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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
BIM
Bogle Investment Management
Massachusetts
$51M +$29.2M 6 3.3% Increased
302
FCM
Force Capital Management
New York
$50.8M +$10.2M 1 6.4% Increased
303
ORI
Oak Ridge Investments
Illinois
$49.9M -$764K 2 1.3% Reduced
304
Masters Capital Management
Masters Capital Management
Georgia
$49.8M +$3.72M 2 1.83% Increased
305
TPCM
Tide Point Capital Management
Connecticut
$49.8M +$21.7M 4 10.89% Increased
306
HFA
Harvest Fund Advisors
Pennsylvania
$49.1M +$1.86M 2 0.78% Increased
307
TPSF
Texas Permanent School Fund
Texas
$49.1M -$5.32M 11 0.55% Reduced
308
LI
LMCG Investments
Massachusetts
$48.8M -$9.54M 5 1.1% Reduced
309
GW&K Investment Management
GW&K Investment Management
Massachusetts
$48M +$7.67M 2 1.26% Increased
310
PEAK6 Group
PEAK6 Group
Illinois
$47.8M +$14.1M 17 0.37% Increased
311
SG Americas Securities
SG Americas Securities
New York
$47.5M +$5.74M 20 0.28% Increased
312
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$47.3M +$5.59M 2 1.41% Increased
313
FQ
First Quadrant
California
$46.8M +$1.01M 7 1.05% Increased
314
ACM
Argent Capital Management
Missouri
$46.5M -$358K 3 2.55% Reduced
315
Aristeia Capital
Aristeia Capital
Connecticut
$46.4M +$303K 1 1.59% Increased
316
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$46.2M +$28.2M 2 0.21% Increased
317
MWP
MYCIO Wealth Partners
Pennsylvania
$46M -$4.73M 6 10.78% Reduced
318
AIP
ARS Investment Partners
New York
$45.8M +$3.35M 3 6.98% Increased
319
Huntington National Bank
Huntington National Bank
Ohio
$45.8M +$1.1M 6 0.94% Increased
320
AA
Antipodean Advisors
New York
$45.4M +$46.1M 1 4.43% New
321
DP
DW Partners
New York
$45.4M $0 1 8.94% Maintained
322
WCMNY
Westchester Capital Management (New York)
New York
$45.3M +$23.9M 1 0.56% Increased
323
KI
Kalmar Investments
Delaware
$45.1M $0 1 0.86% Maintained
324
Wedge Capital Management
Wedge Capital Management
North Carolina
$44.4M -$725K 7 0.47% Reduced
325
Asset Management One
Asset Management One
Japan
$43.9M -$1.03M 9 0.61% Reduced