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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
LI
LMCG Investments
Massachusetts
$63.7M -$1.93M 5 1.38% Reduced
252
CCA
Canyon Capital Advisors
Texas
$63.7M +$29.1M 2 2.5% Increased
253
Third Point
Third Point
New York
$63.7M $0 1 0.78% Maintained
254
SM
Seminole Management
New York
$63M +$48M 2 3.03% Increased
255
William Blair & Company
William Blair & Company
Illinois
$63M +$802K 8 0.1% Increased
256
Analytic Investors
Analytic Investors
California
$63M +$4.13M 5 1.02% Increased
257
CCMH
Cornerstone Capital Management Holdings
New York
$62.8M -$25.6M 9 0.69% Reduced
258
Allstate Corporation
Allstate Corporation
Illinois
$62.8M +$19.3M 3 1.7% Increased
259
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$62.4M -$612K 20 0.57% Reduced
260
KCM
Keywise Capital Management
Cayman Islands
$62.3M +$47.2M 2 12.88% Increased
261
Calamos Advisors
Calamos Advisors
Illinois
$62.2M +$3M 6 0.39% Increased
262
ACM
Andor Capital Management
New York
$61.4M -$36.4M 2 3.33% Reduced
263
ICM
Ionic Capital Management
New York
$61.3M +$10.1M 1 1.96% Increased
264
ING Group
ING Group
Netherlands
$61.1M -$9.67M 4 0.31% Reduced
265
Aviva
Aviva
United Kingdom
$60.7M +$4.07M 6 0.46% Increased
266
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$60.4M -$1.23M 1 0.48% Reduced
267
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$60.2M +$7.04M 4 0.66% Increased
268
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$58.7M -$25.9M 25 0.06% Reduced
269
SM
Stratton Management
Pennsylvania
$58.6M +$3.44M 4 2.43% Increased
270
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$58.3M -$1.51M 2 0.22% Reduced
271
Regions Financial Corp
Regions Financial Corp
Alabama
$56.8M +$333K 7 0.7% Increased
272
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.8M +$2.01M 10 0.34% Increased
273
VFM
Viking Fund Management
North Dakota
$56.3M +$6.45M 3 6.37% Increased
274
USS Investment Management
USS Investment Management
United Kingdom
$55.7M $0 1 0.96% Maintained
275
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$55.3M +$3.22M 5 0.44% Increased