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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
326
PCM
Penn Capital Management
Pennsylvania
$28M +$27.4M 3 1.15% New
327
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$27.7M +$27.7M 3 1.15% New
328
Bridgewater Associates
Bridgewater Associates
Connecticut
$27.7M +$29.8M 4 0.24% New
329
CAM
Capstone Asset Management
Texas
$27.7M +$29M 11 0.73% New
330
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.2M +$27.1M 5 0.85% New
331
SEI Trust Company
SEI Trust Company
Pennsylvania
$27.1M +$27.4M 8 0.33% New
332
SIM
Stelliam Investment Management
New York
$27M +$28.3M 1 1.47% New
333
Fidelity International
Fidelity International
Bermuda
$26.7M +$27.1M 4 0.15% New
334
Meyer Handelman Company
Meyer Handelman Company
New York
$26.5M +$27.1M 3 1.46% New
335
CA
Cortland Advisers
Delaware
$26.5M +$28.3M 1 0.59% New
336
Artisan Partners
Artisan Partners
Wisconsin
$26.5M +$26.2M 1 0.06% New
337
Andra AP-fonden
Andra AP-fonden
Sweden
$26.1M +$28.1M 4 0.68% New
338
DCM
Decade Capital Management
New York
$26.1M +$27.8M 1 1.67% New
339
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$26.1M +$26.1M 5 0.24% New
340
ACM
Argent Capital Management
Missouri
$25.9M +$27.2M 1 1.66% New
341
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$25.6M +$25.6M 4 0.67% New
342
AFG
American Financial Group
Ohio
$25.5M +$25.7M 2 2.27% New
343
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$25.5M +$26.9M 5 0.56% New
344
DCM
Dupont Capital Management
Delaware
$25.5M +$26.8M 7 0.48% New
345
HM Payson & Co
HM Payson & Co
Maine
$25.4M +$26M 3 1.53% New
346
HI
Honeywell International
North Carolina
$25.2M +$25M 1 0.69% New
347
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$25M +$25.8M 6 0.7% New
348
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$24.6M +$25.9M 4 0.51% New
349
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$24.5M +$26.2M 4 1% New
350
RCM
Riverhead Capital Management
Delaware
$24.4M +$26.1M 4 0.81% New