← 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
PCP
Polunin Capital Partners
United Kingdom
$58.4M +$51M 1 21.02% New
227
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$58.3M -$10.4M 12 1.4% Reduced
228
SIM
Spark Investment Management
New York
$58.2M +$4.89M 6 3.12% Increased
229
DCM
Daruma Capital Management
New York
$58.2M +$58M 1 3.63% Increased
230
QAM
Quentec Asset Management
New York
$58.1M -$45.4M 3 9.16% Reduced
231
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$58.1M -$7.08M 10 0.34% Reduced
232
Douglas Lane & Associates
Douglas Lane & Associates
New York
$57M -$2.43M 3 1.2% Reduced
233
AAP
Ardsley Advisory Partners
Connecticut
$57M +$6.14M 8 6.93% Increased
234
QS Investors
QS Investors
New York
$56.6M +$2.62M 18 0.53% Increased
235
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$56M +$43.1M 4 0.52% Increased
236
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$55.9M -$247K 17 0.38% Reduced
237
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$55.8M +$6.81M 1 1.82% Increased
238
ACI
AMP Capital Investors
Australia
$55.7M -$1.72M 7 0.3% Reduced
239
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$55.5M -$1.59M 7 0.12% Reduced
240
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$55.4M +$5.96M 8 0.16% Increased
241
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$55.3M +$120K 14 0.57% Increased
242
Fenimore Asset Management
Fenimore Asset Management
New York
$54.5M +$550K 2 2.07% Increased
243
Jane Street
Jane Street
New York
$54.4M -$52.8M 15 0.16% Reduced
244
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$52.9M -$1.77M 4 0.45% Reduced
245
Foresters Investment Management
Foresters Investment Management
New York
$52.7M +$24.1M 2 0.82% Increased
246
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$52.6M +$171K 7 0.24% Increased
247
BB&T Securities
BB&T Securities
Virginia
$52.3M -$1.59M 8 0.68% Reduced
248
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.3M -$1.92M 23 0.12% Reduced
249
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$51.8M $0 1 1.38% Maintained
250
Regions Financial Corp
Regions Financial Corp
Alabama
$51.6M -$172K 13 0.56% Reduced