Sector: energygrid
Conviction from: NASDAQCitrini
Solar trackers and utility power infrastructure (formerly Nextracker)
2 tracked filer(s) hold this · 1 opened, 0 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 59 — mean of 2 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #80 — Market Memo: January Musings | 2025-01-09 | LONG |