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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$128M -$2.03M 19 0.92% Reduced
152
SFM
Systematic Financial Management
New Jersey
$123M +$37.2M 5 1.05% Increased
153
Victory Capital Management
Victory Capital Management
Texas
$123M -$35.1M 12 0.45% Reduced
154
NFA
Nationwide Fund Advisors
Ohio
$120M -$11.1M 26 0.49% Reduced
155
NVPX
Norwest Venture Partners XI
California
$119M $0 1 58.14% Maintained
156
CA
Cortland Advisers
Delaware
$118M $0 1 1.91% Maintained
157
CC
Carlson Capital
Texas
$118M -$145M 3 1.3% Reduced
158
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$118M +$1.41M 1 0.76% Increased
159
Orbis Holdings
Orbis Holdings
Bermuda
$115M -$15.2M 2 0.87% Reduced
160
US Bancorp
US Bancorp
Minnesota
$114M -$3.56M 31 0.44% Reduced
161
Frontier Capital Management
Frontier Capital Management
Massachusetts
$114M +$501K 3 0.82% Increased
162
STRS Ohio
STRS Ohio
Ohio
$113M +$3.08M 12 0.5% Increased
163
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$112M -$28.3M 12 0.64% Reduced
164
ClearBridge Investments
ClearBridge Investments
New York
$111M +$22M 10 0.12% Increased
165
KeyBank National Association
KeyBank National Association
Ohio
$110M -$4.42M 11 0.73% Reduced
166
USAA
United Services Automobile Association
Texas
$108M -$4.65M 10 0.38% Reduced
167
Chevy Chase Trust
Chevy Chase Trust
Maryland
$107M -$7.95M 7 0.64% Reduced
168
John W. Bristol & Co
John W. Bristol & Co
New York
$106M -$9.61M 1 2.27% Reduced
169
Canada Life
Canada Life
Manitoba, Canada
$106M -$5.2M 27 0.37% Reduced
170
Sarasin & Partners
Sarasin & Partners
United Kingdom
$105M +$493K 1 1.72% Increased
171
Credit Agricole
Credit Agricole
France
$105M -$4.18M 9 0.49% Reduced
172
CCM
Conatus Capital Management
Connecticut
$105M +$6.05M 1 6.38% Increased
173
AC
Alleghany Corporation
New York
$103M $0 1 3.52% Maintained
174
SIM
Stelliam Investment Management
New York
$102M +$12.3M 1 2.17% Increased
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$102M -$43.8M 11 0.56% Reduced