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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
476
PP
Palladium Partners
Virginia
$20.4M -$103K 3 1.43% Reduced
477
Brookfield Public Securities Group
Brookfield Public Securities Group
New York
$20.3M +$21.5M 3 0.2% New
478
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$20.3M -$3.06M 3 0.36% Reduced
479
NI
NFC Investments
Tennessee
$20.2M +$10.9M 2 5.45% Increased
480
WC
Walthausen & Co
New York
$20.1M +$1.92M 2 2.78% Increased
481
VM
Valinor Management
New York
$20M +$20.3M 1 1.36% New
482
CA
Claar Advisors
New York
$20M $0 1 8.75% Maintained
483
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$19.9M -$468K 1 1.94% Reduced
484
GH
GAM Holding
Switzerland
$19.9M -$10.9M 4 0.88% Reduced
485
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$19.8M -$23.9M 3 0.14% Reduced
486
KMC
Kirr Marbach & Co
Indiana
$19.8M -$642K 1 4.77% Reduced
487
VFM
Viking Fund Management
North Dakota
$19.8M -$2.69M 4 5.65% Reduced
488
Norinchukin Bank
Norinchukin Bank
Japan
$19.7M +$797K 4 0.28% Increased
489
Lazard Asset Management
Lazard Asset Management
New York
$19.6M -$8.07M 11 0.03% Reduced
490
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$19.6M -$7.23M 2 0.39% Reduced
491
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$19.6M -$885K 4 0.71% Reduced
492
ARTA
A.R.T. Advisors
New York
$19.6M +$6.9M 13 0.98% Increased
493
MC
Martin Currie
United Kingdom
$19.5M +$6.64M 1 1.25% Increased
494
IC
InterOcean Capital
Illinois
$19.5M +$2.37M 3 1.59% Increased
495
ACB
Aristotle Capital Boston
Massachusetts
$19.5M +$2.35M 1 0.57% Increased
496
ELI
Empire Life Investments
Ontario, Canada
$19.4M -$1.31M 1 1.62% Reduced
497
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$19.4M -$182K 4 0.55% Reduced
498
RCM
Redwood Capital Management
New York
$19.3M +$5.76M 1 2.11% Increased
499
SFM
Systematic Financial Management
New Jersey
$19.2M -$3.64M 4 0.86% Reduced
500
Driehaus Capital Management
Driehaus Capital Management
Illinois
$19.1M +$4.59M 8 0.62% Increased