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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
126
1832 Asset Management
1832 Asset Management
Ontario, Canada
$175M -$11.3M 8 0.55% Reduced
127
SCM
Scopia Capital Management
New York
$173M +$167M 1 4.46% New
128
SSM
Sound Shore Management
Connecticut
$172M +$2.15M 1 2.79% Increased
129
Neuberger Berman Group
Neuberger Berman Group
New York
$169M -$14M 16 0.16% Reduced
130
Millennium Management
Millennium Management
New York
$168M -$204M 25 0.47% Reduced
131
Nomura Holdings
Nomura Holdings
Japan
$164M +$57M 21 0.05% Increased
132
Numeric Investors
Numeric Investors
Massachusetts
$163M +$5.43M 9 2.44% Increased
133
Credit Agricole
Credit Agricole
France
$162M -$12.5M 10 0.68% Reduced
134
John W. Bristol & Co
John W. Bristol & Co
New York
$155M -$3.71M 1 2.63% Reduced
135
NFA
Nationwide Fund Advisors
Ohio
$153M +$39.2M 27 0.62% Increased
136
WBC
Westpac Banking Corp
Australia
$151M +$33.5M 8 1.45% Increased
137
MTB
Mizuho Trust & Banking
Japan
$150M +$864K 4 0.54% Increased
138
SFM
Systematic Financial Management
New Jersey
$148M +$20.8M 10 1.01% Increased
139
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$146M +$32.9M 10 0.18% Increased
140
TCW Group
TCW Group
California
$145M -$20.7M 5 0.6% Reduced
141
Axa
Axa
France
$143M +$40.6M 12 0.59% Increased
142
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$142M -$9.02M 9 0.68% Reduced
143
Cambiar Investors
Cambiar Investors
Colorado
$141M -$47.9M 2 1.97% Reduced
144
GA
Greenhaven Associates
New York
$136M -$203M 1 2.59% Reduced
145
US Bancorp
US Bancorp
Minnesota
$135M +$869K 30 0.54% Increased
146
KeyBank National Association
KeyBank National Association
Ohio
$133M -$3.16M 12 0.88% Reduced
147
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$131M -$2.42M 1 0.53% Reduced
148
OM
Ospraie Management
New York
$129M +$8M 4 29.11% Increased
149
Swiss National Bank
Swiss National Bank
Switzerland
$129M +$4.27M 22 0.48% Increased
150
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$128M +$22.2M 5 0.92% Increased