StockDriftsStockDriftsTop 14 Clean Energy Transition Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | 23.08% | 1.43M | $281.4M | +24.16%(+277.61K) | $201.28(+15.94%) | 2026-03-31 | |
| SWK | STANLEY BLACK & DECKER INC | 15.16% | 2.60M | $184.9M | -11.40%(-334.68K) | $76.92(-2.32%) | 2026-03-31 | |
| EMR | EMERSON ELEC CO | 13.14% | 1.22M | $160.2M | -9.50%(-128.30K) | $123.20(+8.00%) | 2026-03-31 | |
| NVT | NVENT ELECTRIC PLC | 11.66% | 1.20M | $142.2M | -20.20%(-304.23K) | $55.64(+203.76%) | 2026-03-31 | |
| OC | OWENS CORNING NEW | 5.1% | 574.9K | $62.2M | +2.01%(+11.31K) | $138.20(-17.45%) | 2026-03-31 | |
| FANG | DIAMONDBACK ENERGY INC | 4.64% | 286.3K | $56.6M | new | $174.06(+16.95%) | 2026-03-31 | |
| OTIS | OTIS WORLDWIDE CORP | 4.48% | 708.3K | $54.6M | +18.93%(+112.75K) | $88.46(-19.72%) | 2026-03-31 | |
| PNR | PENTAIR PLC | 4.04% | 565.9K | $49.3M | +128.95%(+318.71K) | $96.34(-24.56%) | 2026-03-31 | |
| EQT | EQT CORP | 3.89% | 744.5K | $47.4M | new | $47.16(+19.22%) | 2026-03-31 | |
| RAL | RALLIANT CORP | 3.88% | 1.14M | $47.3M | +26.06%(+235.01K) | $47.25(+25.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.94% | +51.86% |
| Top 20 Holdings Unweighted | +12.39% | +41.97% |
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