Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Iberdrola Energias Renovables SA 5.92 3,080,656 0 14.68 --
Scottish and Southern Energy PLC 5.22 691,721 0 12.94 6.74
Vestas Wind Systems A/S 4.95 200,500 30,950 12.27 --
FPL Group 4.92 230,698 0 12.19 -6.13
Gamesa Corporacion Tecnologica, S.A. 4.29 634,779 90,325 10.64 --
Wacker Chemie 4.12 58,506 0 10.20 --
EDP Renovaveis SA 3.91 1,025,913 51,745 9.70 --
Covanta Holding Corporation 3.79 519,385 0 9.40 0.44
Acciona,S.A. 3.64 69,553 0 9.03 --
MEMC Electronic Materials 3.61 657,237 0 8.95 -1.03
Applied Materials 3.59 638,710 0 8.90 -10.26
First Solar, Inc. 3.58 65,551 0 8.88 -13.32
Sechilienne-Sidec 3.06 188,340 0 7.59 --
Kyocera Corporation 3.04 85,400 -11,800 7.54 --
Oesterreich Elektrizitaets A 2.87 167,694 0 7.11 --
Hansen Transmissions International NV 2.77 3,900,171 0 6.87 --
Renewable Energy Corporation ASA 2.48 802,991 -233,450 6.14 --
Ormat Technologies, Inc. 2.27 148,527 0 5.62 -6.03
Johnson Matthey PLC 2.19 219,980 0 5.44 --
Cosan, Ltd. 2.18 621,500 0 5.41 1.38
American Superconductor Corporation 2.13 129,258 -14,268 5.29 -12.74
Enersis SA ADR 1.65 178,396 -18,800 4.08 1.49
Suntech Power Holdings Co., Ltd. ADR 1.56 232,382 0 3.86 -17.38
Ceramic Fuel Cells Limited 1.52 18,922,273 0 3.78 --
Manz Automation AG 1.39 36,412 0 3.46 --
YTD Return through 02-09-10| Portfolio Holdings as of 12-31-09