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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
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$40.9M -$8.16M 9 0.56% Reduced
327
PP
PDT Partners
New York
$40.5M +$30.5M 14 1.01% Increased
328
Regions Financial Corp
Regions Financial Corp
Alabama
$40.5M -$7.59M 5 0.52% Reduced
329
HCM
Hahn Capital Management
California
$40.4M +$7.67M 1 3.52% Increased
330
BKBG
BHF Kleinwort Benson Group
Belgium
$40.4M +$553K 10 1.11% Increased
331
LCM
LionEye Capital Management
New York
$39.8M +$11.2M 2 1.6% Increased
332
TCG
Tremblant Capital Group
Florida
$39.6M -$4.71M 1 2.56% Reduced
333
LM
Lasry Marc
$39.2M $0 1 4.02% Maintained
334
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$39.1M -$4.74M 3 3.03% Reduced
335
Todd Asset Management
Todd Asset Management
Kentucky
$39M -$2.24M 1 1.09% Reduced
336
LPL Financial
LPL Financial
California
$38.9M +$2.79M 23 0.2% Increased
337
Cambiar Investors
Cambiar Investors
Colorado
$38.9M -$73.6M 2 0.57% Reduced
338
CCA
Canyon Capital Advisors
Texas
$38.7M +$16.2M 5 1.21% Increased
339
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$38.4M +$2.86M 1 3.09% Increased
340
Hood River Capital Management
Hood River Capital Management
Florida
$38.3M +$13.9M 2 4.71% Increased
341
AIP
ARS Investment Partners
New York
$38.2M -$9.92M 3 7.1% Reduced
342
GWM
Greenwich Wealth Management
Connecticut
$37.7M -$8.36M 4 4.26% Reduced
343
OA
OFI Advisors
Pennsylvania
$37.3M -$1.73M 13 2.2% Reduced
344
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$37M +$7.03M 5 24.66% Increased
345
AGA
Altrinsic Global Advisors
Connecticut
$36.9M +$365K 1 0.8% Increased
346
Sentry Investments
Sentry Investments
Ontario, Canada
$36.7M -$8.11M 2 0.46% Reduced
347
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$36.7M -$18.1M 3 1.4% Reduced
348
BPBT
Boston Private Bank & Trust
Massachusetts
$36.4M -$2.07K 13 1.68% Reduced
349
KCM
Kensico Capital Management
Connecticut
$36.4M +$14.7M 1 0.72% Increased
350
Discovery Capital Management
Discovery Capital Management
Connecticut
$36.1M +$31.6M 1 0.41% New