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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
TC
Towle & Co
Colorado
$44.5M +$3.79M 2 8.25% Increased
302
CCM
Cobalt Capital Management
New Jersey
$44.4M +$12.1M 2 4.76% Increased
303
ACM
Archer Capital Management
New York
$44.3M $0 1 4.34% Maintained
304
SM
Stratton Management
Pennsylvania
$44.2M -$2.34M 4 1.8% Reduced
305
SW
SVB Wealth
Massachusetts
$44.1M +$2.39M 7 1.43% Increased
306
FCM
Freshford Capital Management
New York
$44.1M +$4.36M 1 7.57% Increased
307
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$44.1M +$24.4K 9 0.61% Increased
308
PHAM
Pacific Heights Asset Management
California
$44M $0 3 2.49% Maintained
309
Trillium Asset Management
Trillium Asset Management
Massachusetts
$43.6M +$2.17M 3 2.83% Increased
310
Veritable
Veritable
Delaware
$43.5M +$734K 8 0.91% Increased
311
Rockefeller Financial Services
Rockefeller Financial Services
New York
$43M -$4.28M 5 0.93% Reduced
312
JIR
James Investment Research
Ohio
$42.9M +$4.78M 4 1.01% Increased
313
VAM
Visium Asset Management
New York
$42.8M +$19.8M 7 0.63% Increased
314
ACM
Argent Capital Management
Missouri
$42.6M +$1.94M 3 1.93% Increased
315
PM
Pembroke Management
Quebec, Canada
$42.4M -$4.06M 2 2.67% Reduced
316
William Blair & Company
William Blair & Company
Illinois
$42.4M -$16.8M 7 0.07% Reduced
317
Baird
Baird
Wisconsin
$42.1M +$5.87M 9 0.43% Increased
318
SCM
SKBA Capital Management
California
$42M +$108K 3 3.26% Increased
319
Huntington National Bank
Huntington National Bank
Ohio
$42M -$12.4K 10 1.02% Reduced
320
Boston Trust Walden
Boston Trust Walden
Massachusetts
$41.6M -$1.79M 3 0.62% Reduced
321
Oppenheimer & Co
Oppenheimer & Co
New York
$41.4M +$4.73M 9 1.13% Increased
322
TSU
TD Securities (USA)
New York
$41.4M -$2.65M 5 0.62% Reduced
323
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.3M +$36.5M 3 0.43% Increased
324
Robeco Schweiz
Robeco Schweiz
Switzerland
$41.1M +$852K 7 3.23% Increased
325
Sterling Capital Management
Sterling Capital Management
North Carolina
$41M -$5.21M 7 0.37% Reduced