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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
Asset Management One
Asset Management One
Japan
$46.9M -$11.3M 11 0.7% Reduced
302
AP
Alydar Partners
Massachusetts
$46.4M +$2.19M 4 3.95% Increased
303
AAP
Ardsley Advisory Partners
Connecticut
$46.3M -$27.7M 9 5.91% Reduced
304
CEP
Chicago Equity Partners
Illinois
$46.1M -$17.8M 7 1.22% Reduced
305
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$46.1M +$14.4M 4 0.76% Increased
306
GL
GLG LLC
New York
$45.8M +$1.84M 5 1.35% Increased
307
GW&K Investment Management
GW&K Investment Management
Massachusetts
$45.7M +$24.9M 2 1.16% Increased
308
SAAM
Solus Alternative Asset Management
New Jersey
$45.7M +$1.32M 2 8.35% Increased
309
Todd Asset Management
Todd Asset Management
Kentucky
$45.4M -$10.3M 2 1.29% Reduced
310
DFO
Duquesne Family Office
New York
$44.6M +$44.3M 3 3.18% New
311
NIM
NXG Investment Management
Texas
$44.6M +$534K 5 1.03% Increased
312
ACM
Argent Capital Management
Missouri
$44.4M -$822K 1 2.36% Reduced
313
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$43.9M +$483K 9 0.64% Increased
314
Artisan Partners
Artisan Partners
Wisconsin
$43.5M -$2.19M 1 0.08% Reduced
315
CRAM
Claren Road Asset Management
New York
$43.4M $0 1 3.04% Maintained
316
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$43.1M +$6.36M 2 1.3% Increased
317
KI
Kalmar Investments
Delaware
$43M +$702K 1 0.74% Increased
318
SCM
SKBA Capital Management
California
$42.9M +$8.67M 3 3.81% Increased
319
SG Americas Securities
SG Americas Securities
New York
$42.9M -$107M 17 0.25% Reduced
320
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$42.8M -$14.2K 9 0.59% Reduced
321
Nuveen
Nuveen
North Carolina
$42.5M +$11M 12 0.26% Increased
322
Sarasin & Partners
Sarasin & Partners
United Kingdom
$42.5M -$84.7M 2 0.59% Reduced
323
TA
Tiptree Advisors
New York
$42.4M +$24.1M 1 8.92% Increased
324
GWM
Greenwich Wealth Management
Connecticut
$42.2M +$86.9K 4 2.8% Increased
325
LPL Financial
LPL Financial
California
$42M +$361K 23 0.24% Increased