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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
Neuberger Berman Group
Neuberger Berman Group
New York
$123M -$15.3M 14 0.13% Reduced
152
Clal Insurance
Clal Insurance
Israel
$123M -$29.2M 1 2.83% Reduced
153
Chevy Chase Trust
Chevy Chase Trust
Maryland
$118M +$426K 7 0.71% Increased
154
US Bancorp
US Bancorp
Minnesota
$117M -$1.64M 31 0.45% Reduced
155
KeyBank National Association
KeyBank National Association
Ohio
$116M -$7.16M 11 0.76% Reduced
156
SCM
Suvretta Capital Management
New York
$116M +$4.94M 1 6.92% Increased
157
Sarasin & Partners
Sarasin & Partners
United Kingdom
$115M +$640K 2 1.77% Increased
158
Canada Life
Canada Life
Manitoba, Canada
$115M +$7.28M 25 0.39% Increased
159
CA
Cortland Advisers
Delaware
$115M $0 1 2.51% Maintained
160
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$115M +$1.24M 1 0.63% Increased
161
AC
Alleghany Corporation
New York
$114M $0 1 4.02% Maintained
162
USAA
United Services Automobile Association
Texas
$111M +$12.1M 11 0.39% Increased
163
STRS Ohio
STRS Ohio
Ohio
$110M -$26.2M 14 0.49% Reduced
164
Credit Agricole
Credit Agricole
France
$110M -$4.24M 8 0.49% Reduced
165
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$110M +$21M 5 0.06% Increased
166
CCM
Conatus Capital Management
Connecticut
$109M -$25.1M 1 6.92% Reduced
167
NIMC
NWQ Investment Management Company
California
$109M -$4.79M 2 1.36% Reduced
168
OM
Ospraie Management
New York
$109M -$4.35K 1 100% Reduced
169
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$109M +$16.9M 5 0.41% Increased
170
Frontier Capital Management
Frontier Capital Management
Massachusetts
$109M -$36.1M 3 0.78% Reduced
171
Peconic Partners
Peconic Partners
New York
$107M -$7.17M 2 16.61% Reduced
172
Gabelli Funds
Gabelli Funds
New York
$105M -$7.56M 8 0.52% Reduced
173
Fred Alger Management
Fred Alger Management
New York
$105M -$36.7M 2 0.47% Reduced
174
Axa
Axa
France
$103M -$3.04M 12 0.42% Reduced
175
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$101M +$9.04M 8 1.75% Increased