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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
VFM
Viking Fund Management
North Dakota
$34.9M -$13.4M 3 6.88% Reduced
327
GIM
GCA Investment Management
New York
$34.9M +$33.2M 4 11.44% New
328
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$34.5M +$2.11M 1 0.4% Increased
329
KBG
Kahn Brothers Group
New York
$34.1M +$2.17M 1 6.09% Increased
330
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$33.8M -$3.05M 1 2.55% Reduced
331
Baupost Group
Baupost Group
Massachusetts
$33.5M +$15.3M 1 0.61% Increased
332
AIA
Affinity Investment Advisors
California
$33.4M -$625K 2 2.87% Reduced
333
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$33.3M +$11M 12 0.26% Increased
334
GCP
GSA Capital Partners
United Kingdom
$33.3M +$13.5M 19 1.63% Increased
335
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$33.1M -$1.43M 5 0.78% Reduced
336
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$33.1M +$386K 4 0.57% Increased
337
MAC
Monarch Alternative Capital
New York
$32.8M +$709K 1 13.67% Increased
338
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$32.6M +$10.8M 2 0.72% Increased
339
CCM
Clearfield Capital Management
New York
$32.5M +$34M 1 12.18% New
340
TBC
Tweedy, Browne Co
Connecticut
$32.5M -$88.9K 1 0.95% Reduced
341
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$32.3M +$829K 5 1.14% Increased
342
Oppenheimer & Co
Oppenheimer & Co
New York
$32.1M -$5.53M 9 0.96% Reduced
343
CCM
Conatus Capital Management
Connecticut
$31.8M +$4.43M 1 2.09% Increased
344
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$31.4M -$3.53M 3 1.12% Reduced
345
Suntrust Banks
Suntrust Banks
Georgia
$31.4M -$639K 6 0.19% Reduced
346
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$31.3M +$6.47M 5 0.29% Increased
347
Boston Trust Walden
Boston Trust Walden
Massachusetts
$31.2M -$2.3M 3 0.58% Reduced
348
CAM
Cortina Asset Management
Wisconsin
$31.2M +$11.5M 5 1.41% Increased
349
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.7M -$3.57M 12 0.25% Reduced
350
PineBridge Investments
PineBridge Investments
New York
$30.4M +$9.91M 10 1.31% Increased