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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
376
DL
Delta Lloyd
Netherlands
$29.1M +$3.08M 10 0.87% Increased
377
CC
Colrain Capital
Massachusetts
$28.9M -$7.18M 1 2.23% Reduced
378
LCM
LionEye Capital Management
New York
$28.8M -$12.6M 1 2.56% Reduced
379
TBC
Tweedy, Browne Co
Connecticut
$28.7M -$166K 1 0.74% Reduced
380
CIM
Corbyn Investment Management
Maryland
$28.6M +$3.8M 2 5.47% Increased
381
Jane Street
Jane Street
New York
$28.6M +$14.3M 16 0.22% Increased
382
CCM
Cobalt Capital Management
New Jersey
$28.2M +$28M 3 3.43% New
383
FCM
Force Capital Management
New York
$27.9M -$26.9M 1 2.9% Reduced
384
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$27.2M -$562K 6 0.53% Reduced
385
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$27.2M +$2.34M 1 0.44% Increased
386
GAM
GVO Asset Management
Switzerland
$27.2M $0 1 2.76% Maintained
387
ACM
Alta Capital Management
Utah
$27.2M +$3.23M 1 2.27% Increased
388
IRF
IBM Retirement Fund
New York
$27M +$126K 7 0.51% Increased
389
Donald Smith & Co
Donald Smith & Co
New York
$26.9M +$1.11K 1 0.54% Increased
390
Placemark Investments
Placemark Investments
Illinois
$26.8M +$638K 8 0.47% Increased
391
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$26.6M -$11.4M 4 0.6% Reduced
392
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$26.2M +$6.35M 3 1.77% Increased
393
TGI
Tradewinds Global Investors
California
$26.1M -$1.89M 1 1.06% Reduced
394
Janus Henderson Group
Janus Henderson Group
$26M -$518K 7 0.19% Reduced
395
BCM
Brown Capital Management
Maryland
$25.9M -$3.95M 2 0.45% Reduced
396
Truist Financial
Truist Financial
North Carolina
$25.7M +$1.65M 6 0.75% Increased
397
CIBC World Market
CIBC World Market
Ontario, Canada
$25.5M +$60.7K 7 0.1% Increased
398
Andra AP-fonden
Andra AP-fonden
Sweden
$25.4M -$4.32M 4 0.59% Reduced
399
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$25.3M +$1.64M 3 1.6% Increased
400
ACM
Academy Capital Management
Texas
$25.3M +$12.1M 1 5% Increased