← 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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	HCM Herndon Capital Management Atlanta, Georgia	$156M	+$62.3M	2	2.12%	Increased
127	SSM Sound Shore Management Greenwich, Connecticut	$155M	+$13.6M	1	2.44%	Increased
128	AIM Assured Investment Management New York	$152M	-$5.97M	3	2.92%	Reduced
129	EC Eminence Capital New York	$150M	+$149M	1	2.18%	New
130	M&T Bank Buffalo, New York	$149M	-$9.36M	12	0.94%	Reduced
131	BRC Blue Ridge Capital New York	$149M	+$142M	1	1.81%	New
132	SCM Scopia Capital Management New York	$147M	-$34.5M	1	2.74%	Reduced
133	Panagora Asset Management Boston, Massachusetts	$143M	+$2.62M	14	0.73%	Increased
134	MTB Mizuho Trust & Banking Tokyo, Japan	$141M	+$5.8M	4	0.5%	Increased
135	VM Valinor Management New York	$140M	+$5.67M	1	3.57%	Increased
136	Westfield Capital Management Boston, Massachusetts	$139M	+$16.9M	2	0.82%	Increased
137	BlackRock Japan Tokyo, Japan	$138M	+$16M	6	0.53%	Increased
138	Fred Alger Management New York	$136M	-$44.1M	5	0.65%	Reduced
139	Pictet Asset Management (UK) London, United Kingdom	$135M	-$3.31M	10	0.6%	Reduced
140	John W. Bristol & Co New York	$135M	-$30.4M	1	2.45%	Reduced
141	STRS Ohio Columbus, Ohio	$134M	-$29M	13	0.58%	Reduced
142	Comerica Bank Dallas, Texas	$134M	+$68.4M	13	0.58%	Increased
143	CCM Conatus Capital Management Greenwich, Connecticut	$129M	-$42.2M	1	6.28%	Reduced
144	Neuberger Berman Group New York	$127M	-$10.8M	13	0.13%	Reduced
145	State of Tennessee, Department of Treasury Nashville, Tennessee	$126M	-$35M	11	0.68%	Reduced
146	Sachem Head Capital Management New York	$125M	+$8M	1	9.33%	Increased
147	Cambiar Investors Denver, Colorado	$123M	-$69.5M	3	1.88%	Reduced
148	Kayne Anderson Capital Advisors Los Angeles, California	$123M	+$17.4M	2	0.79%	Increased
149	PGGM Investments Zeist, Netherlands	$122M	+$792K	4	0.55%	Increased
150	State of Wisconsin Investment Board Madison, Wisconsin	$121M	+$4.86M	7	0.42%	Increased