Firsthand Alternative Energy Fund

Fund Profile

Fund profile

Tickers

ALTEX

Fund manager

Firsthand Funds

Total assets

$10.47 mm

Liabilities

$16.52 k

Net assets

$10.45 mm

Number of holdings

35.00

35 Holdings

As of Sep 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
PWR Quanta Services, Inc.	1.19 mm	4.00 k shares	11.41	Common equity	Long	USA
TSLA Tesla, Inc.	1.05 mm	4.00 k shares	10.01	Common equity	Long	USA
FSLR First Solar, Inc.	997.76 k	4.00 k shares	9.55	Common equity	Long	USA
ASPN Aspen Aerogels, Inc.	969.15 k	35.00 k shares	9.27	Common equity	Long	USA
ON ON Semiconductor Corporation	726.10 k	10.00 k shares	6.95	Common equity	Long	USA
GLW Corning Incorporated	517.42 k	11.46 k shares	4.95	Common equity	Long	USA
ITRI Itron, Inc.	487.59 k	4.57 k shares	4.67	Common equity	Long	USA
KTOS Kratos Defense & Security Solutions, Inc.	466.00 k	20.00 k shares	4.46	Common equity	Long	USA
Iberdrola SA	431.43 k	27.90 k shares	4.13	Common equity	Long	Spain
ACLS Axcelis Technologies, Inc.	419.40 k	4.00 k shares	4.01	Common equity	Long	USA
ABBNY ABB Ltd	405.44 k	7.00 k shares	3.88	Common equity	Long	Switzerland
ENPH Enphase Energy, Inc.	339.06 k	3.00 k shares	3.24	Common equity	Long	USA
Vestas Wind Systems A/S	324.00 k	15.00 k shares	3.10	Common equity	Long	Denmark
ENVX Enovix Corporation	280.20 k	30.00 k shares	2.68	Common equity	Long	USA
PHG Koninklijke Philips N.V.	221.22 k	6.76 k shares	2.12	Common equity	Long	Netherlands
RUN Sunrun Inc.	209.50 k	11.60 k shares	2.00	Common equity	Long	USA
EVGO EVgo, Inc.	165.60 k	40.00 k shares	1.58	Common equity	Long	USA
STM STMicroelectronics N.V.	148.65 k	5.00 k shares	1.42	Common equity	Long	Switzerland
NOVA Sunnova Energy International Inc.	146.10 k	15.00 k shares	1.40	Common equity	Long	USA
Ulvac Inc	143.13 k	2.70 k shares	1.37	Common equity	Long	Japan
HON Honeywell International Inc.	119.89 k	580.00 shares	1.15	Common equity	Long	USA
POWI Power Integrations, Inc.	102.46 k	1.60 k shares	0.98	Common equity	Long	USA
Fidelity Treasury Portfolio	101.63 k	101.63 k shares	0.97	Short-term investment vehicle	Long	USA
WOLF Wolfspeed, Inc.	97.00 k	10.00 k shares	0.93	Common equity	Long	USA
CHPT ChargePoint Holdings, Inc.	82.20 k	60.00 k shares	0.79	Common equity	Long	USA
CARR Carrier Global Corporation	80.49 k	1.00 k shares	0.77	Common equity	Long	USA
SEDG SolarEdge Technologies, Inc.	68.73 k	3.00 k shares	0.66	Common equity	Long	Israel
ARQ Arq, Inc.	39.92 k	6.80 k shares	0.38	Common equity	Long	USA
CURLF Curaleaf Holdings, Inc.	30.60 k	10.00 k shares	0.29	Common equity	Long	USA
IVAC Intevac, Inc.	19.72 k	5.80 k shares	0.19	Common equity	Long	USA
Accelleron Industries AG	18.08 k	350.00 shares	0.17	Common equity	Long	Switzerland
OESX Orion Energy Systems, Inc.	12.00 k	14.00 k shares	0.11	Common equity	Long	USA
Sharp Corp/Japan	7.27 k	1.10 k shares	0.07	Common equity	Long	Japan
Swvl Holdings Corp	200.00	13.33 k shares	0.00	Common equity	Long	Virgin Islands (British)
SPWRQ Sunpower Corp	8.98	29.93 k shares	0.00	Common equity	Long	USA