# HOLDINGS : % OF PORTFOLIO
| Country Exposure |  |  |  |  |  | Top 10 Holdings |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
|  | Long | Short | Net | Gross |  |  |
| Austria | 0.00% | -1.55% | -1.55% | 1.55% |  | SUNRUN INC | 9.74% |
| Brazil | 1.52% | -0.64% | 0.87% | 2.16% |  | PLUG POWER INC | 9.69% |
| Canada | 3.64% | 0.00% | 3.64% | 3.64% |  | SUNNOVA ENERGY INTERNATIONAL INC | 9.66% |
| China | 11.98% | -4.56% | 7.42% | 16.54% |  | DAQO NEW ENERGY ADR REPRESENTING | 8.87% |
| Denmark | 0.00% | -3.76% | -3.76% | 3.76% |  | SIEMENS GAMESA RENEWABLE ENERGY S	4.87%	 |
| France | 1.55% | -1.64% | -0.09% | 3.19% |  | SOLAREDGE TECHNOLOGIES INC	 4.81% |
| Germany | 0.00% | -3.51% | -3.51% | 3.51% |  | GENERAC HOLDINGS INC	4.54%	 |
| Hong Kong | 0.00% | -2.49% | -2.49% | 2.49% |  | ENEL	 4.41% |
| Italy | 4.41% | 0.00% | 4.41% | 4.41% |  | FLUENCE ENERGY INC CLASS A	4.35%	 |
| Republic of Korea | 3.91% | -4.59% | -0.68% | 8.50% |  | LG CHEM LTD	 3.91% |
| Norway | 0.15% | 0.00% | 0.15% | 0.15% |  | Total	 64.86% |
| Spain | 5.20% | -3.09% | 2.12% | 8.29% |  |  |
| United Kingdom | 3.48% | -4.15% | -0.67% | 7.64% |  |  |
| Total | 94.88% | -119.30% | -24.42% | 214.18% |  |  |

| Sector Exposure |  |
| --- | --- |
|  | Long | Short | Net | Gross |
| Others | 1.89% | -102.46% | -100.57% | 104.35% |
| Communication Services | 0.00% | 0.00% | 0.00% | 0.00% |
| Consumer Discretionary | 2.87% | 0.00% | 2.87% | 2.87% |
| Consumer Staples | 2.20% | 0.00% | 2.20% | 2.20% |
| Energy | 3.95% | -0.64% | 3.31% | 4.60% |
| Financials | 0.00% | 0.00% | 0.00% | 0.00% |
| Health Care | 0.69% | 0.00% | 0.69% | 0.69% |
| Industrials | 44.35% | -3.76% | 40.59% | 48.11% |
| Information Technology | 13.68% | -4.42% | 9.26% | 18.10% |
| Materials | 11.18% | 0.00% | 11.18% | 11.18% |
| Real Estate | 0.00% | -3.38% | -3.38% | 3.38% |
| Utilities | 14.06% | -4.64% | 9.42% | 18.70% |
| Total | 94.88% | -119.30% | -24.42% | 214.18% |

Source of data: BNP Paribas Asset Management, as at 28.02.2022
The above-mentioned securities are for illustrative purpose only and do not constitute any investment advice or recommendation.

Translation (ENFR, 2022-02-28):
# POSITIONS : % DU PORTEFEUILLE
| Par pays | Long | Short | Net | Gross |  | Principales positions |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Autriche | 0.00% | -1.55% | -1.55% | 1.55% |  | SUNRUN INC | 9.74% |
| Canada | 1.52% | -0.64% | 0.87% | 2.16% |  | PLUG POWER INC | 9.69% |
| Chine | 3.64% | 0.00% | 3.64% | 3.64% |  | SUNNOVA ENERGY INTERNATIONAL INC | 9.66% |
| Danemark | 11.98% | -4.56% | 7.42% | 16.54% |  | DAQO NEW ENERGY ADR REPRESENTING | 8.87% |
| France | 0.00% | -3.76% | -3.76% | 3.76% |  | SIEMENS GAMESA RENEWABLE ENERGY S | 4.87% |
| Allemagne | 1.55% | -1.64% | -0.09% | 3.19% |  | SOLAREDGE TECHNOLOGIES INC | 4.81% |
| Hong-Kong | 0.00% | -3.51% | -3.51% | 3.51% |  | GENERAC HOLDINGS INC | 4.54% |
| Italie | 0.00% | -2.49% | -2.49% | 2.49% |  | ENEL | 4.41% |
| République de Corée | 4.41% | 0.00% | 4.41% | 4.41% |  | FLUENCE ENERGY INC CLASS A | 4.35% |
| Norvège | 3.91% | -4.59% | -0.68% | 8.50% |  | LG CHEM LTD | 3.91% |
| Espagne | 0.15% | 0.00% | 0.15% | 0.15% |  | Total | 64.86% |
| Royaume-Uni | 5.20% | -3.09% | 2.12% | 8.29% |  |  |  |
| Etats-Unis | 3.48% | -4.15% | -0.67% | 7.64% |  |  |  |
| Total | 94.88% | -119.30% | -24.42% | 214.18% |  |  |  |
| par Secteur | Long | Short | Net | Gross |  |  |  |
| Autres | 1.89% | -102.46% | -100.57% | 104.35% |  |  |  |
| Services de Communication | 0.00% | 0.00% | 0.00% | 0.00% |  |  |  |
| Biens de cons. durables et services | 2.87% | 0.00% | 2.87% | 2.87% |  |  |  |
| Biens de consommation de base | 2.20% | 0.00% | 2.20% | 2.20% |  |  |  |
| Energie | 3.95% | -0.64% | 3.31% | 4.60% |  |  |  |
| Finance | 0.00% | 0.00% | 0.00% | 0.00% |  |  |  |
| SANTE | 0.69% | 0.00% | 0.69% | 0.69% |  |  |  |
| Industrie | 44.35% | -3.76% | 40.59% | 48.11% |  |  |  |
| Technologie de l'information | 13.68% | -4.42% | 9.26% | 18.10% |  |  |  |
| Matières premières | 11.18% | 0.00% | 11.18% | 11.18% |  |  |  |
| Immobilier | 0.00% | -3.38% | -3.38% | 3.38% |  |  |  |
| Services Publics | 14.06% | -4.64% | 9.42% | 18.70% |  |  |  |
| Total | 94.88% | -119.30% | -24.42% | 214.18% |  |  |  |

Source : BNP Paribas Asset Management, en date du 28.02.2022
Les titres ci-dessus sont mentionnés à titre d’information uniquement et ne doivent pas être considérés comme une recommandation d’investissement.