← All themes

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
MFM
Marianas Fund Management
New York
$37.1M +$40M 1 7.29% New
302
ARTA
A.R.T. Advisors
New York
$37M +$20.6M 9 1.37% Increased
303
LPL Financial
LPL Financial
California
$36.9M +$964K 21 0.2% Increased
304
Todd Asset Management
Todd Asset Management
Kentucky
$36.8M -$1.1M 1 1.15% Reduced
305
Oppenheimer & Co
Oppenheimer & Co
New York
$36.3M -$1.07M 8 1.1% Reduced
306
NPIC
Neumeier Poma Investment Counsel
California
$36.3M +$14.5M 2 6.86% Increased
307
Royal London Asset Management
Royal London Asset Management
United Kingdom
$36.2M +$38.1M 4 0.58% New
308
Bridgewater Associates
Bridgewater Associates
Connecticut
$35.8M +$11.9M 4 0.48% Increased
309
CIBC World Market
CIBC World Market
Ontario, Canada
$35.7M +$6.78M 7 0.18% Increased
310
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$35.5M -$1.31M 28 0.33% Reduced
311
Regions Financial Corp
Regions Financial Corp
Alabama
$35M -$595K 5 0.5% Reduced
312
PHAM
Pacific Heights Asset Management
California
$34.9M -$1.99M 3 2.75% Reduced
313
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$34.8M -$414K 1 0.35% Reduced
314
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$34.6M +$7.75M 9 0.42% Increased
315
CIA
CCM Investment Advisers
South Carolina
$34.6M +$1.04M 2 3.44% Increased
316
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$34.4M $0 1 3.34% Maintained
317
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$33.9M +$23.3M 4 1.12% Increased
318
MDSL
M.D. Sass LLC
New York
$33.9M +$35.6M 1 1.87% New
319
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$33.7M +$28.5M 7 0.56% Increased
320
MLM
Mount Lucas Management
Pennsylvania
$33.7M +$14.3M 4 4.25% Increased
321
EC
EMS Capital
New York
$33.4M +$8.17M 1 3.44% Increased
322
Analytic Investors
Analytic Investors
California
$33.4M -$11.4M 3 0.45% Reduced
323
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$33.4M +$27.8M 1 1.67% Increased
324
Boston Trust Walden
Boston Trust Walden
Massachusetts
$33.3M -$577K 3 0.56% Reduced
325
ANRF
Adams Natural Resources Fund
Maryland
$33.1M $0 1 5.7% Maintained