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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
EA
Ecofin Advisors
United Kingdom
$46.3M +$21.1M 2 11.09% Increased
252
CBOA
Commonwealth Bank of Australia
Australia
$46M +$2.61M 5 0.45% Increased
253
JPCCM
J&P (China) Capital Management
China
$45.7M +$17.2M 2 7.8% Increased
254
GH
GAM Holding
Switzerland
$45.7M -$12.2M 10 1.93% Reduced
255
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$45.5M +$910K 3 2.22% Increased
256
FRM
Foundation Resource Management
Arkansas
$45.1M -$808K 2 7.48% Reduced
257
Squarepoint
Squarepoint
New York
$45M -$6.25M 16 0.87% Reduced
258
MC
Montag & Caldwell
Georgia
$44.8M +$16.1M 1 1.38% Increased
259
GVI
Green Valley Investors
Delaware
$44.3M -$1.29M 1 2.16% Reduced
260
SIM
Spark Investment Management
New York
$44.2M +$29.4M 7 2.37% Increased
261
MWP
MYCIO Wealth Partners
Pennsylvania
$44M -$239K 2 4.99% Reduced
262
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$43.8M -$563K 9 0.53% Reduced
263
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$43.7M +$3.89M 7 0.14% Increased
264
Natixis Advisors
Natixis Advisors
Massachusetts
$42.8M +$3.11M 8 0.45% Increased
265
Daiwa Securities Group
Daiwa Securities Group
Japan
$42.8M +$3.03M 6 0.29% Increased
266
WIC
Willis Investment Counsel
Georgia
$42.1M +$646K 3 3.04% Increased
267
EGA
Evermore Global Advisors
New Jersey
$42M -$3.07M 1 6.48% Reduced
268
SIM
Stelliam Investment Management
New York
$42M +$366K 1 1.28% Increased
269
Arizona State Retirement System
Arizona State Retirement System
Arizona
$41.8M +$98.7K 13 0.5% Increased
270
Trillium Asset Management
Trillium Asset Management
Massachusetts
$41.6M +$1.9M 6 2.38% Increased
271
Conning Inc
Conning Inc
Connecticut
$41.6M -$546K 3 1.42% Reduced
272
SC US (TTGP)
SC US (TTGP)
California
$41.5M $0 1 15.7% Maintained
273
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$41.5M $0 1 2.61% Maintained
274
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$41.4M -$42.9M 5 0.26% Reduced
275
Royce & Associates
Royce & Associates
New York
$41M +$330K 10 0.27% Increased