Electron Capital Partners, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$912.6B
Holdings
31
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AESAES CORP | 6,940,553 | $100.6B | 11.02% | |
| 2 | ENPHENPHASE ENERGY INC | 1,564,053 | $74.4B | 8.15% | |
| 3 | NIONIO INC | 9,042,528 | $69.8B | 7.65% | |
| 4 | PCGPG&E CORP | 6,586,994 | $58.4B | 6.40% | |
| 5 | PNWPINNACLE WEST CAP CORP | 751,909 | $55.1B | 6.04% | |
| 6 | XIFRNEXTERA ENERGY PARTNERS LP | 975,023 | $50.0B | 5.48% | |
| 7 | PPLPPL CORP | 1,873,945 | $48.4B | 5.31% | |
| 8 | CXCEMEX SAB DE CV | 15,209,261 | $43.8B | 4.80% | |
| 9 | VMCVULCAN MATLS CO | 322,582 | $37.4B | 4.10% | |
| 10 | —FORTERRA INC | 3,338,207 | $37.3B | 4.08% | |
| 11 | PWRQUANTA SVCS INC | 701,754 | $27.5B | 3.02% | |
| 12 | XPOXPO LOGISTICS INC | 347,462 | $26.8B | 2.94% | |
| 13 | MLMMARTIN MARIETTA MATLS INC | 119,605 | $24.7B | 2.71% | |
| 14 | EIXEDISON INTL | 415,993 | $22.6B | 2.48% | |
| 15 | GLNGGOLAR LNG LTD | 2,852,198 | $20.6B | 2.26% | |
| 16 | CVA1EURCOVANTA HLDG CORP | 2,079,208 | $19.9B | 2.18% | |
| 17 | COHREURCOHERENT INC | 148,874 | $19.5B | 2.14% | |
| 18 | CWENCLEARWAY ENERGY INC | 833,676 | $19.2B | 2.11% | |
| 19 | DDDUPONT DE NEMOURS INC | 307,404 | $16.3B | 1.79% | |
| 20 | VNET21VIANET GROUP INC | 675,449 | $16.1B | 1.77% | |
| 21 | URIUNITED RENTALS INC | 107,547 | $16.0B | 1.76% | |
| 22 | HRIHERC HLDGS INC | 512,338 | $15.7B | 1.73% | |
| 23 | DQDAQO NEW ENERGY CORP | 211,306 | $15.7B | 1.72% | |
| 24 | ACMAECOM | 382,353 | $14.4B | 1.57% | |
| 25 | FLRFLUOR CORP NEW | 995,836 | $12.0B | 1.32% | |
| 26 | TPICQTPI COMPOSITES INC | 464,753 | $10.9B | 1.19% | |
| 27 | RUNSUNRUN INC | 508,334 | $10.0B | 1.10% | |
| 28 | 7SUSUMMIT MATLS INC | 604,975 | $9.7B | 1.07% | |
| 29 | FMCF M C CORP | 84,759 | $8.4B | 0.93% | |
| 30 | —GCP APPLIED TECHNOLOGIES INC | 415,640 | $7.7B | 0.85% | |
| 31 | HEESEURH & E EQUIPMENT SERVICES INC | 181,400 | $3.4B | 0.37% |