# HOLDINGS : % OF PORTFOLIO
| Country Exposure | Long | Short | Net | Gross |  | Top 10 Holdings |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Australia | 0.00% | -9.46% | -9.46% | 9.46% |  | SUNNOVA ENERGY INTERNATIONAL INC | 9.82% |
| Canada | 10.26% | 0.00% | 10.26% | 10.26% |  | PLUG POWER INC | 7.96% |
| China | 14.15% | 0.00% | 14.15% | 14.15% |  | CERES POWER HOLDINGS PLC | 7.37% |
| Denmark | 2.43% | 0.00% | 2.43% | 2.43% |  | ALBEMARLE CORP | 6.60% |
| European Union | 0.00% | -22.92% | -22.92% | 22.92% |  | ARRAY TECHNOLOGIES INC | 5.23% |
| France | 0.00% | -3.14% | -3.14% | 3.14% |  | TESLA INC | 5.09% |
| Germany | 0.00% | -4.01% | -4.01% | 4.01% |  | LI CYCLE HOLDINGS CORP | 5.02% |
| Hong Kong | 0.00% | -5.39% | -5.39% | 5.39% |  | BYD LTD H | 4.93% |
| Republic of Korea | 0.00% | -4.47% | -4.47% | 4.47% |  | RENEW ENERGY GLOBAL PLC CLASS A | 4.90% |
| Netherlands | 0.00% | -4.79% | -4.79% | 4.79% |  | FLUENCE ENERGY INC CLASS A | 4.85% |
| Sweden | 4.82% | -4.37% | 0.45% | 9.18% |  | Total | 61.79% |
| United Kingdom | 12.27% | -9.36% | 2.92% | 21.63% |  |  |  |
| United States | 49.89% | -29.30% | 20.59% | 79.19% |  |  |  |
| Total | 93.82% | -97.18% | -3.37% | 191.00% |  |  |  |
| Sector Exposure | Long | Short | Net | Gross |  |  |  |
| Others | 0.00% | -46.26% | -46.26% | 46.26% |  |  |  |
| Communication Services | 0.00% | 0.00% | 0.00% | 0.00% |  |  |  |
| Consumer Discretionary | 10.02% | 0.00% | 10.02% | 10.02% |  |  |  |
| Consumer Staples | 4.82% | 0.00% | 4.82% | 4.82% |  |  |  |
| Energy | 4.63% | -17.94% | -13.31% | 22.57% |  |  |  |
| Financials | 0.00% | 0.00% | 0.00% | 0.00% |  |  |  |
| Health Care | 0.30% | 0.00% | 0.30% | 0.30% |  |  |  |
| Industrials | 45.85% | -8.84% | 37.02% | 54.69% |  |  |  |
| Information Technology | 4.45% | -9.40% | -4.96% | 13.85% |  |  |  |
| Materials | 6.60% | -7.59% | -0.99% | 14.20% |  |  |  |
| Real Estate | 0.00% | -3.14% | -3.14% | 3.14% |  |  |  |
| Utilities | 17.15% | -4.01% | 13.14% | 21.16% |  |  |  |
| Total | 93.82% | -97.18% | -3.37% | 191.00% |  |  |  |

Source of data: BNP Paribas Asset Management, as at 31.03.2023
The above-mentioned securities are for illustrative purpose only and do not constitute any investment advice or recommendation.

Translation (ENFR, 2023-03-31):
# POSITIONS : % DU PORTEFEUILLE
| Par pays | Long | Short | Net | Gross |  | Principales positions |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Australie | 0.00% | -9.46% | -9.46% | 9.46% |  | SUNNOVA ENERGY INTERNATIONAL INC | 9.82% |
| Canada | 10.26% | 0.00% | 10.26% | 10.26% |  | PLUG POWER INC | 7.96% |
| Chine | 14.15% | 0.00% | 14.15% | 14.15% |  | CERES POWER HOLDINGS PLC | 7.37% |
| Danemark | 2.43% | 0.00% | 2.43% | 2.43% |  | ALBEMARLE CORP | 6.60% |
| Union européenne | 0.00% | -22.92% | -22.92% | 22.92% |  | ARRAY TECHNOLOGIES INC | 5.23% |
| France | 0.00% | -3.14% | -3.14% | 3.14% |  | TESLA INC | 5.09% |
| Allemagne | 0.00% | -4.01% | -4.01% | 4.01% |  | LI CYCLE HOLDINGS CORP | 5.02% |
| Hong-Kong | 0.00% | -5.39% | -5.39% | 5.39% |  | BYD LTD H | 4.93% |
| République de Corée | 0.00% | -4.47% | -4.47% | 4.47% |  | RENEW ENERGY GLOBAL PLC CLASS A | 4.90% |
| Pays-Bas | 0.00% | -4.79% | -4.79% | 4.79% |  | FLUENCE ENERGY INC CLASS A | 4.85% |
| Suède | 4.82% | -4.37% | 0.45% | 9.18% |  | Total | 61.79% |
| Royaume-Uni | 12.27% | -9.36% | 2.92% | 21.63% |  |  |  |
| Etats-Unis | 49.89% | -29.30% | 20.59% | 79.19% |  |  |  |
| Total | 93.82% | -97.18% | -3.37% | 191.00% |  |  |  |
| par Secteur | Long | Short | Net | Gross |  |  |  |
| Autres | 0.00% | -46.26% | -46.26% | 46.26% |  |  |  |
| Services de Communication | 0.00% | 0.00% | 0.00% | 0.00% |  |  |  |
| Biens de cons. durables et services | 10.02% | 0.00% | 10.02% | 10.02% |  |  |  |
| Biens de consommation de base | 4.82% | 0.00% | 4.82% | 4.82% |  |  |  |
| Energie | 4.63% | -17.94% | -13.31% | 22.57% |  |  |  |
| Finance | 0.00% | 0.00% | 0.00% | 0.00% |  |  |  |
| SANTE | 0.30% | 0.00% | 0.30% | 0.30% |  |  |  |
| Industrie | 45.85% | -8.84% | 37.02% | 54.69% |  |  |  |
| Technologie de l'information | 4.45% | -9.40% | -4.96% | 13.85% |  |  |  |
| Matières premières | 6.60% | -7.59% | -0.99% | 14.20% |  |  |  |
| Immobilier | 0.00% | -3.14% | -3.14% | 3.14% |  |  |  |
| Services Publics | 17.15% | -4.01% | 13.14% | 21.16% |  |  |  |
| Total | 93.82% | -97.18% | -3.37% | 191.00% |  |  |  |

Source : BNP Paribas Asset Management, en date du 31.03.2023
Les titres ci-dessus sont mentionns à titre d’information uniquement et ne doivent pas être considérés comme une recommandation d’investissement.