GREEN ALPHA ADVISORS, LLC

PrivateCIK: 1439207
Location

NIWOT, CO

113
Positions
$149.05M
Total AUM (reported)
4.80M
Total Shares

Allocation by class

TOTAL AUM$149.05M113 positions
COM$85.54M57.4%
COM NEW$14.90M10.0%
CL A$10.30M6.9%
ORD SHS$5.93M4.0%
COM CL A$5.72M3.8%
CL A EX SUB VTG$4.38M2.9%
CLASS A COM$4.35M2.9%

Portfolio Concentration

Top 319.9%4–1022.4%11–2524.3%Rest33.4%TOP 1042.3%0%100%
Top 3$29.61M19.9%
4–10$33.42M22.4%
11–25$36.17M24.3%
Rest$49.85M33.4%

Top 3 weight

19.9%

Top 10 weight

42.3%

Voting Authority Distribution

Total shares with voting rights: 4.80M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.80M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole113
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings113
Rows:

LAM RESEARCH CORP

SOLE
COM NEW
Shares27.18K
TypeSH
Market value$11.78M
7.90%
Sole
0.00
Shared
0.00
None
27.18K

APPLIED MATLS INC

SOLE
COM
Shares14.05K
TypeSH
Market value$10.16M
6.81%
Sole
0.00
Shared
0.00
None
14.05K

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.64K
TypeSH
Market value$7.67M
5.15%
Sole
0.00
Shared
0.00
None
6.64K

CORNING INC

SOLE
COM
Shares26.24K
TypeSH
Market value$6.70M
4.50%
Sole
0.00
Shared
0.00
None
26.24K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares19.93K
TypeSH
Market value$5.60M
3.76%
Sole
0.00
Shared
0.00
None
19.93K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares5.68K
TypeSH
Market value$5.48M
3.68%
Sole
0.00
Shared
0.00
None
5.68K

BROOKFIELD RENEWABLE CORP

SOLE
CL A EX SUB VTG
Shares117.91K
TypeSH
Market value$4.38M
2.94%
Sole
0.00
Shared
0.00
None
117.91K

QUALCOMM INC

SOLE
COM
Shares22.06K
TypeSH
Market value$4.08M
2.73%
Sole
0.00
Shared
0.00
None
22.06K

ADVANCED ENERGY INDS

SOLE
COM
Shares10.07K
TypeSH
Market value$3.75M
2.52%
Sole
0.00
Shared
0.00
None
10.07K

INVESTMENT MANAGERS SER TR I

SOLE
AXS GREEN ALPHA
Shares63.06K
TypeSH
Market value$3.43M
2.30%
Sole
0.00
Shared
0.00
None
63.06K

CRISPR THERAPEUTICS AG

SOLE
NAMEN AKT
Shares55.80K
TypeSH
Market value$3.04M
2.04%
Sole
0.00
Shared
0.00
None
55.80K

NEXTPOWER INC

SOLE
CLASS A COM
Shares23.67K
TypeSH
Market value$2.82M
1.89%
Sole
0.00
Shared
0.00
None
23.67K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares3.68K
TypeSH
Market value$2.81M
1.88%
Sole
0.00
Shared
0.00
None
3.68K

TEMPUS AI INC

SOLE
CL A
Shares47.05K
TypeSH
Market value$2.73M
1.83%
Sole
0.00
Shared
0.00
None
47.05K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares8.69K
TypeSH
Market value$2.59M
1.74%
Sole
0.00
Shared
0.00
None
8.69K

ANALOG DEVICES INC

SOLE
COM
Shares6.46K
TypeSH
Market value$2.57M
1.72%
Sole
0.00
Shared
0.00
None
6.46K

INTERFACE INC

SOLE
COM
Shares69.10K
TypeSH
Market value$2.48M
1.66%
Sole
0.00
Shared
0.00
None
69.10K

MODERNA INC

SOLE
COM
Shares33.76K
TypeSH
Market value$2.36M
1.59%
Sole
0.00
Shared
0.00
None
33.76K

FLEX LTD

SOLE
ORD
Shares14.32K
TypeSH
Market value$2.32M
1.56%
Sole
0.00
Shared
0.00
None
14.32K

T1 ENERGY INC

SOLE
COM NEW
Shares239.41K
TypeSH
Market value$2.27M
1.52%
Sole
0.00
Shared
0.00
None
239.41K

BROADCOM INC

SOLE
COM
Shares5.89K
TypeSH
Market value$2.23M
1.49%
Sole
0.00
Shared
0.00
None
5.89K

RIVIAN AUTOMOTIVE INC

SOLE
COM CL A
Shares121.79K
TypeSH
Market value$2.11M
1.42%
Sole
0.00
Shared
0.00
None
121.79K

HORIZON TECHNOLOGY FIN CORP

SOLE
COM
Shares429.91K
TypeSH
Market value$2.03M
1.36%
Sole
0.00
Shared
0.00
None
429.91K

NATURAL GROCERS BY VITAMIN

SOLE
COM
Shares64.61K
TypeSH
Market value$2.00M
1.34%
Sole
0.00
Shared
0.00
None
64.61K

CLOUDFLARE INC

SOLE
CL A COM
Shares7.40K
TypeSH
Market value$1.82M
1.22%
Sole
0.00
Shared
0.00
None
7.40K
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