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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
MetLife Investment Management
MetLife Investment Management
New Jersey
$87.7M +$1.88M 39 0.68% Increased
277
STRS Ohio
STRS Ohio
Ohio
$87.3M +$14.5M 21 0.39% Increased
278
John W. Bristol & Co
John W. Bristol & Co
New York
$87.2M -$2.12M 2 2.14% Reduced
279
CCM
Cinctive Capital Management
New York
$87M -$33.8M 9 3.65% Reduced
280
Private Management Group
Private Management Group
California
$86.5M -$30.9M 4 3.79% Reduced
281
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$86.2M +$20.1M 5 5.93% Increased
282
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$86.2M -$10.9M 4 1.91% Reduced
283
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$86.1M -$61K 2 1.8% Reduced
284
LMR Partners
LMR Partners
United Kingdom
$85.8M +$41.2M 9 1.44% Increased
285
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$85.6M +$1.8M 25 1.34% Increased
286
Castle Hook Partners
Castle Hook Partners
New York
$83.6M +$46.4M 1 3% Increased
287
AAM
AMI Asset Management
California
$82M +$15.3M 2 5.2% Increased
288
Channing Capital Management
Channing Capital Management
Illinois
$82M +$3.51M 2 2.68% Increased
289
Amalgamated Bank
Amalgamated Bank
New York
$80.7M +$2.01M 43 0.75% Increased
290
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$80.3M -$11.6M 10 1.61% Reduced
291
Boston Trust Walden
Boston Trust Walden
Massachusetts
$80M +$12.2M 2 0.76% Increased
292
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$80M +$43M 2 1.19% Increased
293
Calamos Advisors
Calamos Advisors
Illinois
$79M -$7.3M 7 0.34% Reduced
294
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$78.8M -$15.4M 36 0.42% Reduced
295
SM
Senvest Management
New York
$78.4M +$4.72M 1 2.68% Increased
296
ACM
Arosa Capital Management
Florida
$77.9M +$10.1M 14 12.62% Increased
297
Ruffer LLP
Ruffer LLP
United Kingdom
$77.9M +$23.7M 2 3.06% Increased
298
NI
NFC Investments
Tennessee
$77.3M +$665K 3 20.95% Increased
299
BCAM
Boston Common Asset Management
Massachusetts
$77M +$719K 4 3.84% Increased
300
Creative Planning
Creative Planning
Kansas
$76.5M +$8.69M 32 0.13% Increased