Quaero Capital S.A. — 13F holdings

Quaero Capital S.A. reported 65 holdings worth $79.8M in its 13F filing for Q2 2025, filed August 6, 2025.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $3.37M (4.2%)
2. GEV GE VERNOVA INC — $3.00M (3.8%)
3. ITRON INC — $2.70M (3.4%)
4. ETN EATON CORP PLC — $2.64M (3.3%)
5. BEPC BROOKFIELD RENEWABLE CORP — $2.38M (3.0%)
6. LIN LINDE PLC — $2.19M (2.7%)
7. NEE NEXTERA ENERGY INC — $2.19M (2.7%)
8. VRT VERTIV HOLDINGS CO — $2.15M (2.7%)
9. AMERICAN WTR CAP CORP — $2.01M (2.5%)
10. LIBERTY MEDIA CORP DEL — $2.01M (2.5%)