CLEAR SKY ADVISERS, LLC Holdings

CLEAR SKY ADVISERS, LLC is an investment fund managing more than 167.81M US dollars. The largest holdings include Evergy, Dominion Energy and Air Products and Chemicals. In Q3 2022 the fund bought assets of total value of 74.76M US dollars and sold assets of total value of 19.29M US dollars.

$167.80M

portfolio value

+8.33%

quarter

CLEAR SKY ADVISERS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2022	95833000	1900000
Q3 2022	74758000	19288000

CLEAR SKY ADVISERS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Utilities—Regulated Electric Evergy, Inc. Portfolio share: 3.96% Portfolio value: 6.65M Avg. open price: $67.68 Current price: $58.16 P/L: -14.07% Bought +21.74% shares Q3 2022	share	3.96%	6.65M	$67.68	$58.16	-14.07%	Bought +21.74% shares Q3 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 3.91% Portfolio value: 6.56M Avg. open price: $79.81 Current price: $59.27 P/L: -25.74% Bought +143.59% shares Q3 2022	share	3.91%	6.56M	$79.81	$59.27	-25.74%	Bought +143.59% shares Q3 2022
Specialty Chemicals Air Products and Chemicals, Inc. Portfolio share: 3.11% Portfolio value: 5.21M Avg. open price: $246.5 Current price: $314.87 P/L: +27.73% Bought +44.52% shares Q3 2022	share	3.11%	5.21M	$246.5	$314.87	+27.73%	Bought +44.52% shares Q3 2022
Railroads Canadian Pacific Railway Limited Portfolio share: 2.90% Portfolio value: 4.87M Avg. open price: N/A Current price: $80.19 P/L: N/A N/A Q3 2022	share	2.90%	4.87M	N/A	$80.19	N/A	N/A Q3 2022
Infrastructure Operations Arcosa, Inc. Portfolio share: 2.76% Portfolio value: 4.63M Avg. open price: N/A Current price: $61.19 P/L: N/A N/A Q3 2022	share	2.76%	4.63M	N/A	$61.19	N/A	N/A Q3 2022
Utilities—Independent Power Producers NRG Energy, Inc. Portfolio share: 2.74% Portfolio value: 4.59M Avg. open price: $38.3 Current price: $40.84 P/L: +6.64% Bought +37.93% shares Q3 2022	share	2.74%	4.59M	$38.3	$40.84	+6.64%	Bought +37.93% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 2.59% Portfolio value: 4.34M Avg. open price: $380.25 Current price: $436.89 P/L: +14.90% Bought +35.42% shares Q3 2022	share	2.59%	4.34M	$380.25	$436.89	+14.90%	Bought +35.42% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 2.37% Portfolio value: 3.96M Avg. open price: $43.11 Current price: $29.17 P/L: -32.33% Bought +94.94% shares Q3 2022	share	2.37%	3.96M	$43.11	$29.17	-32.33%	Bought +94.94% shares Q3 2022
Utilities—Independent Power Producers Vistra Corp. Portfolio share: 2.34% Portfolio value: 3.92M Avg. open price: $23.14 Current price: $23.44 P/L: +1.32% Bought +29.86% shares Q3 2022	share	2.34%	3.92M	$23.14	$23.44	+1.32%	Bought +29.86% shares Q3 2022
Marine Shipping Kirby Corporation Portfolio share: 2.32% Portfolio value: 3.88M Avg. open price: $60.84 Current price: $68.55 P/L: +12.67% Bought +36.17% shares Q3 2022	share	2.32%	3.88M	$60.84	$68.55	+12.67%	Bought +36.17% shares Q3 2022
Engineering & Construction Dycom Industries, Inc. Portfolio share: 2.28% Portfolio value: 3.82M Avg. open price: $93.62 Current price: $88.03 P/L: -5.97% Bought +187.58% shares Q3 2022	share	2.28%	3.82M	$93.62	$88.03	-5.97%	Bought +187.58% shares Q3 2022
Software—Application PTC Inc. Portfolio share: 2.21% Portfolio value: 3.71M Avg. open price: N/A Current price: $123.33 P/L: N/A N/A Q3 2022	share	2.21%	3.71M	N/A	$123.33	N/A	N/A Q3 2022
Utilities—Diversified The AES Corporation Portfolio share: 2.09% Portfolio value: 3.50M Avg. open price: $25.18 Current price: $28.37 P/L: +12.66% Bought +10.71% shares Q3 2022	share	2.09%	3.50M	$25.18	$28.37	+12.66%	Bought +10.71% shares Q3 2022
Utilities—Renewable Atlantica Sustainable Infrastructure plc Portfolio share: 2.08% Portfolio value: 3.49M Avg. open price: N/A Current price: $27.2 P/L: N/A N/A Q3 2022	share	2.08%	3.49M	N/A	$27.2	N/A	N/A Q3 2022
Software—Application ANSYS, Inc. Portfolio share: 2.05% Portfolio value: 3.43M Avg. open price: $281.53 Current price: $249.28 P/L: -11.45% Bought +72.22% shares Q3 2022	share	2.05%	3.43M	$281.53	$249.28	-11.45%	Bought +72.22% shares Q3 2022
Packaged Foods Darling Ingredients Inc. Portfolio share: 2.01% Portfolio value: 3.37M Avg. open price: $59.8 Current price: $61.08 P/L: +2.14% Bought +70.00% shares Q3 2022	share	2.01%	3.37M	$59.8	$61.08	+2.14%	Bought +70.00% shares Q3 2022
Telecom Services Frontier Communications Parent, Inc. Portfolio share: 2.01% Portfolio value: 3.37M Avg. open price: $26.18 Current price: $25.6 P/L: -2.22% Bought +45.45% shares Q3 2022	share	2.01%	3.37M	$26.18	$25.6	-2.22%	Bought +45.45% shares Q3 2022
Electronic Components FLEX LTD Portfolio share: 1.95% Portfolio value: 3.26M Avg. open price: N/A Current price: $21.26 P/L: N/A N/A Q3 2022	share	1.95%	3.26M	N/A	$21.26	N/A	N/A Q3 2022
Software—Application Autodesk, Inc. Portfolio share: 1.84% Portfolio value: 3.08M Avg. open price: $171.96 Current price: $198.47 P/L: +15.42% Bought +50.00% shares Q3 2022	share	1.84%	3.08M	$171.96	$198.47	+15.42%	Bought +50.00% shares Q3 2022
Solar First Solar, Inc. Portfolio share: 1.81% Portfolio value: 3.04M Avg. open price: N/A Current price: $167.14 P/L: N/A Sold -28.13% shares Q3 2022	share	1.81%	3.04M	N/A	$167.14	N/A	Sold -28.13% shares Q3 2022
Scientific & Technical Instruments Itron, Inc. Portfolio share: 1.81% Portfolio value: 3.03M Avg. open price: $49.43 Current price: $53.87 P/L: +8.98% Bought +63.64% shares Q3 2022	share	1.81%	3.03M	$49.43	$53.87	+8.98%	Bought +63.64% shares Q3 2022
Recreational Vehicles Harley-Davidson, Inc. Portfolio share: 1.77% Portfolio value: 2.96M Avg. open price: $31.66 Current price: $46.8 P/L: +47.82% Bought +32.81% shares Q3 2022	share	1.77%	2.96M	$31.66	$46.8	+47.82%	Bought +32.81% shares Q3 2022
Auto Manufacturers Ford Motor Company Portfolio share: 1.67% Portfolio value: 2.8M Avg. open price: $15.16 Current price: $13.38 P/L: -11.76% Bought +37.36% shares Q3 2022	share	1.67%	2.8M	$15.16	$13.38	-11.76%	Bought +37.36% shares Q3 2022
Packaged Foods SunOpta Inc. Portfolio share: 1.65% Portfolio value: 2.77M Avg. open price: $5.97 Current price: $9.03 P/L: +51.15% Bought +38.01% shares Q3 2022	share	1.65%	2.77M	$5.97	$9.03	+51.15%	Bought +38.01% shares Q3 2022
Auto & Truck Dealerships KAR Auction Services, Inc. Portfolio share: 1.65% Portfolio value: 2.77M Avg. open price: $14.77 Current price: $13.88 P/L: -6.03% Bought +57.96% shares Q3 2022	share	1.65%	2.77M	$14.77	$13.88	-6.03%	Bought +57.96% shares Q3 2022
Specialty Chemicals Albemarle Corporation Portfolio share: 1.62% Portfolio value: 2.72M Avg. open price: $217.82 Current price: $265.21 P/L: +21.76% Bought +28.75% shares Q3 2022	share	1.62%	2.72M	$217.82	$265.21	+21.76%	Bought +28.75% shares Q3 2022
Communication Equipment Infinera Corporation Portfolio share: 1.61% Portfolio value: 2.71M Avg. open price: $7.46 Current price: $6.78 P/L: -9.14% Bought +49.33% shares Q3 2022	share	1.61%	2.71M	$7.46	$6.78	-9.14%	Bought +49.33% shares Q3 2022
Agricultural Inputs CF Industries Holdings, Inc. Portfolio share: 1.61% Portfolio value: 2.69M Avg. open price: N/A Current price: $103.48 P/L: N/A N/A Q3 2022	share	1.61%	2.69M	N/A	$103.48	N/A	N/A Q3 2022
Uranium Cameco Corporation Portfolio share: 1.53% Portfolio value: 2.57M Avg. open price: $29.1 Current price: $22.65 P/L: -22.16% Sold -3.96% shares Q3 2022	share	1.53%	2.57M	$29.1	$22.65	-22.16%	Sold -3.96% shares Q3 2022
Software—Application Calix, Inc. Portfolio share: 1.53% Portfolio value: 2.56M Avg. open price: $42.91 Current price: $72.17 P/L: +68.19% Sold -6.67% shares Q3 2022	share	1.53%	2.56M	$42.91	$72.17	+68.19%	Sold -6.67% shares Q3 2022
Communication Equipment Clearfield, Inc. Portfolio share: 1.53% Portfolio value: 2.56M Avg. open price: N/A Current price: $112.01 P/L: N/A Sold -9.26% shares Q3 2022	share	1.53%	2.56M	N/A	$112.01	N/A	Sold -9.26% shares Q3 2022
Auto Parts Aptiv PLC Portfolio share: 1.47% Portfolio value: 2.46M Avg. open price: $89.07 Current price: $101.66 P/L: +14.13% Bought +43.18% shares Q3 2022	share	1.47%	2.46M	$89.07	$101.66	+14.13%	Bought +43.18% shares Q3 2022
Specialty Industrial Machinery Chart Industries, Inc. Portfolio share: 1.44% Portfolio value: 2.41M Avg. open price: $171.4 Current price: $136.33 P/L: -20.46% Bought +7.38% shares Q3 2022	share	1.44%	2.41M	$171.4	$136.33	-20.46%	Bought +7.38% shares Q3 2022
Semiconductors ON Semiconductor Corporation Portfolio share: 1.44% Portfolio value: 2.41M Avg. open price: N/A Current price: $71.57 P/L: N/A N/A Q3 2022	share	1.44%	2.41M	N/A	$71.57	N/A	N/A Q3 2022
Specialty Chemicals Sociedad Química y Minera de Chile S.A. Portfolio share: 1.35% Portfolio value: 2.26M Avg. open price: $85.19 Current price: $95.14 P/L: +11.68% Bought +19.05% shares Q3 2022	share	1.35%	2.26M	$85.19	$95.14	+11.68%	Bought +19.05% shares Q3 2022
Aluminum Alcoa Corporation Portfolio share: 1.28% Portfolio value: 2.15M Avg. open price: $66.69 Current price: $46.54 P/L: -30.22% Bought +96.92% shares Q3 2022	share	1.28%	2.15M	$66.69	$46.54	-30.22%	Bought +96.92% shares Q3 2022
Chemicals Green Plains Inc. Portfolio share: 1.28% Portfolio value: 2.15M Avg. open price: $27.17 Current price: $32.5 P/L: +19.62% Bought +48.00% shares Q3 2022	share	1.28%	2.15M	$27.17	$32.5	+19.62%	Bought +48.00% shares Q3 2022
Other Industrial Metals & Mining Ferroglobe PLC Portfolio share: 1.27% Portfolio value: 2.12M Avg. open price: $6.79 Current price: $4.15 P/L: -38.85% Bought +90.19% shares Q3 2022	share	1.27%	2.12M	$6.79	$4.15	-38.85%	Bought +90.19% shares Q3 2022
Semiconductors Wolfspeed, Inc. Portfolio share: 1.26% Portfolio value: 2.11M Avg. open price: $113.86 Current price: $82.54 P/L: -27.51% Sold -4.65% shares Q3 2022	share	1.26%	2.11M	$113.86	$82.54	-27.51%	Sold -4.65% shares Q3 2022
Utilities—Renewable Archaea Energy Inc. Portfolio share: 1.26% Portfolio value: 2.10M Avg. open price: N/A Current price: $25.88 P/L: N/A N/A Q3 2022	share	1.26%	2.10M	N/A	$25.88	N/A	N/A Q3 2022
Electrical Equipment & Parts FREYR Battery Portfolio share: 1.25% Portfolio value: 2.09M Avg. open price: N/A Current price: $12.06 P/L: N/A N/A Q3 2022	share	1.25%	2.09M	N/A	$12.06	N/A	N/A Q3 2022
Specialty Industrial Machinery NuScale Power Corporation Portfolio share: 1.22% Portfolio value: 2.04M Avg. open price: $9.99 Current price: $10.89 P/L: +9.01% Bought +103.49% shares Q3 2022	share	1.22%	2.04M	$9.99	$10.89	+9.01%	Bought +103.49% shares Q3 2022
Solar Enphase Energy, Inc. Portfolio share: 1.21% Portfolio value: 2.02M Avg. open price: $201.44 Current price: $335.82 P/L: +66.71% Bought +4.29% shares Q3 2022	share	1.21%	2.02M	$201.44	$335.82	+66.71%	Bought +4.29% shares Q3 2022
Auto Manufacturers Fisker Inc. Portfolio share: 1.17% Portfolio value: 1.96M Avg. open price: $11.01 Current price: $7.38 P/L: -32.99% Bought +67.74% shares Q3 2022	share	1.17%	1.96M	$11.01	$7.38	-32.99%	Bought +67.74% shares Q3 2022
Aerospace & Defense Planet Labs PBC Portfolio share: 1.15% Portfolio value: 1.92M Avg. open price: $4.33 Current price: $5.31 P/L: +22.63% Bought +18.33% shares Q3 2022	share	1.15%	1.92M	$4.33	$5.31	+22.63%	Bought +18.33% shares Q3 2022
Specialty Chemicals Alto Ingredients, Inc. Portfolio share: 1.14% Portfolio value: 1.91M Avg. open price: N/A Current price: $3.34 P/L: N/A N/A Q3 2022	share	1.14%	1.91M	N/A	$3.34	N/A	N/A Q3 2022
Auto Manufacturers Proterra Inc. Portfolio share: 1.09% Portfolio value: 1.83M Avg. open price: $6.67 Current price: $5.2 P/L: -22.01% Bought +36.30% shares Q3 2022	share	1.09%	1.83M	$6.67	$5.2	-22.01%	Bought +36.30% shares Q3 2022
Building Products & Equipment Aspen Aerogels, Inc. Portfolio share: 1.07% Portfolio value: 1.79M Avg. open price: $24.3 Current price: $12.19 P/L: -49.84% Bought +66.67% shares Q3 2022	share	1.07%	1.79M	$24.3	$12.19	-49.84%	Bought +66.67% shares Q3 2022
Auto Parts Innoviz Technologies Ltd. Portfolio share: 1.06% Portfolio value: 1.78M Avg. open price: $3.92 Current price: $5.42 P/L: +38.27% Bought +10.32% shares Q3 2022	share	1.06%	1.78M	$3.92	$5.42	+38.27%	Bought +10.32% shares Q3 2022
Oil & Gas E&P NextDecade Corporation Portfolio share: 1.04% Portfolio value: 1.74M Avg. open price: $4.44 Current price: $4.94 P/L: +11.26% Bought +16.00% shares Q3 2022	share	1.04%	1.74M	$4.44	$4.94	+11.26%	Bought +16.00% shares Q3 2022
Solar Shoals Technologies Group, Inc. Portfolio share: 1.00% Portfolio value: 1.68M Avg. open price: N/A Current price: $25.27 P/L: N/A N/A Q3 2022	share	1.00%	1.68M	N/A	$25.27	N/A	N/A Q3 2022
Oil & Gas Refining & Marketing Clean Energy Fuels Corp. Portfolio share: 0.99% Portfolio value: 1.65M Avg. open price: N/A Current price: $6.09 P/L: N/A N/A Q3 2022	share	0.99%	1.65M	N/A	$6.09	N/A	N/A Q3 2022
Utilities—Renewable Altus Power, Inc. Portfolio share: 0.95% Portfolio value: 1.59M Avg. open price: N/A Current price: $6.86 P/L: N/A N/A Q3 2022	share	0.95%	1.59M	N/A	$6.86	N/A	N/A Q3 2022
Aluminum Century Aluminum Company Portfolio share: 0.88% Portfolio value: 1.47M Avg. open price: N/A Current price: $8.18 P/L: N/A N/A Q3 2022	share	0.88%	1.47M	N/A	$8.18	N/A	N/A Q3 2022
Semiconductor Equipment & Materials Aehr Test Systems Portfolio share: 0.87% Portfolio value: 1.45M Avg. open price: $10.16 Current price: $25.57 P/L: +151.67% Sold -27.97% shares Q3 2022	share	0.87%	1.45M	$10.16	$25.57	+151.67%	Sold -27.97% shares Q3 2022
Electrical Equipment & Parts Enovix Corporation Portfolio share: 0.80% Portfolio value: 1.33M Avg. open price: $14.27 Current price: $12.23 P/L: -14.30% Sold -43.85% shares Q3 2022	share	0.80%	1.33M	$14.27	$12.23	-14.30%	Sold -43.85% shares Q3 2022
Solar Maxeon Solar Technologies, Ltd. Portfolio share: 0.77% Portfolio value: 1.28M Avg. open price: N/A Current price: $21.84 P/L: N/A N/A Q3 2022	share	0.77%	1.28M	N/A	$21.84	N/A	N/A Q3 2022
Specialty Industrial Machinery TPI Composites, Inc. Portfolio share: 0.76% Portfolio value: 1.27M Avg. open price: $14.06 Current price: $11.61 P/L: -17.43% Sold -1.74% shares Q3 2022	share	0.76%	1.27M	$14.06	$11.61	-17.43%	Sold -1.74% shares Q3 2022
Software—Infrastructure Stem, Inc. Portfolio share: 0.76% Portfolio value: 1.26M Avg. open price: $11.01 Current price: $11.1 P/L: +0.82% Sold -25.78% shares Q3 2022	share	0.76%	1.26M	$11.01	$11.1	+0.82%	Sold -25.78% shares Q3 2022
Electrical Equipment & Parts Tritium DCFC Limited Portfolio share: 0.60% Portfolio value: 1.00M Avg. open price: $7.82 Current price: $1.27 P/L: -83.77% Bought +110.00% shares Q3 2022	share	0.60%	1.00M	$7.82	$1.27	-83.77%	Bought +110.00% shares Q3 2022
Electronic Components Ouster, Inc. Portfolio share: 0.46% Portfolio value: 771K Avg. open price: N/A Current price: $1.4 P/L: N/A N/A Q3 2022	share	0.46%	771K	N/A	$1.4	N/A	N/A Q3 2022
Credit Services Sunlight Financial Holdings Inc. Portfolio share: 0.44% Portfolio value: 732K Avg. open price: N/A Current price: $1.77 P/L: N/A N/A Q3 2022	share	0.44%	732K	N/A	$1.77	N/A	N/A Q3 2022
Solar SolarEdge Technologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $322.37 Current price: $314.06 P/L: -2.58% Sold -100.00% shares Q3 2022	share	0.00%	0	$322.37	$314.06	-2.58%	Sold -100.00% shares Q3 2022
Oil & Gas Midstream FLEX LNG Ltd. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $28.52 Current price: $36.3 P/L: +27.28% Sold -100.00% shares Q3 2022	share	0.00%	0	$28.52	$36.3	+27.28%	Sold -100.00% shares Q3 2022
Solar Canadian Solar Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $35.36 Current price: $36.24 P/L: +2.49% Sold -100.00% shares Q3 2022	share	0.00%	0	$35.36	$36.24	+2.49%	Sold -100.00% shares Q3 2022
Aerospace & Defense BWX Technologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $61.38 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$61.38	N/A	Sold -100.00% shares Q3 2022
Chemicals Methanex Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $37.76 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$37.76	N/A	Sold -100.00% shares Q3 2022
Semiconductors NXP Semiconductors N.V. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $185.08 Current price: $168.37 P/L: -9.03% Sold -100.00% shares Q3 2022	share	0.00%	0	$185.08	$168.37	-9.03%	Sold -100.00% shares Q3 2022
Agricultural Inputs The Mosaic Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.19 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$48.19	N/A	Sold -100.00% shares Q3 2022
Engineering & Construction Infrastructure and Energy Alternatives, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $11.85 Current price: $13.72 P/L: +15.78% Sold -100.00% shares Q3 2022	share	0.00%	0	$11.85	$13.72	+15.78%	Sold -100.00% shares Q3 2022
Engineering & Construction Fluor Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $34.63 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$34.63	N/A	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery Generac Holdings Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $297.26 Current price: $96.6 P/L: -67.50% Sold -100.00% shares Q3 2022	share	0.00%	0	$297.26	$96.6	-67.50%	Sold -100.00% shares Q3 2022
Utilities—Renewable Constellation Energy Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $56.25 Current price: $90.06 P/L: +60.11% Sold -100.00% shares Q3 2022	share	0.00%	0	$56.25	$90.06	+60.11%	Sold -100.00% shares Q3 2022
Auto Manufacturers General Motors Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $43.74 Current price: $38.79 P/L: -11.32% Sold -100.00% shares Q3 2022	share	0.00%	0	$43.74	$38.79	-11.32%	Sold -100.00% shares Q3 2022