| Stock |
Weight |
Amount |
| ON Semiconductor |
10.60% |
$173,127,802 |
| Tesla, |
9.61% |
$157,024,017 |
| Albemarle |
7.80% |
$127,466,079 |
| Enphase Energy, |
6.16% |
$100,596,702 |
| First Solar, |
5.69% |
$92,893,554 |
| Solaredge Technologies, |
4.76% |
$77,836,538 |
| Rivian Automotive, INC. (class A) |
3.95% |
$64,569,417 |
| Lucid Group, INC. (class A) |
3.85% |
$62,963,341 |
| Allegro Microsystems, |
3.26% |
$53,267,483 |
| Brookfield Renewable Partners LP |
3.01% |
$49,212,910 |
| Wolfspeed, |
3.00% |
$48,982,123 |
| Universal Display |
2.59% |
$42,374,748 |
| Plug Power |
2.54% |
$41,497,638 |
| Sociedad Quimica y Minera de Chile S.A. (adr) |
2.23% |
$36,484,506 |
| Acuity Brands, |
2.21% |
$36,082,367 |
| Nextera Energy Partners, LP |
2.01% |
$32,789,236 |
| MP Materials |
1.82% |
$29,696,736 |
| Power Integrations, |
1.81% |
$29,569,241 |
| Ormat Technologies, |
1.80% |
$29,430,194 |
| Sunrun |
1.51% |
$24,626,657 |
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