Thematic Basket Builder
Clean Energy Transition
01
Investment Thesis
This basket targets "Clean Energy Transition" through 20 publicly traded companies spanning 0 sectors (). The highest-weighted position is EOSE (EOSE) at 7.6% with an exposure score of 72.
The basket has an effective diversification (effective N) of 18.8. 1 pair(s) with correlation > 0.8
02
Theme Overview
Theme
Clean Energy Transition
Time Horizon
secular (5-10 yr)
Geographic focus: Global, US, Europe, China
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| FSLR | FSLR | 4.5% |
| EOSE | EOSE | 7.6% |
| LCID | LCID | 4.5% |
| EVGO | EVGO | 4.5% |
| ITMPF | ITMPF | 7.6% |
| BEPC | BEPC | 4.5% |
| NIO | NIO | 4.4% |
| ENLT | ENLT | 4.4% |
| ENPH | ENPH | 4.4% |
| CHPT | CHPT | 4.4% |
| QS | QS | 4.4% |
| SGML | SGML | 7.4% |
| BEP | BEP | 4.4% |
| FLNC | FLNC | 7.4% |
| RIVN | RIVN | 4.4% |
| XPEV | XPEV | 4.4% |
| ORSTED | ORSTED | 4.3% |
| NXT | NXT | 4.3% |
| ARRY | ARRY | 4.3% |
| LI | LI | 4.2% |
04
Portfolio Analytics
Portfolio Beta
-0.1
Effective N
18.8
Sub-Theme Overlap
4%
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