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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
IAMA
Impax Asset Management (AIFM)
United Kingdom
$26.9M $0 2 7.27% Maintained
402
Curi RMB Capital
Curi RMB Capital
Illinois
$26.8M +$8.67M 5 0.7% Increased
403
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$26.7M -$49.2M 21 0.35% Reduced
404
EAM
Exane Asset Management
France
$26.6M +$1.01M 1 8.26% Increased
405
DP
Dearborn Partners
Illinois
$26.6M -$540K 2 1.91% Reduced
406
Walleye Trading
Walleye Trading
New York
$26.5M +$9.8M 12 0.13% Increased
407
NG
NatWest Group
United Kingdom
$26.3M +$267K 1 5.92% Increased
408
RCM
Raging Capital Management
New Jersey
$26.2M +$2.31M 1 3.55% Increased
409
ACM
Arosa Capital Management
Florida
$26.1M -$5.87M 3 4.01% Reduced
410
GIM
Greylin Investment Management
Virginia
$26.1M -$702K 2 5.65% Reduced
411
HCM
Huber Capital Management
California
$25.9M -$3.19M 1 1.41% Reduced
412
VFM
Viking Fund Management
North Dakota
$25.8M -$4.56M 4 4.22% Reduced
413
Cincinnati Insurance
Cincinnati Insurance
Ohio
$25.5M +$12.7M 1 0.73% Increased
414
AGA
Altrinsic Global Advisors
Connecticut
$25.4M -$822K 1 0.98% Reduced
415
NGM
North Growth Management
British Columbia, Canada
$25.3M +$22.5M 2 6.62% New
416
RI
Redwood Investments
Massachusetts
$25.2M +$11.9M 1 1.78% Increased
417
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25.1M -$4.71M 3 0.43% Reduced
418
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$25.1M +$3.27M 4 1.46% Increased
419
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.9M -$1.56M 15 0.08% Reduced
420
Squarepoint
Squarepoint
New York
$24.5M -$24.9M 25 0.43% Reduced
421
CAM
Cidel Asset Management
Ontario, Canada
$24.5M +$4.67M 1 1.05% Increased
422
Utah Retirement Systems
Utah Retirement Systems
Utah
$24.3M +$163K 5 0.51% Increased
423
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$24.3M -$349K 3 0.7% Reduced
424
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.8M -$14M 4 0.9% Reduced
425
Scotia Capital
Scotia Capital
Ontario, Canada
$23.7M -$821K 7 0.32% Reduced