GREEN ALPHA ADVISORS, LLC

PrivateCIK: 1439207
Location

NIWOT, CO

107
Positions
$101.55M
Total AUM (reported)
4.91M
Total Shares

Allocation by class

TOTAL AUM$101.55M107 positions
COM$59.09M58.2%
COM NEW$7.89M7.8%
CL A$7.12M7.0%
CL A EX SUB VTG$4.72M4.6%
COM CL A$4.46M4.4%
CLASS A COM$4.33M4.3%
NAMEN AKT$2.71M2.7%

Portfolio Concentration

Top 315.7%4–1022.4%11–2525.3%Rest36.7%TOP 1038.0%0%100%
Top 3$15.90M15.7%
4–10$22.70M22.4%
11–25$25.69M25.3%
Rest$37.27M36.7%

Top 3 weight

15.7%

Top 10 weight

38.0%

Voting Authority Distribution

Total shares with voting rights: 4.91M

Sole

Full voting authority

4.91M

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)

Sole107
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:

LAM RESEARCH CORP

SOLE
COM NEW
Shares28.39K
TypeSH
Market value$6.06M
5.97%
Sole
28.39K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares14.45K
TypeSH
Market value$4.94M
4.86%
Sole
14.45K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares20.20K
TypeSH
Market value$4.90M
4.82%
Sole
20.20K
Shared
0.00
None
0.00

BROOKFIELD RENEWABLE CORP

SOLE
CL A EX SUB VTG
Shares118.53K
TypeSH
Market value$4.72M
4.65%
Sole
118.53K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares27.18K
TypeSH
Market value$3.70M
3.64%
Sole
27.18K
Shared
0.00
None
0.00

ADVANCED ENERGY INDS

SOLE
COM
Shares10.19K
TypeSH
Market value$3.29M
3.24%
Sole
10.19K
Shared
0.00
None
0.00

NEXTPOWER INC

SOLE
CLASS A COM
Shares24.20K
TypeSH
Market value$2.92M
2.87%
Sole
24.20K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares22.38K
TypeSH
Market value$2.88M
2.84%
Sole
22.38K
Shared
0.00
None
0.00

CRISPR THERAPEUTICS AG

SOLE
NAMEN AKT
Shares57.02K
TypeSH
Market value$2.71M
2.67%
Sole
57.02K
Shared
0.00
None
0.00

HORIZON TECHNOLOGY FIN CORP

SOLE
COM
Shares590.14K
TypeSH
Market value$2.48M
2.45%
Sole
590.14K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.67K
TypeSH
Market value$2.25M
2.22%
Sole
6.67K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares5.71K
TypeSH
Market value$2.24M
2.20%
Sole
5.71K
Shared
0.00
None
0.00

TEMPUS AI INC

SOLE
CL A
Shares47.50K
TypeSH
Market value$2.15M
2.12%
Sole
47.50K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares6.57K
TypeSH
Market value$2.09M
2.06%
Sole
6.57K
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
COM CL A
Shares123.48K
TypeSH
Market value$1.86M
1.83%
Sole
123.48K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares5.87K
TypeSH
Market value$1.82M
1.79%
Sole
5.87K
Shared
0.00
None
0.00

INTERFACE INC

SOLE
COM
Shares70K
TypeSH
Market value$1.74M
1.72%
Sole
70K
Shared
0.00
None
0.00

MODERNA INC

SOLE
COM
Shares34.34K
TypeSH
Market value$1.74M
1.72%
Sole
34.34K
Shared
0.00
None
0.00

NATURAL GROCERS BY VITAMIN

SOLE
COM
Shares65.16K
TypeSH
Market value$1.68M
1.66%
Sole
65.16K
Shared
0.00
None
0.00

GARMIN LTD

SOLE
SHS
Shares6.65K
TypeSH
Market value$1.54M
1.52%
Sole
6.65K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares7.39K
TypeSH
Market value$1.53M
1.50%
Sole
7.39K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares3.71K
TypeSH
Market value$1.45M
1.43%
Sole
3.71K
Shared
0.00
None
0.00

COMMERCIAL METALS CO

SOLE
COM
Shares20.37K
TypeSH
Market value$1.25M
1.23%
Sole
20.37K
Shared
0.00
None
0.00

SPROUTS FMRS MKT INC

SOLE
COM
Shares15.63K
TypeSH
Market value$1.21M
1.19%
Sole
15.63K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares9.22K
TypeSH
Market value$1.13M
1.11%
Sole
9.22K
Shared
0.00
None
0.00
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