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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
Ruffer LLP
Ruffer LLP
United Kingdom
$101M +$10.8M 2 6.01% Increased
152
OM
Ospraie Management
New York
$101M $0 1 100% Maintained
153
ORIO
Old Republic International (ORI)
Illinois
$100M +$18.7M 3 3.46% Increased
154
US Bancorp
US Bancorp
Minnesota
$99M -$2.86M 32 0.34% Reduced
155
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$98.8M +$676K 3 5.43% Increased
156
Korea Investment Corp
Korea Investment Corp
South Korea
$96.5M +$25.5M 3 0.48% Increased
157
Chevy Chase Trust
Chevy Chase Trust
Maryland
$95.5M -$1M 5 0.47% Reduced
158
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$94.6M +$3.77M 4 2.26% Increased
159
Aperio Group
Aperio Group
California
$91.4M +$2.15M 18 0.62% Increased
160
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$91.2M +$26.4M 2 2.57% Increased
161
ARGA Investment Management
ARGA Investment Management
Connecticut
$89.3M +$1.66M 1 12.8% Increased
162
KBC Group
KBC Group
Belgium
$88M -$1.69M 22 0.79% Reduced
163
Gabelli Funds
Gabelli Funds
New York
$87.5M -$3.05M 9 0.52% Reduced
164
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$87.1M +$10.1M 7 0.34% Increased
165
Private Management Group
Private Management Group
California
$86.1M -$230K 4 4.87% Reduced
166
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$83.7M +$4.67M 15 0.64% Increased
167
TCP
Tourbillon Capital Partners
New York
$81.3M -$8.76M 1 2.09% Reduced
168
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$81.1M +$9.26M 5 0.64% Increased
169
ProShare Advisors
ProShare Advisors
Maryland
$80.9M -$185K 11 0.85% Reduced
170
KeyBank National Association
KeyBank National Association
Ohio
$80.8M -$5.56M 7 0.49% Reduced
171
Rockefeller Financial Services
Rockefeller Financial Services
New York
$79.3M -$1.41M 5 1.58% Reduced
172
HighTower Advisors
HighTower Advisors
Illinois
$79.1M +$2.66M 9 0.76% Increased
173
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$79M +$7.69M 6 0.53% Increased
174
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$78.8M +$80.6M 5 0.29% New
175
CIBC World Market
CIBC World Market
Ontario, Canada
$78.1M -$34.6M 9 0.25% Reduced