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Green Alpha Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Green Alpha Advisors, LLC

报告期 2026-03-31 · CIK 0001439207

持仓数

107

前50大市值合计

$83.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

LRCX LAM RESEARCH CORP

COM NEW

$6.1M

28,386

7.2%

AMAT APPLIED MATLS INC

COM

$4.9M

14,447

5.9%

IBM INTERNATIONAL BUSINESS MACHS

COM

$4.9M

20,196

5.8%

BEPC BROOKFIELD RENEWABLE CORP

CL A EX SUB VTG

$4.7M

118,532

5.6%

GLW CORNING INC

COM

$3.7M

27,180

4.4%

AEIS ADVANCED ENERGY INDS

COM

$3.3M

10,193

3.9%

NXT NEXTPOWER INC

CLASS A COM

$2.9M

24,197

3.5%

QCOM QUALCOMM INC

COM

$2.9M

22,379

3.4%

— CRISPR THERAPEUTICS AG

NAMEN AKT

$2.7M

57,022

3.2%

HRZN HORIZON TECHNOLOGY FIN CORP

COM

$2.5M

590,141

3.0%

MU MICRON TECHNOLOGY INC

COM

$2.3M

6,672

2.7%

— SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS

$2.2M

5,711

2.7%

TEM TEMPUS AI INC

CL A

$2.1M

47,500

2.6%

ADI ANALOG DEVICES INC

COM

$2.1M

6,572

2.5%

RIVN RIVIAN AUTOMOTIVE INC

COM CL A

$1.9M

123,484

2.2%

AVGO BROADCOM INC

COM

$1.8M

5,869

2.2%

TILE INTERFACE INC

COM

$1.7M

69,999

2.1%

MRNA MODERNA INC

COM

$1.7M

34,338

2.1%

NGVC NATURAL GROCERS BY VITAMIN

COM

$1.7M

65,162

2.0%

— GARMIN LTD

SHS

$1.5M

6,649

1.8%

NET CLOUDFLARE INC

CL A COM

$1.5M

7,394

1.8%

CRWD CROWDSTRIKE HLDGS INC

CL A

$1.4M

3,712

1.7%

CMC COMMERCIAL METALS CO

COM

$1.3M

20,366

1.5%

SFM SPROUTS FMRS MKT INC

COM

$1.2M

15,635

1.4%

ANET ARISTA NETWORKS INC

COM SHS

$1.1M

9,222

1.4%

TE T1 ENERGY INC

COM NEW

$1.1M

243,225

1.3%

NVDA NVIDIA CORPORATION

COM

$1.0M

6,007

1.3%

— FLEXTRONICS INTL LTD

ORD

$942.0K

14,390

1.1%

SYM SYMBOTIC INC

CLASS A COM

$921.9K

17,328

1.1%

FSLR FIRST SOLAR INC

COM

$919.2K

4,660

1.1%

CSCO CISCO SYS INC

COM

$917.3K

11,823

1.1%

HNST HONEST CO INC

COM

$885.8K

301,292

1.1%

MRVL MARVELL TECHNOLOGY INC

COM

$869.2K

8,775

1.0%

QS QUANTUMSCAPE CORP

COM CL A

$868.8K

136,171

1.0%

MPWR MONOLITHIC PWR SYS INC

COM

$866.1K

792

1.0%

CDNS CADENCE DESIGN SYSTEM INC

COM

$770.0K

2,771

0.9%

CRBU CARIBOU BIOSCIENCES INC

COM

$709.9K

373,650

0.8%

MTN VAIL RESORTS INC

COM

$689.6K

5,374

0.8%

RUN SUNRUN INC

COM

$687.8K

50,726

0.8%

BFLY BUTTERFLY NETWORK INC

COM CL A

$686.5K

169,927

0.8%

ADSK AUTODESK INC

COM

$685.4K

2,863

0.8%

VITL VITAL FARMS INC

COM

$677.5K

47,984

0.8%

ORA ORMAT TECHNOLOGIES INC

COM

$673.9K

6,021

0.8%

PANW PALO ALTO NETWORKS INC

COM

$668.5K

4,170

0.8%

PRME PRIME MEDICINE INC

COM

$665.3K

191,171

0.8%

TREX TREX INC

COM

$659.9K

18,118

0.8%

PSTG EVERPURE INC

CL A

$653.8K

11,073

0.8%

ACHR ARCHER AVIATION INC

COM CL A

$637.9K

123,381

0.8%

NSLR SURO CAPITAL CORP

COM NEW

$627.7K

58,611

0.7%

ENPH ENPHASE ENERGY INC

COM

$619.1K

16,374

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

LRCX7.2%AMAT5.9%IBM5.8%BEPC5.6%GLW4.4%AEIS3.9%