StockDriftsStockDriftsTop 46 Arosa Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VICR | VICOR CORP | 16.41% | 156.5K | $25.2M | +15.93%(+21.50K) | $87.30(+213.47%) | 2026-03-31 | |
| ECG | EVERUS CONSTR GROUP | 6.76% | 88.0K | $10.4M | +120.00%(+48.00K) | $84.30(+85.92%) | 2026-03-31 | |
| BW | BABCOCK & WILCOX ENTERPRISES | 5.5% | 575.0K | $8.4M | new | $10.51(+107.80%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 4.61% | 65.2K | $7.1M | +30.34%(+15.18K) | $67.99(+58.12%) | 2026-03-31 | |
| NXT | NEXTPOWER INC | 3.92% | 50.0K | $6.0M | +131.21%(+28.35K) | $76.57(+88.43%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 3.92% | 30.5K | $6.0M | +391.46%(+24.29K) | $219.12(+6.50%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 3.55% | 75.0K | $5.5M | -31.82%(-35.00K) | $60.68(+28.08%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 3.37% | 9.4K | $5.2M | +20.62%(+1.61K) | $297.48(+158.83%) | 2026-03-31 | |
| MPWR | MONOLITHIC PWR SYS INC | 3.2% | 4.5K | $4.9M | new | $999.85(+55.02%) | 2026-03-31 | |
| AXTI | AXT INC | 3.15% | 85.0K | $4.8M | +6.25%(+5.00K) | $11.96(+934.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.80% | +55.30% |
| Top 20 Holdings Unweighted | +17.66% | +62.87% |
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