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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	Asset Management One Tokyo, Japan	$37.9M	-$2.81M	8	0.55%	Reduced
302	KBG Kahn Brothers Group New York	$37.9M	+$4.92M	1	7.09%	Increased
303	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$37.8M	+$3.34M	5	0.5%	Increased
304	Homestead Advisers Arlington, Virginia	$37.7M	+$33.1M	1	0.67%	New
305	ORIO Old Republic International (ORI) Chicago, Illinois	$37.6M	+$1.95M	1	1.85%	Increased
306	Mondrian Investment Partners London, United Kingdom	$37.5M	+$5.23M	2	0.83%	Increased
307	CIA CCM Investment Advisers Columbia, South Carolina	$37.4M	-$3.47M	2	3.5%	Reduced
308	ANRF Adams Natural Resources Fund Baltimore, Maryland	$37.3M	$0	3	6.31%	Maintained
309	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$36M	+$7.87M	1	2.63%	Increased
310	CCM Clearfield Capital Management New York	$36M	$0	1	12.97%	Maintained
311	Gotham Asset Management New York	$36M	+$8.62M	10	0.4%	Increased
312	Rothschild & Co Asset Management US Stamford, Connecticut	$35.7M	+$21.2M	1	0.67%	Increased
313	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$34.3M	+$293K	5	0.42%	Increased
314	TBC Tweedy, Browne Co Stamford, Connecticut	$34.3M	-$63.8K	1	0.94%	Reduced
315	BB&T Securities Richmond, Virginia	$34.2M	+$13.9M	6	0.56%	Increased
316	FCM Freshford Capital Management Rye Brook, New York	$34.1M	+$3.26M	1	8.97%	Increased
317	Robeco Schweiz Zurich, Switzerland	$33.9M	-$2.83M	7	3.26%	Reduced
318	SM Senvest Management New York	$33.7M	+$2.95M	2	2.83%	Increased
319	Edmond de Rothschild Asset Management (France) Paris, France	$33.6M	-$2.29M	4	1.46%	Reduced
320	EIM Essex Investment Management Boston, Massachusetts	$33.4M	+$4.64M	7	5.73%	Increased
321	Gulf International Bank (UK) London, United Kingdom	$33.4M	-$445K	4	0.57%	Reduced
322	Employees Provident Fund Board Shah Alam, Malaysia	$33.4M	+$3.5M	1	1.43%	Increased
323	Luther King Capital Management (LKCM) Fort Worth, Texas	$33.1M	-$1.3M	5	0.33%	Reduced
324	UBS O'Connor Chicago, Illinois	$32.5M	+$28.8M	2	0.32%	Increased
325	Oregon Public Employees Retirement Fund Tigard, Oregon	$32.1M	-$1.26M	5	0.74%	Reduced