ECP

Electron Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 57.74%
This Quarter Est. Return
1 Year Est. Return
+57.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$61.4M
3
+$49.9M
4
SEDG icon
SolarEdge
SEDG
+$32.7M
5
NFE icon
New Fortress Energy
NFE
+$32.1M

Top Sells

1
+$55.8M
2
+$55M
3
+$47.2M
4
AES icon
AES
AES
+$44.8M
5
KNX icon
Knight Transportation
KNX
+$42.8M

Sector Composition

1 Utilities 44.45%
2 Industrials 27.86%
3 Technology 15.25%
4 Consumer Discretionary 5.28%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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0
54
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55
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-5,368,852
56
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-138,063
57
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0
58
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-460,239
59
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-708,649
60
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-1,061,604
61
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-347,649
62
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-401,940
63
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-292,052
64
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-73,012
65
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-121,687
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3