← 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
501
JC
Jetstream Capital
Tennessee
$12.9M +$13.5M 1 0.25% New
502
TC
Towle & Co
Colorado
$12.8M -$405K 1 2.94% Reduced
503
SAM
Shell Asset Management
Netherlands
$12.7M -$805K 2 0.23% Reduced
504
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$12.5M +$9.08M 2 0.2% Increased
505
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$12.4M +$65K 3 0.56% Increased
506
OPCM
Osborne Partners Capital Management
California
$12.4M +$292K 2 1.74% Increased
507
JIR
James Investment Research
Ohio
$12.3M -$1.71M 4 0.47% Reduced
508
Brookfield Corp
Brookfield Corp
Ontario, Canada
$12.3M +$12.3M 1 0.06% New
509
BCM
Beddow Capital Management
Wyoming
$12.2M -$533K 1 3.64% Reduced
510
CC
Colrain Capital
Massachusetts
$12.1M +$809K 2 0.9% Increased
511
BOK Financial
BOK Financial
Oklahoma
$12.1M -$790K 6 0.44% Reduced
512
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$12.1M +$11.6M 1 0.4% New
513
SKK
Shepherd Kaplan Krochuk
Massachusetts
$12M +$9.88M 5 1.89% Increased
514
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$12M +$3.59M 1 0.74% Increased
515
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$12M -$641K 3 1.05% Reduced
516
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.9M +$2.41M 6 0.33% Increased
517
Brown Advisory
Brown Advisory
Maryland
$11.9M +$480K 6 0.04% Increased
518
VFM
Viking Fund Management
North Dakota
$11.9M +$969K 2 2.11% Increased
519
TAM
Third Avenue Management
New York
$11.9M $0 1 0.23% Maintained
520
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11.8M +$305K 12 0.41% Increased
521
QAM
Quentec Asset Management
New York
$11.8M -$4.36M 2 3.92% Reduced
522
Tocqueville Asset Management
Tocqueville Asset Management
New York
$11.7M +$2.1M 5 0.15% Increased
523
GJL
Gendell Jeffrey L
$11.7M $0 1 1.74% Maintained
524
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11.7M -$6.67M 4 0.23% Reduced
525
PRC
Platte River Capital
Colorado
$11.6M -$1.38M 2 1.43% Reduced