← 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	$152M	-$11.3M	2	3.21%	Reduced
127	USAA United Services Automobile Association San Antonio, Texas	$152M	+$30.5M	12	0.54%	Increased
128	Peconic Partners New York	$151M	+$9.05M	2	50.05%	Increased
129	M&T Bank Buffalo, New York	$149M	-$6.73M	9	0.99%	Reduced
130	Orbis Holdings Hamilton, Bermuda	$148M	+$44.4M	2	1.16%	Increased
131	Point72 Asset Management Stamford, Connecticut	$144M	-$16.9M	11	1.18%	Reduced
132	Raymond James & Associates St Petersburg, Florida	$143M	+$1.61M	12	0.51%	Increased
133	Artisan Partners Milwaukee, Wisconsin	$141M	-$23.4M	2	0.28%	Reduced
134	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$138M	+$27.1M	2	0.5%	Increased
135	Stifel Financial St. Louis, Missouri	$137M	-$884K	18	0.71%	Reduced
136	Gates Capital Management New York	$135M	-$48.6M	1	8.74%	Reduced
137	State of Wisconsin Investment Board Madison, Wisconsin	$133M	-$16.4M	7	0.51%	Reduced
138	Citadel Advisors Miami, Florida	$129M	-$281M	32	0.14%	Reduced
139	Victory Capital Management San Antonio, Texas	$129M	+$913K	9	0.53%	Increased
140	Axa Paris, France	$126M	+$38.2M	12	0.55%	Increased
141	HFA Harvest Fund Advisors Wayne, Pennsylvania	$121M	+$9.78M	1	1.85%	Increased
142	Canada Life Winnipeg, Manitoba, Canada	$120M	+$5.08M	21	0.46%	Increased
143	Eaton Vance Management Boston, Massachusetts	$119M	-$76.9M	5	0.35%	Reduced
144	NFA Nationwide Fund Advisors Columbus, Ohio	$119M	-$7.71M	28	0.51%	Reduced
145	Fred Alger Management New York	$118M	+$21.7M	5	0.57%	Increased
146	CC Carlson Capital Dallas, Texas	$116M	-$18.4M	3	1.3%	Reduced
147	Los Angeles Capital Management Los Angeles, California	$116M	+$10.6M	6	1.06%	Increased
148	OM Ospraie Management New York	$116M	-$12.6M	1	100%	Reduced
149	EA Ecofin Advisors London, United Kingdom	$110M	-$17.7M	5	18.48%	Reduced
150	Barclays London, United Kingdom	$109M	-$12.9M	30	0.13%	Reduced