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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	Nomura Holdings Tokyo, Japan	$175M	+$19.9M	17	0.47%	Increased
127	M&T Bank Buffalo, New York	$169M	+$162M	17	1.08%	Increased
128	Renaissance Technologies New York	$167M	-$155M	23	0.45%	Reduced
129	VanEck Associates New York	$165M	-$14.5M	15	0.87%	Reduced
130	Pictet Asset Management (UK) London, United Kingdom	$165M	+$22.7M	10	0.79%	Increased
131	SSM Sound Shore Management Greenwich, Connecticut	$162M	+$20.2M	1	2.61%	Increased
132	Panagora Asset Management Boston, Massachusetts	$157M	-$102M	14	0.76%	Reduced
133	CCM Conatus Capital Management Greenwich, Connecticut	$156M	+$159M	1	6.68%	New
134	Neuberger Berman Group New York	$152M	+$1.24M	15	0.16%	Increased
135	John W. Bristol & Co New York	$151M	-$6.56M	1	2.71%	Reduced
136	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$149M	-$33.7M	1	3.83%	Reduced
137	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$149M	-$34.7M	3	1.49%	Reduced
138	MGC Merchants' Gate Capital New York	$146M	+$21.1M	3	11.5%	Increased
139	TCW Group Los Angeles, California	$140M	+$2.43M	5	0.56%	Increased
140	MTB Mizuho Trust & Banking Tokyo, Japan	$139M	-$10.2M	4	0.53%	Reduced
141	Columbia Wanger Asset Management Chicago, Illinois	$136M	-$1.78M	1	0.62%	Reduced
142	Sarasin & Partners London, United Kingdom	$128M	+$89.5M	3	1.76%	Increased
143	Robeco Institutional Asset Management Rotterdam, Netherlands	$128M	+$377K	5	0.92%	Increased
144	Raymond James & Associates St Petersburg, Florida	$128M	+$26.6M	16	0.74%	Increased
145	Mackenzie Financial Toronto Ontario, Ontario, Canada	$128M	-$36.7M	6	0.64%	Reduced
146	US Bancorp Minneapolis, Minnesota	$126M	+$1.02M	31	0.51%	Increased
147	Capital International Investors Los Angeles, California	$126M	-$172M	3	0.31%	Reduced
148	NFA Nationwide Fund Advisors Columbus, Ohio	$126M	-$19.9M	28	0.53%	Reduced
149	PGGM Investments Zeist, Netherlands	$125M	+$3.26M	4	0.59%	Increased
150	Swiss National Bank Zurich, Switzerland	$125M	-$1.58M	23	0.48%	Reduced