← 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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$55M -$54.1M 8 0.66% Reduced
227
1832 Asset Management
1832 Asset Management
Ontario, Canada
$54.1M -$103M 6 0.19% Reduced
228
KBG
Kahn Brothers Group
New York
$54.1M -$530K 1 8.27% Reduced
229
VFA
Virtus Fund Advisers
Connecticut
$53.9M -$15.7M 3 0.55% Reduced
230
PointState Capital
PointState Capital
New York
$53.8M $0 1 0.46% Maintained
231
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$53.4M +$4.08M 8 1.04% Increased
232
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$53.2M -$15M 1 1.91% Reduced
233
AAP
Ardsley Advisory Partners
Connecticut
$52.9M +$3.16M 9 7.04% Increased
234
Homestead Advisers
Homestead Advisers
Virginia
$51.9M $0 1 0.79% Maintained
235
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$51.4M -$248K 29 0.48% Reduced
236
ALPS Advisors
ALPS Advisors
Colorado
$51.1M -$4.55M 3 0.36% Reduced
237
ACI
AMP Capital Investors
Australia
$50.9M -$54.9K 7 0.29% Reduced
238
Douglas Lane & Associates
Douglas Lane & Associates
New York
$50.4M -$4.89M 3 1.16% Reduced
239
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$49.9M +$4.39M 17 0.36% Increased
240
NPIC
Neumeier Poma Investment Counsel
California
$49.8M +$5.09M 2 5.21% Increased
241
Fenimore Asset Management
Fenimore Asset Management
New York
$49.7M +$355K 1 2% Increased
242
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.5M -$1.34M 23 0.12% Reduced
243
BB&T Securities
BB&T Securities
Virginia
$49.4M -$919K 8 0.67% Reduced
244
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$49.3M -$684K 14 0.55% Reduced
245
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$49.2M -$1.01M 4 0.43% Reduced
246
QS Investors
QS Investors
New York
$47.6M -$9.21M 16 0.39% Reduced
247
Regions Financial Corp
Regions Financial Corp
Alabama
$47.3M -$961K 6 0.54% Reduced
248
BCM
Bienville Capital Management
New York
$47.1M -$5.39M 3 7.96% Reduced
249
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$47M $0 1 1.33% Maintained
250
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$46.5M -$15.1M 8 0.27% Reduced