← All themes

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
426
SCM
Stevens Capital Management
Pennsylvania
$27.4M +$2.56M 5 0.73% Increased
427
ABC
Anchor Bolt Capital
Illinois
$27.3M +$4.59M 2 2.29% Increased
428
Donald Smith & Co
Donald Smith & Co
New York
$27.2M -$8.8M 1 0.51% Reduced
429
ACM
Alta Capital Management
Utah
$27M +$405K 1 2.49% Increased
430
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$26.8M +$25M 8 0.55% New
431
NAM
Nexus Asset Management
New York
$26.8M +$29.1M 2 4.32% New
432
OAMA
Oslo Asset Management AS
Norway
$26.7M -$6.85M 1 10.71% Reduced
433
WIC
Wood Investment Counsel
Colorado
$26.7M -$691K 2 3.97% Reduced
434
HJMC
Hellman Jordan Management Company
Massachusetts
$26.7M +$24.2M 3 5.34% New
435
Royal London Asset Management
Royal London Asset Management
United Kingdom
$26.6M -$1.13M 4 0.61% Reduced
436
Truist Financial
Truist Financial
North Carolina
$26.4M +$2.09M 6 0.79% Increased
437
Silvercrest Asset Management
Silvercrest Asset Management
New York
$26.3M -$315K 4 0.39% Reduced
438
Driehaus Capital Management
Driehaus Capital Management
Illinois
$26.2M +$3.04M 8 0.85% Increased
439
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$26.1M +$597K 6 0.45% Increased
440
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$26.1M -$2.92M 8 0.44% Reduced
441
TPCM
Tide Point Capital Management
Connecticut
$26M +$24.7M 3 6.7% New
442
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$25.9M +$17M 4 1.45% Increased
443
Great Lakes Advisors
Great Lakes Advisors
Illinois
$25.8M +$407K 3 1.06% Increased
444
DS
Dudley & Shanley
Florida
$25.7M +$48.5K 1 5.18% Increased
445
NRS
Neville Rodie & Shaw
New York
$25.7M +$1.67M 4 2.58% Increased
446
Zacks Investment Management
Zacks Investment Management
Illinois
$25.7M +$380K 6 0.91% Increased
447
Spot Trading
Spot Trading
Illinois
$25.6M -$16.1M 13 0.12% Reduced
448
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$25.6M +$1.85M 4 0.79% Increased
449
EGM
Espalier Global Management
New York
$25.5M +$8.92M 2 1.97% Increased
450
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$25.4M +$5.81M 6 1.49% Increased