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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	SCM SIR Capital Management New York	$42.9M	+$21.4M	4	6.38%	Increased
327	SIM Stelliam Investment Management New York	$42.8M	-$46.6M	1	2.29%	Reduced
328	MCM Marcato Capital Management San Francisco, California	$42M	+$1.91M	1	4.55%	Increased
329	TBC Tweedy, Browne Co Stamford, Connecticut	$41.7M	-$82.7K	1	1.26%	Reduced
330	JP Morgan Private Wealth Advisors San Francisco, California	$41.2M	+$14.2K	9	0.2%	Increased
331	PWAM Park West Asset Management San Francisco, California	$41.1M	+$12.2M	2	1.5%	Increased
332	FP Foundry Partners Minneapolis, Minnesota	$41.1M	+$6.94M	3	1.56%	Increased
333	Advisor Group Phoenix, Arizona	$40.9M	+$12.5M	47	0.41%	Increased
334	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$40.8M	+$2.65M	1	2.39%	Increased
335	Oppenheimer Asset Management New York	$40.5M	-$964K	9	0.9%	Reduced
336	TPSF Texas Permanent School Fund Austin, Texas	$40.2M	-$2.79M	14	0.56%	Reduced
337	Churchill Management Los Angeles, California	$39.9M	-$2.93M	2	0.87%	Reduced
338	NA Neuburgh Advisers Los Angeles, California	$39.9M	-$13M	10	1.29%	Reduced
339	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$39.7M	-$111K	7	1.96%	Reduced
340	William Blair & Company Chicago, Illinois	$39.5M	+$1.42M	11	0.24%	Increased
341	NIMC NWQ Investment Management Company Los Angeles, California	$39.5M	+$40.2M	1	0.78%	New
342	Creative Planning Overland Park, Kansas	$39.3M	+$1.15M	17	0.15%	Increased
343	GVI Green Valley Investors Wilmington, Delaware	$39.2M	-$3.02M	1	1.75%	Reduced
344	SCA Salient Capital Advisors Houston, Texas	$39.1M	-$634K	4	0.85%	Reduced
345	Dana Investment Advisors Waukesha, Wisconsin	$39M	-$1.84M	3	1.59%	Reduced
346	Marshall Wace London, United Kingdom	$38.4M	+$30.7M	5	0.33%	Increased
347	PineBridge Investments New York	$38.1M	+$19.9M	11	0.72%	Increased
348	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$37.7M	+$17.5M	2	9.06%	Increased
349	MCM Matarin Capital Management New York	$37.7M	-$1.52M	5	2.43%	Reduced
350	Candriam SCA Strassen, Luxembourg, Luxembourg	$37.6M	+$8.51M	6	0.5%	Increased