CLEAN ENERGY TRANSITION LLP

PrivateCIK: 1911523
Location

LONDON, X0

14
Positions
$1.44B
Total AUM (reported)
12.53M
Total Shares

Allocation by class

TOTAL AUM$1.44B14 positions
COM$1.24B86.5%
SHS$193.41M13.5%

Portfolio Concentration

Top 350.7%4–1043.7%11–255.6%TOP 1094.4%0%100%
Top 3$727.78M50.7%
4–10$628.00M43.7%
11–25$80.15M5.6%

Top 3 weight

50.7%

Top 10 weight

94.4%

Voting Authority Distribution

Total shares with voting rights: 12.53M

Sole

Full voting authority

12.53M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:

FIRST SOLAR INC

SOLE
COM
Shares1.28M
TypeSH
Market value$301.61M
21.00%
Sole
1.28M
Shared
0.00
None
0.00

STANLEY BLACK & DECKER INC

SOLE
COM
Shares2.63M
TypeSH
Market value$247.61M
17.24%
Sole
2.63M
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares1.25M
TypeSH
Market value$178.56M
12.44%
Sole
1.25M
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares2.31M
TypeSH
Market value$165.04M
11.49%
Sole
2.31M
Shared
0.00
None
0.00

NVENT ELEC PLC

SOLE
SHS
Shares683.35K
TypeSH
Market value$115.90M
8.07%
Sole
683.35K
Shared
0.00
None
0.00

OWENS CORNING NEW

SOLE
COM
Shares705.29K
TypeSH
Market value$112.11M
7.81%
Sole
705.29K
Shared
0.00
None
0.00

RALLIANT CORP

SOLE
COM
Shares980.66K
TypeSH
Market value$72.21M
5.03%
Sole
980.66K
Shared
0.00
None
0.00

CONSOLIDATED EDISON INC

SOLE
COM
Shares619.18K
TypeSH
Market value$68.50M
4.77%
Sole
619.18K
Shared
0.00
None
0.00

PENTAIR PLC

SOLE
SHS
Shares778.13K
TypeSH
Market value$59.65M
4.15%
Sole
778.13K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares430.72K
TypeSH
Market value$34.59M
2.41%
Sole
430.72K
Shared
0.00
None
0.00

FORTIVE CORP

SOLE
COM
Shares512.27K
TypeSH
Market value$31.29M
2.18%
Sole
512.27K
Shared
0.00
None
0.00

TIMKEN CO

SOLE
COM
Shares155.42K
TypeSH
Market value$22.59M
1.57%
Sole
155.42K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares41.91K
TypeSH
Market value$17.86M
1.24%
Sole
41.91K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares158.26K
TypeSH
Market value$8.41M
0.59%
Sole
158.26K
Shared
0.00
None
0.00