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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	O'Shaughnessy Asset Management Stamford, Connecticut	$109M	-$23.9M	10	2.77%	Reduced
152	Waddell & Reed Financial Overland Park, Kansas	$106M	+$5.95M	4	0.3%	Increased
153	Luther King Capital Management (LKCM) Fort Worth, Texas	$106M	+$52.5M	3	0.94%	Increased
154	State of New Jersey Common Pension Fund D Trenton, New Jersey	$104M	-$431K	7	0.44%	Reduced
155	EARNEST Partners Atlanta, Georgia	$103M	-$2.25M	6	1.12%	Reduced
156	Mondrian Investment Partners London, United Kingdom	$102M	-$5.7M	2	3.74%	Reduced
157	Thrivent Financial for Lutherans Minneapolis, Minnesota	$102M	+$34.7M	17	0.37%	Increased
158	CIBC World Markets New York	$102M	+$28M	4	0.95%	Increased
159	Rockefeller Capital Management New York	$101M	+$9.63M	7	1.76%	Increased
160	Nuveen Charlotte, North Carolina	$100M	+$4.68M	6	0.63%	Increased
161	PWAM Park West Asset Management San Francisco, California	$99.2M	+$61.4M	2	4.9%	Increased
162	Cincinnati Insurance Fairfield, Ohio	$97.4M	+$73.6M	2	3.03%	Increased
163	SAM Southernsun Asset Management Memphis, Tennessee	$96.2M	-$50.8M	1	7.05%	Reduced
164	Haverford Trust Company Radnor, Pennsylvania	$94.1M	-$1.03M	3	2%	Reduced
165	Chevy Chase Trust Bethesda, Maryland	$93.8M	-$4.44M	5	0.46%	Reduced
166	Ceredex Value Advisors Orlando, Florida	$93.4M	-$79.2M	1	1.26%	Reduced
167	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$93.3M	+$3.05M	3	0.39%	Increased
168	BNP Paribas Financial Markets Paris, France	$91.9M	-$117M	35	0.22%	Reduced
169	American Century Companies Kansas City, Missouri	$90.4M	-$13.7M	6	0.1%	Reduced
170	Jane Street New York	$89.3M	+$52.3M	23	0.19%	Increased
171	Axa Paris, France	$89.3M	+$8.18M	8	0.39%	Increased
172	Kovitz Investment Group Partners Chicago, Illinois	$89M	+$5.82M	2	3.52%	Increased
173	Hood River Capital Management Palm Beach Gardens, Florida	$88.7M	-$12.8M	3	5.23%	Reduced
174	Susquehanna International Group Bala Cynwyd, Pennsylvania	$87.7M	-$8.18M	32	0.03%	Reduced
175	Conning Inc Hartford, Connecticut	$87M	+$12.7M	3	2.96%	Increased