Institutions / Arosa Capital Management LP / Holdings

Arosa Capital Management LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VICOR CORP	—	$14.80M	135,000	9.5%
Ormat Technologies Inc	—	$9.17M	83,000	5.9%
Bloom Energy Corp	—	$7.69M	88,532	4.9%
Williams Cos Inc/The	—	$6.61M	110,000	4.2%
Eaton Corp plc	—	$6.37M	20,000	4.1%
Cipher Digital Inc.	—	$5.86M	397,207	3.8%
Vertiv Holdings Co	—	$5.67M	35,000	3.6%
Applied Digital Corp	—	$4.90M	200,000	3.1%
CAMECO CORP	—	$4.58M	50,025	2.9%
BROOKFIELD RENEWABLE PARTNER	—	$4.18M	155,000	2.7%
ENI S P A	—	$4.17M	110,000	2.7%
FORD MOTOR CO	—	$3.94M	300,000	2.5%
Hut 8 Corp.	—	$3.90M	85,000	2.5%
BWX Technologies, Inc.	—	$3.46M	20,000	2.2%
IREN LIMITED	—	$3.43M	90,912	2.2%
Everus Construction Group, Inc.	—	$3.42M	40,000	2.2%
TERAWULF INC.	—	$3.37M	292,870	2.2%
Eos Energy Enterprises, Inc.	—	$3.35M	292,113	2.1%
Quanta Services Inc	—	$3.30M	7,808	2.1%
MASTEC INC	—	$3.26M	15,000	2.1%
SOLAREDGE TECHNOLOGIES, INC.	—	$3.03M	105,000	1.9%
nVent Electric plc	—	$2.83M	27,722	1.8%
GILAT SATELLITE NETWORKS LTD	—	$2.59M	200,000	1.7%
MP Materials Corp. / DE	—	$2.53M	50,000	1.6%
Energy Vault Holdings, Inc.NRGV	Common Stock	$2.42M	525,000	1.6%
Trump Media & Technology Group Corp	—	$2.38M	180,000	1.5%
Viper Energy, Inc.	—	$2.32M	60,000	1.5%
Constellation Energy Corp	—	$2.12M	6,000	1.4%
Nextpower Inc.	—	$1.88M	21,608	1.2%
Targa Resources Corp	—	$1.84M	10,000	1.2%
ESS Tech, Inc.GWH	Common Stock	$1.79M	950,000	1.1%
Tecogen Inc.	—	$1.73M	350,000	1.1%
Legence Corp.	—	$1.72M	40,000	1.1%
First Solar Inc	—	$1.62M	6,206	1.0%
Primoris Services Corp	—	$1.49M	12,000	1.0%
FERRARI N V	—	$1.48M	4,000	0.9%
POWER INTEGRATIONS INC	—	$1.42M	40,000	0.9%
TSS, Inc.	—	$1.41M	200,000	0.9%
AXT INC	—	$1.31M	80,000	0.8%
STERLING INFRASTRUCTURE, INC.	—	$1.22M	4,000	0.8%
General Motors Co	—	$1.22M	15,000	0.8%
EQT Corp	—	$1.07M	20,000	0.7%
ASP Isotopes Inc.	—	$1.07M	200,000	0.7%
NIOCORP DEVS LTD	—	$1.06M	200,000	0.7%
GENERAC HOLDINGS INC.	—	$1.02M	7,500	0.7%
KULR Technology Group, Inc.KULR	Common Stock	$888.0K	300,000	0.6%
BITFARMS LTD	—	$881.3K	375,000	0.6%
Knowles Corp	—	$771.5K	36,000	0.5%
CENTRUS ENERGY CORP	—	$728.3K	3,000	0.5%
SYNTEC OPTICS HOLDINGS, INC.OPTX	Common Stock	$715.0K	250,000	0.5%