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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$41.3M	+$6.55M	5	0.71%	Increased
302	NA Neuburgh Advisers Los Angeles, California	$41.2M	+$2.74M	10	1.48%	Increased
303	Churchill Management Los Angeles, California	$41M	-$896K	2	0.9%	Reduced
304	River Road Asset Management Louisville, Kentucky	$40.6M	-$28.8M	2	0.77%	Reduced
305	DekaBank Deutsche Girozentrale Frankfurt, Germany	$39.8M	$0	7	0.31%	Maintained
306	Janney Montgomery Scott Philadelphia, Pennsylvania	$39.7M	+$1.65M	12	0.41%	Increased
307	Cambridge Investment Research Advisors Fairfield, Iowa	$39.4M	+$1.16M	11	0.46%	Increased
308	Commerzbank Aktiengesellschaft Frankfurt, Germany	$39.2M	+$1.88M	9	0.45%	Increased
309	Westwood Holdings Group Dallas, Texas	$38.9M	+$1.58M	3	0.29%	Increased
310	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$38.3M	+$3.13M	4	0.47%	Increased
311	Gulf International Bank (UK) London, United Kingdom	$38.2M	-$656K	3	0.49%	Reduced
312	Nomura Holdings Tokyo, Japan	$37.9M	-$30.6M	8	0.07%	Reduced
313	Soros Fund Management New York	$37.9M	+$10.8M	1	0.87%	Increased
314	JIR James Investment Research Alpha, Ohio	$37.9M	+$10.6M	10	1.29%	Increased
315	TBC Tweedy, Browne Co Stamford, Connecticut	$37.8M	-$1.83M	1	1.04%	Reduced
316	Natixis Paris, France	$37.6M	-$39.9M	6	0.29%	Reduced
317	BWCA Brenner West Capital Advisors New York	$37.6M	+$35.8M	1	4.92%	New
318	RNC Capital Management Los Angeles, California	$37.6M	+$309K	2	2.6%	Increased
319	RH Riverstone Holdings New York	$37.2M	$0	1	1.44%	Maintained
320	GC GMT Capital Atlanta, Georgia	$37.2M	+$5.31M	2	0.76%	Increased
321	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$36.8M	-$4.78M	2	2.91%	Reduced
322	Luther King Capital Management (LKCM) Fort Worth, Texas	$36.8M	+$1.47M	4	0.3%	Increased
323	MCM Matarin Capital Management New York	$36.7M	+$5.64M	8	2.86%	Increased
324	FA Friess Associates Greenville, Delaware	$36.6M	+$8.9M	2	3.03%	Increased
325	HM Payson & Co Portland, Maine	$36.4M	-$2.83M	5	1.46%	Reduced