Institutions / Clean Energy Transition LLP
Clean Energy Transition LLP
CIK 1911523 · Institution · as of Dec 31, 2025
Portfolio value
$1.20B
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| First Solar Inc | $300.15M | 25.0% |
| Stanley Black & Decker, Inc. | $218.09M | 18.2% |
| Emerson Electric Co | $179.33M | 15.0% |
| nVent Electric plc | $153.58M | 12.8% |
| Owens Corning | $63.07M | 5.3% |
| Fortive Corp | $58.21M | 4.9% |
| Otis Worldwide Corp | $52.03M | 4.3% |
| Wesco International Inc | $51.72M | 4.3% |
| Canadian Natl Ry Co | $47.27M | 3.9% |
| Ralliant Corp | $45.92M | 3.8% |
| PENTAIR plc | $25.74M | 2.1% |
| Aaon, Inc. | $3.37M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.