ECOFIN LTD Information

15 BUCKINGHAM STREET, LONDON, , WC2N 6DU, (40207) 451-2941

Report Date: 03/31/2015

Position Statistics

Total Positions 49
New Positions 10
Increased Positions 27
Decreased Positions 16
Positions with Activity 43
Sold Out Positions 8
Total Mkt Value (in $ millions) 710

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods 4.72%
Conglomerates
Consumer Cyclical 5.92%
Consumer/Non-Cyclical
Energy 7.1%
Financial 0%
Healthcare
Services
Technology 15.75%
Transportation 2.22%
Utilities 36.17%

49 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEXTERA ENERGY INC COM 70,596 10,550 17.57 690,561
PATTERN ENERGY GROUP INC CL A 55,822 34,595 162.98 1,967,630
WILLIAMS COS INC DEL COM 42,558 New 803,129
SUNEDISON INC COM 40,380 24,563 155.29 1,316,608
TERRAFORM PWR INC CL A COM 39,135 28,825 279.60 983,781
GENERAL MTRS CO COM 33,964 -2,365 (6.51) 951,378
QUANTA SVCS INC COM 33,514 13,210 65.06 1,131,466
ITC HLDGS CORP COM 31,882 15,899 99.47 887,577
SUNEDISON SEMICONDUCTOR LTD SHS 29,246 12,265 72.23 1,242,933
CALPINE CORP COM NEW 27,636 2,652 10.62 1,334,447
SMITH A O COM 25,367 -4,764 (15.81) 360,845
NRG ENERGY INC COM NEW 22,506 New 866,614
SEMPRA ENERGY COM 18,051 -9,132 (33.59) 167,756
SPECTRA ENERGY CORP COM 16,627 New 460,589
DOMINION RES INC VA NEW COM 16,192 -4,048 (20) 224,977
VIVINT SOLAR INC COM 15,960 10,710 204.04 1,056,922
UNION PAC CORP COM 15,754 -3,214 (16.95) 151,187
SOLAREDGE TECHNOLOGIES INC COM 14,160 14,160 New 413,801
EXELON CORP COM 13,423 -7,550 (36) 390,198
CONSTELLIUM NV CL A 12,756 3,292 34.78 854,411