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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
1051
Soros Fund Management
Soros Fund Management
New York
$22M +$11.6M 6 0.27% Increased
1052
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$22M -$19.5M 6 0.12% Reduced
1053
Shelton Capital Management
Shelton Capital Management
Colorado
$22M -$1.7M 15 0.41% Reduced
1054
First Eagle Investment Management
First Eagle Investment Management
New York
$22M +$5.61M 3 0.04% Increased
1055
Everence Capital Management
Everence Capital Management
Indiana
$22M -$4.88M 15 1.16% Reduced
1056
Rockland Trust
Rockland Trust
Massachusetts
$22M +$1.37M 4 0.86% Increased
1057
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$22M +$5.63M 5 0.55% Increased
1058
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$21.9M +$417K 6 1.02% Increased
1059
BNP Paribas
BNP Paribas
France
$21.9M -$16.8M 8 0.59% Reduced
1060
PGCM
Prescott Group Capital Management
Oklahoma
$21.8M +$5.03M 5 1.89% Increased
1061
Nations Financial Group
Nations Financial Group
Iowa
$21.8M +$2.6M 9 1.04% Increased
1062
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$21.7M -$151K 11 0.95% Reduced
1063
NWAM LLC
NWAM LLC
Washington
$21.7M -$4.15M 13 1.08% Reduced
1064
GF Fund Management
GF Fund Management
China
$21.7M -$14M 7 0.26% Reduced
1065
CoreCommodity Management
CoreCommodity Management
Connecticut
$21.7M -$1.37M 13 4.33% Reduced
1066
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$21.7M -$588K 1 3.91% Reduced
1067
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$21.6M -$26.4M 22 0.74% Reduced
1068
MAK Capital One
MAK Capital One
New York
$21.6M -$2.09M 1 3.02% Reduced
1069
Harvest Fund Management
Harvest Fund Management
China
$21.5M -$237K 8 0.71% Reduced
1070
GTS Securities
GTS Securities
Florida
$21.4M +$7.95M 16 0.45% Increased
1071
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$21.4M -$149K 7 0.83% Reduced
1072
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$21.3M +$5.02M 1 0.72% Increased
1073
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$21.3M +$2.8M 1 0.31% Increased
1074
Triglav Skladi
Triglav Skladi
Slovenia
$21.3M -$3.33M 6 1.12% Reduced
1075
St. James Investment Company
St. James Investment Company
Texas
$21.2M +$10.6M 1 3.37% Increased