Electron Capital Partners, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$1.5T
Holdings
34
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AESAES CORP | 7,710,041 | $181.2B | 12.44% | |
| 2 | PEOEXELON CORP | 2,829,174 | $119.4B | 8.20% | |
| 3 | NOVAQSUNNOVA ENERGY INTL INC. | 2,403,381 | $108.5B | 7.45% | |
| 4 | PCGPG&E CORP | 8,038,073 | $100.2B | 6.87% | |
| 5 | CXCEMEX SAB DE CV | 16,610,804 | $85.9B | 5.89% | |
| 6 | —FORTERRA INC | 4,419,200 | $76.0B | 5.22% | |
| 7 | XIFRNEXTERA ENERGY PARTNERS LP | 1,089,175 | $73.0B | 5.01% | |
| 8 | NRANRG ENERGY INC | 1,424,817 | $53.5B | 3.67% | |
| 9 | PWRQUANTA SVCS INC | 718,341 | $51.7B | 3.55% | |
| 10 | VMCVULCAN MATLS CO | 299,772 | $44.5B | 3.05% | |
| 11 | —TPG PACE BEN FIN CORP | 1,617,741 | $41.9B | 2.87% | |
| 12 | HRIHERC HLDGS INC | 612,992 | $40.7B | 2.79% | |
| 13 | —RODGERS SILICON VALLEY AQ CO | 3,024,996 | $40.4B | 2.77% | |
| 14 | MTZMASTEC INC | 546,547 | $37.3B | 2.56% | |
| 15 | CVA1EURCOVANTA HLDG CORP | 2,774,351 | $36.4B | 2.50% | |
| 16 | VNET21VIANET GROUP INC | 1,030,942 | $35.8B | 2.45% | |
| 17 | XPOXPO LOGISTICS INC | 297,456 | $35.5B | 2.43% | |
| 18 | CARRCARRIER GLOBAL CORPORATION | 911,001 | $34.4B | 2.36% | |
| 19 | CWENCLEARWAY ENERGY INC | 932,359 | $29.8B | 2.04% | |
| 20 | MLMMARTIN MARIETTA MATLS INC | 98,701 | $28.0B | 1.92% | |
| 21 | ENPHENPHASE ENERGY INC | 149,482 | $26.2B | 1.80% | |
| 22 | —BLUESCAPE OPPORTUNITIES ACQU | 2,512,329 | $26.1B | 1.79% | |
| 23 | NIONIO INC | 470,474 | $22.9B | 1.57% | |
| 24 | —ROMEO POWER INC | 1,000,000 | $22.5B | 1.54% | |
| 25 | BBBLACKBERRY LTD | 2,565,660 | $17.0B | 1.17% | |
| 26 | XLUSELECT SECTOR SPDR TR | 231,872 | $14.5B | 1.00% | |
| 27 | ACMAECOM | 277,593 | $13.8B | 0.95% | |
| 28 | TPICQTPI COMPOSITES INC | 234,473 | $12.4B | 0.85% | |
| 29 | FMCFMC CORP | 94,526 | $10.9B | 0.75% | |
| 30 | —CIIG MERGER CORP | 362,048 | $10.2B | 0.70% | |
| 31 | —GCP APPLIED TECHNOLOGIES INC | 387,324 | $9.2B | 0.63% | |
| 32 | HEESEURH & E EQUIPMENT SERVICES INC | 253,837 | $7.6B | 0.52% | |
| 33 | ARRYARRAY TECHNOLOGIES INC | 168,113 | $7.3B | 0.50% | |
| 34 | —BLUESCAPE OPPORTUNITIES ACQU | 1,262,021 | $2.5B | 0.17% |