<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>PBW filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of PBW compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>PBW: filing for 2026-04-30 -- 6 added, 0 dropped, turnover 15.3%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>63 positions became 69: 6 added (9.48% of the fund), 0 dropped (0%). Turnover proxy 15.3%. Largest increases: Sigma Lithium Corp. 1.22% to 2.64%; FuelCell Energy, Inc. 1.49% to 2.4%; American Superconductor Corp. 1.46% to 2.09%; Navitas Semiconductor Corp. 1.7% to 2.23%; Enovix Corp. 1.21% to 1.65%; Canadian Solar Inc. 1.14% to 1.45%. Largest decreases: Fluence Energy, Inc. 2.34% to 0.95%; T1 Energy Inc. 1.74% to 0.87%; Nextpower Inc. 2.08% to 1.26%; Enphase Energy, Inc. 1.7% to 0.98%; Amprius Technologies, Inc. 2.09% to 1.4%; Darling Ingredients Inc. 2.1% to 1.41%. New: USA Rare Earth, Inc. (1.81%), Solv Energy, Inc. (1.68%), IonQ, Inc. (1.64%), Ioneer Ltd. (1.6%), D-Wave Quantum Inc. (1.49%), BETA Technologies, Inc. (1.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2026-01-31 -- 2 added, 2 dropped, turnover 13.2%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>63 positions became 63: 2 added (3.18% of the fund), 2 dropped (2.43%). Turnover proxy 13.2%. Largest increases: Darling Ingredients Inc. 1.26% to 2.1%; Lifezone Metals Ltd. 1.3% to 2.05%; Cadeler A/S 1.41% to 2.11%; Enphase Energy, Inc. 1.05% to 1.7%; Itron, Inc. 1.13% to 1.62%; MP Materials Corp. 1.2% to 1.67%. Largest decreases: Canadian Solar Inc. 2.61% to 1.14%; Navitas Semiconductor Corp. 2.65% to 1.7%; T1 Energy Inc. 2.58% to 1.74%; Lithium Americas Corp. 2.34% to 1.52%; QuantumScape Corp. 1.93% to 1.17%; First Solar, Inc. 1.94% to 1.3%. New: SES AI Corp. (1.59%), Energy Vault Holdings, Inc. (1.59%). Gone: ReNew Energy Global PLC (1.34%), Corteva, Inc. (1.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Mar 2026 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2025-10-31 -- 1 added, 0 dropped, turnover 11%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>62 positions became 63: 1 added (0.13% of the fund), 0 dropped (0%). Turnover proxy 11%. Largest increases: T1 Energy Inc. 1.19% to 2.58%; Navitas Semiconductor Corp. 1.42% to 2.65%; Lithium Americas Corp. 1.38% to 2.34%; Fluence Energy, Inc. 1.88% to 2.77%; Canadian Solar Inc. 1.77% to 2.61%; FuelCell Energy, Inc. 0.35% to 1.15%. Largest decreases: American Superconductor Corp. 2.53% to 1.28%; Joby Aviation, Inc. 2.62% to 1.52%; MP Materials Corp. 2.19% to 1.2%; SolarEdge Technologies, Inc. 2.09% to 1.26%; Amprius Technologies, Inc. 2.45% to 1.64%; QuantumScape Corp. 2.73% to 1.93%. New: Invesco Government &amp;amp; Agency Portfolio (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Dec 2025 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2025-07-31 -- 4 added, 6 dropped, turnover 17.3%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>64 positions became 62: 4 added (6.58% of the fund), 6 dropped (2.92%). Turnover proxy 17.3%. Largest increases: Amprius Technologies, Inc. 1.2% to 2.45%; QuantumScape Corp. 1.48% to 2.73%; Bloom Energy Corp. 1.42% to 2.31%; Joby Aviation, Inc. 1.77% to 2.62%; Enovix Corp. 1.37% to 2.22%; Plug Power Inc. 1.06% to 1.82%. Largest decreases: Darling Ingredients Inc. 1.98% to 1.11%; Eos Energy Enterprises Inc. 2.52% to 1.72%; Quanta Services, Inc. 2.31% to 1.52%; EVgo Inc. 1.92% to 1.17%; Rivian Automotive, Inc. 2.03% to 1.29%; Itron, Inc. 2.02% to 1.33%. New: Powell Industries, Inc. (1.83%), Aspen Aerogels, Inc. (1.8%), Cadeler A/S (1.55%), Niu Technologies (1.4%). Gone: Wolfspeed, Inc. (1.09%), Emeren Group Ltd. (0.45%), Energy Vault Holdings, Inc. (0.43%), Blink Charging Co. (0.41%), LanzaTech Global, Inc. (0.34%), Invesco Government &amp;amp; Agency Portfolio (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Sep 2025 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2025-04-30 -- 0 added, 4 dropped, turnover 13.1%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>68 positions became 64: 0 added (0% of the fund), 4 dropped (4.42%). Turnover proxy 13.1%. Largest increases: Quanta Services, Inc. 1.45% to 2.31%; Sunrun Inc. 1.42% to 2.22%; ReNew Energy Global PLC 1.45% to 2.19%; EVgo Inc. 1.26% to 1.92%; Shoals Technologies Group, Inc. 1.48% to 2.1%; Rivian Automotive, Inc. 1.41% to 2.03%. Largest decreases: Amprius Technologies, Inc. 2.86% to 1.2%; Energy Vault Holdings, Inc. 1.6% to 0.43%; LanzaTech Global, Inc. 1.38% to 0.34%; FuelCell Energy, Inc. 1.1% to 0.44%; Enovix Corp. 1.94% to 1.37%; Nextracker Inc. 2.25% to 1.77%. Gone: Altus Power, Inc. (1.78%), ChargePoint Holdings, Inc. (1.23%), Sunnova Energy International Inc. (1.07%), TPI Composites, Inc. (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Jun 2025 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2025-01-31 -- 5 added, 6 dropped, turnover 18.4%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>69 positions became 68: 5 added (7.39% of the fund), 6 dropped (9.1%). Turnover proxy 18.4%. Largest increases: Amprius Technologies, Inc. 0.71% to 2.86%; FREYR Battery, Inc. 0.45% to 1.36%; Nextracker Inc. 1.71% to 2.25%; Monolithic Power Systems, Inc. 1.24% to 1.71%; Solid Power, Inc. 1.22% to 1.67%; Array Technologies, Inc. 1.6% to 2.04%. Largest decreases: EVgo Inc. 2.73% to 1.26%; Lithium Americas Corp. 2.7% to 1.58%; Wolfspeed, Inc. 2.41% to 1.38%; Standard Lithium Ltd. 2.61% to 1.64%; TPI Composites, Inc. 1.21% to 0.34%; JinkoSolar Holding Co., Ltd. 2.12% to 1.37%. New: Gevo, Inc. (1.73%), Energy Vault Holdings, Inc. (1.6%), Lithium Argentina AG (1.49%), Brookfield Renewable Corp. (1.47%), FuelCell Energy, Inc. (1.1%). Gone: Arcadium Lithium PLC (3.25%), Lithium Americas Argentina Corp. (2.13%), Brookfield Renewable Corp. (1.41%), Wallbox N.V. (1.07%), Piedmont Lithium, Inc. (0.82%), Gogoro Inc. (0.42%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Mar 2025 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2024-10-31 -- 4 added, 6 dropped, turnover 19.3%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>71 positions became 69: 4 added (6.32% of the fund), 6 dropped (3.67%). Turnover proxy 19.3%. Largest increases: Arcadium Lithium PLC 1.42% to 3.25%; Lithium Americas Corp. 1.41% to 2.7%; Wolfspeed, Inc. 1.2% to 2.41%; Standard Lithium Ltd. 1.63% to 2.61%; Lithium Americas Argentina Corp. 1.24% to 2.13%; JinkoSolar Holding Co., Ltd. 1.24% to 2.12%. Largest decreases: Blink Charging Co. 1.87% to 0.53%; Sunnova Energy International Inc. 2.1% to 0.77%; Sunrun Inc. 2.38% to 1.07%; Gogoro Inc. 1.71% to 0.42%; FREYR Battery, Inc. 1.66% to 0.45%; Rivian Automotive, Inc. 2.34% to 1.31%. New: Eos Energy Enterprises Inc. (1.97%), Hyliion Holdings Corp. (1.62%), Corteva, Inc. (1.48%), Monolithic Power Systems, Inc. (1.24%). Gone: SES AI Corp. (1.58%), SunPower Corp. (0.53%), Stem, Inc. (0.51%), Energy Vault Holdings, Inc. (0.5%), SolarMax Technology, Inc. (0.46%), Maxeon Solar Technologies, Ltd. (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Dec 2024 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2024-07-31 -- 4 added, 5 dropped, turnover 17.3%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>72 positions became 71: 4 added (5.12% of the fund), 5 dropped (6.11%). Turnover proxy 17.3%. Largest increases: EVgo Inc. 1.13% to 2.97%; Sunrun Inc. 1.26% to 2.38%; Chargepoint Holdings, Inc. 1.12% to 2.19%; Rivian Automotive, Inc. 1.28% to 2.34%; Sunnova Energy International Inc. 1.24% to 2.1%; Archer Aviation Inc. 1.23% to 1.9%. Largest decreases: Piedmont Lithium, Inc. 1.62% to 0.46%; First Solar, Inc. 2.09% to 1.08%; Stem, Inc. 1.34% to 0.51%; Fluence Energy, Inc. 1.95% to 1.21%; Energy Vault Holdings, Inc. 1.1% to 0.5%; Amprius Technologies, Inc. 1.05% to 0.46%. New: Darling Ingredients Inc. (1.63%), REX American Resources Corp. (1.61%), Arcadium Lithium PLC (1.42%), SolarMax Technology, Inc. (0.46%). Gone: Polestar Automotive Holding UK PLC (1.33%), NaaS Technology Inc. (1.31%), FuelCell Energy, Inc. (1.29%), Lion Electric Co. (The) (1.12%), Eos Energy Enterprises, Inc. (1.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Sep 2024 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2024-04-30 -- 0 added, 3 dropped, turnover 11.8%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>75 positions became 72: 0 added (0% of the fund), 3 dropped (2.7%). Turnover proxy 11.8%. Largest increases: Sigma Lithium Corp. 1.01% to 1.87%; Piedmont Lithium, Inc. 0.84% to 1.62%; SES AI Corp. 0.98% to 1.61%; Fluence Energy, Inc. 1.38% to 1.95%; FREYR Battery, Inc. 1.19% to 1.74%; Standard Lithium Ltd. 1.09% to 1.64%. Largest decreases: Maxeon Solar Technologies, Ltd. 1.48% to 0.32%; Atlas Lithium Corp. 1.39% to 0.54%; Plug Power Inc. 1.88% to 1.05%; Amprius Technologies, Inc. 1.8% to 1.05%; Eos Energy Enterprises, Inc. 1.73% to 1.06%; Nextracker Inc. 1.81% to 1.33%. Gone: Gevo, Inc. (1.26%), Fisker Inc. (0.9%), ESS Tech, Inc. (0.54%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jun 2024 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2024-01-31 -- 4 added, 6 dropped, turnover 12.1%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>77 positions became 75: 4 added (3.77% of the fund), 6 dropped (4.4%). Turnover proxy 12.1%. Largest increases: Solid Power, Inc. 1.11% to 2.03%; Amprius Technologies, Inc. 1.22% to 1.8%; Plug Power Inc. 1.33% to 1.88%; NaaS Technology Inc. 0.95% to 1.46%; Maxeon Solar Technologies, Ltd. 1.01% to 1.48%; Gentherm Inc. 1.24% to 1.67%. Largest decreases: ESS Tech, Inc. 1.49% to 0.54%; JinkoSolar Holding Co., Ltd. 2.39% to 1.46%; XPeng Inc. 1.52% to 0.95%; Standard Lithium Ltd. 1.59% to 1.09%; SES AI Corp. 1.4% to 0.98%; Altus Power, Inc. 1.91% to 1.51%. New: Atlas Lithium Corp. (1.39%), FREYR Battery, Inc. (1.19%), Lithium Americas (Argentina) Corp. (1.18%), Invesco Government &amp;amp; Agency Portfolio (0.02%). Gone: Vertical Aerospace Ltd. (1.1%), FREYR Battery S.A. (1.07%), 5E Advanced Materials, Inc. (0.63%), Li-Cycle Holdings Corp. (0.6%), FTC Solar, Inc. (0.5%), Beam Global (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Mar 2024 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2023-10-31 -- 6 added, 4 dropped, turnover 18.2%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>75 positions became 77: 6 added (7.46% of the fund), 4 dropped (2.96%). Turnover proxy 18.2%. Largest increases: JinkoSolar Holding Co., Ltd. 1.18% to 2.39%; Bel Fuse Inc. 1.13% to 2.06%; ESS Tech, Inc. 0.69% to 1.49%; American Superconductor Corp. 0.72% to 1.37%; Eos Energy Enterprises, Inc. 0.79% to 1.35%; Ormat Technologies, Inc. 1.17% to 1.65%. Largest decreases: FTC Solar, Inc. 1.73% to 0.5%; Rivian Automotive, Inc. 2.47% to 1.26%; QuantumScape Corp. 2.48% to 1.34%; XPeng Inc. 2.5% to 1.52%; Archer Aviation Inc. 2.38% to 1.48%; Enovix Corp. 1.99% to 1.21%. New: Preformed Line Products Co. (1.48%), OPAL Fuels Inc. (1.37%), Lifezone Metals Ltd. (1.31%), Amprius Technologies, Inc. (1.22%), LanzaTech Global, Inc. (1.1%), Lithium Americas Corp. (0.97%). Gone: Lithium Americas Corp. (1.24%), Livent Corp. (1.18%), Tritium DCFC Ltd. (0.53%), Invesco Government &amp;amp; Agency Portfolio (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Dec 2023 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2023-07-31 -- 2 added, 2 dropped, turnover 14.7%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>75 positions became 75: 2 added (0.8% of the fund), 2 dropped (1.62%). Turnover proxy 14.7%. Largest increases: Archer Aviation Inc. 1.13% to 2.38%; SES AI Corp. 0.81% to 2.02%; QuantumScape Corp. 1.33% to 2.48%; XPeng Inc. 1.37% to 2.5%; Rivian Automotive, Inc. 1.34% to 2.47%; NIO Inc. 1.22% to 2.16%. Largest decreases: NaaS Technology Inc. 2.87% to 1.04%; TPI Composites, Inc. 1.62% to 0.72%; Sunnova Energy International Inc. 1.97% to 1.12%; Bel Fuse Inc. 1.82% to 1.13%; 5E Advanced Materials, Inc. 1.06% to 0.39%; Maxeon Solar Technologies, Ltd. 1.76% to 1.1%. New: Eos Energy Enterprises, Inc. (0.79%), Invesco Government &amp;amp; Agency Portfolio (0.01%). Gone: Workhorse Group Inc. (1.09%), Azure Power Global Ltd. (0.53%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Sep 2023 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2023-04-30 -- 4 added, 3 dropped, turnover 16.6%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>74 positions became 75: 4 added (7.63% of the fund), 3 dropped (4.19%). Turnover proxy 16.6%. Largest increases: Vertical Aerospace Ltd. 0.71% to 1.5%; Sunnova Energy International Inc. 1.22% to 1.97%; FTC Solar, Inc. 1.34% to 1.96%; Sunrun Inc. 1.19% to 1.73%; Enovix Corp. 0.84% to 1.35%; SunPower Corp. 1.07% to 1.53%. Largest decreases: Wallbox N.V. 1.98% to 0.88%; Energy Vault Holdings Inc. 2.08% to 1.21%; Tritium DCFC Ltd. 1.16% to 0.49%; FuelCell Energy, Inc. 1.57% to 0.95%; Archer Aviation Inc. 1.74% to 1.13%; Navitas Semiconductor Corp. 1.66% to 1.05%. New: NaaS Technology Inc. (2.87%), Bel Fuse Inc. (1.82%), Nextracker Inc. (1.5%), FREYR Battery S.A. (1.44%). Gone: Hyzon Motors Inc. (1.59%), Lordstown Motors Corp. (1.33%), Lilium N.V. (1.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jun 2023 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2023-01-31 -- 0 added, 9 dropped, turnover 12.8%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>83 positions became 74: 0 added (0% of the fund), 9 dropped (5.09%). Turnover proxy 12.8%. Largest increases: Energy Vault Holdings Inc. 1% to 2.08%; Gogoro Inc. 0.89% to 1.71%; Wallbox N.V. 1.18% to 1.98%; EVgo Inc. 1.25% to 1.92%; Plug Power Inc. 0.94% to 1.51%; Tritium DCFC Ltd. 0.66% to 1.16%. Largest decreases: Sigma Lithium Corp. 1.96% to 1.14%; Enphase Energy, Inc. 1.53% to 0.81%; SES AI Corp. 1.75% to 1.1%; Enovix Corp. 1.37% to 0.84%; Vertical Aerospace Ltd. 1.15% to 0.71%; Rivian Automotive, Inc. 1.51% to 1.08%. Gone: Heliogen, Inc. (0.95%), View, Inc. (0.94%), Canoo Inc. (0.86%), Sunlight Financial Holdings Inc. (0.64%), Electrameccanica Vehicles Corp. (0.51%), Lightning eMotors, Inc. (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 03 Apr 2023 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2022-10-31 -- 5 added, 3 dropped, turnover 13.5%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>81 positions became 83: 5 added (4.72% of the fund), 3 dropped (3.78%). Turnover proxy 13.5%. Largest increases: Sigma Lithium Corp. 1.14% to 1.96%; SES AI Corp. 1.02% to 1.75%; Energy Vault Holdings Inc. 0.47% to 1%; Piedmont Lithium, Inc. 1.08% to 1.53%; Solid Power, Inc. 1.09% to 1.46%; Archer Aviation Inc. 1.06% to 1.39%. Largest decreases: Canoo Inc. 1.74% to 0.86%; Lightning eMotors, Inc. 1.27% to 0.49%; Sunlight Financial Holdings Inc. 1.25% to 0.64%; Sunrun Inc. 1.51% to 0.98%; Eos Energy Enterprises, Inc. 0.98% to 0.46%; Wolfspeed, Inc. 1.51% to 1.01%. New: Altus Power, Inc. (1.3%), 5E Advanced Materials, Inc. (1.26%), Vertical Aerospace Ltd. (1.15%), Polestar Automotive Holding UK PLC (1.01%), Invesco Government &amp;amp; Agency Portfolio (0%). Gone: Infrastructure and Energy Alternatives, Inc. (1.81%), Daqo New Energy Corp. (1.04%), REE Automotive Ltd. (0.93%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Dec 2022 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2022-07-31 -- 4 added, 1 dropped, turnover 12.8%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>78 positions became 81: 4 added (4.28% of the fund), 1 dropped (1.09%). Turnover proxy 12.8%. Largest increases: Shoals Technologies Group, Inc. 0.73% to 1.46%; Array Technologies, Inc. 0.83% to 1.45%; Infrastructure and Energy Alternatives, Inc. 1.19% to 1.81%; Fluence Energy, Inc. 1.06% to 1.58%; Sunrun, Inc. 1.04% to 1.51%; Stem, Inc. 1.08% to 1.52%. Largest decreases: Energy Vault Holdings, Inc. 1.71% to 0.47%; ElectraMeccanica Vehicles Corp. 1.2% to 0.48%; Tritium DCFC Ltd. 1.71% to 1.09%; Archer Aviation, Inc. 1.58% to 1.06%; Daqo New Energy Corp. 1.54% to 1.04%; JinkoSolar Holding Co. Ltd. 1.68% to 1.18%. New: Brookfield Renewable Corp. (1.25%), Gogoro, Inc. (1.2%), Sigma Lithium Corp. (1.14%), Heliogen, Inc. (0.68%). Gone: Romeo Power, Inc. (1.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2022-04-30 -- 6 added, 7 dropped, turnover 14%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>79 positions became 78: 6 added (8.85% of the fund), 7 dropped (6.24%). Turnover proxy 14%. Largest increases: ESS Tech, Inc. 0.7% to 1.63%; Archer Aviation, Inc. 0.86% to 1.58%; Joby Aviation, Inc. 0.96% to 1.54%; ReNew Energy Global PLC 1.38% to 1.69%; Beam Global 0.41% to 0.65%; Enphase Energy, Inc. 1.23% to 1.46%. Largest decreases: Infrastructure and Energy Alternatives, Inc. 1.62% to 1.19%; Lion Electric Co. (The) 1.52% to 1.11%; Sociedad Quimica y Minera de Chile S.A. 1.85% to 1.45%; ReneSola Ltd. 1.58% to 1.2%; REE Automotive Ltd. 1.71% to 1.37%; Shoals Technologies Group, Inc. 1.06% to 0.73%. New: Tritium DCFC Ltd. (1.71%), Energy Vault Holdings, Inc. (1.71%), Lilium N.V. (1.55%), Solid Power, Inc. (1.4%), Navitas Semiconductor Corp. (1.27%), SES AI Corp. (1.22%). Gone: Woodward, Inc. (1.72%), Kandi Technologies Group, Inc. (1.43%), Renewable Energy Group, Inc. (1.2%), Advent Technologies Holdings, Inc. (0.95%), SPI Energy Co. Ltd. (0.45%), Sunworks, Inc. (0.43%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2022-01-31 -- 10 added, 3 dropped, turnover 17.4%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>72 positions became 79: 10 added (11.74% of the fund), 3 dropped (2.9%). Turnover proxy 17.4%. Largest increases: Gentherm, Inc. 1.14% to 1.78%; Sociedad Quimica y Minera de Chile S.A. 1.26% to 1.85%; Woodward, Inc. 1.21% to 1.72%; Infrastructure and Energy Alternatives, Inc. 1.14% to 1.62%; Universal Display Corp. 1.14% to 1.59%; Itron, Inc. 1.19% to 1.54%. Largest decreases: Beam Global 1.5% to 0.41%; Bloom Energy Corp. 2.01% to 1.15%; Enovix Corp. 1.87% to 1.04%; Standard Lithium Ltd. 2.03% to 1.3%; SunPower Corp. 2.08% to 1.44%; Gevo, Inc. 1.5% to 0.89%. New: REE Automotive Ltd. (1.71%), Hyzon Motors, Inc. (1.35%), Sunlight Financial Holdings, Inc. (1.33%), Wallbox N.V. (1.33%), Lightning eMotors, Inc. (1.28%), View, Inc. (1.12%). Gone: GreenPower Motor Co., Inc. (1.3%), Willdan Group, Inc. (1.24%), AYRO, Inc. (0.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 31 Mar 2022 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2021-10-31 -- 8 added, 3 dropped, turnover 16.2%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>67 positions became 72: 8 added (11.16% of the fund), 3 dropped (2.43%). Turnover proxy 16.2%. Largest increases: Bloom Energy Corp. 1.25% to 2.01%; SunPower Corp. 1.51% to 2.08%; Plug Power, Inc. 1.22% to 1.76%; FuelCell Energy, Inc. 1.03% to 1.49%; ChargePoint Holdings, Inc. 1.13% to 1.46%; Gevo, Inc. 1.17% to 1.5%. Largest decreases: Sunworks, Inc. 1.39% to 0.43%; JinkoSolar Holding Co. Ltd. 2.6% to 1.67%; Albemarle Corp. 2.11% to 1.41%; Gentherm, Inc. 1.79% to 1.14%; Arcimoto, Inc. 1.82% to 1.21%; Azure Power Global Ltd. 2.06% to 1.47%. New: Standard Lithium Ltd. (2.03%), Enovix Corp. (1.87%), Wolfspeed, Inc. (1.73%), Li-Cycle Holdings Corp. (1.57%), ReNew Energy Global PLC (1.4%), EVgo, Inc. (1.38%). Gone: Cree, Inc. (1.52%), Flux Power Holdings, Inc. (0.5%), Broadwind, Inc. (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Dec 2021 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2021-07-31 -- 4 added, 4 dropped, turnover 11.4%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>67 positions became 67: 4 added (5.46% of the fund), 4 dropped (4.65%). Turnover proxy 11.4%. Largest increases: JinkoSolar Holding Co. Ltd. 1.69% to 2.6%; Arcimoto, Inc. 1.05% to 1.82%; MP Materials Corp. 1.32% to 1.77%; Maxeon Solar Technologies Ltd. 1.16% to 1.58%; Canoo, Inc. 0.95% to 1.34%; Azure Power Global Ltd. 1.7% to 2.06%. Largest decreases: AYRO, Inc. 1.13% to 0.48%; ChargePoint Holdings, Inc. 1.76% to 1.13%; TPI Composites, Inc. 2.17% to 1.55%; Lordstown Motors Corp. 1.42% to 1%; Array Technologies, Inc. 1.93% to 1.55%; Bloom Energy Corp. 1.58% to 1.25%. New: FTC Solar, Inc. (1.57%), Lion Electric Co. (The) (1.39%), Piedmont Lithium, Inc. (1.32%), Stem, Inc. (1.19%). Gone: Air Products and Chemicals, Inc. (1.75%), Piedmont Lithium Ltd. (1.57%), Aemetis, Inc. (1.29%), Invesco Government &amp;amp; Agency Portfolio (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Sep 2021 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2021-04-30 -- 10 added, 0 dropped, turnover 19.1%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>57 positions became 67: 10 added (13.84% of the fund), 0 dropped (0%). Turnover proxy 19.1%. Largest increases: AYRO, Inc. 0.47% to 1.13%; QuantumScape Corp. 0.65% to 1.15%; Air Products and Chemicals, Inc. 1.3% to 1.75%; MYR Group, Inc. 1.5% to 1.87%; Woodward, Inc. 1.39% to 1.7%; Sunnova Energy International, Inc. 1.46% to 1.76%. Largest decreases: ReneSola Ltd. 3.9% to 1.65%; Plug Power, Inc. 2.67% to 1.25%; FuelCell Energy, Inc. 2.54% to 1.13%; SunPower Corp. 2.76% to 1.42%; Arcimoto, Inc. 2.37% to 1.05%; Lithium Americas Corp. 2.74% to 1.68%. New: ChargePoint Holdings, Inc. (1.76%), Shoals Technologies Group, Inc. (1.6%), Piedmont Lithium Ltd. (1.57%), Sunworks, Inc. (1.51%), Advent Technologies Holdings, Inc. (1.34%), MP Materials Corp. (1.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jun 2021 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2021-01-31 -- 13 added, 3 dropped, turnover 26.3%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>47 positions became 57: 13 added (19.49% of the fund), 3 dropped (6.22%). Turnover proxy 26.3%. Largest increases: Arcimoto, Inc. 0.4% to 2.37%; ElectraMeccanica Vehicles Corp. 0.48% to 1.81%; Workhorse Group, Inc. 1.47% to 2.55%; Infrastructure and Energy Alternatives, Inc. 0.75% to 1.77%; FuelCell Energy, Inc. 1.71% to 2.54%; Plug Power, Inc. 2.43% to 2.67%. Largest decreases: JinkoSolar Holding Co. Ltd. 3.47% to 1.57%; NIO, Inc. 3.63% to 2.13%; Livent Corp. 2.96% to 1.66%; SolarEdge Technologies, Inc. 2.62% to 1.34%; Enphase Energy, Inc. 2.76% to 1.51%; First Solar, Inc. 2.77% to 1.77%. New: ReneSola Ltd. (3.9%), GreenPower Motor Co., Inc. (2.17%), Eos Energy Enterprises, Inc. (1.99%), Lordstown Motors Corp. (1.98%), XPeng, Inc. (1.97%), Array Technologies, Inc. (1.69%). Gone: Atlantica Yield PLC (2.18%), Veeco Instruments, Inc. (2.03%), Hexcel Corp. (2.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 01 Apr 2021 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2020-10-31 -- 8 added, 2 dropped, turnover 16.9%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>41 positions became 47: 8 added (10.54% of the fund), 2 dropped (4.21%). Turnover proxy 16.9%. Largest increases: American Superconductor Corp. 0.52% to 2.11%; Kandi Technologies Group, Inc. 0.97% to 2.41%; JinkoSolar Holding Co. Ltd. 2.47% to 3.47%; Livent Corp. 2.11% to 2.96%; Ormat Technologies, Inc. 2.1% to 2.4%; Plug Power, Inc. 2.22% to 2.43%. Largest decreases: Workhorse Group, Inc. 3.81% to 1.47%; Sunrun, Inc. 3.8% to 1.7%; Bloom Energy Corp. 2.94% to 1.69%; Tesla, Inc. 3.11% to 2.12%; Air Products and Chemicals, Inc. 2.51% to 1.62%; Sunnova Energy International, Inc. 2.66% to 1.87%. New: Lithium Americas Corp. (2.84%), Maxeon Solar Technologies Ltd. (2.36%), Blink Charging Co. (1.84%), Azure Power Global Ltd. (1.83%), Infrastructure and Energy Alternatives, Inc. (0.75%), ElectraMeccanica Vehicles Corp. (0.48%). Gone: Vivint Solar, Inc. (4.13%), Invesco Premier U.S. Government Money Portfolio (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 30 Dec 2020 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2020-07-31 -- 1 added, 1 dropped, turnover 10.9%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>41 positions became 41: 1 added (0.97% of the fund), 1 dropped (2.5%). Turnover proxy 10.9%. Largest increases: Workhorse Group, Inc. 0.62% to 3.81%; Daqo New Energy Corp. 1.9% to 3.39%; Vivint Solar, Inc. 2.83% to 4.13%; Sunrun, Inc. 2.61% to 3.8%; NIO, Inc. 2.99% to 3.64%; SunPower Corp. 2.4% to 2.9%. Largest decreases: Willdan Group, Inc. 3.1% to 2.12%; Itron, Inc. 2.93% to 2.15%; Quanta Services, Inc. 2.89% to 2.15%; Livent Corp. 2.78% to 2.11%; FuelCell Energy, Inc. 2.72% to 2.06%; MYR Group, Inc. 3.24% to 2.62%. New: Kandi Technologies Group, Inc. (0.97%). Gone: TerraForm Power, Inc. (2.5%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Sep 2020 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2020-04-30 -- 1 added, 0 dropped, turnover 8.7%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>40 positions became 41: 1 added (2.72% of the fund), 0 dropped (0%). Turnover proxy 8.7%. Largest increases: MYR Group, Inc. 2.2% to 3.24%; First Solar, Inc. 2.09% to 2.75%; Veeco Instruments, Inc. 2.22% to 2.7%; Universal Display Corp. 2.26% to 2.71%; Renewable Energy Group, Inc. 2.27% to 2.7%; Quanta Services, Inc. 2.48% to 2.89%. Largest decreases: Workhorse Group, Inc. 2.27% to 0.62%; Ballard Power Systems, Inc. 3.4% to 2.61%; Plug Power, Inc. 3.05% to 2.32%; NIO, Inc. 3.66% to 2.99%; Hexcel Corp. 2.46% to 1.87%; Ormat Technologies, Inc. 2.59% to 2.03%. New: FuelCell Energy, Inc. (2.72%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jun 2020 12:00:00 GMT</pubDate></item><item><title>PBW: filing for 2020-01-31 -- 0 added, 1 dropped, turnover 9.1%</title><link>https://themulden.com/funds/pbw/</link><guid isPermaLink="true">https://themulden.com/funds/pbw/</guid><description>41 positions became 40: 0 added (0% of the fund), 1 dropped (2.67%). Turnover proxy 9.1%. Largest increases: NIO, Inc. 1.74% to 3.66%; SunPower Corp. 1.65% to 2.6%; Enphase Energy, Inc. 2.02% to 2.86%; Ballard Power Systems, Inc. 2.64% to 3.4%; Willdan Group, Inc. 2.27% to 2.8%; Plug Power, Inc. 2.54% to 3.05%. Largest decreases: Veeco Instruments, Inc. 3.26% to 2.22%; Universal Display Corp. 3.18% to 2.26%; MYR Group, Inc. 3.11% to 2.2%; Renewable Energy Group, Inc. 3.06% to 2.27%; Quanta Services, Inc. 3.24% to 2.48%; Itron, Inc. 2.98% to 2.54%. Gone: Pattern Energy Group, Inc. (2.67%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 31 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>