← All themes

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
AAM
Ardevora Asset Management
United Kingdom
$73M +$44.9M 2 1.24% Increased
327
MML Investors Services
MML Investors Services
Massachusetts
$72.2M +$2.8M 22 0.47% Increased
328
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$71.7M -$10.8M 2 2.09% Reduced
329
Pendal Group
Pendal Group
Australia
$70.8M -$11.6M 5 0.61% Reduced
330
Cannell & Co
Cannell & Co
New York
$70.7M -$1.24M 6 2.54% Reduced
331
SCM
SIR Capital Management
New York
$70.7M -$12.8M 7 7.43% Reduced
332
Mirova US
Mirova US
Massachusetts
$69.8M +$1.23M 2 1.4% Increased
333
Todd Asset Management
Todd Asset Management
Kentucky
$69.3M +$313K 2 1.68% Increased
334
Westwood Holdings Group
Westwood Holdings Group
Texas
$69.1M +$21.5M 12 0.61% Increased
335
Barings
Barings
North Carolina
$69.1M +$25.8M 7 2.45% Increased
336
TC
TwinBeech Capital
New York
$69M +$39.3M 7 1.31% Increased
337
Regions Financial Corp
Regions Financial Corp
Alabama
$68.3M -$1.5M 6 0.63% Reduced
338
Saba Capital Management
Saba Capital Management
New York
$68.1M -$2.65M 6 0.92% Reduced
339
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$67.8M -$14.4M 1 14.36% Reduced
340
PFS Investments
PFS Investments
Georgia
$67.8M +$8.2M 12 1.27% Increased
341
Aristeia Capital
Aristeia Capital
Connecticut
$67.8M +$8.33M 5 1.36% Increased
342
Condire Management
Condire Management
Texas
$67.7M -$1.35M 2 12.36% Reduced
343
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.1M +$9.7M 17 0.5% Increased
344
AE Wealth Management
AE Wealth Management
Kansas
$65.9M -$6.24M 19 0.48% Reduced
345
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$65.9M +$40.3K 3 1.46% Increased
346
Railway Pension Investments
Railway Pension Investments
United Kingdom
$65.8M +$12.8M 4 0.66% Increased
347
NFJ Investment Group
NFJ Investment Group
Texas
$65.8M -$19.4M 5 1.73% Reduced
348
Mutual of America Capital Management
Mutual of America Capital Management
New York
$65.6M -$7.77M 18 0.82% Reduced
349
CCM
Candlestick Capital Management
Connecticut
$65.4M +$10M 2 2.63% Increased
350
L1 Capital
L1 Capital
Australia
$64.8M +$61.7M 1 10% New