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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
KeyBank National Association
KeyBank National Association
Ohio
$85.7M -$1.55M 8 0.46% Reduced
227
SAM
Southernsun Asset Management
Tennessee
$85.2M -$24.9M 1 7.76% Reduced
228
ACM
Arosa Capital Management
Florida
$84.7M -$34.3M 11 17.51% Reduced
229
Natixis
Natixis
France
$84M -$25.5M 9 0.52% Reduced
230
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$84M +$34.7M 24 1.54% Increased
231
Silvercrest Asset Management
Silvercrest Asset Management
New York
$84M -$1.75M 7 0.65% Reduced
232
Asset Management One
Asset Management One
Japan
$83.5M -$1.93M 6 0.38% Reduced
233
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$82.8M +$55.8M 9 0.7% Increased
234
M&G Investment Management
M&G Investment Management
United Kingdom
$82.2M +$78.8M 4 0.73% New
235
AC
Alleghany Corporation
New York
$82.2M $0 1 3.81% Maintained
236
ACI
AMP Capital Investors
Australia
$81.1M +$11.8M 7 0.44% Increased
237
SM
Senvest Management
New York
$79.2M +$29.1M 1 5.38% Increased
238
Rockefeller Capital Management
Rockefeller Capital Management
New York
$79M +$6.6M 12 0.99% Increased
239
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$78.2M +$7.86M 8 1.22% Increased
240
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$78.1M +$1.15M 3 0.67% Increased
241
Trillium Asset Management
Trillium Asset Management
Massachusetts
$74.9M -$4.69M 9 3.33% Reduced
242
RP
RR Partners
New York
$74.4M -$27M 1 8.55% Reduced
243
Royce & Associates
Royce & Associates
New York
$73.4M -$1.28M 12 0.66% Reduced
244
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$72.3M +$25.5M 5 6.84% Increased
245
Huntington National Bank
Huntington National Bank
Ohio
$72M +$288K 16 1.08% Increased
246
GA
Greenhaven Associates
New York
$71.4M -$28.8M 1 1.59% Reduced
247
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$71.2M -$11.5M 2 8.05% Reduced
248
Hamlin Capital Management
Hamlin Capital Management
New York
$70M -$968K 1 2.91% Reduced
249
Guggenheim Capital
Guggenheim Capital
Illinois
$69.9M -$4.7M 15 0.53% Reduced
250
LPU
Lansdowne Partners (UK)
United Kingdom
$69.7M -$31.8M 2 1.89% Reduced