Filling information for Clear Sky Advisers, LLC as Treemap, investor disclosed 61 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 59151K108 | 59151K108 | METHANEX CORP | COM | 6514200 | 140000 | |
| G33856108 | G33856108 | FERROGLOBE PLC | SHS | 6175000 | 1250000 | |
| 04523Y105 | 04523Y105 | ASPEN AEROGELS INC | COM | 2672315 | 358700 | |
| G6095L109 | G6095L109 | APTIV PLC | SHS | 8414250 | 75000 | |
| 13321L108 | 13321L108 | CAMECO CORP | COM | 8322060 | 318000 | |
| 052769106 | 052769106 | AUTODESK INC | COM | 7389680 | 35500 | |
| 13100M509 | 13100M509 | CALIX INC | COM | 7395420 | 138000 | |
| 04271T100 | 04271T100 | ARRAY TECHNOLOGIES INC | COM | 3610200 | 165000 | |
| 291011104 | 291011104 | EMERSON ELECTRIC CO | COM | 6012660 | 69000 | |
| 977852102 | 977852102 | WOLFSPEED INC | COM | 4981665 | 76700 | |
| 8676EP108 | 8676EP108 | SUNOPTA INC | COM | 6414100 | 833000 | |
| 267475101 | 267475101 | DYCOM INDUSTRIES INC | COM | 6789625 | 72500 | |
| G037AX101 | G037AX101 | AMBARELLA INC | SHS | 1378076 | 17800 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 7782380 | 61000 | |
| G7500M104 | G7500M104 | RENEW ENERGY GLOBAL PLC | SHS | 2618920 | 466000 | |
| 13646K108 | 13646K108 | CANADIAN PACIFIC KANSAS CITY L | COM | 11156300 | 145000 | |
| N6596X109 | N6596X109 | NXP SEMICONDUCTORS NV | SHS | 1640980 | 8800 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MANUFACTU | ADR | 7906700 | 85000 | |
| 69370C100 | 69370C100 | PTC INC | COM | 11668930 | 91000 | |
| 16115Q308 | 16115Q308 | CHART INDUSTRIES INC | COM | 5831100 | 46500 | |
| 83417M104 | 83417M104 | SOLAREDGE TECHNOLOGIES INC | COM | 5927025 | 19500 | |
| 03662Q105 | 03662Q105 | ANSYS INC | COM | 9651200 | 29000 | |
| 393222104 | 393222104 | GREEN PLAINS INC | COM | 5578200 | 180000 | |
| 29275Y102 | 29275Y102 | ENERSYS | COM | 9383040 | 108000 | |
| 184499101 | 184499101 | CLEAN ENERGY FUELS CORP | COM | 5515400 | 1265000 | |
| M5R635108 | M5R635108 | INNOVIZ TECHNOLOGIES LTD | SHS | 925201 | 264343 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 12564040 | 163000 | |
| 48238T109 | 48238T109 | KAR AUCTION SERVICES INC | COM | 8139600 | 595000 | |
| 237266101 | 237266101 | DARLING INGREDIENTS INC | COM | 8526400 | 146000 | |
| 67421J108 | 67421J108 | OATLY GROUP AB | ADR | 821832 | 339600 | |
| 293594107 | 293594107 | ENOVIX CORP | COM | 4547550 | 305000 | |
| 013872106 | 013872106 | ALCOA CORP | COM | 5192320 | 122000 | |
| Q9225T108 | Q9225T108 | TRITIUM DCFC LTD | SHS | 601600 | 470000 | |
| 82489W107 | 82489W107 | SHOALS TECHNOLOGIES GROUP INC | COM | 4056620 | 178000 | |
| 058498106 | 058498106 | BALL CORP | COM | 10096152 | 183200 | |
| 45667G103 | 45667G103 | INFINERA CORP | COM | 7896576 | 1017600 | |
| G9456A100 | G9456A100 | GOLAR LNG LTD | SHS | 6387120 | 295700 | |
| 039653100 | 039653100 | ARCOSA INC | COM | 9150950 | 145000 | |
| 009158106 | 009158106 | AIR PRODUCTS AND CHEMICALS INC | COM | 13211660 | 46000 | |
| 465741106 | 465741106 | ITRON INC | COM | 7485750 | 135000 | |
| 343412102 | 343412102 | FLUOR CORP | COM | 7912960 | 256000 | |
| 29269R105 | 29269R105 | ENERFLEX LTD | COM | 4135184 | 694300 | |
| 37045V100 | 37045V100 | GENERAL MOTORS CO | COM | 8253000 | 225000 | |
| 29415C101 | 29415C101 | EOS ENERGY ENTERPRISES INC | COM | 798499 | 310700 | |
| 458140100 | 458140100 | INTEL CORP | COM | 8458263 | 258900 | |
| 497266106 | 497266106 | KIRBY CORP | COM | 8712500 | 125000 | |
| 125269100 | 125269100 | CF INDUSTRIES HOLDINGS INC | COM | 7596952 | 104800 | |
| 87266J104 | 87266J104 | TPI COMPOSITES INC | COM | 4371750 | 335000 | |
| 00760J108 | 00760J108 | AEHR TEST SYSTEMS | COM | 2903472 | 93600 | |
| 35671D857 | 35671D857 | FREEPORT-MCMORAN INC | COM | 7568350 | 185000 | |
| 65290E101 | 65290E101 | NEXTRACKER INC | COM | 5134416 | 141600 | |
| 33813J106 | 33813J106 | FISKER INC | COM | 3254200 | 530000 | |
| 02217A102 | 02217A102 | ALTUS POWER INC | COM | 4329200 | 790000 | |
| 553368101 | 553368101 | MP MATERIALS CORP | COM | 5271530 | 187000 | |
| 05605H100 | 05605H100 | BWX TECHNOLOGIES INC | COM | 11662400 | 185000 | |
| 833635105 | 833635105 | SOCIEDAD QUIMICA Y MINERA DE C | ADR | 6484800 | 80000 | |
| G0751N103 | G0751N103 | ATLANTICA SUSTAINABLE INFRASTR | SHS | 10688896 | 361600 | |
| 18482P103 | 18482P103 | CLEARFIELD INC | COM | 5449860 | 117000 | |
| 920253101 | 920253101 | VALMONT INDUSTRIES INC | COM | 7918144 | 24800 | |
| 336433107 | 336433107 | FIRST SOLAR INC | COM | 6960000 | 32000 | |
| G3421J106 | G3421J106 | FERGUSON PLC | SHS | 5363375 | 40100 |