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View AllLatest NIA IMPACT ADVISORS, LLC Stock Portfolio
$175Million
Equity Portfolio Value
Last Reported on: 11 Aug, 2023
About NIA IMPACT ADVISORS, LLC and it’s 13F Hedge Fund Stock Holdings
NIA IMPACT ADVISORS, LLC is a hedge fund based in Berkeley, CA. On 22-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $274.5 Millions. In it's latest 13F Holdings report, NIA IMPACT ADVISORS, LLC reported an equity portfolio of $175.8 Millions as of 30 Jun, 2023.
The top stock holdings of NIA IMPACT ADVISORS, LLC are FSLR, VOO, IBM. The fund has invested 5.6% of it's portfolio in FIRST SOLAR INC and 5.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off DIGITAL RLTY TR INC (DLR), EXCHANGE TRADED CONCEPTS TR (BITQ) and CRISPR THERAPEUTICS AG (CRSP) stocks. They significantly reduced their stock positions in ORASURE TECHNOLOGIES INC (OSUR), PLURI INC and MODERNA INC (MRNA). NIA IMPACT ADVISORS, LLC opened new stock positions in VITA COCO CO INC (COCO), CAPITOL SER TR (CWC) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to FIRST SOLAR INC (FSLR), CISCO SYS INC (CSCO) and AMALGAMATED FINANCIAL CORP.
The top stock holdings of NIA IMPACT ADVISORS, LLC are FSLR, VOO, IBM. The fund has invested 5.6% of it's portfolio in FIRST SOLAR INC and 5.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off DIGITAL RLTY TR INC (DLR), EXCHANGE TRADED CONCEPTS TR (BITQ) and CRISPR THERAPEUTICS AG (CRSP) stocks. They significantly reduced their stock positions in ORASURE TECHNOLOGIES INC (OSUR), PLURI INC and MODERNA INC (MRNA). NIA IMPACT ADVISORS, LLC opened new stock positions in VITA COCO CO INC (COCO), CAPITOL SER TR (CWC) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to FIRST SOLAR INC (FSLR), CISCO SYS INC (CSCO) and AMALGAMATED FINANCIAL CORP.
New Buys
| Ticker | $ Bought |
|---|---|
| VITA COCO CO INC | 2,002,570 |
| CAPITOL SER TR | 1,454,130 |
| EATON CORP PLC | 236,506 |
New stocks bought by NIA IMPACT ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| FIRST SOLAR INC | 28.17 |
| CISCO SYS INC | 4.21 |
| AMALGAMATED FINANCIAL CORP | 2.05 |
| MICROSOFT CORP | 1.58 |
| IRON MTN INC DEL | 1.51 |
| SYLVAMO CORP | 1.33 |
| TPI COMPOSITES INC | 0.92 |
| MUELLER WTR PRODS INC | 0.72 |
Additions to existing portfolio by NIA IMPACT ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ORASURE TECHNOLOGIES INC | -33.94 |
| PLURI INC | -33.51 |
| BROOKFIELD RENEWABLE CORP | -12.83 |
| MODERNA INC | -10.11 |
| SUNPOWER CORP | -8.38 |
| MAXEON SOLAR TECHNOLOGIES LT | -7.29 |
| TAIWAN SEMICONDUCTOR MFG LTD | -5.69 |
| TESLA INC | -5.55 |
NIA IMPACT ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| EXCHANGE TRADED CONCEPTS TR | -1,316,040 |
| DIGITAL RLTY TR INC | -3,978,050 |
| AZURE PWR GLOBAL LTD | -32,514 |
| WHERE FOOD COMES FROM INC | -168,317 |
| MATERIALISE NV | -92,014 |
| INVITAE CORP | -14,182 |
| ABB LTD | -223,503 |
| CRISPR THERAPEUTICS AG | -254,213 |
NIA IMPACT ADVISORS, LLC got rid off the above stocks
Current Stock Holdings of NIA IMPACT ADVISORS, LLC
Last Reported on: 11 Aug, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.36 | 33,223 | 5,912,650 | REDUCED | -4.22 | |
| ACM | AECOM | 3.83 | 76,966 | 6,725,280 | REDUCED | -0.67 | |
| ACSI | TIDAL ETF TR | 0.66 | 71,846 | 1,158,140 | ADDED | 0.23 | |
| ADSK | AUTODESK INC | 1.12 | 9,482 | 1,972,730 | REDUCED | -3.08 | |
| AIG | AMERICAN INTL GROUP INC | 0.21 | 6,000 | 362,520 | UNCHANGED | 0.00 | |
| AMN | AMN HEALTHCARE SVCS INC | 2.28 | 44,317 | 4,013,320 | REDUCED | -0.73 | |
| AMRC | AMERESCO INC | 1.02 | 35,737 | 1,791,130 | REDUCED | -2.83 | |
| BITQ | EXCHANGE TRADED CONCEPTS TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BUZZ | VANECK ETF TRUST | 2.94 | 114,103 | 5,162,060 | REDUCED | -0.01 | |
| COCO | VITA COCO CO INC | 1.14 | 73,354 | 2,002,570 | NEW | ||
| CRSP | CRISPR THERAPEUTICS AG | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CSCO | CISCO SYS INC | 0.12 | 4,014 | 214,234 | ADDED | 4.21 | |
| CSL | CARLISLE COS INC | 3.00 | 18,427 | 5,266,360 | REDUCED | -1.39 | |
| CWC | CAPITOL SER TR | 0.83 | 43,563 | 1,454,130 | NEW | ||
| CWT | CALIFORNIA WTR SVC GROUP | 1.28 | 43,073 | 2,250,580 | REDUCED | -2.14 | |
| DLR | DIGITAL RLTY TR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ETN | EATON CORP PLC | 0.14 | 1,090 | 236,506 | NEW | ||
| ETSY | ETSY INC | 0.70 | 15,786 | 1,234,620 | REDUCED | -4.87 | |
| FSLR | FIRST SOLAR INC | 5.61 | 48,123 | 9,865,720 | ADDED | 28.17 | |
| FTNT | FORTINET INC | 3.11 | 90,280 | 5,467,380 | REDUCED | -3.96 | |
| GILD | GILEAD SCIENCES INC | 3.77 | 82,857 | 6,628,590 | REDUCED | -0.69 | |
| HAIN | HAIN CELESTIAL GROUP INC | 0.53 | 79,674 | 929,801 | REDUCED | -0.72 | |
| HASI | HANNON ARMSTRONG SUST INFR C | 1.81 | 137,608 | 3,181,490 | REDUCED | -4.32 | |
| HOLX | HOLOGIC INC | 2.60 | 60,713 | 4,571,660 | REDUCED | -0.75 | |
| HRZN | HORIZON TECHNOLOGY FIN CORP | 0.11 | 15,907 | 195,336 | REDUCED | -2.1 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 4.47 | 54,863 | 7,859,190 | REDUCED | -3.17 | |
| IRM | IRON MTN INC DEL | 2.72 | 78,427 | 4,784,020 | ADDED | 1.51 | |
| LRN | STRIDE INC | 2.11 | 94,794 | 3,712,140 | ADDED | 0.11 | |
| MRNA | MODERNA INC | 1.57 | 27,575 | 2,765,200 | REDUCED | -10.11 | |
| MSFT | MICROSOFT CORP | 0.15 | 838 | 270,761 | ADDED | 1.58 | |
| MWA | MUELLER WTR PRODS INC | 1.05 | 130,858 | 1,852,960 | ADDED | 0.72 | |
| NVTA | INVITAE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OGN | ORGANON & CO | 1.45 | 107,810 | 2,545,390 | REDUCED | -1.65 | |
| OLED | UNIVERSAL DISPLAY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OSUR | ORASURE TECHNOLOGIES INC | 0.04 | 12,243 | 77,253 | REDUCED | -33.94 | |
| PANW | PALO ALTO NETWORKS INC | 3.56 | 29,248 | 6,260,890 | REDUCED | -2.06 | |
| RUN | SUNRUN INC | 1.00 | 103,852 | 1,762,370 | REDUCED | -0.54 | |
| SCHN | SCHNITZER STEEL INDS INC | 1.90 | 106,255 | 3,338,530 | REDUCED | -3.5 | |
| SCS | STEELCASE INC | 1.28 | 254,620 | 2,248,300 | REDUCED | -1.56 | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 1.35 | 13,352 | 2,374,540 | REDUCED | -2.05 | |
| SGEN | SEAGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SLVM | SYLVAMO CORP | 0.91 | 39,849 | 1,599,540 | ADDED | 1.33 | |
| SPLK | SPLUNK INC | 2.53 | 45,039 | 4,451,200 | REDUCED | -2.34 | |
| SPWR | SUNPOWER CORP | 0.80 | 168,707 | 1,403,640 | REDUCED | -8.38 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.71 | 8,698 | 4,759,990 | ADDED | 0.13 | |
| TPIC | TPI COMPOSITES INC | 0.64 | 176,279 | 1,129,950 | ADDED | 0.92 | |
| TSLA | TESLA INC | 0.17 | 1,208 | 296,431 | REDUCED | -5.55 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.25 | 7,896 | 433,411 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 5.61 | 44,419 | 9,861,460 | UNCHANGED | 0.00 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 3.96 | 20,046 | 6,963,570 | REDUCED | -0.89 | |
| WFCF | WHERE FOOD COMES FROM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XYL | XYLEM INC | 1.92 | 32,957 | 3,376,070 | REDUCED | -2.27 | |
| STANTEC INC | 4.23 | 113,944 | 7,431,430 | REDUCED | -1.99 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | 3.42 | 63,359 | 6,006,440 | REDUCED | -5.69 | ||
| STMICROELECTRONICS N V | 2.99 | 108,452 | 5,255,570 | REDUCED | -2.95 | ||
| AMALGAMATED FINANCIAL CORP | 2.43 | 220,497 | 4,271,030 | ADDED | 2.05 | ||
| BROOKFIELD RENEWABLE CORP | 2.14 | 129,066 | 3,755,820 | REDUCED | -12.83 | ||
| PLDT INC | 1.27 | 96,820 | 2,235,570 | REDUCED | -0.87 | ||
| MAXEON SOLAR TECHNOLOGIES LT | 1.18 | 92,922 | 2,070,310 | REDUCED | -7.29 | ||
| PLURI INC | 0.02 | 38,294 | 28,721 | REDUCED | -33.51 | ||
| AZURE PWR GLOBAL LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| MATERIALISE NV | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| ABB LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |