NIA IMPACT ADVISORS, LLC

PrivateCIK: 1815217
Location

BERKELEY, CA

89
Positions
$224.91M
Total AUM (reported)
2.90M
Total Shares

Allocation by class

TOTAL AUM$224.91M89 positions
COM$137.60M61.2%
TOTAL STK MKT$13.98M6.2%
COM CL A$11.93M5.3%
SPONSORED ADR$10.46M4.7%
CL A$8.79M3.9%
SPONSORED ADS$8.44M3.8%
CLASS A COM$6.92M3.1%

Portfolio Concentration

Top 314.0%4–1021.3%11–2530.5%Rest34.2%TOP 1035.3%0%100%
Top 3$31.52M14.0%
4–10$47.97M21.3%
11–25$68.55M30.5%
Rest$76.88M34.2%

Top 3 weight

14.0%

Top 10 weight

35.3%

Voting Authority Distribution

Total shares with voting rights: 2.90M

Sole

Full voting authority

279.93K

shares

% of voting shares9.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.62M

shares

% of voting shares90.4%

Investment Discretion (by position count)

Sole89
Shared0
Other0
Dominant voting typeNone · 90.4% of voting shares
Institutional Holdings89
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares43.58K
TypeSH
Market value$13.98M
6.22%
Sole
39.81K
Shared
0.00
None
3.76K

FIRST SOLAR INC

SOLE
COM
Shares46.14K
TypeSH
Market value$9.10M
4.05%
Sole
9.77K
Shared
0.00
None
36.37K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares24.96K
TypeSH
Market value$8.44M
3.75%
Sole
471.00
Shared
0.00
None
24.49K

APPLE INC

SOLE
COM
Shares29.46K
TypeSH
Market value$7.48M
3.32%
Sole
10.10K
Shared
0.00
None
19.36K

NEXTPOWER INC

SOLE
CLASS A COM
Shares57.42K
TypeSH
Market value$6.92M
3.08%
Sole
6.13K
Shared
0.00
None
51.29K

GILEAD SCIENCES INC

SOLE
COM
Shares49.64K
TypeSH
Market value$6.92M
3.08%
Sole
1.13K
Shared
0.00
None
48.51K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares15.49K
TypeSH
Market value$6.92M
3.08%
Sole
1.04K
Shared
0.00
None
14.45K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares28.29K
TypeSH
Market value$6.86M
3.05%
Sole
1.61K
Shared
0.00
None
26.68K

GSK PLC

SOLE
SPONSORED ADR
Shares121.64K
TypeSH
Market value$6.71M
2.98%
Sole
1.91K
Shared
0.00
None
119.73K

HA SUSTAINABLE INFRA CAP INC

SOLE
COM
Shares167.65K
TypeSH
Market value$6.16M
2.74%
Sole
3.11K
Shared
0.00
None
164.54K

EBAY INC.

SOLE
COM
Shares67.11K
TypeSH
Market value$6.11M
2.72%
Sole
1.12K
Shared
0.00
None
65.99K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares23.77K
TypeSH
Market value$5.95M
2.65%
Sole
322.00
Shared
0.00
None
23.44K

STANTEC INC

SOLE
COM
Shares67.59K
TypeSH
Market value$5.84M
2.60%
Sole
1.03K
Shared
0.00
None
66.56K

IRON MTN INC DEL

SOLE
COM
Shares49.87K
TypeSH
Market value$5.09M
2.26%
Sole
754.00
Shared
0.00
None
49.12K

XYLEM INC

SOLE
COM
Shares38.43K
TypeSH
Market value$4.59M
2.04%
Sole
6.74K
Shared
0.00
None
31.69K

BROOKFIELD RENEWABLE CORP

SOLE
CL A EX SUB VTG
Shares113.54K
TypeSH
Market value$4.52M
2.01%
Sole
2.31K
Shared
0.00
None
111.23K

PALO ALTO NETWORKS INC

SOLE
COM
Shares27.93K
TypeSH
Market value$4.48M
1.99%
Sole
2.77K
Shared
0.00
None
25.15K

BROADCOM INC

SOLE
COM
Shares14.40K
TypeSH
Market value$4.46M
1.98%
Sole
255.00
Shared
0.00
None
14.14K

VITA COCO CO INC

SOLE
COM
Shares90.86K
TypeSH
Market value$4.35M
1.94%
Sole
1.56K
Shared
0.00
None
89.30K

SAP SE

SOLE
SPON ADR
Shares23.86K
TypeSH
Market value$4.09M
1.82%
Sole
359.00
Shared
0.00
None
23.50K

LEMONADE INC

SOLE
COM
Shares63.65K
TypeSH
Market value$3.99M
1.77%
Sole
943.00
Shared
0.00
None
62.70K

STRIDE INC

SOLE
COM
Shares43.59K
TypeSH
Market value$3.84M
1.71%
Sole
704.00
Shared
0.00
None
42.88K

UNITED NAT FOODS INC

SOLE
COM
Shares84.36K
TypeSH
Market value$3.80M
1.69%
Sole
2.54K
Shared
0.00
None
81.82K

AMALGAMATED FINANCIAL CORP

SOLE
COM
Shares96.39K
TypeSH
Market value$3.75M
1.67%
Sole
12.85K
Shared
0.00
None
83.54K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares53.15K
TypeSH
Market value$3.68M
1.64%
Sole
790.00
Shared
0.00
None
52.36K
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