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.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 25 | 7.7M $ | 83.63 % |
| CH | 2 | 594.7K $ | 6.50 % |
| DK | 1 | 440.4K $ | 4.81 % |
| NL | 2 | 308.7K $ | 3.37 % |
| JP | 2 | 142.7K $ | 1.56 % |
| ES | 1 | 11.4K $ | 0.12 % |
| VG | 1 | 96 $ | 0.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Bloom Energy Corp | 12,000 | 1.6M $ | 14.90 % |
| Quanta Services Inc | 2,100 | 1.2M $ | 10.56 % |
| Corning Inc | 6,460 | 878.4K $ | 8.05 % |
| ABB Ltd | 7,000 | 563.4K $ | 5.16 % |
| Oklo Inc | 10,000 | 495.9K $ | 4.54 % |
| ON Semiconductor Corp | 8,000 | 495.4K $ | 4.54 % |
| Vestas Wind Systems A/S | 15,000 | 440.4K $ | 4.04 % |
| BWX Technologies Inc | 2,000 | 409K $ | 3.75 % |
| Axcelis Technologies Inc | 4,000 | 372.3K $ | 3.41 % |
| GE Vernova Inc | 400 | 349.2K $ | 3.20 % |
| Ormat Technologies Inc | 2,000 | 223.8K $ | 2.05 % |
| Monolithic Power Systems Inc | 200 | 218.7K $ | 2.00 % |
| First Solar Inc | 1,000 | 197.3K $ | 1.81 % |
| SunPower Inc | 150,000 | 190.5K $ | 1.75 % |
| Itron Inc | 2,000 | 179.3K $ | 1.64 % |
| Eaton Corp PLC | 500 | 178.8K $ | 1.64 % |
| STMicroelectronics NV | 5,000 | 172.8K $ | 1.58 % |
| SolarEdge Technologies Inc | 3,000 | 153.2K $ | 1.40 % |
| Ulvac Inc | 2,700 | 138.7K $ | 1.27 % |
| Koninklijke Philips NV | 4,962 | 136K $ | 1.25 % |
| Honeywell International Inc | 580 | 131.1K $ | 1.20 % |
| Aspen Aerogels Inc | 35,000 | 119.7K $ | 1.10 % |
| Enphase Energy Inc | 3,000 | 113.4K $ | 1.04 % |
| Carrier Global Corp | 1,000 | 56.3K $ | 0.52 % |
| NuScale Power Corp | 5,000 | 54.2K $ | 0.50 % |
| Accelleron Industries AG | 350 | 31.3K $ | 0.29 % |
| Arq, Inc. | 6,800 | 17.4K $ | 0.16 % |
| ChargePoint Holdings Inc | 3,000 | 14.6K $ | 0.13 % |
| Orion Energy Systems Inc | 1,400 | 12.2K $ | 0.11 % |
| Iberdrola SA | 499 | 11.4K $ | 0.10 % |
| Solstice Advanced Materials Inc | 145 | 11K $ | 0.10 % |
| Sharp Corp/Japan | 1,100 | 4K $ | 0.04 % |
| Wolfspeed Inc | 139 | 2.3K $ | 0.02 % |
| Swvl Holdings Corp | 13,333 | 96 $ | 0.00 % |