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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
151
Peconic Partners
Peconic Partners
New York
$121M -$41M 3 26.24% Reduced
152
Samlyn Capital
Samlyn Capital
New York
$119M +$11.5M 1 2.07% Increased
153
Raymond James & Associates
Raymond James & Associates
Florida
$117M +$997K 17 0.57% Increased
154
KeyBank National Association
KeyBank National Association
Ohio
$116M -$2.69M 10 0.76% Reduced
155
Select Equity Group
Select Equity Group
New York
$115M +$17.8M 1 1.08% Increased
156
Clal Insurance
Clal Insurance
Israel
$115M +$115M 2 2.74% New
157
Renaissance Technologies
Renaissance Technologies
New York
$114M -$35.6M 24 0.27% Reduced
158
Swiss National Bank
Swiss National Bank
Switzerland
$114M -$3.29M 23 0.43% Reduced
159
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$113M +$7.85M 1 0.56% Increased
160
CRM
Cramer Rosenthal McGlynn
Connecticut
$111M -$51M 1 1.14% Reduced
161
NFA
Nationwide Fund Advisors
Ohio
$111M -$3.17M 25 0.47% Reduced
162
US Bancorp
US Bancorp
Minnesota
$111M -$4.19M 32 0.43% Reduced
163
Sarasin & Partners
Sarasin & Partners
United Kingdom
$110M -$27.6M 2 1.64% Reduced
164
AC
Alleghany Corporation
New York
$109M $0 1 4.24% Maintained
165
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$108M +$17.7M 1 2.18% Increased
166
SCM
Suvretta Capital Management
New York
$106M +$23.4M 1 7.55% Increased
167
CA
Cortland Advisers
Delaware
$105M $0 1 2.37% Maintained
168
NIMC
NWQ Investment Management Company
California
$103M +$37M 2 1.24% Increased
169
Chevy Chase Trust
Chevy Chase Trust
Maryland
$103M -$4.9M 7 0.64% Reduced
170
TCW Group
TCW Group
California
$103M -$40.6M 5 0.43% Reduced
171
Gabelli Funds
Gabelli Funds
New York
$102M +$9.81M 10 0.49% Increased
172
Glenmede Trust
Glenmede Trust
Pennsylvania
$101M +$2.4M 16 0.79% Increased
173
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$100M -$3.61M 11 0.58% Reduced
174
Private Management Group
Private Management Group
California
$98.1M +$4.85M 4 6.15% Increased
175
Eagle Asset Management
Eagle Asset Management
Florida
$97.6M -$11M 4 0.56% Reduced