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 |
Groupama Asset Management
Paris,
France
| $54.5M | +$104M | 7 | 0.74% | Increased |
|
| 402 |
NewEdge Advisors
New Orleans,
Louisiana
| $53.1M | +$9.52M | 46 | 0.39% | Increased |
|
| 403 |
NRS
Neville Rodie & Shaw
New York
| $52.9M | +$2.95M | 5 | 4.01% | Increased |
|
| 404 |
D.A. Davidson & Co
Great Falls,
Montana
| $51.9M | +$487K | 11 | 0.46% | Increased |
|
| 405 |
DFO
Duquesne Family Office
New York
| $51M | +$47.1M | 1 | 1.75% | New |
|
| 406 |
R.M. Davis Inc
Portland,
Maine
| $50.8M | -$685K | 2 | 1.03% | Reduced |
|
| 407 |
LGT Group Foundation
Vaduz,
Liechtenstein
| $50.7M | +$20.7M | 9 | 0.8% | Increased |
|
| 408 |
Steward Partners Investment Advisory
New York
| $50.5M | +$2.77M | 40 | 0.53% | Increased |
|
| 409 |
NIM
NXG Investment Management
Dallas,
Texas
| $50.5M | +$18M | 6 | 4.01% | Increased |
|
| 410 |
Gotham Asset Management
New York
| $50.4M | +$7.77M | 20 | 0.65% | Increased |
|
| 411 |
Pinnacle Associates
New York
| $50.3M | +$5.15M | 12 | 0.79% | Increased |
|
| 412 |
CM
Condire Management
Dallas,
Texas
| $50.2M | $0 | 2 | 6.78% | Maintained |
|
| 413 |
Parallax Volatility Advisers
San Francisco,
California
| $50.1M | +$32.8M | 6 | 0.11% | Increased |
|
| 414 |
Xponance
Philadelphia,
Pennsylvania
| $50M | +$6.99M | 19 | 0.51% | Increased |
|
| 415 |
Ruffer LLP
London,
United Kingdom
| $50M | +$13.2M | 1 | 2.15% | Increased |
|
| 416 |
Utah Retirement Systems
Salt Lake City,
Utah
| $49.7M | +$3.93M | 11 | 0.59% | Increased |
|
| 417 |
WorldQuant Millennium Advisors
New York
| $49.7M | +$3.28M | 3 | 0.45% | Increased |
|
| 418 |
AMF Tjänstepension
Stockholm,
Sweden
| $49.7M | -$12.6M | 4 | 0.37% | Reduced |
|
| 419 |
Avantax Advisory Services
Dallas,
Texas
| $49.4M | +$22.1M | 14 | 0.35% | Increased |
|
| 420 |
State of Alaska Department of Revenue
Juneau,
Alaska
| $49.3M | +$2.68M | 19 | 0.55% | Increased |
|
| 421 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
| $49M | -$154K | 1 | 5.91% | Reduced |
|
| 422 |
SAM
Scopus Asset Management
New York
| $49M | +$9.53M | 3 | 0.99% | Increased |
|
| 423 |
SC
Sagefield Capital
Dallas,
Texas
| $48.9M | +$13.6M | 7 | 5.16% | Increased |
|
| 424 |
Kestra Advisory Services
Austin,
Texas
| $48.8M | +$13.8M | 19 | 0.27% | Increased |
|
| 425 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $48.7M | -$20.7M | 7 | 0.22% | Reduced |
|