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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
SM
Stratton Management
Pennsylvania
$47.6M +$182K 4 1.96% Increased
277
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$46.9M -$6.1M 1 0.17% Reduced
278
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$46.7M +$39M 7 2.23% Increased
279
AIP
ARS Investment Partners
New York
$46.1M +$6.66M 3 7.83% Increased
280
Masters Capital Management
Masters Capital Management
Georgia
$45.9M +$11.7M 3 1.27% Increased
281
TEC
Tiger Eye Capital
Tennessee
$45.9M -$16.1M 1 3.64% Reduced
282
USS Investment Management
USS Investment Management
United Kingdom
$45.7M $0 1 0.75% Maintained
283
TPSF
Texas Permanent School Fund
Texas
$45.4M -$1.1M 11 0.5% Reduced
284
Regions Financial Corp
Regions Financial Corp
Alabama
$45.3M -$4.25M 6 0.59% Reduced
285
GGHC
Gilder Gagnon Howe & Co
New York
$45M -$32.4M 1 0.67% Reduced
286
SEI Investments
SEI Investments
Pennsylvania
$44.8M +$44.2M 14 0.4% New
287
Boston Trust Walden
Boston Trust Walden
Massachusetts
$44.8M -$9.75M 3 0.67% Reduced
288
HBK Investments
HBK Investments
Texas
$44.6M -$20.7M 8 0.55% Reduced
289
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$44.2M -$8.94M 9 0.56% Reduced
290
Wedge Capital Management
Wedge Capital Management
North Carolina
$44M +$6.22M 8 0.44% Increased
291
ACM
Archer Capital Management
New York
$43.9M +$2.37M 1 5.18% Increased
292
Arizona State Retirement System
Arizona State Retirement System
Arizona
$43.3M +$5.88M 11 0.51% Increased
293
OAM
Oxford Asset Management
United Kingdom
$43M +$21.2M 8 0.95% Increased
294
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.7M +$7.51M 1 0.58% Increased
295
SFM
Systematic Financial Management
New Jersey
$42.6M -$61.5M 8 0.31% Reduced
296
AMF Tjänstepension
AMF Tjänstepension
Sweden
$42.4M +$43.4M 2 0.53% New
297
TCG
Tremblant Capital Group
Florida
$42.3M -$15.4M 1 2.04% Reduced
298
KIG
Kovitz Investment Group
Illinois
$42M +$45.2M 3 2.07% Increased
299
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$41.7M -$34.1M 6 0.49% Reduced
300
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$41.7M -$10M 3 2.96% Reduced