Clear Sky Advisers, LLC
- SEC CIK
- 0001887492
- 最新申報
- 2025/11/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 52
- 較 2023 年第 1 季 −9
- 總值
- $3.12 億
- 較 2023 年第 1 季 −$8,112 萬 (−20.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BWXTBWX Technologies, Inc. | COM | 155,000 | $1,109 萬 | 3.6% | −30,000−16.2% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 77,500 | $1,103 萬 | 3.5% | −13,500−14.8% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 119,000 | $1,076 萬 | 3.4% | +50,000+72.5% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 64,000 | $1,007 萬 | 3.2% | +23,900+59.6% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 130,000 | $1,000 萬 | 3.2% | +5,000+4.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 55,000 | $990.1 萬 | 3.2% | +55,000 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 90,000 | $988.6 萬 | 3.2% | +90,000 | 新進 | 歷史 |
| EXPEagle Materials Inc | COM | 50,000 | $932.1 萬 | 3.0% | +50,000 | 新進 | 歷史 |
| BALLBALL Corp | COM | 150,000 | $873.1 萬 | 2.8% | −33,200−18.1% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 270,000 | $845.9 萬 | 2.7% | −48,000−15.1% | 減碼 | 歷史 |
| ACAArcosa, Inc. | COM | 110,000 | $833.5 萬 | 2.7% | −35,000−24.1% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 25,000 | $825.7 萬 | 2.6% | −4,000−13.8% | 減碼 | 歷史 |
| ENSEnerSys | COM | 75,000 | $813.9 萬 | 2.6% | −33,000−30.6% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 38,000 | $722.3 萬 | 2.3% | +6,000+18.8% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 100,000 | $721.0 萬 | 2.3% | −35,000−25.9% | 減碼 | 歷史 |
| SSYSStratasys Ltd. | SHS | 400,000 | $710.4 萬 | 2.3% | +400,000 | 新進 | 歷史 |
| CRCCalifornia Resources Corp | COM STOCK | 155,000 | $702.0 萬 | 2.2% | +155,000 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 1,475,000 | $694.7 萬 | 2.2% | +1,475,000 | 新進 | 歷史 |
| STKLSunOpta Inc. | COM | 1,025,000 | $685.7 萬 | 2.2% | +192,000+23.0% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 33,400 | $683.4 萬 | 2.2% | −2,100−5.9% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 162,937 | $651.7 萬 | 2.1% | −22,063−11.9% | 減碼 | 歷史 |
| EFXTEnerflex Ltd. | COM | 900,000 | $613.2 萬 | 2.0% | +205,700+29.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 180,000 | $601.9 萬 | 1.9% | −78,900−30.5% | 減碼 | 歷史 |
| MEOHMethanex Corp | COM | 145,000 | $599.9 萬 | 1.9% | +5,000+3.6% | 加碼 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 80,000 | $581.0 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| CSIQCanadian Solar Inc. | COM | 150,000 | $580.4 萬 | 1.9% | +150,000 | 新進 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 80,000 | $555.4 萬 | 1.8% | −24,800−23.7% | 減碼 | 歷史 |
| INFNInfinera Corp | COM | 1,100,000 | $531.3 萬 | 1.7% | +82,400+8.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 45,000 | $512.6 萬 | 1.6% | +45,000 | 新進 | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 1,025,000 | $508.4 萬 | 1.6% | −240,000−19.0% | 減碼 | 歷史 |
| EAFGraftech International Ltd | COM | 975,000 | $491.4 萬 | 1.6% | +975,000 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,700 | $484.1 萬 | 1.5% | +21,700 | 新進 | 歷史 |
| AAAlcoa Corp | Stock | 142,500 | $483.5 萬 | 1.5% | +20,500+16.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 17,500 | $458.1 萬 | 1.5% | +17,500 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 113,000 | $449.9 萬 | 1.4% | −28,600−20.2% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 175,000 | $447.3 萬 | 1.4% | −3,000−1.7% | 減碼 | 歷史 |
| GPREGreen Plains Inc. | COM | 135,000 | $435.2 萬 | 1.4% | −45,000−25.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 25,000 | $433.6 萬 | 1.4% | +25,000 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 260,000 | $433.2 萬 | 1.4% | +260,000 | 新進 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 185,000 | $418.1 萬 | 1.3% | +20,000+12.1% | 加碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 75,000 | $416.9 萬 | 1.3% | −1,700−2.2% | 減碼 | 歷史 |
| GTLSChart Industries Inc | COM | 24,000 | $383.5 萬 | 1.2% | −22,500−48.4% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 25,000 | $382.9 萬 | 1.2% | +25,000 | 新進 | 歷史 |
| OPLNOPENLANE, Inc. | COM | 250,000 | $380.5 萬 | 1.2% | −345,000−58.0% | 減碼 | 歷史 |
| ENVXEnovix Corp | COM | 210,000 | $378.8 萬 | 1.2% | −95,000−31.1% | 減碼 | 歷史 |
| AMPSAltus Power, Inc. | COM CL A | 580,000 | $313.2 萬 | 1.0% | −210,000−26.6% | 減碼 | 歷史 |
| RNWReNew Energy Global plc | CL A SHS | 570,000 | $312.4 萬 | 1.0% | +104,000+22.3% | 加碼 | 歷史 |
| GSMFerroglobe PLC | SHS | 653,060 | $311.5 萬 | 1.0% | −596,940−47.8% | 減碼 | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 625,000 | $271.3 萬 | 0.9% | +314,300+101.2% | 加碼 | 歷史 |
| INVZInnoviz Technologies Ltd. | SHS | 789,900 | $224.3 萬 | 0.7% | +525,557+198.8% | 加碼 | 歷史 |
| TPICQTpi Composites, Inc | COM | 143,965 | $149.3 萬 | 0.5% | −191,035−57.0% | 減碼 | 歷史 |
| NVTSNavitas Semiconductor Corp | COM | 125,000 | $131.8 萬 | 0.4% | +125,000 | 新進 | 歷史 |
2023 年第 1 季之後清倉（24 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 46,000 | $1,321 萬 | 3.4% | 歷史 |
| NEENextera Energy Inc | Stock | 163,000 | $1,256 萬 | 3.2% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 145,000 | $1,116 萬 | 2.8% | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 361,600 | $1,069 萬 | 2.7% | – |
| DARDarling Ingredients Inc. | COM | 146,000 | $852.6 萬 | 2.2% | 歷史 |
| APTVAptiv PLC | SHS | 75,000 | $841.4 萬 | 2.1% | 歷史 |
| GMGeneral Motors Co | COM | 225,000 | $825.3 萬 | 2.1% | 歷史 |
| VMIValmont Industries Inc | COM | 24,800 | $791.8 萬 | 2.0% | 歷史 |
| FLRFluor Corp | Stock | 256,000 | $791.3 萬 | 2.0% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 85,000 | $790.7 萬 | 2.0% | 歷史 |
| QCOMQualcomm Inc | Stock | 61,000 | $778.2 萬 | 2.0% | 歷史 |
| CALXCalix, Inc | COM | 138,000 | $739.5 萬 | 1.9% | 歷史 |
| DYDycom Industries Inc | COM | 72,500 | $679.0 萬 | 1.7% | 歷史 |
| GLNGGolar LNG Ltd | SHS | 295,700 | $638.7 萬 | 1.6% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 19,500 | $592.7 萬 | 1.5% | 歷史 |
| CLFDClearfield, Inc. | COM | 117,000 | $545.0 萬 | 1.4% | 歷史 |
| MPMP Materials Corp. | COM CL A | 187,000 | $527.2 萬 | 1.3% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 530,000 | $325.4 萬 | 0.8% | 歷史 |
| AEHRAehr Test Systems | COM | 93,600 | $290.3 萬 | 0.7% | 歷史 |
| ASPNAspen Aerogels Inc | COM | 358,700 | $267.2 萬 | 0.7% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 8,800 | $164.1 萬 | 0.4% | 歷史 |
| AMBAAmbarella Inc | SHS | 17,800 | $137.8 萬 | 0.4% | 歷史 |
| OTLYOatly Group AB | SPONSORED ADS | 339,600 | $82.2 萬 | 0.2% | 歷史 |
| Tritium DCFCQ9225T108 | COM | 470,000 | $60.2 萬 | 0.2% | – |