Clean Energy Transition LLP
CIK: 0001911523SEC EDGAR →
Portfolio Value
$1.2B
Holdings
12
As of
Q4 2025
New Positions
4
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST SOLAR INC | 1,148,982 | $300.1M | 25.04% |
| 2 | STANLEY BLACK & DECKER INC | 2,936,073 | $218.1M | 18.20% |
| 3 | EMERSON ELEC CO | 1,351,224 | $179.3M | 14.96% |
| 4 | NVENT ELECTRIC PLC | 1,506,140 | $153.6M | 12.81% |
| 5 | OWENS CORNING NEW | 563,542 | $63.1M | 5.26% |
| 6 | FORTIVE CORP | 1,054,309 | $58.2M | 4.86% |
| 7 | OTIS WORLDWIDE CORP | 595,603 | $52.0M | 4.34% |
| 8 | WESCO INTL INC | 211,420 | $51.7M | 4.32% |
| 9 | CANADIAN NATL RY CO | 478,184 | $47.3M | 3.94% |
| 10 | RALLIANT CORP | 901,957 | $45.9M | 3.83% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 9 | $792.8M | 66.2% |
| Energy | 2 | $347.4M | 29.0% |
| Technology | 1 | $58.2M | 4.9% |