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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
Comerica Bank
Comerica Bank
Texas
$114M +$1.56M 36 0.47% Increased
252
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$114M +$8.77M 20 0.55% Increased
253
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$113M +$103M 3 0.66% Increased
254
GW&K Investment Management
GW&K Investment Management
Massachusetts
$111M -$18.8M 12 1.02% Reduced
255
CCPM
Cooper Creek Partners Management
New York
$111M -$60.8M 2 3.71% Reduced
256
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$111M -$40.3M 12 0.24% Reduced
257
WDOM
Wasserstein Debt Opportunities Management
New York
$111M +$3.05M 1 100% Increased
258
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$110M -$1.73M 4 1.16% Reduced
259
FFM
Fullerton Fund Management
Singapore
$110M +$87.3M 3 4.95% Increased
260
Scout Investments
Scout Investments
Missouri
$110M +$19.2M 4 2.96% Increased
261
Elliott Investment Management
Elliott Investment Management
Florida
$109M $0 1 0.63% Maintained
262
YCM
Yaupon Capital Management
New York
$109M -$7.95M 9 5.52% Reduced
263
Optiver Holding
Optiver Holding
Netherlands
$108M +$74.7M 8 0.06% Increased
264
MetLife Investment Management
MetLife Investment Management
New Jersey
$108M +$24M 36 0.64% Increased
265
LA
Legacy Advisors
Pennsylvania
$108M -$20.1M 3 13.1% Reduced
266
Munro Partners
Munro Partners
Australia
$107M +$58.2M 3 3.97% Increased
267
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$107M +$2.38M 21 1.11% Increased
268
SG
Sourcerock Group
Colorado
$107M +$60.5M 4 7.55% Increased
269
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$106M +$60.5M 15 0.36% Increased
270
CI Investments Inc
CI Investments Inc
Ontario, Canada
$106M +$44.2M 15 0.42% Increased
271
Mizuho Markets Americas
Mizuho Markets Americas
New York
$105M +$55.1M 8 2.53% Increased
272
ACM
Anomaly Capital Management
New York
$105M +$112M 2 4.01% New
273
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$105M +$28M 21 0.94% Increased
274
Osaic Holdings
Osaic Holdings
Arizona
$105M -$24.9M 82 0.25% Reduced
275
Davis Selected Advisers
Davis Selected Advisers
Arizona
$104M -$385K 1 0.61% Reduced