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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
Hood River Capital Management
Hood River Capital Management
Florida
$88M -$48.1M 3 2.62% Reduced
277
ACI
AMP Capital Investors
Australia
$86.4M -$14.1M 12 0.41% Reduced
278
Mutual of America Capital Management
Mutual of America Capital Management
New York
$86.2M -$4.26M 21 0.85% Reduced
279
Energy Income Partners
Energy Income Partners
Connecticut
$86M -$6M 3 2.11% Reduced
280
Munro Partners
Munro Partners
Australia
$85.1M +$35.1M 1 2.93% Increased
281
Alyeska Investment Group
Alyeska Investment Group
Illinois
$85M +$45.3M 10 0.98% Increased
282
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$84.5M +$32.6M 33 0.61% Increased
283
SCM
SIR Capital Management
New York
$83.5M +$1.37M 6 12.36% Increased
284
SFM
Stack Financial Management
Montana
$83.1M +$447K 3 7.14% Increased
285
Brookfield Corp
Brookfield Corp
Ontario, Canada
$82.5M +$25.6M 18 0.38% Increased
286
Moore Capital Management
Moore Capital Management
New York
$81.8M +$17.3M 10 1.16% Increased
287
Jefferies Group
Jefferies Group
New York
$81.6M +$30.2M 14 0.51% Increased
288
UBS O'Connor
UBS O'Connor
Illinois
$80.6M +$20.1M 13 0.72% Increased
289
Artisan Partners
Artisan Partners
Wisconsin
$79.7M +$252K 2 0.1% Increased
290
PCM
Parsifal Capital Management
Connecticut
$79.2M +$6.86M 1 6.46% Increased
291
KeyBank National Association
KeyBank National Association
Ohio
$79M -$303K 14 0.35% Reduced
292
MetLife Investment Management
MetLife Investment Management
New Jersey
$78.7M -$12.7M 31 0.69% Reduced
293
ACM
Arosa Capital Management
Florida
$78.6M -$517K 16 15.89% Reduced
294
Arizona State Retirement System
Arizona State Retirement System
Arizona
$77.6M +$2.48M 31 0.63% Increased
295
PCP
Polunin Capital Partners
United Kingdom
$77.6M -$1.04M 1 23.96% Reduced
296
Shelton Capital Management
Shelton Capital Management
Colorado
$77.2M +$1.01M 18 2.91% Increased
297
Walleye Trading
Walleye Trading
New York
$76.5M +$26.7M 16 0.3% Increased
298
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$75.7M -$7.95M 7 1.14% Reduced
299
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$74.5M -$28.6M 10 0.44% Reduced
300
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$74.3M -$58.2M 11 0.14% Reduced