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mcmike

03/31/08 12:28 PM

#153730 RE: mcmike #153719

PBW % changes in portfolio [help]
how come these chart columns don't line up?
even pasted the table into excel spreadsheet this time?
changed font to courier.... hmmmm

ACPW	Active Power Inc	1001435	1203019	20% 
AMAT Applied Materials Inc 918578 497066 -46%
AMSC American Superconductor Corp 521502 421583 -19%
APD Air Products & Chemicals Inc 111205 94947 -15%
ARGN Amerigon Inc 533347 426736 -20%
ASTI Ascent Solar Technologies Inc 133713 168986 26%
BLDP Ballard Power Systems Inc 2298242 1676465 -27%
CBAK China BAK Battery Inc 2814755 2286045 -19%
COMV Comverge Inc 602993 884882 47%
CPN Calpine Corp Addition 513987
CREE Cree Inc 642404 329379 -49%
CZZ Cosan Ltd 981562 720641 -27%
ELON Echelon Corp 837121 723879 -14%
EMKR Emcore Corp 1208188 1914537 58%
ENER Energy Conversion Devices Inc 378474 329482 -13%
ESLR Evergreen Solar Inc 960651 1348106 40%
FCEL FuelCell Energy Inc 1103424 1090833 -1%
FSLR First Solar Inc 64429 51777 -20%
FSYS Fuel Systems Solutions Inc 833429 168563 -80%
GU Gushan Environmental Energy Ltd Addition 888383
IDA Idacorp Inc 397773 289049 -27%
IRF International Rectifier Corp 490718 459126 -6%
ITRI Itron Inc 173024 106664 -38%
JASO JA Solar Holdings Co Ltd 723753 644680 -11%
MDTL Medis Technologies Ltd 748441 769118 3%
MXWL Maxwell Technologies Inc 331477 822638 148%
NBF Nova Biosource Fuels Inc 4358735 1338458 -69%
OMG OM Group Inc 226319 159253 -30%
OPTT Ocean Power Technologies Inc 206392 160021 -22%
ORA Ormat Technologies Inc 319200 276157 -13%
PANL Universal Display Corp 797563 695961 -13%
PEIX Pacific Ethanol Inc 1307621 446153 -66%
PLUG Plug Power Inc 2715107 2259583 -17%
POR Portland General Electric Co 529820 407768 -23%
RBCN Rubicon Technology Inc Addition 316485
RZ Raser Technologies Inc Addition 1356424
SOL Renesola Ltd Addition 1017659
SPIR Spire Corp Addition 156067
SPWR Sunpower Corp 127797 158899 24%
STP Suntech Power Holdings Co Ltd 204852 309383 51%
TSL Trina Solar Ltd 335036 371179 11%
ULBI Ultralife Batteries Inc 699363 736152 5%
UQM UQM Technologies Inc 908650 Deletion
VRNM Verenium Corp 2175201 2623219 21%
VSE VeraSun Energy Corp 700080 1144493 63%
WFR MEMC Electronic Materials Inc 195197 140584 -28%
YGE Yingli Green Energy Holding Co Ltd 437166 660376 51%
ZOLT Zoltek Cos Inc 422668 433301 3%


ACPW Active Power Inc 1001435 1203019 20%
AMAT Applied Materials Inc 918578 497066 -46%
AMSC American Superconductor Corp 521502 421583 -19%
APD Air Products & Chemicals Inc 111205 94947 -15%
ARGN Amerigon Inc 533347 426736 -20%
ASTI Ascent Solar Technologies Inc 133713 168986 26%
BLDP Ballard Power Systems Inc 2298242 1676465 -27%
CBAK China BAK Battery Inc 2814755 2286045 -19%
COMV Comverge Inc 602993 884882 47%
CPN Calpine Corp Addition 513987
CREE Cree Inc 642404 329379 -49%
CZZ Cosan Ltd 981562 720641 -27%
ELON Echelon Corp 837121 723879 -14%
EMKR Emcore Corp 1208188 1914537 58%
ENER Energy Conversion Devices Inc 378474 329482 -13%
ESLR Evergreen Solar Inc 960651 1348106 40%
FCEL FuelCell Energy Inc 1103424 1090833 -1%
FSLR First Solar Inc 64429 51777 -20%
FSYS Fuel Systems Solutions Inc 833429 168563 -80%
GU Gushan Environmental Energy Ltd Addition 888383
IDA Idacorp Inc 397773 289049 -27%
IRF International Rectifier Corp 490718 459126 -6%
ITRI Itron Inc 173024 106664 -38%
JASO JA Solar Holdings Co Ltd 723753 644680 -11%
MDTL Medis Technologies Ltd 748441 769118 3%
MXWL Maxwell Technologies Inc 331477 822638 148%
NBF Nova Biosource Fuels Inc 4358735 1338458 -69%
OMG OM Group Inc 226319 159253 -30%
OPTT Ocean Power Technologies Inc 206392 160021 -22%
ORA Ormat Technologies Inc 319200 276157 -13%
PANL Universal Display Corp 797563 695961 -13%
PEIX Pacific Ethanol Inc 1307621 446153 -66%
PLUG Plug Power Inc 2715107 2259583 -17%
POR Portland General Electric Co 529820 407768 -23%
RBCN Rubicon Technology Inc Addition 316485
RZ Raser Technologies Inc Addition 1356424
SOL Renesola Ltd Addition 1017659
SPIR Spire Corp Addition 156067
SPWR Sunpower Corp 127797 158899 24%
STP Suntech Power Holdings Co Ltd 204852 309383 51%
TSL Trina Solar Ltd 335036 371179 11%
ULBI Ultralife Batteries Inc 699363 736152 5%
UQM UQM Technologies Inc 908650 Deletion
VRNM Verenium Corp 2175201 2623219 21%
VSE VeraSun Energy Corp 700080 1144493 63%
WFR MEMC Electronic Materials Inc 195197 140584 -28%
YGE Yingli Green Energy Holding Co Ltd 437166 660376 51%
ZOLT Zoltek Cos Inc 422668 433301 3%




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twelvebuttons

03/31/08 3:17 PM

#153762 RE: mcmike #153719

wow -that's impressive! PBW...on watchlist now thanks
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mcmike

04/01/08 2:01 PM

#153903 RE: mcmike #153719

GU initial DD... a Chinese version of DAR?
new entry in PBW is China's largest biodiesel producer and growing fast

"We produce biodiesel and by-products of biodiesel production, including glycerine, plant asphalt, erucic acid and erucic amide. Biodiesel is a renewable, clean-burning and biodegradable fuel produced from a variety of feedstocks, such as vegetable oil, animal fat and recycled cooking oil. The by-products of our biodiesel production have numerous commercial applications in the food, pharmaceutical and manufacturing industries"


http://www.chinagushan.com/en/

initial (amended prospectus)
http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001193125%2D07%2D268116%2Etxt&FilePath=%5C2007%5C12%5C19%5C&CoName=GUSHAN+ENVIRONMENTAL+ENERGY+LTD&FormType=424B4&RcvdDate=12%2F19%2F2007&pdf=

4thQand 2007 results:
filings: http://www.sec.gov/cgi-bin/browse-edgar?company=Gushan&CIK=&filenum=&State=&SIC=&owner=include&action=getcompany

powerpoint from recent Piper Clean Technology and Renewables Conference last month
http://studio-5.financialcontent.com/mi?Account=sacbee&GUID=4749424&Page=MediaViewer&Ticker=GU

seeking alpha references:
http://seekingalpha.com/symbol/gu

yahoo finance headlines"
http://finance.yahoo.com/q?s=gu


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mcmike

06/30/08 2:43 PM

#163056 RE: mcmike #153719

PBW quarterly rebalance

first blush: paring of solars and upping or adding the fuel cell/ flywheel-storage / battery technologies

Additions
ABAT Advanced Battery Technologies
BCON Beacon Power
CPL CPFL Energia SA
HEV Ener1
HTM Geothermal
QTWW Quantum Fuel Systems
SQM Sociedad Quimica y Minera de Chile SA
VLNC Valence Technology

Deletions
ACPW Active Power

Ticker	Component Name	       Old Share Weight	New Share Weights 
ABAT Advanced Battery Technologies Inc Addition 1835018
ACPW Active Power Inc 1203019 Deletion
AMAT Applied Materials Inc 497066 470707
AMSC American Superconductor Corp 421583 239775
APD Air Products & Chemicals Inc 94947 80857
ARGN Amerigon Inc 426736 262114
ASTI Ascent Solar Technologies Inc 168986 192677
BCON Beacon Power Cor Addition 1233998
BLDP Ballard Power Systems Inc 1676465 2709988
CBAK China BAK Battery Inc 2286045 2046444
COMV Comverge Inc 884882 722359
CPL CPFL Energia SA Addition 136134
CPN Calpine Corp 513987 386201
CREE Cree Inc 329379 397431
CZZ Cosan Ltd 720641 644014
ELON Echelon Corp 723879 821446
EMKR Emcore Corp 1914537 1435632
ENER Energy Conversion Devices Inc 329482 139656
ESLR Evergreen Solar Inc 1348106 946774
FCEL FuelCell Energy Inc 1090833 1358523
FSLR First Solar Inc 51777 37854
FSYS Fuel Systems Solutions Inc 168563 283903
GU Gushan Environmental Energy Ltd 888383 668583
HEV Ener1 Inc Addition 1382326
HTM US Geothermal Inc Addition 930727
IDA Idacorp Inc 289049 286191
IRF International Rectifier Corp 459126 468435
ITRI Itron Inc 106664 98932
JASO JA Solar Holdings Co Ltd 644680 572905
MDTL Medis Technologies Ltd 769118 684273
MXWL Maxwell Technologies Inc 822638 817156
NBF Nova Biosource Fuels Inc 1338458 3542769
OMG OM Group Inc 159253 245851
OPTT Ocean Power Technologies Inc 160021 241375
ORA Ormat Technologies Inc 276157 207846
PANL Universal Display Corp 695961 753205
PEIX Pacific Ethanol Inc 446153 1126419
PLUG Plug Power Inc 2259583 4497178
POR Portland General Electric Co 407768 373557
QTWW Quantum Fuel Systems Tech Addition934688
RBCN Rubicon Technology Inc 316485 426243
RZ Raser Technologies Inc 1356424 1197689
SOL Renesola Ltd 1017659 508720
SPIR Spire Corp 156067 162705
SPWR Sunpower Corp 158899 135587
SQM Sociedad Quimica y Minera de Chile SA Addition 197021
STP Suntech Power Holdings Co Ltd 309383 265408
TSL Trina Solar Ltd 371179 288332
ULBI Ultralife Corp 736152 195420
VLNC Valence Technology Inc Addition 2651730
VRNM Verenium Corp 2623219 1233998
VSE VeraSun Energy Corp 1144493 2004121
WFR MEMC Electronic Materials Inc 140584 146302
YGE Yingli Green Energy Holding Co Ltd 660376 587618
ZOLT Zoltek Cos Inc 433301 389730











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