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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
1001
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$23.4M +$2.84M 10 0.95% Increased
1002
Moors & Cabot
Moors & Cabot
Massachusetts
$23.4M +$740K 11 0.91% Increased
1003
Huber Capital Management
Huber Capital Management
California
$23.4M +$2.41M 2 3.45% Increased
1004
Irenic Capital Management
Irenic Capital Management
New York
$23.4M -$8.89M 1 1.12% Reduced
1005
Flywheel Private Wealth
Flywheel Private Wealth
California
$23.4M -$2.7M 3 11.51% Reduced
1006
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$23.3M +$51.2K 10 0.17% Increased
1007
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$23.3M +$429K 11 0.37% Increased
1008
Perigon Wealth Management
Perigon Wealth Management
California
$23.3M +$2.71M 17 0.37% Increased
1009
Advisors Capital Management
Advisors Capital Management
New Jersey
$23.3M +$1.18M 7 0.25% Increased
1010
SBI Securities
SBI Securities
Japan
$23.2M +$7.25M 64 0.53% Increased
1011
Mudita Advisors
Mudita Advisors
United Kingdom
$23.2M $0 1 4.82% Maintained
1012
Kahn Brothers Group
Kahn Brothers Group
New York
$23.1M +$120K 1 3.65% Increased
1013
Resolute Capital Asset Partners
Resolute Capital Asset Partners
Colorado
$23M -$1.98M 2 9.84% Reduced
1014
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$23M -$226K 2 1.4% Reduced
1015
Hartree Partners
Hartree Partners
New York
$23M +$22.2M 5 4.9% Increased
1016
Camden National Bank
Camden National Bank
Maine
$23M -$5.08M 3 2.99% Reduced
1017
Longaeva Partners
Longaeva Partners
Illinois
$22.9M +$11.3M 6 0.5% Increased
1018
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$22.9M +$1.54M 8 1.22% Increased
1019
Capital Investment Advisors
Capital Investment Advisors
Georgia
$22.9M +$75.9K 8 0.3% Increased
1020
Auxier Asset Management
Auxier Asset Management
Oregon
$22.9M -$1.03M 5 3.08% Reduced
1021
SG Capital Management
SG Capital Management
Illinois
$22.9M +$7.88M 2 1.89% Increased
1022
Hel Ved Capital Management
Hel Ved Capital Management
Hong Kong
$22.8M +$4.6M 4 1.68% Increased
1023
Gagnon Securities
Gagnon Securities
New York
$22.8M -$390K 1 4.4% Reduced
1024
Convergence Investment Partners
Convergence Investment Partners
Florida
$22.8M +$6.71M 5 2.16% Increased
1025
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$22.8M -$1.25M 7 0.19% Reduced