Ecofin Global Energy Transition Fund
Managed Portfolio Series

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

May 31, 2023 → Aug 31, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares May 2023 Shares Aug 2023 Δ shares End % Δ value
SIEMENS ENERGY AG 0 86,843 86,843 3.34% $1.24M
EXELON CORP 0 30,041 30,041 3.25% $1.21M
MEYER BURGER TEC 0 2,628,175 2,628,175 3.19% $1.18M
Security Shares May 2023 Shares Aug 2023 Δ shares End % Δ value
AUTODESK INC 6,476 0 -6,476 0.00% -$1.29M
NEL ASA 540,902 0 -540,902 0.00% -$687.78K
STEM INC 73,149 0 -73,149 0.00% -$403.78K
Security Shares May 2023 Shares Aug 2023 Δ shares End % Δ value
EDP SA 372,683 463,067 90,384 5.69% $289.27K
PRYSMIAN SPA 38,580 45,238 6,658 4.99% $413.34K
FRST AM-GV OB-X 616,971 1,339,512 722,541 3.62% $722.54K
CHINA LONGYUAN-H 1,525,848 1,678,433 152,585 3.59% -$384.12K
DELTA ELEC 105,199 117,187 11,988 3.42% $186.14K
SUNRUN INC 56,399 80,011 23,612 3.38% $255.69K
US ULTRA BOND CBT Sep25 2 3 1 0.32% $286.52K
Security Shares May 2023 Shares Aug 2023 Δ shares End % Δ value
INFINEON TECH 64,557 64,509 -48 6.22% -$98.12K
CONSTELLATION ENERGY CORP 28,764 21,086 -7,678 5.93% -$220.43K
ROHM CO LTD 27,510 23,586 -3,924 5.31% -$354.34K
TE CONNECTIVITY LTD 18,340 14,855 -3,485 5.31% -$279.63K
TRANE TECHNOLOGIES PLC 9,219 8,297 -922 4.60% $198.22K
SCHNEIDER ELECTR 13,093 9,571 -3,522 4.43% -$624.53K
WACKER CHEMIE AG 10,896 10,559 -337 4.20% $103.89K
KEYENCE CORP 4,242 3,708 -534 4.15% -$516.97K
ORSTED A/S 23,108 14,142 -8,966 2.45% -$1.13M
SIKA AG-REG 3,712 2,970 -742 2.27% -$176.41K
FIRST SOLAR INC 5,702 3,408 -2,294 1.74% -$512.76K
NEOEN SA 35,102 18,829 -16,273 1.52% -$490.33K
Security Shares May 2023 Shares Aug 2023 Δ shares End % Δ value
NEXTERA ENERGY INC 34,612 34,612 0 6.24% -$230.52K
ENEL SPA 249,799 249,799 0 4.53% $105.12K
NIDEC CORP 26,258 26,258 0 3.69% $65.10K
APTIV PLC 9,690 9,690 0 2.65% $129.56K

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