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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
OM
Ospraie Management
New York
$100M $0 1 100% Maintained
152
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$99.3M +$23.4M 12 0.5% Increased
153
Clal Insurance
Clal Insurance
Israel
$99.2M -$3.01M 1 2.52% Reduced
154
WBC
Westpac Banking Corp
Australia
$99M -$92.2M 5 1.08% Reduced
155
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$97.2M -$2.47M 4 1.97% Reduced
156
NSLI
Nan Shan Life Insurance
Taiwan
$95.1M -$8.97M 1 3.68% Reduced
157
Victory Capital Management
Victory Capital Management
Texas
$93.6M -$14.1M 11 0.37% Reduced
158
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$93.2M +$23M 9 2.41% Increased
159
Eaton Vance Management
Eaton Vance Management
Massachusetts
$90.6M -$8.78M 5 0.26% Reduced
160
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$90.1M +$6.6M 7 0.33% Increased
161
Chevy Chase Trust
Chevy Chase Trust
Maryland
$89.1M +$372K 5 0.5% Increased
162
HCM
Highfields Capital Management
Massachusetts
$88.8M +$80.1M 1 0.77% New
163
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$87.7M -$6.41M 3 6.09% Reduced
164
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.2M -$1.88M 30 0.39% Reduced
165
ARGA Investment Management
ARGA Investment Management
Connecticut
$85.1M +$7.31M 1 26.55% Increased
166
ClearBridge Investments
ClearBridge Investments
New York
$84.6M +$1.78M 8 0.1% Increased
167
Aperio Group
Aperio Group
California
$82.9M -$3M 17 0.65% Reduced
168
Winton Group
Winton Group
United Kingdom
$81.2M -$21.1M 3 1.34% Reduced
169
MAI
Marble Arch Investments
New York
$81.1M $0 1 5.65% Maintained
170
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$79.9M -$1.73M 7 0.75% Reduced
171
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$79M +$17M 4 0.21% Increased
172
VanEck Associates
VanEck Associates
New York
$78.8M -$105M 17 0.4% Reduced
173
Gabelli Funds
Gabelli Funds
New York
$78.8M +$11.1M 10 0.46% Increased
174
Private Management Group
Private Management Group
California
$78.5M -$3.77M 4 5.15% Reduced
175
KL
KGH Ltd
Bahamas
$77.9M +$15.1M 5 6.79% Increased