Holdings of Firsthand Alternative Energy Fund
Firsthand Funds ·34 declared positions · as of Mar 31, 2026
Original filing · Net assets 10.9M $ · Ten largest lines: 74.1 % of the equity sleeve
Sector breakdown
- Industrials 48.8 %
- Technology 17.4 %
- Utilities 0.1 %
- Unattributed 33.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 98.3 %
- JPY 1.6 %
- EUR 0.1 %
The quoted currency of each line, as declared.
Country breakdown
- US 83.6 %
- CH 6.5 %
- DK 4.8 %
- NL 3.4 %
- JP 1.6 %
- ES 0.1 %
- VG 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 25 | 7.7M $ | 83.63 % |
| 2 | CH | 2 | 594.7K $ | 6.50 % |
| 3 | DK | 1 | 440.4K $ | 4.81 % |
| 4 | NL | 2 | 308.7K $ | 3.37 % |
| 5 | JP | 2 | 142.7K $ | 1.56 % |
| 6 | ES | 1 | 11.4K $ | 0.12 % |
| 7 | VG | 1 | 96 $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Bloom Energy Corp | 12,000 | 1.6M $ | 14.90 % |
| 2 | Quanta Services Inc | 2,100 | 1.2M $ | 10.56 % |
| 3 | Corning Inc | 6,460 | 878.4K $ | 8.05 % |
| 4 | ABB Ltd | 7,000 | 563.4K $ | 5.16 % |
| 5 | Oklo Inc | 10,000 | 495.9K $ | 4.54 % |
| 6 | ON Semiconductor Corp | 8,000 | 495.4K $ | 4.54 % |
| 7 | Vestas Wind Systems A/S | 15,000 | 440.4K $ | 4.04 % |
| 8 | BWX Technologies Inc | 2,000 | 409K $ | 3.75 % |
| 9 | Axcelis Technologies Inc | 4,000 | 372.3K $ | 3.41 % |
| 10 | GE Vernova Inc | 400 | 349.2K $ | 3.20 % |
| 11 | Ormat Technologies Inc | 2,000 | 223.8K $ | 2.05 % |
| 12 | Monolithic Power Systems Inc | 200 | 218.7K $ | 2.00 % |
| 13 | First Solar Inc | 1,000 | 197.3K $ | 1.81 % |
| 14 | SunPower Inc | 150,000 | 190.5K $ | 1.75 % |
| 15 | Itron Inc | 2,000 | 179.3K $ | 1.64 % |
| 16 | Eaton Corp PLC | 500 | 178.8K $ | 1.64 % |
| 17 | STMicroelectronics NV | 5,000 | 172.8K $ | 1.58 % |
| 18 | SolarEdge Technologies Inc | 3,000 | 153.2K $ | 1.40 % |
| 19 | Ulvac Inc | 2,700 | 138.7K $ | 1.27 % |
| 20 | Koninklijke Philips NV | 4,962 | 136K $ | 1.25 % |
| 21 | Honeywell International Inc | 580 | 131.1K $ | 1.20 % |
| 22 | Aspen Aerogels Inc | 35,000 | 119.7K $ | 1.10 % |
| 23 | Enphase Energy Inc | 3,000 | 113.4K $ | 1.04 % |
| 24 | Carrier Global Corp | 1,000 | 56.3K $ | 0.52 % |
| 25 | NuScale Power Corp | 5,000 | 54.2K $ | 0.50 % |
| 26 | Accelleron Industries AG | 350 | 31.3K $ | 0.29 % |
| 27 | Arq, Inc. | 6,800 | 17.4K $ | 0.16 % |
| 28 | ChargePoint Holdings Inc | 3,000 | 14.6K $ | 0.13 % |
| 29 | Orion Energy Systems Inc | 1,400 | 12.2K $ | 0.11 % |
| 30 | Iberdrola SA | 499 | 11.4K $ | 0.10 % |
| 31 | Solstice Advanced Materials Inc | 145 | 11K $ | 0.10 % |
| 32 | Sharp Corp/Japan | 1,100 | 4K $ | 0.04 % |
| 33 | Wolfspeed Inc | 139 | 2.3K $ | 0.02 % |
| 34 | Swvl Holdings Corp | 13,333 | 96 $ | 0.00 % |