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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
501
GCM
Grisanti Capital Management
New York
$18.3M +$2.17M 2 7.85% Increased
502
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$18.3M -$9.67M 3 0.61% Reduced
503
ZCG
Zesiger Capital Group
New York
$18.2M +$16.7M 1 6.9% Increased
504
Nomura Asset Management
Nomura Asset Management
Japan
$18.2M -$971K 5 0.33% Reduced
505
South Texas Money Management
South Texas Money Management
Texas
$17.8M +$15.7M 4 1.24% Increased
506
QAM
Quentec Asset Management
New York
$17.8M +$866K 2 5.28% Increased
507
PP
Palladium Partners
Virginia
$17.8M +$6.75M 3 1.68% Increased
508
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$17.7M +$6.75M 5 0.04% Increased
509
RHJA
Rice Hall James & Associates
California
$17.7M +$3.28M 3 1.27% Increased
510
Masters Capital Management
Masters Capital Management
Georgia
$17.6M +$17.1M 3 0.74% New
511
WA
Westport Advisers
Connecticut
$17.6M $0 1 1.59% Maintained
512
KAM
Knightsbridge Asset Management
California
$17.5M -$1.49M 1 4.69% Reduced
513
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$17.4M +$1.58M 12 0.57% Increased
514
Bahl & Gaynor
Bahl & Gaynor
Ohio
$17.3M +$217K 4 0.28% Increased
515
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$17.3M +$443K 4 1.67% Increased
516
Brookfield Corp
Brookfield Corp
Ontario, Canada
$17M +$2.43M 2 0.09% Increased
517
RMCP
Red Mountain Capital Partners
California
$17M $0 1 5.08% Maintained
518
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$17M -$3.34M 1 0.51% Reduced
519
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$16.8M -$260K 3 1.45% Reduced
520
Robeco Schweiz
Robeco Schweiz
Switzerland
$16.8M +$8.71M 4 1.49% Increased
521
AAM
Auxier Asset Management
Oregon
$16.7M -$37.6K 4 3.52% Reduced
522
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$16.7M +$1.12M 6 0.34% Increased
523
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$16.6M +$6.39M 6 0.58% Increased
524
CIC
Canal Insurance Company
South Carolina
$16.6M -$1.37M 2 5.52% Reduced
525
WIC
Willis Investment Counsel
Georgia
$16.6M +$1.34M 1 0.77% Increased