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  Name: Clean Energy Transition LLP
  City: London
  State: X0
  Zip: SW1Y 4JH
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,009,360,000
  Total Value Change : $322,064,000
  Securities Held Change : 6
   
All Securities Held : 12
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 3

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Holdings Found : 12     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SWK)1 Year Chart         SWK Stanley Black & Decker Inc 1 - $91.90 $216,508,000 2,207,011 21.45% 24,915,000 -85,320 1.377    Small Tools & Accesso...
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 3 New $60.47 $124,553,000 2,160,879 12.34% 124,553,000 2,160,879 0.29    Conglomerates
   (ETN)1 Year Chart         ETN Eaton Corp 4 - $312.03 $122,923,000 510,436 12.18% 14,579,000 2,446 0.128    Diversified Machinery
   (FSLR)1 Year Chart         FSLR First Solar, Inc. 5 - $177.58 $119,311,000 692,542 11.82% -72,439,000 -494,104 0.653    Semiconductor - Speci...
   (EMR)1 Year Chart         EMR Emerson Electric Co 6 New $106.45 $87,068,000 894,568 8.63% 87,068,000 894,568 0.15    Industrial Electrical...
   (AGR)1 Year Chart         AGR Avangrid Inc 7 New $36.65 $75,620,000 2,333,228 7.49% 75,620,000 2,333,228 0.755    N/A
   (ES)1 Year Chart         ES Eversource Energy 8 New $61.62 $40,181,000 651,027 3.98% 40,181,000 651,027 0.189    Electric Utilities
   (FLNC)1 Year Chart         FLNC Fluence Energy, Inc. 9 New $18.14 $32,124,000 1,346,910 3.18% 32,124,000 1,346,910 1.159    N/A
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 10 - $91.43 $30,337,000 339,075 3.01% 30,337,000 339,075 0.078    N/A
   (BLBD)1 Year Chart         BLBD Blue Bird Corp 11 - $32.83 $8,994,000 333,619 0.89% -16,051,000 -839,452 1.043    N/A
   (TPIC)1 Year Chart         TPIC Tpi Composites, Inc 12 - $3.33 $1,620,000 391,320 0.16% 1,620,000 391,320 1.033    N/A
   (NXT)1 Year Chart         NXT Nextracker Inc. 13 Closed $42.87 $0 0 0% -38,016,000 -946,609 0    N/A

      12 Records Found
  1    
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