Firsthand Alternative Energy Fund
Complete Portfolio
As of March 31, 2023
| Security | Market Value | % Assets |
|---|---|---|
| SolarEdge Technologies, Inc. | $1,215,800 | 8.00% |
| First Solar, Inc. | $1,087,500 | 7.20% |
| Tesla Motors, Inc. | $1,037,300 | 6.90% |
| Quanta Services, Inc. | $833,200 | 5.50% |
| ON Semiconductor Corp. | $823,200 | 5.40% |
| Wolfspeed, Inc. | $649,500 | 4.30% |
| Enphase Energy, Inc. | $630,840 | 4.20% |
| ChargePoint Holdings, Inc. | $628,200 | 4.10% |
| Corning, Inc. | $580,709 | 3.80% |
| EVgo, Inc. | $467,400 | 3.10% |
| Enovix Corporation | $447,300 | 3.00% |
| Vestas Wind Systems A/S | $434,430 | 2.90% |
| SunPower Corp. - Class B | $414,245 | 2.70% |
| Kratos Defense & Security Solutions, Inc. | $404,400 | 2.70% |
| Iberdrola S.A. | $323,170 | 2.10% |
| Itron, Inc. | $308,579 | 2.00% |
| STMicroelectronics N.V. - ADR | $267,450 | 1.80% |
| Aspen Aerogels, Inc. | $260,750 | 1.70% |
| ABB LTD. | $240,100 | 1.60% |
| Sunnova Energy International Inc. | $234,300 | 1.50% |
| Sunrun, Inc. | $233,740 | 1.50% |
| Koninklijke (Royal) Philips Electronics N.V. | $199,776 | 1.30% |
| Power Integrations, Inc. | $135,255 | 0.90% |
| ULVAC | $116,927 | 0.80% |
| Siemens Gamesa Renewable Energy | $128,098 | 0.80% |
| Honeywell International, Inc. | $110,850 | 0.70% |
| Amtech Systems, Inc. | $62,964 | 0.40% |
| Maxeon Solar Technologies LTD | $66,111 | 0.40% |
| Intevac, Inc. | $42,514 | 0.30% |
| Carrier Global Corp. | $45,750 | 0.30% |
| Orion Energy Systems, Inc. | $28,420 | 0.20% |
| Curaleaf Holdings, Inc. | $28,100 | 0.20% |
| Advanced Emissions Solutions, Inc | $13,464 | 0.10% |
| Sharp Corp. | $7,730 | 0.10% |
| Accelleron Industries AG | $8,190 | 0.10% |
| Jazz Pharmaceuticals plc | $17,560 | 0.10% |
| Swvl Holdings Corp Warrant | $277 | 0.00% |
| CASH | $2,604,761 | 17.20% |
| TOTAL: | $15,081,610 | 100.00% |
The information provided should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities purchased remain in the Fund's portfolio or that securities sold have not been repurchased. Also, you should note that the securities discussed, even if they have been purchased by the Fund, do not represent the Fund's entire portfolio and, in the aggregate, may represent only a small percentage of the Fund's holdings. There can be no assurance that any Firsthand Fund will buy, sell, or hold any particular security after the date referred to in the discussion.
Private companies with valuations of zero have been omitted.
Note: Cash figure is net of receivables and payables.
