NIA IMPACT ADVISORS, LLC

PrivateCIK: 1815217
Location

BERKELEY, CA

72
Positions
$241.39M
Total AUM (reported)
2.84M
Total Shares

Allocation by class

TOTAL AUM$241.39M72 positions
COM$153.50M63.6%
TOTAL STK MKT$16.12M6.7%
COM CL A$13.13M5.4%
SPONSORED ADS$11.28M4.7%
SPONSORED ADR$10.10M4.2%
CL A EX SUB VTG$5.41M2.2%
CL A$4.73M2.0%

Portfolio Concentration

Top 315.6%4–1021.2%11–2532.9%Rest30.4%TOP 1036.8%0%100%
Top 3$37.67M15.6%
4–10$51.06M21.2%
11–25$79.30M32.9%
Rest$73.35M30.4%

Top 3 weight

15.6%

Top 10 weight

36.8%

Voting Authority Distribution

Total shares with voting rights: 2.84M

Sole

Full voting authority

192.57K

shares

% of voting shares6.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.64M

shares

% of voting shares93.2%

Investment Discretion (by position count)

Sole72
Shared0
Other0
Dominant voting typeNone · 93.2% of voting shares
Institutional Holdings72
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares43.58K
TypeSH
Market value$16.12M
6.68%
Sole
39.81K
Shared
0.00
None
3.76K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares23.61K
TypeSH
Market value$11.28M
4.67%
Sole
531.00
Shared
0.00
None
23.08K

FIRST SOLAR INC

SOLE
COM
Shares43.54K
TypeSH
Market value$10.27M
4.26%
Sole
8.26K
Shared
0.00
None
35.29K

PALO ALTO NETWORKS INC

SOLE
COM
Shares24.95K
TypeSH
Market value$8.51M
3.52%
Sole
672.00
Shared
0.00
None
24.28K

EBAY INC.

SOLE
COM
Shares70.62K
TypeSH
Market value$7.89M
3.27%
Sole
1.31K
Shared
0.00
None
69.31K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares27.54K
TypeSH
Market value$7.75M
3.21%
Sole
1.70K
Shared
0.00
None
25.85K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares14.66K
TypeSH
Market value$7.28M
3.02%
Sole
498.00
Shared
0.00
None
14.16K

HA SUSTAINABLE INFRA CAP INC

SOLE
COM
Shares178.54K
TypeSH
Market value$6.97M
2.89%
Sole
4.96K
Shared
0.00
None
173.58K

GSK PLC

SOLE
SPONSORED ADR
Shares121.04K
TypeSH
Market value$6.34M
2.63%
Sole
2.40K
Shared
0.00
None
118.64K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares10.88K
TypeSH
Market value$6.32M
2.62%
Sole
207.00
Shared
0.00
None
10.67K

IRON MTN INC DEL

SOLE
COM
Shares49.66K
TypeSH
Market value$6.27M
2.60%
Sole
976.00
Shared
0.00
None
48.69K

GILEAD SCIENCES INC

SOLE
COM
Shares49.52K
TypeSH
Market value$6.26M
2.59%
Sole
1.35K
Shared
0.00
None
48.17K

FRONTDOOR INC

SOLE
COM
Shares79.35K
TypeSH
Market value$6.16M
2.55%
Sole
1.59K
Shared
0.00
None
77.75K

APPLE INC

SOLE
COM
Shares20.82K
TypeSH
Market value$6.03M
2.50%
Sole
6.37K
Shared
0.00
None
14.46K

BROADCOM INC

SOLE
COM
Shares15.15K
TypeSH
Market value$5.72M
2.37%
Sole
272.00
Shared
0.00
None
14.88K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares53.95K
TypeSH
Market value$5.41M
2.24%
Sole
830.00
Shared
0.00
None
53.13K

BROOKFIELD RENEWABLE CORP

SOLE
CL A EX SUB VTG
Shares145.70K
TypeSH
Market value$5.41M
2.24%
Sole
4.32K
Shared
0.00
None
141.38K

VITA COCO CO INC

SOLE
COM
Shares80.40K
TypeSH
Market value$5.32M
2.20%
Sole
1.78K
Shared
0.00
None
78.61K

AKAMAI TECHNOLOGIES INC

SOLE
COM
Shares43.31K
TypeSH
Market value$5.12M
2.12%
Sole
677.00
Shared
0.00
None
42.63K

AMALGAMATED FINANCIAL CORP

SOLE
COM
Shares109.13K
TypeSH
Market value$5.01M
2.08%
Sole
5.23K
Shared
0.00
None
103.91K

STANTEC INC

SOLE
COM
Shares66.73K
TypeSH
Market value$4.60M
1.90%
Sole
1.12K
Shared
0.00
None
65.61K

VALMONT INDS INC

SOLE
COM
Shares7.84K
TypeSH
Market value$4.53M
1.88%
Sole
159.00
Shared
0.00
None
7.68K

APPLIED MATLS INC

SOLE
COM
Shares6.26K
TypeSH
Market value$4.53M
1.88%
Sole
163.00
Shared
0.00
None
6.10K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares13.47K
TypeSH
Market value$4.51M
1.87%
Sole
213.00
Shared
0.00
None
13.26K

NEXTPOWER INC

SOLE
CLASS A COM
Shares37.25K
TypeSH
Market value$4.44M
1.84%
Sole
1.78K
Shared
0.00
None
35.47K
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