# HOLDINGS: % OF PORTFOLIO
Main Holdings (%)
by Country (%)
Against Benchmark
| PLUG POWER INC | 10.15 |
| --- | --- |
| SUNNOVA ENERGY INTERNATIONAL INC | 7.91 |
| SUNRUN INC | 7.60 |
| SIEMENS GAMESA RENEWABLE ENERGY SA | 6.31 |
| DAQO NEW ENERGY ADR REPRESENTING ADR | 5.35 |
| ENEL | 4.21 |
| SOLAREDGE TECHNOLOGIES INC | 3.61 |
| RENEW ENERGY GLOBAL PLC CLASS A | 3.26 |
| CORPORACION ACCIONA ENERGIAS RENOVABLES | 3.09 |
| LG CHEM LTD | 3.07 |
| No. of Holdings in Portfolio | 71 |

| United States | 50.56 | - 9.66 |
| --- | --- | --- |
| Spain | 11.18 | + 10.59 |
| China | 8.49 | + 4.69 |
| United Kingdom | 4.59 | + 1.20 |
| France | 4.47 | + 1.72 |
| Italy | 4.21 | + 3.72 |
| Denmark | 3.55 | + 2.90 |
| Republic of Korea | 3.47 | + 2.05 |
| Canada | 2.61 | - 0.42 |
| Norway | 1.44 | + 1.26 |
| Forex contracts | 0.27 | + 0.27 |
| Other | 4.36 | - 19.11 |
| Cash | 0.80 | + 0.80 |
| Total | 100.00 |  |

by Sector (%)
Against Benchmark
| Industrials | 44.13 | + 34.53 |
| --- | --- | --- |
| Utilities | 24.66 | + 21.87 |
| Materials | 9.31 | + 4.34 |
| Information technology | 9.15 | - 13.18 |
| Consumer discretionary | 5.41 | - 6.35 |
| Energy | 4.04 | - 0.16 |
| Financials | 1.81 | - 12.93 |
| Consumer staples | 0.43 | - 6.63 |
| Communication services | - | - 8.30 |
| Health care | - | - 11.59 |
| Forex contracts | 0.27 | + 0.27 |
| Other | - | - 2.68 |
| Cash | 0.80 | + 0.80 |
| Total | 100.00 |  |

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 recommendation.

Translation (ENFR, 2022-02-28):
# POSITIONS : % DU PORTEFEUILLE
Principales positions
| PLUG POWER INC | 10,15 |
| --- | --- |
| SUNNOVA ENERGY INTERNATIONAL INC | 7,91 |
| SUNRUN INC | 7,60 |
| SIEMENS GAMESA RENEWABLE ENERGY SA | 6,31 |
| DAQO NEW ENERGY ADR REPRESENTING ADR | 5,35 |
| ENEL | 4,21 |
| SOLAREDGE TECHNOLOGIES INC | 3,61 |
| RENEW ENERGY GLOBAL PLC CLASS A | 3,26 |
| CORPORACION ACCIONA ENERGIAS RENOVABLES | 3,09 |
| LG CHEM LTD | 3,07 |
| Nb de positions dans le portefeuille | 71 |

par Secteur	Contre l'Indice
par Pays	Contre l'Indice
| États-Unis | 50,56 | - 9,66 |
| --- | --- | --- |
| Espagne | 11,18 | + 10,59 |
| Chine | 8,49 | + 4,69 |
| Royaume-Uni | 4,59 | + 1,20 |
| France | 4,47 | + 1,72 |
| Italie | 4,21 | + 3,72 |
| Danemark | 3,55 | + 2,90 |
| République de Corée | 3,47 | + 2,05 |
| Canada | 2,61 | - 0,42 |
| Norvège | 1,44 | + 1,26 |
| Contrats de change | 0,27 | + 0,27 |
| Autres | 4,36 | - 19,11 |
| Liquidités | 0,80 | + 0,80 |
| Total | 100,00 |  |

| Industrie | 44,13 | + 34,53 |
| --- | --- | --- |
| Services publics | 24,66 | + 21,87 |
| Matières premières | 9,31 | + 4,34 |
| Technologie de l'information | 9,15 | - 13,18 |
| Consommation discrétionnaire | 5,41 | - 6,35 |
| Energie | 4,04 | - 0,16 |
| Finance | 1,81 | - 12,93 |
| Consommation de base | 0,43 | - 6,63 |
| Services de communication | - | - 8,30 |
| Santé | - | - 11,59 |
| Contrats de change | 0,27 | + 0,27 |
| Autres | - | - 2,68 |
| Liquidités | 0,80 | + 0,80 |
| Total | 100,00 |  |

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.
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