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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
426
Martingale Asset Management
Martingale Asset Management
Massachusetts
$27.2M -$12.3M 7 0.85% Reduced
427
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$27.1M +$2.95M 9 0.37% Increased
428
Silvercrest Asset Management
Silvercrest Asset Management
New York
$26.8M +$3.15M 4 0.41% Increased
429
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$26.8M -$3.25M 4 0.57% Reduced
430
DS
Dudley & Shanley
Florida
$26.7M -$299K 1 5.59% Reduced
431
WIC
Wood Investment Counsel
Colorado
$26.5M -$447K 1 3.97% Reduced
432
Trillium Asset Management
Trillium Asset Management
Massachusetts
$26.5M +$4.25M 3 2.29% Increased
433
HCM
Huber Capital Management
California
$26.5M +$10.1M 1 0.77% Increased
434
Ruffer LLP
Ruffer LLP
United Kingdom
$26.4M -$672K 3 0.95% Reduced
435
CAM
Capstone Asset Management
Texas
$26.4M -$174K 12 0.89% Reduced
436
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$26.4M -$1.89M 5 0.61% Reduced
437
Barings
Barings
North Carolina
$26.3M +$4.78M 11 0.57% Increased
438
CCP
Clough Capital Partners
Massachusetts
$26.3M -$52.4M 4 0.98% Reduced
439
SAAM
Solus Alternative Asset Management
New Jersey
$26.3M -$5.07M 2 3.63% Reduced
440
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$26.2M +$2.96M 4 0.78% Increased
441
OFM
Okumus Fund Management
Cayman Islands
$26.2M +$27.6M 1 4.91% New
442
FIG
Fortress Investment Group
New York
$25.9M +$4.91M 2 0.31% Increased
443
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.9M +$8.35M 9 0.29% Increased
444
VDBMI
Van Den Berg Management I
Texas
$25.9M +$6.41M 1 2.01% Increased
445
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$25.7M -$1.97M 1 2.75% Reduced
446
KCM
Kingdon Capital Management
New York
$25.6M +$26.6M 1 1.15% New
447
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$25.6M -$6.83M 3 0.92% Reduced
448
WesBanco Bank
WesBanco Bank
West Virginia
$25.5M +$701K 7 1.43% Increased
449
HM Payson & Co
HM Payson & Co
Maine
$25.5M +$294K 4 1.31% Increased
450
Truist Financial
Truist Financial
North Carolina
$25.4M +$1.96M 7 0.77% Increased