The Analysis of Clean Energy Transition LLP's Holdings

Currently, Clean Energy Transition LLP holds 12 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in EMR (+711.7K shares, valued at $94.5M), CNI (+478.2K shares, valued at $47.3M), NVT (+155.8K shares, valued at $15.9M); decreased their positions in AAON (-469.3K shares, valued at $35.8M), PNR (-65.8K shares, valued at $6.9M), FTV (-120.7K shares, valued at $6.7M); initiated new positions in CNI (+478.2K shares, valued at $47.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FSLR FIRST SOLAR INC1.1M shares2.84%2025-12-312026-02-13

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC2.9M shares4.89%2025-12-312026-02-13

EMR EMERSON ELEC CO1.4M shares111.27%2025-12-312026-02-13

NVT NVENT ELECTRIC PLC1.5M shares11.54%2025-12-312026-02-13

OC OWENS CORNING NEW563.5K shares6.01%2025-12-312026-02-13

FTV FORTIVE CORP1.1M shares-10.27%2025-12-312026-02-13

OTIS OTIS WORLDWIDE CORP595.6K shares-11.06%2025-12-312026-02-13

WCC WESCO INTL INC211.4K shares-7.54%2025-12-312026-02-13

Sponsored

CNI CANADIAN NATL RY CO478.2K sharesnew addition2025-12-312026-02-13

RAL RALLIANT CORP902.0K shares0.12%2025-12-312026-02-13

PNR PENTAIR PLC247.2K shares-21.04%2025-12-312026-02-13

AAON AAON INC44.1K shares-91.40%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

TradeFomo Institution Holdings Analysis: Clean Energy Transition LLP | TradeFomo