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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	Factory Mutual Insurance Waltham, Massachusetts	$24M	$0	1	0.32%	Maintained
402	VAM Visium Asset Management New York	$23.8M	-$1.96M	3	0.36%	Reduced
403	ExxonMobil Investment Management Irving, Texas	$23.8M	-$1.12M	5	0.59%	Reduced
404	Cullen/Frost Bankers San Antonio, Texas	$23.8M	+$3.72M	4	0.9%	Increased
405	SAM Shell Asset Management The Hague, Netherlands	$23.8M	+$3.05M	7	0.56%	Increased
406	MTM Millennium TVP Management New York	$23.7M	$0	1	20.78%	Maintained
407	Picton Mahoney Asset Management Toronto, Ontario, Canada	$23.5M	+$17.9M	6	1.4%	Increased
408	SCM SG Capital Management Chicago, Illinois	$23.5M	+$18.1M	1	5.07%	Increased
409	HCM Hahn Capital Management Walnut Creek, California	$23.4M	-$3.43M	1	2.36%	Reduced
410	Bowen Hanes & Co Ponte Vedra Beach, Florida	$23.2M	+$19.8M	1	1.3%	New
411	Handelsbanken Fonder Stockholm, Sweden	$23.2M	+$22.3M	10	0.45%	New
412	NVPX Norwest Venture Partners XI Palo Alto, California	$23.1M	-$17.6M	1	36.96%	Reduced
413	SOAMC Spirit of America Management Corp Syosset, New York	$22.9M	+$2.08M	3	4.39%	Increased
414	Becker Capital Management Portland, Oregon	$22.7M	+$408K	1	1%	Increased
415	DILH Dai-ichi Life Holdings Tokyo, Japan	$22.7M	+$308K	4	0.71%	Increased
416	LG Leuthold Group Minneapolis, Minnesota	$22.6M	+$4.17M	2	2.37%	Increased
417	CAM ClariVest Asset Management San Diego, California	$22.5M	+$193K	6	0.64%	Increased
418	Perkins Investment Management Chicago, Illinois	$22.5M	+$1.08M	1	0.33%	Increased
419	Nomura Holdings Tokyo, Japan	$22.2M	+$13.6M	16	0.06%	Increased
420	Barings Charlotte, North Carolina	$22.2M	+$362K	10	0.56%	Increased
421	Old Mission Capital Chicago, Illinois	$22.2M	+$20.1M	2	2.79%	Increased
422	Mirae Asset Global Investments Seoul, South Korea	$22M	+$3.57M	5	0.73%	Increased
423	Third Point New York	$21.9M	$0	1	0.22%	Maintained
424	Janus Henderson Group London,	$21.9M	+$125K	4	0.18%	Increased
425	Fjarde Ap-fonden Stockholm, Sweden	$21.8M	-$845K	4	0.57%	Reduced