | -3.9% | EXIT | 全売却 |
| 48 | SPWR | SunPower Inc. | -4.4% | -91.60% | 減少 |
| 49 | XLE | Ss Energy Select Sector | -7.2% | -83.33% | 減少 |
| 50 | ICLN | Ishares Global Clean Energy | -15% | EXIT | 全売却 |