Clean Energy Transition LLP

**Clean Energy Transition LLP** manages $1.2B across a focused portfolio of 12 positions targeting secular growth within the energy transition sector. The fund exhibits significant conviction in solar and clean technology, evidenced by the top holding in FSLR at $300.1M. Further allocations include substantial positions in SWK ($218.1M) and EMR ($179.3M), underpinning a deep commitment to infrastructure and renewable energy enablers. This concentrated structure provides direct exposure to key secular trends driving global decarbonization.

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