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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
YCM
Yaupon Capital Management
New York
$155M -$3.91M 9 6.94% Reduced
227
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$153M -$6.14M 9 1.76% Reduced
228
CIBC World Market
CIBC World Market
Ontario, Canada
$153M +$25.3M 17 0.3% Increased
229
Creative Planning
Creative Planning
Kansas
$153M +$7.57M 34 0.13% Increased
230
First Manhattan
First Manhattan
New York
$152M +$19.2M 7 0.43% Increased
231
Acadian Asset Management
Acadian Asset Management
Massachusetts
$151M +$82.8M 11 0.31% Increased
232
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$149M -$1.05M 15 0.58% Reduced
233
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$148M +$43.4M 4 1.05% Increased
234
Scharf Investments
Scharf Investments
California
$143M -$1.07M 1 4.12% Reduced
235
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$142M $0 1 3.59% Maintained
236
CET
Clean Energy Transition
United Kingdom
$142M -$20.5M 2 11.35% Reduced
237
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$138M +$36.9M 14 0.59% Increased
238
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$137M -$4.96M 17 0.49% Reduced
239
Huntington National Bank
Huntington National Bank
Ohio
$137M +$174K 33 0.89% Increased
240
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$136M -$8.62M 4 0.33% Reduced
241
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$136M -$14.9M 17 0.47% Reduced
242
Eventide Asset Management
Eventide Asset Management
Massachusetts
$135M +$1.26M 3 2.37% Increased
243
BAMCO Inc
BAMCO Inc
New York
$134M +$9.18M 1 0.36% Increased
244
Osaic Holdings
Osaic Holdings
Arizona
$134M +$23.8M 73 0.24% Increased
245
Artemis Investment Management
Artemis Investment Management
United Kingdom
$134M +$85.9M 3 1.71% Increased
246
Y.D. More Investments
Y.D. More Investments
Israel
$133M +$3.01M 10 9.16% Increased
247
Slate Path Capital
Slate Path Capital
New York
$132M -$50.3M 2 2.28% Reduced
248
LMR Partners
LMR Partners
United Kingdom
$132M +$19.3M 7 0.95% Increased
249
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$132M -$3.58M 20 0.57% Reduced
250
AG
Avala Global
New York
$131M $0 1 6.84% Maintained