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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
301
BPM
Bronson Point Management
Connecticut
$44.7M -$3.91M 2 2.54% Reduced
302
IA
Icon Advisers
Colorado
$44.5M -$2.65M 2 3.23% Reduced
303
Gotham Asset Management
Gotham Asset Management
New York
$44.5M +$21.7M 10 1.06% Increased
304
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$44.4M -$5.03M 5 0.33% Reduced
305
TCG
Tremblant Capital Group
Florida
$44.4M +$940K 1 1.4% Increased
306
Natixis Advisors
Natixis Advisors
Massachusetts
$44.3M +$12.9M 8 0.73% Increased
307
T
Tahithromos
New York
$43.8M -$4.93M 3 9.83% Reduced
308
KBC Group
KBC Group
Belgium
$43.5M -$1.69M 12 0.66% Reduced
309
IRF
IBM Retirement Fund
New York
$43.5M -$1.41M 5 0.57% Reduced
310
Westwood Holdings Group
Westwood Holdings Group
Texas
$43.2M -$1.69M 1 0.33% Reduced
311
Carlyle Group
Carlyle Group
District of Columbia
$42.9M $0 1 0.29% Maintained
312
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$42.7M +$41.5M 1 3.33% New
313
FQ
First Quadrant
California
$42.5M -$14.2M 8 0.99% Reduced
314
DFO
Duquesne Family Office
New York
$42.4M +$37.9M 2 2.82% New
315
FA
Friess Associates
Delaware
$42.2M -$3.07M 4 3.17% Reduced
316
PCM
Penn Capital Management
Pennsylvania
$41.6M +$1.57M 3 1.5% Increased
317
HCMT
Highland Capital Management (Texas)
Texas
$41.6M +$16.5M 3 2.27% Increased
318
PM
Pembroke Management
Quebec, Canada
$41.4M +$3.71M 1 3.63% Increased
319
GWM
Greenwich Wealth Management
Connecticut
$41.3M -$5.06K 4 4.17% Reduced
320
Discovery Capital Management
Discovery Capital Management
Connecticut
$41.3M +$34.5M 1 0.31% New
321
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$40.7M +$229K 8 0.58% Increased
322
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40.7M -$579K 9 0.65% Reduced
323
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.7M -$15.9M 4 0.1% Reduced
324
Donald Smith & Co
Donald Smith & Co
New York
$40.5M +$2.15M 1 0.81% Increased
325
SAAM
Solus Alternative Asset Management
New Jersey
$39.7M +$33.6M 2 10.65% Increased