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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	TBC Tweedy, Browne Co Stamford, Connecticut	$32.5M	$0	1	0.97%	Maintained
302	GIM GCA Investment Management New York	$32.4M	+$3.76M	3	6.19%	Increased
303	Janney Montgomery Scott Philadelphia, Pennsylvania	$32M	+$966K	10	0.4%	Increased
304	Calamos Advisors Naperville, Illinois	$31.7M	+$2.89M	5	0.23%	Increased
305	Gulf International Bank (UK) London, United Kingdom	$31.4M	+$465K	3	0.45%	Increased
306	SG Americas Securities New York	$31.3M	-$3.9M	21	0.28%	Reduced
307	CAM Cortina Asset Management Milwaukee, Wisconsin	$31.3M	-$6.49M	3	1.33%	Reduced
308	Hancock Whitney Gulfport, Mississippi	$31.1M	-$1.31M	5	1.31%	Reduced
309	Luther King Capital Management (LKCM) Fort Worth, Texas	$30.9M	+$489K	3	0.28%	Increased
310	LPC Lion Point Capital New York	$30.6M	-$10.8M	1	4.24%	Reduced
311	PHAM Pacific Heights Asset Management San Francisco, California	$30.5M	-$117K	3	2.91%	Reduced
312	Menora Mivtachim Holdings Ramat Gan, Israel	$30.4M	+$5.31M	3	1.42%	Increased
313	PIA Piedmont Investment Advisors Durham, North Carolina	$30.3M	+$2.33M	6	0.67%	Increased
314	William Blair & Company Chicago, Illinois	$30.3M	+$3.71M	9	0.23%	Increased
315	RNC Capital Management Los Angeles, California	$30M	+$966K	2	2.32%	Increased
316	Mackenzie Financial Toronto Ontario, Ontario, Canada	$29.9M	-$10.4M	5	0.17%	Reduced
317	Saturna Capital Bellingham, Washington	$29.7M	-$16.5M	2	0.98%	Reduced
318	Cambridge Investment Research Advisors Fairfield, Iowa	$29.4M	+$12.8M	13	0.43%	Increased
319	RCM Raging Capital Management Rocky Hill, New Jersey	$29.2M	-$5.99M	1	5.5%	Reduced
320	Oppenheimer Asset Management New York	$29.1M	+$2.68M	10	0.8%	Increased
321	BAPIM British Airways Pensions Investment Management London, United Kingdom	$29M	$0	1	0.84%	Maintained
322	BP Banbury Partners Charlotte, North Carolina	$28.9M	+$8.2M	1	6.86%	Increased
323	Capital Advisors Inc Tulsa, Oklahoma	$28.8M	+$347K	3	1.8%	Increased
324	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$28.5M	+$10.1M	3	2.08%	Increased
325	ANRF Adams Natural Resources Fund Baltimore, Maryland	$28.5M	$0	3	4.67%	Maintained