ALTEX Portfolio

Firsthand Alternative Energy Fund

Complete Portfolio

As of March 31, 2022

Security Market Value % Assets
SolarEdge Technologies, Inc. $ 2,256,590 13.47%
Aspen Aerogels, Inc. $ 1,206,800 7.20%
Wolfspeed, Inc. $ 1,138,600 6.80%
Enphase Energy, Inc. $ 1,008,900 6.02%
Maxar Technologyies, Inc. $ 789,200 4.71%
EVgo, Inc. $ 771,600 4.61%
Quanta Services, Inc. $ 658,050 3.93%
Hyzon Motors, Inc. $ 631,300 3.77%
Kratos Defense & Security Solutions, Inc. $ 614,400 3.67%
Corning, Inc. $ 607,539 3.63%
Vestas Wind Systems A/S $ 442,950 2.64%
SunPower Corp. - Class B $ 428,118 2.56%
First Solar, Inc. $ 418,700 2.50%
Social Capital Hedosophia Holdings Corp. $ 404,000 2.41%
Astra Space, Inc. $ 386,000 2.30%
Sunrun, Inc. $ 352,292 2.10%
Koninklijke (Royal) Philips Electronics N.V. $ 332,380 1.98%
ON Semiconductor Corp. $ 313,050 1.87%
Itron, Inc. $ 293,164 1.75%
Iberdrola S.A. $ 272,506 1.63%
ABB LTD. $ 226,380 1.35%
Spring Valley Acquisition Corp. $ 209,400 1.25%
Power Integrations, Inc. $ 148,103 0.88%
ULVAC $ 139,724 0.83%
Siemens Gamesa Renewable Energy $ 128,496 0.77%
Honeywell International, Inc. $ 112,856 0.67%
Raytheon Technologies Corp. $ 99,070 0.59%
Curaleaf Holdings, Inc. $ 72,300 0.43%
Amtech Systems, Inc. $ 66,396 0.40%
Carrier Global Corp. $ 45,870 0.27%
Advanced Emissions Solutions, Inc $ 42,296 0.25%
Orion Energy Systems, Inc. $ 39,200 0.23%
Maxeon Solar Technologies LTD $ 36,070 0.22%
Intevac, Inc. $ 31,030 0.19%
Jazz Pharmaceuticals plc $ 18,680 0.11%
Sharp Corp. $ 10,382 0.06%
Queen's Gambit Growth Capital $ 9,069 0.05%
*SiGen1E $ 239 0.00%
*SiGenCS $ 54 0.00%
*SiGen1C $ 4 0.00%
GrowLife, Inc. $ 0
CASH $ 1,992,787 11.89%
TOTAL: $ 16,754,545 100.00%
* Indicates private company.

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.