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Institutional Investment Manager
Ecofin Advisors Ltd
Ecofin Advisors Ltd (CIK: 0001387869), located at 15 Buckingham Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 39 holdings with a total value of $600,654,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 NEXTERA ENERGY INC 679,083 80,363,000 13.38%
2 Pattern Energy Group Inc 2,520,069 48,058,000 8.00%
3 SUNPOWER CORP 1,604,546 35,846,000 5.97%
4 A O SMITH 408,068 31,140,000 5.18%
5 FIRST SOLAR INC 440,700 30,175,000 5.02%
6 LONESTAR RESOURCES LTD (OTCQX) 8,348,518 28,468,000 4.74%
7 DELPHI AUTOMOTIVE PLC 364,327 27,332,000 4.55%
8 NRG YIELD INC 2,002,480 27,174,000 4.52%
9 ACUITY BRANDS INC 113,310 24,717,000 4.12%
10 SEMPRA ENERGY 211,713 22,029,000 3.67%
11 CHIPMOS TECH BERMUDA LTD 1,188,714 20,660,000 3.44%
12 GENERAL ELECTRIC CO 636,869 20,246,000 3.37%
13 NEXTERA ENERGY PARTNERS LP 724,885 19,710,000 3.28%
14 WILLIAMS COS INC DEL 1,199,505 19,276,000 3.21%
15 DOMINION ENERGY INC 224,977 16,900,000 2.81%
16 EDISON INTL 214,255 15,403,000 2.56%
17 TE CONNECTIVITY LTD 229,663 14,221,000 2.37%
18 NISOURCE 598,442 14,099,000 2.35%
19 AMERICAN ELEC P 170,054 11,292,000 1.88%
20 SUNEDISON SEMICONDUCTOR LTD 1,609,638 10,430,000 1.74%
21 SOLAREDGE TECHNOLOGIES INC 382,034 9,604,000 1.60%
22 CALPINE CORP 615,892 9,343,000 1.56%
23 ITRON INC 198,680 8,289,000 1.38%
24 8point3 Energy Partners LP 516,364 7,591,000 1.26%
25 EXELON CORP 193,101 6,925,000 1.15%
26 AVANGRID INC COM 166,088 6,662,000 1.11%
27 Infrareit Inc Com 326,305 5,564,000 0.93%
28 Atlantica Yield plc 275,948 4,906,000 0.82%
29 VIVINT SOLAR INC 1,570,772 4,163,000 0.69%
30 TERRAFORM POWER 435,403 3,766,000 0.63%
31 Dominion Resources Inc/VA 74,650 3,755,000 0.63%
32 ITC HOLDINGS ORD 68,090 2,967,000 0.49%
33 SOLARCITY CORP 110,969 2,728,000 0.45%
34 SUNRUN INC 347,902 2,254,000 0.38%
35 ORMAT TECHNOLOGIES INC 35,862 1,479,000 0.25%
36 COVANTA HLDG CORP 74,231 1,252,000 0.21%
37 NRG YIELD INC 87,566 1,247,000 0.21%
38 Rubicon Technology 845,072 617,000 0.10%
39 JOY GLOBAL INCORPORATED 550 3,000 0.00%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387131-16-005455, filed 2016.05.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.