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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
SFM
Stack Financial Management
Montana
$79.8M -$761K 2 7.39% Reduced
327
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$78.3M +$10.4M 20 0.52% Increased
328
Gabelli Funds
Gabelli Funds
New York
$78.1M +$22.4M 11 0.59% Increased
329
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$77.6M -$62.4M 7 1.3% Reduced
330
WHCM
Wolf Hill Capital Management
Connecticut
$77.2M -$15.2M 2 7.69% Reduced
331
INTECH Investment Management
INTECH Investment Management
Florida
$76.7M +$1.86M 11 0.95% Increased
332
Axa
Axa
France
$75.7M -$38.1M 13 0.23% Reduced
333
Amalgamated Bank
Amalgamated Bank
New York
$75.7M +$9.6M 39 0.64% Increased
334
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$75.4M -$7.47M 2 1.61% Reduced
335
JVBC
J.V. Bruni & Co
Colorado
$75.2M -$7.65M 4 9.36% Reduced
336
CGIC
Continental General Insurance Company
Texas
$75M +$8.42M 1 29.34% Increased
337
PGGM Investments
PGGM Investments
Netherlands
$74.9M +$3.72M 5 1.07% Increased
338
Pathstone Holdings
Pathstone Holdings
New Jersey
$74.8M +$7.1M 36 0.34% Increased
339
Boston Trust Walden
Boston Trust Walden
Massachusetts
$74.6M -$2.44M 4 0.55% Reduced
340
JCM
JAT Capital Management
Connecticut
$74.4M +$72.8M 3 9.59% New
341
Stonegate Investment Group
Stonegate Investment Group
Alabama
$74.2M +$2.33M 4 2.15% Increased
342
AAP
Ardsley Advisory Partners
Connecticut
$74.2M -$9.54M 15 10.9% Reduced
343
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$73.7M +$15M 4 0.32% Increased
344
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$72.9M +$2.7M 17 0.23% Increased
345
Brown Advisory
Brown Advisory
Maryland
$72.2M +$1.32M 15 0.09% Increased
346
RIA
Recurrent Investment Advisors
Texas
$72.2M +$1.09M 4 7.6% Increased
347
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$71.9M +$3.6M 4 0.53% Increased
348
Oppenheimer & Co
Oppenheimer & Co
New York
$71.8M -$7.69M 17 1.14% Reduced
349
KeyBank National Association
KeyBank National Association
Ohio
$71.7M +$1.94M 18 0.29% Increased
350
Daiwa Securities Group
Daiwa Securities Group
Japan
$71.4M +$56.2K 17 0.38% Increased