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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
526
Welch & Forbes
Welch & Forbes
Massachusetts
$13.3M +$253K 4 0.41% Increased
527
Scotia Capital
Scotia Capital
Ontario, Canada
$13.3M -$164K 9 0.29% Reduced
528
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$13.3M +$7.94M 12 0.41% Increased
529
Echo Street Capital Management
Echo Street Capital Management
New York
$13.2M -$3.43M 1 0.69% Reduced
530
GE
General Electric
Ohio
$13.2M -$1.72M 2 0.07% Reduced
531
MTM
Millennium TVP Management
New York
$13.2M +$180K 1 13.66% Increased
532
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$13.1M +$340K 3 1.11% Increased
533
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$13M +$18.9K 3 0.97% Increased
534
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$13M +$290K 5 0.46% Increased
535
TPW
Tiller Private Wealth
Pennsylvania
$13M -$479K 1 11.07% Reduced
536
Ionic Capital Management
Ionic Capital Management
New York
$13M -$4.67M 2 0.76% Reduced
537
TPH Asset Management
TPH Asset Management
Texas
$13M +$2.48M 3 1.49% Increased
538
TCTC Holdings
TCTC Holdings
Texas
$12.8M -$15K 2 0.81% Reduced
539
Auxier Asset Management
Auxier Asset Management
Oregon
$12.8M -$35.6K 3 3.02% Reduced
540
DCM
Dupont Capital Management
Delaware
$12.7M -$1.26M 4 0.29% Reduced
541
GIM
Greylin Investment Management
Virginia
$12.7M +$786K 1 3.31% Increased
542
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$12.7M +$143K 2 5.71% Increased
543
ASA
Armstrong Shaw Associates
Connecticut
$12.5M -$923K 1 3.22% Reduced
544
ACM
Arosa Capital Management
Florida
$12.5M +$12.4M 1 1.29% New
545
Counsel Portfolio Services
Counsel Portfolio Services
Ontario, Canada
$12.4M -$338K 2 1.63% Reduced
546
Davis Selected Advisers
Davis Selected Advisers
Arizona
$12.3M -$250K 2 0.05% Reduced
547
Wilsey Asset Management
Wilsey Asset Management
California
$12.2M -$108K 1 8.58% Reduced
548
Jefferies Group
Jefferies Group
New York
$12.2M +$2.63M 6 0.07% Increased
549
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.2M +$34.1K 5 0.27% Increased
550
TCM
Talara Capital Management
New Jersey
$12.1M +$2.03M 1 6.33% Increased