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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
HSA
Hussman Strategic Advisors
Maryland
$25.3M -$20.7M 4 2.51% Reduced
402
MAI
Marble Arch Investments
New York
$25.1M +$23.8M 1 2.41% New
403
Becker Capital Management
Becker Capital Management
Oregon
$25M -$274K 1 0.97% Reduced
404
AAA
Adams Asset Advisors
Texas
$25M +$2.7M 2 4.45% Increased
405
DI
Dalton Investments
Nevada
$25M +$13.7M 2 6.28% Increased
406
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$25M -$1.6M 1 2.27% Reduced
407
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$24.8M -$1.33M 4 0.54% Reduced
408
RNC Capital Management
RNC Capital Management
California
$24.8M +$25.5M 1 2.03% New
409
HCM
Hodges Capital Management
Texas
$24.4M +$7.62M 2 0.99% Increased
410
EA
Ecofin Advisors
United Kingdom
$24.4M -$10M 3 4.4% Reduced
411
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$24.2M -$1.11M 5 0.56% Reduced
412
BIM
Bogle Investment Management
Massachusetts
$24.2M -$23.5M 4 1.6% Reduced
413
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.6M -$1.99M 7 0.61% Reduced
414
PCM
Penn Capital Management
Pennsylvania
$23.6M -$1.32M 3 0.99% Reduced
415
EC
Everest Capital
Florida
$23.5M +$6.37M 1 3.63% Increased
416
Suntrust Banks
Suntrust Banks
Georgia
$23.4M -$5.11M 7 0.16% Reduced
417
WesBanco Bank
WesBanco Bank
West Virginia
$23.4M +$1.29M 7 1.28% Increased
418
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$23.2M -$95.6M 5 0.12% Reduced
419
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$23.1M +$23.8M 2 2.09% New
420
SGAM
Smith Group Asset Management
Texas
$23M -$94.1K 4 0.8% Reduced
421
WAM
World Asset Management
Michigan
$22.8M -$2.94M 8 0.78% Reduced
422
WA
Westport Advisers
Connecticut
$22.7M $0 1 2.32% Maintained
423
Silvercrest Asset Management
Silvercrest Asset Management
New York
$22.7M -$4.11M 4 0.33% Reduced
424
HCM
Huber Capital Management
California
$22.7M -$667K 1 0.7% Reduced
425
CBOA
Commonwealth Bank of Australia
Australia
$22.6M -$11.8M 7 0.32% Reduced