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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
GHCM
Glen Harbor Capital Management
California
$37.3M -$2.3M 12 0.75% Reduced
352
SAM
Shell Asset Management
Netherlands
$37M +$1.9M 13 0.73% Increased
353
NSLI
Nan Shan Life Insurance
Taiwan
$36.9M -$505K 1 0.72% Reduced
354
TIM
Triodos Investment Management
Netherlands
$36.9M +$2M 4 6.39% Increased
355
ESCM
Echo Street Capital Management
New York
$36.8M +$18M 1 0.81% Increased
356
Discovery Capital Management
Discovery Capital Management
Connecticut
$36.6M +$37.1M 2 2.18% New
357
CIM
Chiron Investment Management
New York
$36.3M +$16.4M 1 2.31% Increased
358
VEA
Virtus ETF Advisers
New York
$36.1M +$37M 2 3.73% Increased
359
FCM
Flinton Capital Management
Pennsylvania
$36M -$8.51M 11 1.11% Reduced
360
Cincinnati Insurance
Cincinnati Insurance
Ohio
$35.9M $0 1 1.01% Maintained
361
PHAM
Pacific Heights Asset Management
California
$35.9M -$2.32M 3 3.95% Reduced
362
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$35.9M +$1.2M 10 0.31% Increased
363
SGI
Summit Global Investments
Utah
$35.9M +$2.43M 3 4.81% Increased
364
SIM
Spark Investment Management
New York
$35.4M -$6.6M 3 2.03% Reduced
365
NIM
NXG Investment Management
Texas
$35.3M +$5.92M 4 1.03% Increased
366
Natixis
Natixis
France
$35.2M -$133M 3 0.2% Reduced
367
Pendal Group
Pendal Group
Australia
$35.1M +$1.52M 4 0.48% Increased
368
RC
Randolph Company
Ohio
$35M +$118K 1 5.82% Increased
369
SCM
Stevens Capital Management
Pennsylvania
$35M +$9.51M 8 1.28% Increased
370
Saturna Capital
Saturna Capital
Washington
$35M +$8.14K 2 1.02% Increased
371
RCM
Riverhead Capital Management
Delaware
$34.8M -$6.75M 16 1.26% Reduced
372
OAM
Oxford Asset Management
United Kingdom
$34.7M -$14.6M 13 0.72% Reduced
373
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$34.6M +$7.41M 5 0.53% Increased
374
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$33.9M $0 1 0.35% Maintained
375
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$33.9M -$6.21M 4 0.48% Reduced