← All themes

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
R.M. Davis Inc
R.M. Davis Inc
Maine
$46M -$1.08M 4 1.79% Reduced
302
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$45.9M +$7.76M 14 0.82% Increased
303
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$45.9M -$292K 47 0.43% Reduced
304
PR
Payden & Rygel
California
$45.1M +$3.11M 3 3.55% Increased
305
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$45.1M +$25.2M 7 0.69% Increased
306
Trillium Asset Management
Trillium Asset Management
Massachusetts
$44.2M +$5.89M 7 2.36% Increased
307
CBOA
Commonwealth Bank of Australia
Australia
$44M -$6.6M 5 0.44% Reduced
308
FCM
Flinton Capital Management
Pennsylvania
$43.9M +$159K 11 1.42% Increased
309
MC
Montag & Caldwell
Georgia
$43.5M +$6.82M 1 1.73% Increased
310
ROIC
Route One Investment Company
California
$42.7M +$25.9M 1 1.65% Increased
311
SIM
Spark Investment Management
New York
$42.7M -$2.42M 3 2.51% Reduced
312
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$42.6M +$955K 3 0.53% Increased
313
RNC Capital Management
RNC Capital Management
California
$42.5M +$804K 2 2.99% Increased
314
Suntrust Banks
Suntrust Banks
Georgia
$42.5M +$833K 8 0.23% Increased
315
Churchill Management
Churchill Management
California
$42.2M -$3.02M 2 1.12% Reduced
316
Todd Asset Management
Todd Asset Management
Kentucky
$42.1M +$42.1M 3 1.18% Increased
317
TPSF
Texas Permanent School Fund
Texas
$42M -$1.93M 14 0.57% Reduced
318
Winton Group
Winton Group
United Kingdom
$41.8M -$8.89M 11 1.07% Reduced
319
TBC
Tweedy, Browne Co
Connecticut
$41.6M -$127K 1 1.29% Reduced
320
MWP
MYCIO Wealth Partners
Pennsylvania
$41.2M -$971K 2 4.26% Reduced
321
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$41.2M +$449K 2 0.95% Increased
322
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$40.8M -$2.52M 9 1% Reduced
323
RCM
Riverhead Capital Management
Delaware
$40.8M +$409K 15 1.61% Increased
324
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.7M +$711K 6 0.35% Increased
325
TAM
Tyers Asset Management
Texas
$40.6M +$472K 13 1.39% Increased