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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	Royal London Asset Management United Kingdom	$33.6M	+$9.41M	4	0.55%	Increased
302	FCM Freshford Capital Management Rye Brook, New York	$32.9M	-$752K	1	9.65%	Reduced
303	ARTA A.R.T. Advisors New York	$32.5M	-$2.36M	15	1.62%	Reduced
304	PointState Capital New York	$32.2M	+$15.5M	2	0.66%	Increased
305	Robeco Schweiz Zurich, Switzerland	$31.7M	+$6.08M	8	2.91%	Increased
306	NPIC Neumeier Poma Investment Counsel Carmel, California	$31.4M	-$18.2M	1	4.97%	Reduced
307	TBC Tweedy, Browne Co Stamford, Connecticut	$31.3M	-$82.2K	1	0.88%	Reduced
308	CIBC World Market Toronto, Ontario, Canada	$31.2M	-$7.34M	8	0.14%	Reduced
309	Oregon Public Employees Retirement Fund Tigard, Oregon	$31M	+$2.81M	5	0.69%	Increased
310	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$30.8M	+$10.6M	11	0.57%	Increased
311	R.M. Davis Inc Portland, Maine	$30.7M	+$3.03M	3	1.51%	Increased
312	RH Riverstone Holdings New York	$30.7M	$0	1	1.81%	Maintained
313	Thrivent Financial for Lutherans Minneapolis, Minnesota	$30.7M	+$14.2M	12	0.15%	Increased
314	HBK Investments Dallas, Texas	$30.6M	+$3.14M	9	0.23%	Increased
315	PHAM Pacific Heights Asset Management San Francisco, California	$30.2M	-$432K	3	2.76%	Reduced
316	DIA Denver Investment Advisors Denver, Colorado	$30.1M	+$4.63M	3	1.36%	Increased
317	AIA Affinity Investment Advisors Newport Beach, California	$29.9M	+$5.43M	2	2.21%	Increased
318	AGA Altrinsic Global Advisors Stamford, Connecticut	$29.8M	-$1.42M	1	0.84%	Reduced
319	Oppenheimer & Co New York	$29.8M	+$505K	9	0.89%	Increased
320	HSA Hussman Strategic Advisors Ellicott City, Maryland	$29.6M	-$3.18M	5	4.53%	Reduced
321	Ladenburg Thalmann Financial Services Miami, Florida	$29.6M	+$4.39M	45	0.47%	Increased
322	Luther King Capital Management (LKCM) Fort Worth, Texas	$29.6M	-$3.95M	3	0.29%	Reduced
323	SM Senvest Management New York	$29.6M	+$3.77M	1	2.42%	Increased
324	VFM Viking Fund Management Minot, North Dakota	$29.4M	+$2.39M	2	5.1%	Increased
325	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$29.4M	-$140M	6	0.33%	Reduced