← 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
751
CA
CapWealth Advisors
Tennessee
$39.3M -$3.71M 1 2.69% Reduced
752
CSM Advisors
CSM Advisors
Pennsylvania
$39.2M -$3.35M 4 0.84% Reduced
753
TCM
Tradewinds Capital Management
Washington
$39M +$39.3M 14 6.94% Increased
754
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$38.9M -$17.6M 5 1.64% Reduced
755
Conning Inc
Conning Inc
Connecticut
$38.9M -$6.22M 5 1.17% Reduced
756
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$38.9M -$329K 2 1.97% Reduced
757
MCM
Makena Capital Management
California
$38.8M -$7.18M 2 4.08% Reduced
758
SIC
SFE Investment Counsel
California
$38.8M -$1.93M 4 5.23% Reduced
759
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$38.6M +$1.71M 6 0.44% Increased
760
LI
LMCG Investments
Massachusetts
$38.5M -$2.41M 6 2.06% Reduced
761
LSA
L & S Advisors
California
$38.5M +$4.18M 5 3.98% Increased
762
Ossiam
Ossiam
France
$38.4M +$31.6M 8 0.51% Increased
763
Cary Street Partners
Cary Street Partners
Virginia
$38.4M -$2.99M 8 0.84% Reduced
764
BCM
Bourgeon Capital Management
Connecticut
$38.3M +$17.2M 4 5.65% Increased
765
SSA
South Street Advisors
New York
$38.3M -$5.15M 2 4.99% Reduced
766
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$38.2M -$799K 5 1.06% Reduced
767
GD
Grandfield & Dodd
New York
$38.2M -$1.1M 3 2% Reduced
768
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$38.2M -$10.5M 2 1.58% Reduced
769
MMC
Mizuho Markets Cayman
Cayman Islands
$38.1M -$77.4K 2 1.43% Reduced
770
TimesSquare Capital Management
TimesSquare Capital Management
New York
$38M -$60.3M 2 0.56% Reduced
771
RIA
RPG Investment Advisory
California
$38M +$1.06M 2 3.91% Increased
772
CTI
Community Trust & Investment
Kentucky
$38M -$15.7M 4 1.96% Reduced
773
PIA
Petredis Investment Advisors
Pennsylvania
$37.9M +$87.3K 3 2.55% Increased
774
AAIM
American Assets Investment Management
California
$37.5M $0 2 2.27% Maintained
775
Summit Trail Advisors
Summit Trail Advisors
New York
$37.4M +$1.92M 12 0.47% Increased