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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
SIM
Stelliam Investment Management
New York
$55.2M -$6.58M 1 1.48% Reduced
277
Munder Capital Management
Munder Capital Management
Michigan
$55.2M -$14.5M 6 0.39% Reduced
278
TPSF
Texas Permanent School Fund
Texas
$55.1M -$1.4M 11 0.57% Reduced
279
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$54.5M +$3.51M 8 0.7% Increased
280
Fidelity International
Fidelity International
Bermuda
$53.8M +$8.35M 6 0.2% Increased
281
Korea Investment Corp
Korea Investment Corp
South Korea
$53.3M -$6.54M 4 0.44% Reduced
282
Saturna Capital
Saturna Capital
Washington
$53.2M $0 5 1.39% Maintained
283
Edge Asset Management
Edge Asset Management
Washington
$53.1M -$896K 3 0.53% Reduced
284
Masters Capital Management
Masters Capital Management
Georgia
$51.9M +$46.5M 2 2.39% New
285
Wedge Capital Management
Wedge Capital Management
North Carolina
$51.5M +$393K 7 0.52% Increased
286
DP
DW Partners
New York
$51.1M +$17.1M 1 5.69% Increased
287
ORI
Oak Ridge Investments
Illinois
$50.8M +$279K 2 1.21% Increased
288
Los Angeles Capital Management
Los Angeles Capital Management
California
$50.4M +$36.8M 10 0.49% Increased
289
MWP
MYCIO Wealth Partners
Pennsylvania
$50.3M +$1.87M 6 11.41% Increased
290
GGHC
Gilder Gagnon Howe & Co
New York
$50.2M +$41.6M 3 0.67% Increased
291
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$50M -$6.19M 10 0.26% Reduced
292
Sterling Capital Management
Sterling Capital Management
North Carolina
$49.1M +$25.9M 8 0.42% Increased
293
RS Investment Management
RS Investment Management
California
$49M -$10.9M 3 0.41% Reduced
294
LM
Luminus Management
Texas
$48.8M +$25.9M 9 1.87% Increased
295
Huntington National Bank
Huntington National Bank
Ohio
$48.2M -$2.88M 7 0.95% Reduced
296
CCI
Columbus Circle Investors
$48.1M -$66.9M 4 0.33% Reduced
297
FQ
First Quadrant
California
$47.9M -$7.98M 7 1.07% Reduced
298
KBG
Kahn Brothers Group
New York
$47.8M +$2.35M 1 6.96% Increased
299
AGA
Altrinsic Global Advisors
Connecticut
$47.2M -$1.36M 1 0.83% Reduced
300
HFA
Harvest Fund Advisors
Pennsylvania
$47M +$48.3M 2 0.78% New