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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
SM
Senvest Management
New York
$34M +$8.22M 1 2.44% Increased
302
AAP
Ardsley Advisory Partners
Connecticut
$33.9M -$9.87M 5 5.37% Reduced
303
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.6M -$375K 13 0.15% Reduced
304
Personal Capital Advisors
Personal Capital Advisors
California
$33.5M +$8.84M 3 1.13% Increased
305
Todd Asset Management
Todd Asset Management
Kentucky
$32.3M -$13.9M 1 0.98% Reduced
306
HCS
Harvest Capital Strategies
California
$32.1M -$182K 2 4.67% Reduced
307
CAM
Capstone Asset Management
Texas
$32M -$3.34M 13 0.92% Reduced
308
RCM
Raging Capital Management
New Jersey
$31.9M +$147K 1 4.39% Increased
309
TBC
Tweedy, Browne Co
Connecticut
$31.7M -$76.5K 1 0.96% Reduced
310
R.M. Davis Inc
R.M. Davis Inc
Maine
$31.5M +$363K 3 1.54% Increased
311
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$31.4M +$1.97M 46 0.47% Increased
312
Jane Street
Jane Street
New York
$31.2M +$16.3M 23 0.15% Increased
313
SCH
Sylebra Capital (HK)
Hong Kong
$31.2M +$10.6M 1 2.75% Increased
314
PHAM
Pacific Heights Asset Management
California
$31.2M $0 3 2.74% Maintained
315
Oppenheimer & Co
Oppenheimer & Co
New York
$30.9M +$423K 11 0.9% Increased
316
ACPU
Arrowgrass Capital Partners (US)
Delaware
$30.8M +$11.6M 2 0.41% Increased
317
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30.7M -$352K 10 0.61% Reduced
318
Hancock Whitney
Hancock Whitney
Mississippi
$30.6M +$9.64M 7 1.21% Increased
319
FCM
Freshford Capital Management
New York
$30.4M -$4.4M 1 9.6% Reduced
320
DIA
Denver Investment Advisors
Colorado
$30.1M -$8.38M 4 1.32% Reduced
321
VFM
Viking Fund Management
North Dakota
$30M -$57.7K 3 4.92% Reduced
322
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$29.9M -$3.45M 3 0.29% Reduced
323
AGA
Altrinsic Global Advisors
Connecticut
$29.2M -$360K 1 1.07% Reduced
324
Blackstone Inc
Blackstone Inc
New York
$29M +$10.4M 1 0.17% Increased
325
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$29M -$2.87M 5 0.63% Reduced