| Tesla, Inc. |
TSLA |
Automobiles |
8.73% |
| Universal Display Corporation |
OLED |
Electrical Components & Equipment |
7.34% |
| ON Semiconductor Corporation |
ON |
Semiconductors |
6.72% |
| Albemarle Corporation |
ALB |
Specialty Chemicals |
6.04% |
| Hexcel Corporation |
HXL |
Aerospace |
5.55% |
| Acuity Brands, Inc. |
AYI |
Building Materials & Fixtures |
3.96% |
| First Solar, Inc. |
FSLR |
Renewable Energy Equipment |
3.90% |
| Littelfuse, Inc. |
LFUS |
Electrical Components & Equipment |
3.90% |
| Brookfield Renewable Partners LP |
BEP |
Alternative Electricity |
3.88% |
| Cree, Inc. |
CREE |
Semiconductors |
3.75% |
| Ormat Technologies, Inc. |
ORA |
Alternative Electricity |
2.94% |
| TerraForm Power, Inc. (Class A) |
TERP |
Alternative Electricity |
2.81% |
| SolarEdge Technologies, Inc. |
SEDG |
Renewable Energy Equipment |
2.68% |
| NextEra Energy Partners, LP |
NEP |
Alternative Electricity |
2.64% |
| EnerSys |
ENS |
Electrical Components & Equipment |
2.62% |
| AVX Corporation |
AVX |
Electrical Components & Equipment |
2.58% |
| Itron, Inc. |
ITRI |
Electronic Equipment |
2.23% |
| Atlantica Yield Plc |
AY |
Alternative Electricity |
2.18% |
| Pattern Energy Group Inc. |
PEGI |
Alternative Electricity |
2.13% |
| Power Integrations, Inc. |
POWI |
Semiconductors |
2.03% |
| Sunrun Inc. |
RUN |
Alternative Electricity |
2.00% |
| Advanced Energy Industries, Inc. |
AEIS |
Semiconductors |
1.90% |
| Enphase Energy, Inc. |
ENPH |
Renewable Energy Equipment |
1.80% |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. |
HASI |
Mortgage REITs |
1.64% |
| NIO Inc. (ADR) |
NIO |
Automobiles |
1.60% |
| SunPower Corporation |
SPWR |
Renewable Energy Equipment |
1.37% |
| Canadian Solar Inc. |
CSIQ |
Renewable Energy Equipment |
1.23% |
| Clearway Energy Inc. (Class C) |
CWEN |
Specialty Finance |
1.16% |
| Sociedad Quimica y Minera de Chile S.A. (ADR) |
SQM |
Specialty Chemicals |
1.11% |
| Livent Corporation |
LTHM |
Electrical Components & Equipment |
0.92% |
| Vivint Solar, Inc. |
VSLR |
Alternative Electricity |
0.84% |
| Ballard Power Systems Inc. |
BLDP |
Alternative Fuels |
0.80% |
| TPI Composites, Inc. |
TPIC |
Renewable Energy Equipment |
0.80% |
| Vicor Corporation |
VICR |
Electrical Components & Equipment |
0.75% |
| Bloom Energy Corporation (Class A) |
BE |
Conventional Electricity |
0.65% |
| JinkoSolar Holding Company Ltd. (ADR) |
JKS |
Renewable Energy Equipment |
0.62% |
| Renewable Energy Group, Inc. |
REGI |
Alternative Fuels |
0.57% |
| Veeco Instruments Inc. |
VECO |
Electronic Equipment |
0.51% |
| Plug Power Inc. |
PLUG |
Renewable Energy Equipment |
0.48% |
| Daqo New Energy Corp. (ADR) |
DQ |
Specialty Chemicals |
0.40% |
| American Superconductor Corporation |
AMSC |
Renewable Energy Equipment |
0.17% |
Holdings are subject to change.