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Battery Supply Chain
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 |
Green Alpha Advisors LLC Garvin Jabusch
|
View | AI, China, Semiconductors, Energy Transition, Battery Supply Chain | 002594.SZ, 006400.KS, 300274.SZ, 300750.SZ, 373220.KS, 601012.SS, 601766.SS, GE, QS, TM, WOLF | AI, Batteries, China, Energy Transition, geopolitics, infrastructure, Manufacturing, technology |