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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
251
JC
Jetstream Capital
Tennessee
$65.2M -$24.5M 3 2.06% Reduced
252
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$64.8M -$13.8M 4 0.2% Reduced
253
CEP
Chicago Equity Partners
Illinois
$64.1M +$26.8M 8 1.77% Increased
254
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$63.5M -$31.5M 1 0.54% Reduced
255
LI
LMCG Investments
Massachusetts
$63.3M -$4.49M 5 1.4% Reduced
256
Veritable
Veritable
Delaware
$63.2M -$5.39M 7 1.37% Reduced
257
F&C Asset Management
F&C Asset Management
United Kingdom
$62.6M -$12M 7 0.79% Reduced
258
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$61.3M $0 1 1.22% Maintained
259
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$60.6M -$1.03M 1 0.52% Reduced
260
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$60.3M +$12.2M 4 0.46% Increased
261
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$59.9M +$4.85M 19 0.56% Increased
262
USS Investment Management
USS Investment Management
United Kingdom
$59.4M $0 1 1.07% Maintained
263
Korea Investment Corp
Korea Investment Corp
South Korea
$59.3M +$9.13M 4 0.53% Increased
264
Analytic Investors
Analytic Investors
California
$58.8M +$3.21M 5 0.89% Increased
265
City National Bank
City National Bank
Delaware
$58.8M +$8.35M 8 0.83% Increased
266
Boston Trust Walden
Boston Trust Walden
Massachusetts
$58.6M +$20.9M 3 0.87% Increased
267
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$58.1M +$6.43M 2 0.22% Increased
268
EPCM
Eton Park Capital Management
New York
$57.9M -$22.9M 1 0.98% Reduced
269
ACI
AMP Capital Investors
Australia
$57.8M +$429K 5 0.39% Increased
270
RS Investment Management
RS Investment Management
California
$57.6M +$13.2M 3 0.34% Increased
271
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$57.3M -$481K 10 0.36% Reduced
272
OCAM
Onex Canada Asset Management
Ontario, Canada
$57.1M +$24.6M 2 3.66% Increased
273
Asset Management One
Asset Management One
Japan
$57.1M +$5.18M 9 0.9% Increased
274
Aviva
Aviva
United Kingdom
$56.8M -$3.05M 5 0.46% Reduced
275
NCGI
Next Century Growth Investors
Minnesota
$56.6M +$6.24M 2 1.68% Increased