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![victor_privin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1434266587188666372.png) Fermion [@victor_privin](/creator/twitter/victor_privin) on x XXX followers
Created: 2025-07-19 19:40:40 UTC

When I first bought ICLN, the whole basket looked very attractive from a diversification and valuation standpoint. I was particularly interested in names like Nextracker (NXT) which I had previously in my portfolio and First Solar (FSLR)—both are well-positioned in the solar hardware space.

Beyond the U.S., I found the exposure to China Yangtze Power, Chubu Electric Power, Iberdrola, and SSE plc especially appealing. These are large, stable utilities with substantial renewable portfolios, and they offer geographic and regulatory diversification I couldn’t easily get through my broker.

So for me, ICLN wasn’t just a passive bet on clean energy—it was a way to access specific players I otherwise wouldn’t have exposure to.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946656455844659325/c:line.svg)

**Related Topics**
[$ibemc](/topic/$ibemc)
[chubu electric](/topic/chubu-electric)
[$9502t](/topic/$9502t)
[china](/topic/china)
[hardware](/topic/hardware)
[nxt](/topic/nxt)
[asset allocation](/topic/asset-allocation)
[nxt nextracker inc class](/topic/nxt-nextracker-inc-class)

[Post Link](https://x.com/victor_privin/status/1946656455844659325)