← All themes

Clean Energy

Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.

134 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
CA
Cortland Advisers
Delaware
$59.6M -$54.8M 1 1.48% Reduced
227
Aviva
Aviva
United Kingdom
$59.6M -$8.44M 5 0.49% Reduced
228
TGI
Tradewinds Global Investors
California
$59.4M -$7.22M 4 2.93% Reduced
229
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$58.8M +$12.4M 7 1.35% Increased
230
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$58.4M -$4.95M 7 0.45% Reduced
231
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$58.3M -$1.78M 3 0.93% Reduced
232
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$57.4M +$1.32M 14 0.51% Increased
233
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$57.4M +$71.7K 2 1.63% Increased
234
MAC
Monarch Alternative Capital
New York
$57.2M +$8.66M 1 20.14% Increased
235
GH
GAM Holding
Switzerland
$56.6M -$1.87M 12 0.97% Reduced
236
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$56.5M +$10.7M 9 0.81% Increased
237
PRCM
Pine River Capital Management
Minnesota
$56M -$30.8M 4 0.72% Reduced
238
KL
KGH Ltd
Bahamas
$55.9M +$22M 2 4.49% Increased
239
ACI
AMP Capital Investors
Australia
$55.7M -$4.99M 6 0.41% Reduced
240
National Pension Service
National Pension Service
South Korea
$55.7M +$2.05M 3 0.7% Increased
241
LM
Luminus Management
Texas
$54.1M -$2.69M 8 1.67% Reduced
242
KBC Group
KBC Group
Belgium
$53.5M -$26.1M 20 1.08% Reduced
243
RCM
Riverhead Capital Management
Delaware
$53.3M -$3.15M 9 0.84% Reduced
244
JIR
James Investment Research
Ohio
$52.9M +$7.53M 2 1.41% Increased
245
OAM
Oxford Asset Management
United Kingdom
$52.6M +$22.1M 9 1.66% Increased
246
Masters Capital Management
Masters Capital Management
Georgia
$51.3M +$53.9M 3 1.74% Increased
247
DL
Delta Lloyd
Netherlands
$50.8M +$27.9M 11 1.62% Increased
248
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$50.6M +$19.9M 1 0.24% Increased
249
PCM
Palestra Capital Management
New York
$50.4M +$54.3M 1 4.86% New
250
SEI Investments
SEI Investments
Pennsylvania
$49.8M +$6.52M 16 0.46% Increased