# Portfolio overlap — IBAT vs ALTEX

Comparing **iShares Energy Storage & Materials ETF** (2026-01-31) and **Firsthand Alternative Energy Fund** (2026-03-31).

- Shared positions: 5
- iShares Energy Storage & Materials ETF covered by Firsthand Alternative Energy Fund: 0.1181803861829131495781758405
- Firsthand Alternative Energy Fund covered by iShares Energy Storage & Materials ETF: 0.1181803861829131495781758405

## iShares Energy Storage & Materials ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.099947 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.060337 |  |
| BASF SE COMMON STOCK | 0.055814 |  |
| L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude | 0.054224 |  |
| SAMSUNG SDI CO | 0.052160 |  |
| MURATA MFG CO | 0.051462 |  |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.045557 |  |
| LG Energy Solution Ltd. KRW500 | 0.045294 |  |
| ASAHI KASEI CORP | 0.044992 |  |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.036081 |  |
| ABB Ltd. (Registered) | 0.033520 |  |
| LINDE PLC | 0.032521 |  |
| LG CHEM LTD | 0.032205 |  |
| MITSUBISHI CHEMI | 0.031249 |  |
| SCHNEIDER ELECTR | 0.029265 |  |
| EATON CORP PLC | 0.028773 |  |
| DELTA ELEC | 0.023357 |  |
| ENERSYS INC | 0.023172 |  |
| FURUKAWA ELECTRIC CO LTD | 0.021326 |  |
| SHIN-ETSU CHEM | 0.018002 |  |
| ENPHASE ENERGY INC | 0.016867 | ✓ |
| QUANTUMSCAPE CORP A | 0.015221 |  |
| EOS ENERGY ENTERPRISES INC | 0.014687 |  |
| Ganfeng Lithium Group Co., Ltd., H Shares | 0.011888 |  |
| SUNGROW POWER -A | 0.009365 |  |
| PLUG POWER INC | 0.009295 |  |
| GS YUASA CORP | 0.008073 |  |
| TDK CORP | 0.007722 |  |
| FLUENCE ENERGY INC | 0.007122 |  |
| KAORI HEAT | 0.007109 |  |
| SOLAREDGE TECHNOLOGIES INC | 0.006459 | ✓ |
| KYOCERA CORP | 0.006070 |  |
| YADEA GROUP HOLD | 0.006053 |  |
| EVE ENERGY-A | 0.004111 |  |
| Advanced Energy Solution Holding Co. Ltd. TWD10 | 0.003606 |  |
| DOOSAN FUEL CELL CO LTD | 0.003509 |  |
| JIANGXI GANFENG LITHIUM CO-A /CNH/ 0.00000000 | 0.003292 |  |
| SEOJIN SYSTEM CO | 0.003216 |  |
| TORAY INDUSTRIES | 0.003185 |  |
| RESONAC HOLDINGS | 0.003159 |  |
| LG CHEM LTD-PREFERENCE /KRW/ 0.00000000 | 0.002768 |  |
| Nichicon Corporation | 0.002456 |  |
| GOTION HIGH-TE-A | 0.002060 |  |
| BALLARD POWER | 0.002012 |  |
| NGK INSULATORS | 0.001792 |  |
| SYENSQO SA | 0.001774 |  |
| MITSUI CHEMICALS | 0.001590 |  |
| SHENZHEN EVERW-A | 0.001565 |  |
| PHIHONG | 0.001368 |  |
| UMICORE | 0.001352 |  |

## Firsthand Alternative Energy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEYMKT | 0.160486 |  |
| BLOOM ENERGY CORP CL A | 0.149164 | ✓ |
| QUANTA SVCS INC | 0.105775 |  |
| CORNING INC | 0.080584 |  |
| COMMSTCK | 0.051685 |  |
| OKLO INC | 0.045496 |  |
| ON SEMICONDUCTOR CORP | 0.045446 |  |
| VESTAS WIND SYST | 0.040407 |  |
| BWX TECHNOLOGIES INC | 0.037521 |  |
| AXCELIS TECHNOLOGIES INC | 0.034158 |  |
| GE VERNOVA LLC | 0.032033 |  |
| ORMAT TECHNOLOGIES INC | 0.020536 |  |
| MONOLITHIC POWER SYS INC | 0.020062 |  |
| FIRST SOLAR INC | 0.018097 |  |
| SUNPOWER INC A | 0.017477 |  |
| ITRON INC | 0.016446 |  |
| EATON CORP PLC | 0.016407 |  |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 0.015849 |  |
| SOLAREDGE TECHNOLOGIES INC | 0.014051 | ✓ |
| ULVAC INC | 0.012724 |  |
| Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.20 | 0.012473 |  |
| HONEYWELL INTL INC | 0.012027 |  |
| ASPEN AEROGELS INC | 0.010982 | ✓ |
| ENPHASE ENERGY INC | 0.010406 | ✓ |
| CARRIER GLOBAL CORP | 0.005166 |  |
| NUSCALE POWER CORP | 0.004973 |  |
| ACCELLERON INDUSTRIES AG | 0.002871 |  |
| ARQ INC | 0.001597 |  |
| CHARGEPOINT HOLDINGS INC CL A | 0.001338 | ✓ |
| ORION ENERGY SYSTEMS INC | 0.001123 |  |
| IBERDROLA SA | 0.001045 |  |
| SOLSTICE ADV MAT | 0.001013 |  |
| SHARP CORP | 0.000366 |  |
| WOLFSPEED INC/DE | 0.000208 |  |
| Swvl Holdings Corp | 0.000009 |  |


## Sources

- N-PORT (fund A) — accession `0001004726-26-001874` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626001874/0001004726-26-001874-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022135` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/917124/000094040026022135/0000940400-26-022135-index.htm>

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