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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
276
PC
Passport Capital
California
$50.1M +$41.3M 3 1.71% Increased
277
Asset Management One
Asset Management One
Japan
$50M +$11.3M 8 0.78% Increased
278
SAM
Scopus Asset Management
New York
$49.5M +$23.2M 4 1.15% Increased
279
SEI Trust Company
SEI Trust Company
Pennsylvania
$49.4M +$3.88M 9 0.47% Increased
280
Chilton Investment Company
Chilton Investment Company
Connecticut
$48.8M +$41.7M 1 1.42% Increased
281
Select Equity Group
Select Equity Group
New York
$48.5M +$40.6M 1 0.51% New
282
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$48.5M -$1.57M 1 0.4% Reduced
283
ACG
Anchorage Capital Group
New York
$48.3M +$46.7M 1 1.86% New
284
Korea Investment Corp
Korea Investment Corp
South Korea
$48.2M -$11.6M 4 0.46% Reduced
285
Saturna Capital
Saturna Capital
Washington
$47.9M -$2.34M 5 1.22% Reduced
286
GC
Greenlight Capital
New York
$47.6M +$44.6M 1 0.65% New
287
PRCM
Pine River Capital Management
Minnesota
$47.5M +$19.2M 5 0.58% Increased
288
ICM
Ionic Capital Management
New York
$47.3M +$11.2M 1 1.35% Increased
289
Third Point
Third Point
New York
$47.2M $0 1 0.81% Maintained
290
NIM
NXG Investment Management
Texas
$47.1M -$1.57M 3 1.55% Reduced
291
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$47M -$220K 10 0.55% Reduced
292
Artisan Partners
Artisan Partners
Wisconsin
$46.7M +$17.7M 1 0.08% Increased
293
AC
Ascend Capital
California
$46.7M -$31.2M 5 1.42% Reduced
294
RS Investment Management
RS Investment Management
California
$46.3M +$47.1M 2 0.28% New
295
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$46.1M +$5.01M 4 0.37% Increased
296
SIM
Stelliam Investment Management
New York
$45.9M +$4.92M 1 1.87% Increased
297
MWP
MYCIO Wealth Partners
Pennsylvania
$45.8M -$1.45M 6 11.37% Reduced
298
BC
BHR Capital
New York
$44.9M +$6.27M 2 3.72% Increased
299
Edge Asset Management
Edge Asset Management
Washington
$44.8M +$7.21M 3 0.49% Increased
300
City National Bank
City National Bank
Delaware
$44.8M +$5.14M 7 0.67% Increased