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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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$39.8M +$12.5M 2 0.68% Increased
277
SCM
SKBA Capital Management
California
$39.6M +$5.77M 3 4.42% Increased
278
BA
Boston Advisors
Massachusetts
$39.4M +$15.1M 5 0.97% Increased
279
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$39.3M +$2.9M 4 3.34% Increased
280
Castleark Management
Castleark Management
Illinois
$38.7M +$6.3M 6 1.17% Increased
281
Natixis Advisors
Natixis Advisors
Massachusetts
$38.5M +$3.43M 7 0.5% Increased
282
BAPIM
British Airways Pensions Investment Management
United Kingdom
$37.8M +$8.65M 1 1.12% Increased
283
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$37.5M -$5.1M 1 3.14% Reduced
284
Suntrust Banks
Suntrust Banks
Georgia
$37M +$2.04M 9 0.23% Increased
285
WM
WS Management
Florida
$36.7M +$32.7M 1 1.41% New
286
RH
Riverstone Holdings
New York
$36.4M $0 1 2.16% Maintained
287
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$36.2M -$1.79M 4 0.31% Reduced
288
CBOA
Commonwealth Bank of Australia
Australia
$36.2M +$936K 4 0.43% Increased
289
SCM
SG Capital Management
Illinois
$36M +$11.6M 3 10.25% Increased
290
TPSF
Texas Permanent School Fund
Texas
$35.8M -$1.26M 12 0.48% Reduced
291
Los Angeles Capital Management
Los Angeles Capital Management
California
$35.8M -$12.8M 6 0.3% Reduced
292
Artisan Partners
Artisan Partners
Wisconsin
$35.7M -$26M 1 0.07% Reduced
293
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35.6M -$4.61M 4 0.22% Reduced
294
Hood River Capital Management
Hood River Capital Management
Florida
$35.4M +$13.3M 3 3.63% Increased
295
Arizona State Retirement System
Arizona State Retirement System
Arizona
$35.3M -$1.85M 12 0.54% Reduced
296
Homestead Advisers
Homestead Advisers
Virginia
$35.1M +$2.86M 1 0.58% Increased
297
HCM
Herndon Capital Management
Georgia
$34.9M -$29.8M 5 1.74% Reduced
298
BB&T Securities
BB&T Securities
Virginia
$34.8M -$135K 6 0.52% Reduced
299
Manning & Napier Advisors
Manning & Napier Advisors
New York
$34.3M +$9.1M 3 0.21% Increased
300
NPIC
Neumeier Poma Investment Counsel
California
$34.1M +$95.9K 1 5.11% Increased