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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
Artisan Partners
Artisan Partners
Wisconsin
$122M -$94.5M 2 0.2% Reduced
252
1832 Asset Management
1832 Asset Management
Ontario, Canada
$120M -$250M 18 0.14% Reduced
253
Daiwa Securities Group
Daiwa Securities Group
Japan
$119M +$5.62M 15 0.79% Increased
254
Congress Asset Management
Congress Asset Management
Massachusetts
$118M -$2.64M 6 1.03% Reduced
255
Asset Management One
Asset Management One
Japan
$116M -$2.55M 12 0.49% Reduced
256
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$116M -$1M 6 7.09% Reduced
257
TIM
Triodos Investment Management
Netherlands
$116M +$39.2M 6 11.54% Increased
258
NP
Newlight Partners
New York
$115M $0 1 47.45% Maintained
259
STRS Ohio
STRS Ohio
Ohio
$115M -$5.53M 21 0.49% Reduced
260
KL
KIM LLC
Kansas
$112M -$3.54M 3 9.61% Reduced
261
Huntington National Bank
Huntington National Bank
Ohio
$112M -$9.15M 27 1.04% Reduced
262
Guggenheim Capital
Guggenheim Capital
Illinois
$112M -$2.39M 18 0.88% Reduced
263
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$112M -$35.5M 5 1.03% Reduced
264
NHAS
Novo Holdings A/S
Denmark
$108M $0 1 8.35% Maintained
265
Boston Trust Walden
Boston Trust Walden
Massachusetts
$104M +$1.41M 2 0.86% Increased
266
Findlay Park Partners
Findlay Park Partners
United Kingdom
$104M -$27.2M 1 1.07% Reduced
267
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$104M $0 2 2.39% Maintained
268
M
Mirova
France
$104M +$2.73M 12 18.26% Increased
269
MIS
Morningstar Investment Services
Illinois
$104M -$1.36M 2 1.33% Reduced
270
Silvercrest Asset Management
Silvercrest Asset Management
New York
$101M +$2.95M 8 0.72% Increased
271
Donaldson Capital Management
Donaldson Capital Management
Indiana
$97.3M -$8.27M 3 4.44% Reduced
272
Eventide Asset Management
Eventide Asset Management
Massachusetts
$97.3M -$30.5M 2 1.64% Reduced
273
Creative Planning
Creative Planning
Kansas
$97.2M +$4.5M 29 0.13% Increased
274
Private Management Group
Private Management Group
California
$96.9M -$3.53M 3 4.12% Reduced
275
Rafferty Asset Management
Rafferty Asset Management
New York
$96.8M +$5.54M 19 0.55% Increased