ECP

Electron Capital Partners Portfolio holdings

AUM $2.21B
1-Year Est. Return 51%
This Quarter Est. Return
1 Year Est. Return
+51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$56.8M
3
+$39.9M
4
SEDG icon
SolarEdge
SEDG
+$33.3M
5
BWA icon
BorgWarner
BWA
+$31.8M

Top Sells

1
+$90.1M
2
+$31.1M
3
+$30.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$16.5M
5
HTZ icon
Hertz
HTZ
+$12.3M

Sector Composition

1 Industrials 44.93%
2 Utilities 38.38%
3 Technology 11.23%
4 Materials 3.12%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CE icon
26
Celanese
CE
$5.14B
$23.8M 1.08%
564,662
+39,422
MBLY icon
27
Mobileye
MBLY
$8.54B
$18.1M 0.82%
+1,278,362
PLUG icon
28
Plug Power
PLUG
$3.28B
$10.7M 0.48%
+4,576,398
SGML icon
29
Sigma Lithium
SGML
$1.37B
$7.13M 0.32%
1,112,845
+44,898
VRT icon
30
Vertiv
VRT
$67.6B
$4.26M 0.19%
28,254
-66
OPAL icon
31
OPAL Fuels
OPAL
$76.8M
$3.96M 0.18%
1,800,000
GDS icon
32
GDS Holdings
GDS
$7.79B
$2.68M 0.12%
69,282
-162
SHLS icon
33
Shoals Technologies Group
SHLS
$1.55B
$2.35M 0.11%
317,691
-1,658,942
HSAI
34
Hesai Group
HSAI
$4.49B
$1.79M 0.08%
63,618
-149
WRD
35
WeRide Inc
WRD
$3.03B
$1.39M 0.06%
+140,373
EH
36
EHang Holdings
EH
$1.04B
$665K 0.03%
35,835
-84
SES.WS icon
37
SES AI Corp Warrants
SES.WS
$124M
$41.8K ﹤0.01%
239,752
CANG
38
Cango Inc
CANG
$488M
– –
-1,345,741
HRI icon
39
Herc Holdings
HRI
$5.25B
– –
-12,028
NRG icon
40
NRG Energy
NRG
$29.1B
– –
-188,016
HTZ icon
41
Hertz
HTZ
$1.74B
– –
-1,804,433
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