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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
SAM
Shell Asset Management
Netherlands
$36.1M -$4.64M 12 0.8% Reduced
302
TBC
Tweedy, Browne Co
Connecticut
$36M -$46.7K 1 0.98% Reduced
303
HM Payson & Co
HM Payson & Co
Maine
$35.8M -$321K 5 1.54% Reduced
304
Zacks Investment Management
Zacks Investment Management
Illinois
$35.2M +$28.9M 6 0.82% Increased
305
Westwood Holdings Group
Westwood Holdings Group
Texas
$35.1M +$11.4M 4 0.28% Increased
306
OAM
Oxford Asset Management
United Kingdom
$34.7M -$6.92M 13 0.67% Reduced
307
GIM
GCA Investment Management
New York
$34.6M -$1.15M 3 6.78% Reduced
308
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$34.5M -$116K 3 0.46% Reduced
309
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$34.3M +$21.3M 2 3.11% Increased
310
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$34.2M -$1.12M 10 0.39% Reduced
311
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$34.1M +$1.88M 10 0.89% Increased
312
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.1M +$1.27M 13 0.46% Increased
313
RNC Capital Management
RNC Capital Management
California
$33.7M +$441K 2 2.54% Increased
314
SCM
SIR Capital Management
New York
$33.7M +$21.2M 2 4.35% Increased
315
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$33.6M +$1.53M 2 2.6% Increased
316
William Blair & Company
William Blair & Company
Illinois
$33.5M +$10K 9 0.25% Increased
317
Driehaus Capital Management
Driehaus Capital Management
Illinois
$33.4M +$15.5M 4 1.3% Increased
318
CIBC World Market
CIBC World Market
Ontario, Canada
$33.3M -$14.5M 7 0.16% Reduced
319
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$33.3M +$16.6M 7 1.35% Increased
320
PHAM
Pacific Heights Asset Management
California
$33M -$121K 3 3.15% Reduced
321
SAM
Scopus Asset Management
New York
$32.8M +$19.4M 4 0.34% Increased
322
Hancock Whitney
Hancock Whitney
Mississippi
$32.7M +$1.75M 6 1.39% Increased
323
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$32.5M -$24.4K 4 0.29% Reduced
324
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$32.5M +$3.94M 9 0.43% Increased
325
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$32.4M -$207K 3 1.99% Reduced