Firsthand Alternative Energy Fund

Fund Profile

Fund profile

Tickers

ALTEX

Fund manager

Firsthand Funds

Total assets

$8.95 mm

Liabilities

$25.77 k

Net assets

$8.93 mm

Number of holdings

36.00

36 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
TSLA Tesla, Inc.	1.21 mm	3.00 k shares	13.57	Common equity	Long	USA
PWR Quanta Services, Inc.	979.76 k	3.10 k shares	10.97	Common equity	Long	USA
FSLR First Solar, Inc.	704.96 k	4.00 k shares	7.90	Common equity	Long	USA
ON ON Semiconductor Corporation	630.50 k	10.00 k shares	7.06	Common equity	Long	USA
KTOS Kratos Defense & Security Solutions, Inc.	527.60 k	20.00 k shares	5.91	Common equity	Long	USA
Fidelity Treasury Portfolio	475.84 k	475.84 k shares	5.33	Short-term investment vehicle	Long	USA
ASPN Aspen Aerogels, Inc.	415.80 k	35.00 k shares	4.66	Common equity	Long	USA
ITRI Itron, Inc.	387.09 k	3.57 k shares	4.34	Common equity	Long	USA
Iberdrola SA	384.41 k	27.90 k shares	4.31	Common equity	Long	Spain
ABBNY ABB Ltd	375.97 k	7.00 k shares	4.21	Common equity	Long	Switzerland
ENVX Enovix Corporation	326.10 k	30.00 k shares	3.65	Common equity	Long	USA
GLW Corning Incorporated	306.98 k	6.46 k shares	3.44	Common equity	Long	USA
ACLS Axcelis Technologies, Inc.	279.48 k	4.00 k shares	3.13	Common equity	Long	USA
OKLO Oklo Inc.	212.30 k	10.00 k shares	2.38	Common equity	Long	USA
ENPH Enphase Energy, Inc.	206.04 k	3.00 k shares	2.31	Common equity	Long	USA
VWSYF Vestas Wind Systems A/S	202.61 k	15.00 k shares	2.27	Common equity	Long	Denmark
PHG Koninklijke Philips N.V.	171.19 k	6.76 k shares	1.92	Common equity	Long	Netherlands
HON Honeywell International Inc.	131.02 k	580.00 shares	1.47	Common equity	Long	USA
STM STMicroelectronics N.V.	124.85 k	5.00 k shares	1.40	Common equity	Long	Switzerland
BE Bloom Energy Corporation	111.05 k	5.00 k shares	1.24	Common equity	Long	USA
RUN Sunrun Inc.	107.30 k	11.60 k shares	1.20	Common equity	Long	USA
Ulvac Inc	105.81 k	2.70 k shares	1.18	Common equity	Long	Japan
POWI Power Integrations, Inc.	98.60 k	1.60 k shares	1.10	Common equity	Long	USA
EVGO EVgo, Inc.	81.00 k	20.00 k shares	0.91	Common equity	Long	USA
CARR Carrier Global Corporation	68.26 k	1.00 k shares	0.76	Common equity	Long	USA
WOLF Wolfspeed, Inc.	66.60 k	10.00 k shares	0.75	Common equity	Long	USA
CHPT ChargePoint Holdings, Inc.	64.20 k	60.00 k shares	0.72	Common equity	Long	USA
ARQ Arq, Inc.	51.48 k	6.80 k shares	0.58	Common equity	Long	USA
NOVA Sunnova Energy International Inc.	51.45 k	15.00 k shares	0.58	Common equity	Long	USA
SEDG SolarEdge Technologies, Inc.	40.80 k	3.00 k shares	0.46	Common equity	Long	Israel
Accelleron Industries AG	17.81 k	350.00 shares	0.20	Common equity	Long	Switzerland
CURLF Curaleaf Holdings, Inc.	15.60 k	10.00 k shares	0.17	Common equity	Long	USA
OESX Orion Energy Systems, Inc.	11.20 k	14.00 k shares	0.13	Common equity	Long	USA
Sharp Corp/Japan	6.89 k	1.10 k shares	0.08	Common equity	Long	Japan
Swvl Holdings Corp	161.33	13.33 k shares	0.00	Common equity	Long	Virgin Islands (British)
SPWRQ Sunpower Corp	0	29.93 k shares	0.00	Common equity	Long	USA