Firsthand Alternative Energy Fund (ALTEX) - Miscellaneous Sector fund with $12.80 Million in assets. The fund allocates 47.84% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Quanta Services Inc at 9.48% of total assets. This is followed by First Solar Inc (4.34%) and Aspen Aerogels Inc (3.10%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Quanta Services Inc | 9.48% | - | - |
| First Solar Inc | 4.34% | - | - |
| Aspen Aerogels Inc | 3.10% | - | - |
| Tesla Inc | 7.17% | - | - |
| Axcelis Technologies Inc | 3.44% | - | - |
| ON Semiconductor Corp | 4.63% | - | - |
| Kratos Defense Security Solutions Inc | 4.46% | - | - |
| Enovix Corp | None | - | - |
| Itron Inc | 5.17% | - | - |
| Corning Inc | 6.05% | - | - |
| Iberdrola SA | 4.13% | - | - |
| Fidelity Treasury Portfolio | 9.13% | - | - |
| ABB Ltd | 5.54% | - | - |
| Bloom Energy Corp | 11.15% | - | - |
| Oklo Inc | 7.67% | - | - |
| BWX Technologies Inc | 3.70% | - | - |
| Vestas Wind Systems A/S | 4.29% | - | - |
| Bloom Energy Corporation COM CL A | 14.90% | - | - |
| Quanta Services, Inc. COM | 10.56% | - | - |
| Corning Incorporated COM | 8.05% | - | - |
| ABB Ltd. SPONSORED ADR | 5.16% | - | - |
| Oklo Inc. COM CL A | 4.54% | - | - |
| ON Semiconductor Corp. COM | 4.54% | - | - |
| Vestas Wind Systems AS DKK0.20 | 4.04% | - | - |
| BWX Technologies Inc. COM | 3.75% | - | - |
| Axcelis Technologies Inc. COM NEW | 3.41% | - | - |
| BLOOM ENERGY CORP COM CL A | 18.13% | - | - |
| CORNING INC COM | 9.88% | - | - |
| QUANTA SERVICES INC COM | 9.06% | - | - |
| OKLO INC COM CL A | 6.27% | - | - |
| ABB LTD (CH) SPONSORED ADR | 4.56% | - | - |
| AXCELIS TECHNOLOGIES INC COM NEW | 4.54% | - | - |
| ENPHASE ENERGY INC COM | 3.83% | - | - |
| WILLIAMS COMPANIES INC (THE) COM | 3.56% | - | - |
| ON SEMICONDUCTOR CORP COM | 3.40% | - | - |