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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
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$25.3M +$355K 3 1.62% Increased
402
ACG
Anchorage Capital Group
New York
$25.2M +$12.2M 1 0.35% Increased
403
DI
Dalton Investments
Nevada
$25M +$24.7K 2 7.76% Increased
404
DS
Dudley & Shanley
Florida
$25M +$54.1K 1 4.97% Increased
405
Janus Henderson Group
Janus Henderson Group
$25M -$1.48M 6 0.2% Reduced
406
DL
Delta Lloyd
Netherlands
$24.9M +$5.52M 11 0.78% Increased
407
CEP
Chicago Equity Partners
Illinois
$24.9M -$541K 5 0.68% Reduced
408
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$24.8M -$2.16M 5 0.61% Reduced
409
Candriam SCA
Candriam SCA
Luxembourg
$24.4M -$5.45M 5 0.51% Reduced
410
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$24.4M +$3.33M 21 1.19% Increased
411
ESCM
Echo Street Capital Management
New York
$24.3M +$14.7M 1 1.07% Increased
412
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$24.3M +$17.4M 23 0.05% Increased
413
CBOA
Commonwealth Bank of Australia
Australia
$24.3M +$975K 6 0.32% Increased
414
SOAMC
Spirit of America Management Corp
New York
$24.2M +$2.4M 3 4.67% Increased
415
SCM
Scopia Capital Management
New York
$24.2M -$41.9M 1 0.47% Reduced
416
WesBanco Bank
WesBanco Bank
West Virginia
$24.1M -$1.04M 6 1.34% Reduced
417
PP
PDT Partners
New York
$24M -$15.5M 10 0.63% Reduced
418
ING Group
ING Group
Netherlands
$23.9M -$35.4M 5 0.13% Reduced
419
Donald Smith & Co
Donald Smith & Co
New York
$23.4M -$29.6K 1 0.52% Reduced
420
TPCM
Tide Point Capital Management
Connecticut
$23.3M -$22.7M 3 3.03% Reduced
421
Nomura Holdings
Nomura Holdings
Japan
$23.3M +$6M 10 0.07% Increased
422
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$23M -$2.44M 4 0.56% Reduced
423
Hood River Capital Management
Hood River Capital Management
Florida
$23M -$17.7M 2 2.82% Reduced
424
BB&T Securities
BB&T Securities
Virginia
$22.9M +$5.44M 7 0.49% Increased
425
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$22.7M +$8.79M 4 0.39% Increased