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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$73.4M -$1.52M 11 0.45% Reduced
327
DMKJ
David M. Knott Jr
$72.6M $0 2 28.9% Maintained
328
Oppenheimer & Co
Oppenheimer & Co
New York
$72.4M +$395K 21 1.45% Increased
329
CC
Cannell & Co
New York
$72.2M -$4.1M 5 2.4% Reduced
330
Pinnacle Associates
Pinnacle Associates
New York
$72M +$11.7M 13 1.25% Increased
331
SAM
Southernsun Asset Management
Tennessee
$71.9M -$4.01M 1 7.58% Reduced
332
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$71.8M +$3.39M 32 0.09% Increased
333
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$71.6M +$35.2M 9 0.78% Increased
334
Channing Capital Management
Channing Capital Management
Illinois
$71.4M +$15.2M 1 2.19% Increased
335
JVBC
J.V. Bruni & Co
Colorado
$71M -$4.99M 4 9.43% Reduced
336
Quadrature Capital
Quadrature Capital
United Kingdom
$70.7M -$31.1M 21 1.55% Reduced
337
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$69.9M +$3.93M 5 0.62% Increased
338
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$69.6M +$11.6M 14 1.03% Increased
339
SAM
Scopus Asset Management
New York
$69.4M +$21.8M 4 1.94% Increased
340
Shelton Capital Management
Shelton Capital Management
Colorado
$69.3M +$2.1M 18 2.49% Increased
341
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$69.1M -$12.5M 23 0.46% Reduced
342
AAM
Ardevora Asset Management
United Kingdom
$69.1M -$25.5M 3 1.67% Reduced
343
SG Americas Securities
SG Americas Securities
New York
$69.1M +$17.7M 29 0.52% Increased
344
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$68.7M +$9.74M 18 0.54% Increased
345
Swiss Life Asset Management
Swiss Life Asset Management
$68.5M +$1.57M 15 1.01% Increased
346
Cerity Partners
Cerity Partners
New York
$68.3M +$4.94M 17 0.27% Increased
347
Epoch Investment Partners
Epoch Investment Partners
New York
$68.2M -$37.4M 2 0.39% Reduced
348
William Blair & Company
William Blair & Company
Illinois
$68.1M -$5.02M 19 0.25% Reduced
349
Regions Financial Corp
Regions Financial Corp
Alabama
$67.1M +$857K 6 0.58% Increased
350
Yousif Capital Management
Yousif Capital Management
Michigan
$66.8M -$867K 19 0.81% Reduced