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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
Jane Street
Jane Street
New York
$115M +$76M 25 0.5% Increased
152
Sarasin & Partners
Sarasin & Partners
United Kingdom
$114M -$9.59M 1 1.92% Reduced
153
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$113M +$21.4M 8 1.49% Increased
154
US Bancorp
US Bancorp
Minnesota
$108M -$3.75M 35 0.39% Reduced
155
Clal Insurance
Clal Insurance
Israel
$108M -$64.7K 1 2.01% Reduced
156
Barclays
Barclays
United Kingdom
$105M -$111M 36 0.11% Reduced
157
TCP
Tourbillon Capital Partners
New York
$102M +$1.33M 1 1.96% Increased
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$101M -$2.98M 6 0.53% Reduced
159
GA
Glenhill Advisors
New York
$100M +$57M 1 7.12% Increased
160
Ruffer LLP
Ruffer LLP
United Kingdom
$99M +$82.4M 2 5.87% Increased
161
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$98.8M -$7.84M 3 1.7% Reduced
162
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$97.5M +$701K 8 0.92% Increased
163
OM
Ospraie Management
New York
$94.9M $0 1 100% Maintained
164
Gabelli Funds
Gabelli Funds
New York
$94.8M -$2.36M 10 0.56% Reduced
165
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$94.2M +$39M 3 1.2% Increased
166
Aperio Group
Aperio Group
California
$93.7M -$850K 19 0.72% Reduced
167
ARGA Investment Management
ARGA Investment Management
Connecticut
$93.2M +$721K 1 20.8% Increased
168
KeyBank National Association
KeyBank National Association
Ohio
$92.9M -$8.81M 7 0.58% Reduced
169
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$92.2M -$42.5M 3 5.37% Reduced
170
KBC Group
KBC Group
Belgium
$89.9M -$87.4M 20 0.89% Reduced
171
Eaton Vance Management
Eaton Vance Management
Massachusetts
$89.4M -$8.08M 5 0.25% Reduced
172
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$88.9M -$16.1M 12 0.47% Reduced
173
ORIO
Old Republic International (ORI)
Illinois
$87.7M -$1.04M 2 3.15% Reduced
174
CC
Carlson Capital
Texas
$87.2M -$29.6M 2 1.04% Reduced
175
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$86.8M -$41.6M 5 0.47% Reduced