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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
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$64.7M $0 1 1.22% Maintained
252
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$64.1M +$4.75M 3 0.19% Increased
253
Munder Capital Management
Munder Capital Management
Michigan
$62.6M +$9.29M 6 0.47% Increased
254
FRM
Foundation Resource Management
Arkansas
$62.2M -$616K 3 8.12% Reduced
255
RIM
Rainier Investment Management
Washington
$62.1M -$8.6M 2 1.03% Reduced
256
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$61.7M -$14.7M 5 0.03% Reduced
257
Rockefeller Financial Services
Rockefeller Financial Services
New York
$60.8M +$37.8M 4 1.35% Increased
258
Aviva
Aviva
United Kingdom
$60.6M +$1.13M 6 0.48% Increased
259
VFM
Viking Fund Management
North Dakota
$60M +$3.53M 3 6.67% Increased
260
William Blair & Company
William Blair & Company
Illinois
$59.6M -$7.38M 8 0.1% Reduced
261
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$59.3M +$476K 3 0.22% Increased
262
ICM
Ionic Capital Management
New York
$58.7M -$3.32M 1 1.85% Reduced
263
USS Investment Management
USS Investment Management
United Kingdom
$58.4M $0 1 1.03% Maintained
264
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$58.1M +$2.08M 5 0.48% Increased
265
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$58M -$2.8M 3 3.52% Reduced
266
Artisan Partners
Artisan Partners
Wisconsin
$57.7M +$21.1M 2 0.1% Increased
267
TA
Tiptree Advisors
New York
$57.4M +$14.6M 1 9.73% Increased
268
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$57M -$2.84M 14 0.33% Reduced
269
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$57M +$7.52M 9 0.75% Increased
270
TEC
Tiger Eye Capital
Tennessee
$56.7M +$24.5M 1 5.7% Increased
271
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$56.4M -$22.7M 7 0.12% Reduced
272
NAM
NorthCoast Asset Management
Connecticut
$56.4M +$55.6M 2 2.78% Increased
273
Edge Asset Management
Edge Asset Management
Washington
$56.4M +$6.52M 3 0.56% Increased
274
GCM
Gruss Capital Management
New York
$56.2M +$61.9M 1 2.52% New
275
Natixis
Natixis
France
$55.9M -$46.7M 5 0.86% Reduced