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 | |
|---|---|---|---|---|---|---|---|
| 151 |
Sculptor Capital
New York
| $102M | +$38M | 4 | 0.29% | Increased |
|
| 152 |
US Bancorp
Minneapolis,
Minnesota
| $101M | -$4.82M | 27 | 0.45% | Reduced |
|
| 153 |
FC
Fairpointe Capital
Chicago,
Illinois
| $101M | +$12.8M | 1 | 1.69% | Increased |
|
| 154 |
Swiss National Bank
Zurich,
Switzerland
| $98.7M | +$568K | 15 | 0.41% | Increased |
|
| 155 |
Renaissance Technologies
New York
| $98.7M | +$7.22M | 19 | 0.23% | Increased |
|
| 156 |
USAA
United Services Automobile Association
San Antonio,
Texas
| $97.6M | -$2.26M | 12 | 0.42% | Reduced |
|
| 157 |
Balyasny Asset Management
Chicago,
Illinois
| $96.8M | +$66.8M | 6 | 1.31% | Increased |
|
| 158 |
1919 Investment Counsel
Baltimore,
Maryland
| $96.7M | -$8.57M | 9 | 2.17% | Reduced |
|
| 159 |
Millennium Management
New York
| $96.4M | -$39.3M | 22 | 0.31% | Reduced |
|
| 160 |
Wilmington Trust
Wilmington,
Delaware
| $95.6M | -$2.9M | 6 | 1.67% | Reduced |
|
| 161 |
Comerica Bank
Dallas,
Texas
| $93.9M | +$4.44M | 12 | 0.65% | Increased |
|
| 162 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| $93.9M | +$6.58M | 12 | 3.61% | Increased |
|
| 163 |
WBC
Westpac Banking Corp
Sydney,
Australia
| $93.7M | +$17M | 6 | 1.17% | Increased |
|
| 164 |
AIM
Assured Investment Management
New York
| $93.4M | +$33.3M | 1 | 3.6% | Increased |
|
| 165 |
Corvex Management
New York
| $92M | +$22.8M | 1 | 1.72% | Increased |
|
| 166 |
Mondrian Investment Partners
London,
United Kingdom
| $90.6M | -$1.12M | 2 | 1.34% | Reduced |
|
| 167 |
MP
MSD Partners
New York
| $90.3M | +$44.3M | 1 | 3.4% | Increased |
|
| 168 |
Prudential plc
London, England,
United Kingdom
| $90.2M | +$37.7M | 3 | 0.46% | Increased |
|
| 169 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $89.8M | +$86.7M | 3 | 0.68% | New |
|
| 170 |
EA
Euclid Advisors
Hartford,
Connecticut
| $88.1M | +$17.8M | 5 | 0.89% | Increased |
|
| 171 |
Diamond Hill Capital Management
Columbus,
Ohio
| $87M | -$1.01M | 1 | 0.88% | Reduced |
|
| 172 |
SG Americas Securities
New York
| $86.6M | -$19.3M | 18 | 0.36% | Reduced |
|
| 173 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $86.3M | +$8.4M | 1 | 1.77% | Increased |
|
| 174 |
Sarasin & Partners
London,
United Kingdom
| $86M | -$7.25M | 1 | 1.31% | Reduced |
|
| 175 |
CCM
Cadian Capital Management
New York
| $85.8M | +$17.6M | 2 | 2.51% | Increased |
|