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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
401
ANRF
Adams Natural Resources Fund
Maryland
$20M $0 1 2.41% Maintained
402
HBK Investments
HBK Investments
Texas
$20M +$2.73M 7 0.29% Increased
403
FMA
Fiduciary Management Associates
Illinois
$19.9M -$119K 2 1.44% Reduced
404
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$19.9M -$1.15M 2 0.34% Reduced
405
Driehaus Capital Management
Driehaus Capital Management
Illinois
$19.8M -$1.01M 4 0.76% Reduced
406
Rockefeller Financial Services
Rockefeller Financial Services
New York
$19.8M +$1.07M 5 0.46% Increased
407
HHC
Hutchin Hill Capital
New York
$19.7M +$14.2M 10 1.78% Increased
408
Gotham Asset Management
Gotham Asset Management
New York
$19.7M +$1.47M 8 0.64% Increased
409
RGI
River Global Investors
United Kingdom
$19.6M -$14M 2 4.41% Reduced
410
NRS
Neville Rodie & Shaw
New York
$19.6M +$725K 4 2.28% Increased
411
PCMF
Private Capital Management (Florida)
Florida
$19.6M +$2.33M 1 1.8% Increased
412
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$19.5M $0 1 0.31% Maintained
413
DCM
Dupont Capital Management
Delaware
$19.4M -$7.56M 6 0.36% Reduced
414
WIC
Wood Investment Counsel
Colorado
$19.3M +$86.5K 2 3.46% Increased
415
WesBanco Bank
WesBanco Bank
West Virginia
$19.2M -$1.09M 6 1.19% Reduced
416
SCM
SeaStone Capital Management
New York
$19.1M +$1.74M 1 2.41% Increased
417
CIBC World Market
CIBC World Market
Ontario, Canada
$19M -$1.48M 6 0.08% Reduced
418
NM
Newtyn Management
New York
$18.9M +$18.9M 1 7.45% New
419
Hancock Whitney
Hancock Whitney
Mississippi
$18.6M +$1.49M 3 0.86% Increased
420
AP
Alydar Partners
Massachusetts
$18.3M -$19.5M 3 1.53% Reduced
421
Channing Capital Management
Channing Capital Management
Illinois
$18.3M -$52.6K 1 1.34% Reduced
422
Martingale Asset Management
Martingale Asset Management
Massachusetts
$18.2M -$2.75M 8 0.65% Reduced
423
Allstate Corporation
Allstate Corporation
Illinois
$18.1M $0 3 0.7% Maintained
424
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$18M -$1.02M 5 0.73% Reduced
425
First Eagle Investment Management
First Eagle Investment Management
New York
$18M +$18M 3 0.05% Increased