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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
SFM
Stack Financial Management
Montana
$51.9M -$457K 2 5.16% Reduced
377
AMF Tjänstepension
AMF Tjänstepension
Sweden
$51.3M -$22.8M 4 0.5% Reduced
378
Country Trust Bank
Country Trust Bank
Illinois
$51.2M -$3.3M 4 1.62% Reduced
379
MD
Money Design
Japan
$50.5M +$4.96M 6 3.78% Increased
380
HCC
Hill City Capital
Massachusetts
$50.4M +$24.7M 2 11.6% Increased
381
Westwood Holdings Group
Westwood Holdings Group
Texas
$50.3M -$32.1M 5 0.55% Reduced
382
Aristeia Capital
Aristeia Capital
Connecticut
$50.1M -$4.96M 5 0.9% Reduced
383
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$50M +$759K 31 0.24% Increased
384
Optiver Holding
Optiver Holding
Netherlands
$49.9M +$17.7M 4 0.06% Increased
385
Royal London Asset Management
Royal London Asset Management
United Kingdom
$49.8M +$3.49M 6 0.23% Increased
386
SCI
S&CO Inc
Massachusetts
$49.5M +$5.03M 4 4.16% Increased
387
KL
KGH Ltd
Bahamas
$49.5M +$1.43M 3 3.91% Increased
388
Bridgewater Associates
Bridgewater Associates
Connecticut
$49.1M -$18.8M 9 0.21% Reduced
389
Simplex Trading
Simplex Trading
Illinois
$49M +$13.2M 42 0.05% Increased
390
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48.9M -$6.15M 15 0.6% Reduced
391
TPSF
Texas Permanent School Fund
Texas
$48.5M -$876K 17 0.77% Reduced
392
Carmignac Gestion
Carmignac Gestion
France
$48M +$343K 7 1.02% Increased
393
PAM
Pinpoint Asset Management
Hong Kong
$47.8M +$1.14M 1 18.99% Increased
394
CIBC World Market
CIBC World Market
Ontario, Canada
$47.6M +$9.71M 24 0.17% Increased
395
Tocqueville Asset Management
Tocqueville Asset Management
New York
$47.6M +$5.28M 10 0.87% Increased
396
NPIC
Neumeier Poma Investment Counsel
California
$47.4M -$9.86M 1 3.71% Reduced
397
HI
Handelsinvest Investeringsforvaltning
Denmark
$46.6M +$290K 6 6.9% Increased
398
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$46.4M -$869K 11 1.05% Reduced
399
Ninety One (UK)
Ninety One (UK)
United Kingdom
$45.5M +$16M 2 0.14% Increased
400
PML
Prime Movers Lab
Wyoming
$45.5M -$9.88M 1 24.21% Reduced