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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
Rockefeller Financial Services
Rockefeller Financial Services
New York
$113M +$17.6M 5 1.79% Increased
152
ProShare Advisors
ProShare Advisors
Maryland
$112M +$9.69M 12 0.78% Increased
153
CCMH
Cornerstone Capital Management Holdings
New York
$112M +$5.77M 15 0.78% Increased
154
First Eagle Investment Management
First Eagle Investment Management
New York
$112M -$381M 2 0.26% Reduced
155
Ruffer LLP
Ruffer LLP
United Kingdom
$110M -$14.8M 2 4.46% Reduced
156
ARGA Investment Management
ARGA Investment Management
Connecticut
$110M -$2.87M 1 12.2% Reduced
157
KBC Group
KBC Group
Belgium
$108M +$24.2M 22 0.93% Increased
158
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$107M -$4.13M 3 4.57% Reduced
159
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$106M +$98.9K 21 0.52% Increased
160
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$106M +$43.8M 9 2.32% Increased
161
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$105M +$61.9M 5 0.25% Increased
162
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$104M +$23.7M 5 0.27% Increased
163
UBS O'Connor
UBS O'Connor
Illinois
$103M +$11M 2 1.83% Increased
164
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$103M +$14M 3 2.83% Increased
165
FC
Foundation Capital
California
$101M -$6.74M 2 29.39% Reduced
166
DG
Delek Group
Israel
$101M +$96.8M 5 5.44% New
167
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$101M +$15.6M 9 0.38% Increased
168
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$99.1M -$1.24M 6 0.78% Reduced
169
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$97.1M -$74.7M 3 0.22% Reduced
170
Gabelli Funds
Gabelli Funds
New York
$96.3M -$6.38M 8 0.55% Reduced
171
HighTower Advisors
HighTower Advisors
Illinois
$96M -$4.79M 14 0.79% Reduced
172
Comerica Bank
Comerica Bank
Texas
$95.3M -$1.37M 16 0.64% Reduced
173
Private Management Group
Private Management Group
California
$94.6M -$9.59M 5 4.87% Reduced
174
Westfield Capital Management
Westfield Capital Management
Massachusetts
$93M +$14.7M 2 0.71% Increased
175
Samlyn Capital
Samlyn Capital
New York
$92.5M +$10.9M 1 2.12% Increased