Firsthand Alternative Energy Fund

Fund Profile

Fund profile

Tickers

ALTEX

Fund manager

Firsthand Funds

Total assets

$9.37 mm

Liabilities

$18.20 k

Net assets

$9.35 mm

Number of holdings

38.00

38 Holdings

As of Dec 2025

Security	$Holding	Balance	% of Fund	Category	Position	Country
Fidelity Treasury Portfolio	1.61 mm	1.61 mm shares	17.16	Short-term investment vehicle	Long	USA
BE Bloom Energy Corporation	1.04 mm	12.00 k shares	11.15	Common equity	Long	USA
PWR Quanta Services, Inc.	886.33 k	2.10 k shares	9.48	Common equity	Long	USA
OKLO Oklo Inc.	717.60 k	10.00 k shares	7.67	Common equity	Long	USA
GLW Corning Incorporated	565.64 k	6.46 k shares	6.05	Common equity	Long	USA
ABLZF ABB Ltd	517.79 k	7.00 k shares	5.54	Common equity	Long	Switzerland
ON ON Semiconductor Corporation	433.20 k	8.00 k shares	4.63	Common equity	Long	USA
Vestas Wind Systems A/S	401.25 k	15.00 k shares	4.29	Common equity	Long	Denmark
BWXT BWX Technologies, Inc.	345.68 k	2.00 k shares	3.70	Common equity	Long	USA
ACLS Axcelis Technologies, Inc.	321.36 k	4.00 k shares	3.44	Common equity	Long	USA
GEV GE Vernova Inc.	261.43 k	400.00 shares	2.80	Common equity	Long	USA
FSLR First Solar, Inc.	261.23 k	1.00 k shares	2.79	Common equity	Long	USA
SunPower Inc.	235.50 k	150.00 k shares	2.52	Common equity	Long	USA
ORA Ormat Technologies, Inc.	220.94 k	2.00 k shares	2.36	Common equity	Long	USA
ITRI Itron, Inc.	185.72 k	2.00 k shares	1.99	Common equity	Long	USA
MPWR Monolithic Power Systems, Inc.	181.27 k	200.00 shares	1.94	Common equity	Long	USA
ETN Eaton Corporation plc	159.26 k	500.00 shares	1.70	Common equity	Long	Ireland
PHG Koninklijke Philips N.V.	134.37 k	4.96 k shares	1.44	Common equity	Long	Netherlands
STM STMicroelectronics N.V.	129.70 k	5.00 k shares	1.39	Common equity	Long	Switzerland
Ulvac Inc	122.04 k	2.70 k shares	1.31	Common equity	Long	Japan
HON Honeywell International Inc.	113.15 k	580.00 shares	1.21	Common equity	Long	USA
ASPN Aspen Aerogels, Inc.	99.05 k	35.00 k shares	1.06	Common equity	Long	USA
ENPH Enphase Energy, Inc.	96.15 k	3.00 k shares	1.03	Common equity	Long	USA
SEDG SolarEdge Technologies, Inc.	86.55 k	3.00 k shares	0.93	Common equity	Long	Israel
SMR NuScale Power Corporation	70.85 k	5.00 k shares	0.76	Common equity	Long	USA
CARR Carrier Global Corporation	52.84 k	1.00 k shares	0.57	Common equity	Long	USA
ACLLY Accelleron Industries AG	27.13 k	350.00 shares	0.29	Common equity	Long	Switzerland
ARQ Arq, Inc.	22.24 k	6.80 k shares	0.24	Common equity	Long	USA
OESX Orion Energy Systems, Inc.	21.53 k	1.40 k shares	0.23	Common equity	Long	USA
CHPT ChargePoint Holdings, Inc.	19.92 k	3.00 k shares	0.21	Common equity	Long	USA
Iberdrola SA	10.70 k	493.00 shares	0.11	Common equity	Long	Spain
SOLS Solstice Advanced Materials Inc.	7.04 k	145.00 shares	0.08	Common equity	Long	USA
Sharp Corp/Japan	5.41 k	1.10 k shares	0.06	Common equity	Long	Japan
WOLF Wolfspeed, Inc.	1.46 k	84.00 shares	0.02	Common equity	Long	USA
Swvl Holdings Corp	101.33	13.33 k shares	0.00	Common equity	Long	Virgin Islands (British)
SPWR SunPower Inc.	0	29.93 k shares	0.00	Common equity	Long	USA
WOLF Wolfspeed, Inc.	0	10.00 k shares	0.00	Common equity	Long	USA
NOVAQ Sunnova Energy International Inc.	0	15.00 k shares	0.00	Common equity	Long	USA