Clean Energy Transition LLP 13F Holdings
CIK 0001911523 · London, X0
As of Sep 30, 2025, Clean Energy Transition LLP reported 15 positions worth
CIK 0001911523 · London, X0
As of Sep 30, 2025, Clean Energy Transition LLP reported 15 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIRST SOLAR INC | FSLR | Technology | 1,117,228 | $246.4M | 18.10% |
| EXXON MOBIL CORP | XOM | Energy | 2,000,000 | $225.5M | 16.56% |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 2,799,218 | $208.1M | 15.28% |
| NVENT ELECTRIC PLC | NVT | Industrials | 1,350,357 | 33.2M | 9.78% |
| EMERSON ELECTRIC CO | EMR | Industrials | 639,560 | $83.9M | 6.16% |
| CONSOLIDATED EDISON INC | ED | Utilities | 764,387 | $76.8M | 5.64% |
| OWENS CORNING | OC | Basic Materials | 531,618 | $75.2M | 5.52% |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 669,669 | $61.2M | 4.50% |
| FORTIVE CORP | FTV | Technology | 1,174,960 | $57.6M | 4.23% |
| WESCO INTERNATIONAL INC | WCC | Industrials | 228,666 | $48.4M | 3.55% |
| AAON INC | AAON | Basic Materials | 513,442 | $48.0M | 3.52% |
| RALLIANT CORP | RAL | Technology | 900,903 | $39.4M | 2.89% |
| PENTAIR PLC | PNR | Industrials | 313,005 | $34.7M | 2.55% |
| EATON CORP PLC | ETN | Industrials | 52,143 | 9.5M | 1.43% |
| James Hardie Industries Plc - US ADR | — | — | 191,261 | $3.7M | 0.27% |