0001420506-22-000132.txt : 20220207 0001420506-22-000132.hdr.sgml : 20220207 20220204190736 ACCESSION NUMBER: 0001420506-22-000132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220204 EFFECTIVENESS DATE: 20220207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Beck Bode, LLC CENTRAL INDEX KEY: 0001790548 IRS NUMBER: 462038516 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19644 FILM NUMBER: 22595130 BUSINESS ADDRESS: STREET 1: 858 WASHINGTON ST STE 100 CITY: DEDHAM STATE: MA ZIP: 02026 BUSINESS PHONE: 6172092224 MAIL ADDRESS: STREET 1: 858 WASHINGTON ST STE 100 CITY: DEDHAM STATE: MA ZIP: 02026 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001790548 XXXXXXXX 12-31-2021 12-31-2021 false Beck Bode, LLC

858 WASHINGTON ST STE 100 DEDHAM MA 02026

13F HOLDINGS REPORT 028-19644 N Benjamin Beck 6172092224 Benjamin Beck, Managing Partner, CCO and CIO DEDHAM MA 02-04-2021 0 86 399734 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR BECK BODE, LLC 1LIFE HEALTHCARE INC COM 68269G107 1205 68589 SH SOLE 0 0 68589 AES CORP COM 00130H105 12497 514294 SH SOLE 0 0 514294 AGILENT TECHNOLOGIES INC COM 00846U101 9193 57584 SH SOLE 0 0 57584 ALPHABET INC CAP STK CL A 02079K305 617 213 SH SOLE 0 0 213 AMERICAN WTR WKS CO INC NEW COM 030420103 14047 74377 SH SOLE 0 0 74377 AMPHENOL CORP NEW CL A 032095101 2010 22987 SH SOLE 0 0 22987 APPLE INC COM 037833100 8399 47302 SH SOLE 0 0 47302 ASGN INC COM 00191U102 7310 59238 SH SOLE 0 0 59238 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 11671 326369 SH SOLE 0 0 326369 AUDIOCODES LTD ORD M15342104 1641 47245 SH SOLE 0 0 47245 AVANTOR INC COM 05352A100 8499 201681 SH SOLE 0 0 201681 AVNET INC COM 053807103 7997 193955 SH SOLE 0 0 193955 BEST BUY INC COM 086516101 10473 103081 SH SOLE 0 0 103081 BK OF AMERICA CORP COM 060505104 356 8009 SH SOLE 0 0 8009 BRISTOL-MYERS SQUIBB CO COM 110122108 344 5517 SH SOLE 0 0 5517 CADENCE DESIGN SYSTEM INC COM 127387108 1483 7957 SH SOLE 0 0 7957 CELESTICA INC SUB VTG SHS 15101Q108 1722 154687 SH SOLE 0 0 154687 CISCO SYS INC COM 17275R102 613 9679 SH SOLE 0 0 9679 CLOROX CO DEL COM 189054109 294 1685 SH SOLE 0 0 1685 CONSTELLATION BRANDS INC CL A 21036P108 14280 56898 SH SOLE 0 0 56898 COSTCO WHSL CORP NEW COM 22160K105 856 1508 SH SOLE 0 0 1508 CROWDSTRIKE HLDGS INC CL A 22788C105 6215 30353 SH SOLE 0 0 30353 CVS HEALTH CORP COM 126650100 1923 18645 SH SOLE 0 0 18645 DATADOG INC CL A COM 23804L103 2982 16742 SH SOLE 0 0 16742 DEERE & CO COM 244199105 351 1024 SH SOLE 0 0 1024 DOW INC COM 260557103 280 4929 SH SOLE 0 0 4929 DRIVEN BRANDS HLDGS INC COM 26210V102 4257 126620 SH SOLE 0 0 126620 DTE ENERGY CO COM 233331107 11588 96942 SH SOLE 0 0 96942 DUKE ENERGY CORP NEW COM NEW 26441C204 261 2492 SH SOLE 0 0 2492 EDWARDS LIFESCIENCES CORP COM 28176E108 593 4579 SH SOLE 0 0 4579 ENTERGY CORP NEW COM 29364G103 12686 112615 SH SOLE 0 0 112615 EXELON CORP COM 30161N101 221 3827 SH SOLE 0 0 3827 EXXON MOBIL CORP COM 30231G102 763 12466 SH SOLE 0 0 12466 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 533 11500 SH SOLE 0 0 11500 FISERV INC COM 337738108 1525 14692 SH SOLE 0 0 14692 FORTINET INC COM 34959E109 3003 8356 SH SOLE 0 0 8356 FORTIVE CORP COM 34959J108 4045 53021 SH SOLE 0 0 53021 GILDAN ACTIVEWEAR INC COM 375916103 1211 28575 SH SOLE 0 0 28575 HARLEY DAVIDSON INC COM 412822108 269 7136 SH SOLE 0 0 7136 HAWAIIAN ELEC INDUSTRIES COM 419870100 11168 269105 SH SOLE 0 0 269105 HEWLETT PACKARD ENTERPRISE C COM 42824C109 7194 456209 SH SOLE 0 0 456209 HOME DEPOT INC COM 437076102 398 959 SH SOLE 0 0 959 ICON PLC SHS G4705A100 940 3035 SH SOLE 0 0 3035 INARI MED INC COM 45332Y109 3047 33384 SH SOLE 0 0 33384 JOHNSON & JOHNSON COM 478160104 207 1211 SH SOLE 0 0 1211 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 217 3554 SH SOLE 0 0 3554 LIFE STORAGE INC COM 53223X107 2575 16810 SH SOLE 0 0 16810 LITHIA MTRS INC COM 536797103 13069 44011 SH SOLE 0 0 44011 LOWES COS INC COM 548661107 3198 12374 SH SOLE 0 0 12374 LULULEMON ATHLETICA INC COM 550021109 1446 3694 SH SOLE 0 0 3694 MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 6953 165937 SH SOLE 0 0 165937 MARVELL TECHNOLOGY INC COM 573874104 12252 140043 SH SOLE 0 0 140043 MCDONALDS CORP COM 580135101 228 850 SH SOLE 0 0 850 METTLER TOLEDO INTERNATIONAL COM 592688105 216 127 SH SOLE 0 0 127 MICROSOFT CORP COM 594918104 19035 56599 SH SOLE 0 0 56599 MIMECAST LTD ORD SHS G14838109 988 12412 SH SOLE 0 0 12412 NEXTERA ENERGY INC COM 65339F101 15987 171246 SH SOLE 0 0 171246 NISOURCE INC COM 65473P105 14410 521928 SH SOLE 0 0 521928 NVIDIA CORPORATION COM 67066G104 28039 95336 SH SOLE 0 0 95336 ON SEMICONDUCTOR CORP COM 682189105 1260 18555 SH SOLE 0 0 18555 PACKAGING CORP AMER COM 695156109 376 2761 SH SOLE 0 0 2761 PFIZER INC COM 717081103 755 12783 SH SOLE 0 0 12783 PLAYA HOTELS & RESORTS NV SHS N70544106 8632 1081704 SH SOLE 0 0 1081704 PROCTER AND GAMBLE CO COM 742718109 293 1791 SH SOLE 0 0 1791 PULMONX CORP COM 745848101 4336 135217 SH SOLE 0 0 135217 RAYTHEON TECHNOLOGIES CORP COM 75513E101 733 8515 SH SOLE 0 0 8515 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1840 16285 SH SOLE 0 0 16285 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 293 4095 SH SOLE 0 0 4095 SONOS INC COM 83570H108 8552 286966 SH SOLE 0 0 286966 SPDR S&P 500 ETF TR TR UNIT 78462F103 267 562 SH SOLE 0 0 562 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 2035 20007 SH SOLE 0 0 20007 SPOTIFY TECHNOLOGY S A SHS L8681T102 4095 17499 SH SOLE 0 0 17499 TE CONNECTIVITY LTD SHS H84989104 1612 9991 SH SOLE 0 0 9991 TESLA INC COM 88160R101 500 473 SH SOLE 0 0 473 TEXAS INSTRS INC COM 882508104 271 1438 SH SOLE 0 0 1438 THERMO FISHER SCIENTIFIC INC COM 883556102 246 369 SH SOLE 0 0 369 UNITED RENTALS INC COM 911363109 2660 8006 SH SOLE 0 0 8006 UNITEDHEALTH GROUP INC COM 91324P102 403 803 SH SOLE 0 0 803 VISTRA CORP COM 92840M102 14169 622280 SH SOLE 0 0 622280 WALMART INC COM 931142103 491 3392 SH SOLE 0 0 3392 WASTE MGMT INC DEL COM 94106L109 238 1427 SH SOLE 0 0 1427 WEC ENERGY GROUP INC COM 92939U106 8549 88071 SH SOLE 0 0 88071 WEST PHARMACEUTICAL SVSC INC COM 955306105 2214 4720 SH SOLE 0 0 4720 YETI HLDGS INC COM 98585X104 2490 30066 SH SOLE 0 0 30066 ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 13599 211815 SH SOLE 0 0 211815 ZSCALER INC COM 98980G102 9045 28150 SH SOLE 0 0 28150