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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
351
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$36.5M +$22.4M 23 0.15% Increased
352
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$36.3M +$2.85M 10 0.34% Increased
353
SAM
Shell Asset Management
Netherlands
$36.2M +$401K 13 0.74% Increased
354
GC
GMT Capital
Georgia
$35.7M $0 2 0.85% Maintained
355
Marshall Wace North America
Marshall Wace North America
New York
$35.6M +$10.7M 10 0.2% Increased
356
Gotham Asset Management
Gotham Asset Management
New York
$35.5M -$36.1M 5 0.51% Reduced
357
Nomura Holdings
Nomura Holdings
Japan
$35.4M -$10.5M 8 0.11% Reduced
358
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$35.4M -$5.03M 2 1.65% Reduced
359
GH
GAM Holding
Switzerland
$35.1M -$1.62M 5 1.22% Reduced
360
Cincinnati Insurance
Cincinnati Insurance
Ohio
$35M $0 1 1.05% Maintained
361
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.9M +$3.41M 11 0.47% Increased
362
Causeway Capital Management
Causeway Capital Management
California
$34.4M -$8.24M 3 0.35% Reduced
363
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$34.1M +$26.8M 3 0.44% Increased
364
FP
Foundry Partners
Minnesota
$34M +$673K 2 1.39% Increased
365
RC
Randolph Company
Ohio
$34M +$13.5K 1 6.27% Increased
366
CAM
Cortina Asset Management
Wisconsin
$33.8M -$9.51M 3 1.59% Reduced
367
TC
Towle & Co
Colorado
$33.7M +$1.89M 1 3.25% Increased
368
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$33.5M -$3.6M 3 0.51% Reduced
369
Pendal Group
Pendal Group
Australia
$33.3M +$26.1M 4 0.43% Increased
370
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$33.2M -$198K 3 1.94% Reduced
371
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$33M $0 1 0.35% Maintained
372
SGI
Summit Global Investments
Utah
$32.8M +$16.4M 3 4.94% Increased
373
Saturna Capital
Saturna Capital
Washington
$32.7M $0 2 1.05% Maintained
374
HM Payson & Co
HM Payson & Co
Maine
$32.6M -$8.93M 6 1.39% Reduced
375
NGM
North Growth Management
British Columbia, Canada
$32.6M +$6.59M 3 8.21% Increased