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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
Ruffer LLP
Ruffer LLP
United Kingdom
$84.1M -$76.5K 2 5.64% Reduced
302
Comerica Bank
Comerica Bank
Texas
$84.1M -$6.62M 24 0.65% Reduced
303
Silvercrest Asset Management
Silvercrest Asset Management
New York
$83.9M -$1.5M 8 0.64% Reduced
304
AMI Asset Management
AMI Asset Management
California
$83.5M -$10.1M 2 5.85% Reduced
305
PGGM Investments
PGGM Investments
Netherlands
$83.5M +$3.66M 6 1.46% Increased
306
Mirova
Mirova
France
$82.9M +$652K 12 12.98% Increased
307
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$82.5M +$7.73M 37 0.65% Increased
308
William Blair & Company
William Blair & Company
Illinois
$82.5M -$2.03M 21 0.36% Reduced
309
PineBridge Investments
PineBridge Investments
New York
$82.1M -$34.7M 9 0.99% Reduced
310
Advisors Asset Management
Advisors Asset Management
Colorado
$81.7M -$2.2M 35 1.66% Reduced
311
SVB Wealth
SVB Wealth
Massachusetts
$80.5M +$1.17M 10 1.09% Increased
312
JC
Joho Capital
New York
$80.3M +$78.1M 4 26% New
313
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$79.2M +$4.62M 22 0.83% Increased
314
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$77.7M +$2.82M 11 0.54% Increased
315
Money Design
Money Design
Japan
$77.5M +$15.3M 7 4.85% Increased
316
Alyeska Investment Group
Alyeska Investment Group
Illinois
$77.1M -$48.9M 10 0.8% Reduced
317
KeyBank National Association
KeyBank National Association
Ohio
$77M +$798K 14 0.38% Increased
318
Kahn Brothers Group
Kahn Brothers Group
New York
$75.6M -$274K 1 9.96% Reduced
319
DMKJ
David M. Knott Jr
$75M +$1.85M 2 28.33% Increased
320
Quadrature Capital
Quadrature Capital
United Kingdom
$74.9M -$27.4M 18 2.22% Reduced
321
Pzena Investment Management
Pzena Investment Management
New York
$74.5M -$2.15M 1 0.33% Reduced
322
Gabelli Funds
Gabelli Funds
New York
$74.2M -$5.21M 14 0.58% Reduced
323
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$74.1M +$6.48M 3 1.7% Increased
324
Yousif Capital Management
Yousif Capital Management
Michigan
$74.1M -$6.92M 20 0.97% Reduced
325
Trexquant Investment
Trexquant Investment
Connecticut
$73.2M -$12.6M 19 2.08% Reduced