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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	DnB Asset Management Oslo, Norway	$122M	-$5.63M	9	1.39%	Reduced
152	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$121M	+$71.5M	3	2.38%	Increased
153	Kovitz Investment Group Partners Chicago, Illinois	$120M	+$7.98M	4	3.8%	Increased
154	Empyrean Capital Partners Los Angeles, California	$118M	+$106M	1	5.38%	New
155	BNP Paribas Financial Markets Paris, France	$118M	+$12M	35	0.25%	Increased
156	Haverford Trust Company Radnor, Pennsylvania	$117M	+$4.63M	3	2.18%	Increased
157	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$117M	+$63.8M	8	1.09%	Increased
158	EARNEST Partners Atlanta, Georgia	$116M	+$1.06M	6	1.11%	Increased
159	Mondrian Investment Partners London, United Kingdom	$116M	-$459K	2	3.66%	Reduced
160	Cincinnati Insurance Fairfield, Ohio	$115M	$0	2	3.21%	Maintained
161	Panagora Asset Management Boston, Massachusetts	$113M	-$141M	16	0.5%	Reduced
162	DG Delek Group Herzliya, Israel	$113M	-$39.1M	4	4.71%	Reduced
163	Chevy Chase Trust Bethesda, Maryland	$113M	+$142K	5	0.47%	Increased
164	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$112M	-$27M	1	2.21%	Reduced
165	Artisan Partners Milwaukee, Wisconsin	$112M	+$61.3M	3	0.22%	Increased
166	Los Angeles Capital Management Los Angeles, California	$112M	+$19.5M	7	0.62%	Increased
167	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$109M	+$2.73M	3	0.4%	Increased
168	Meitav Investment House Bene-Beraq, Israel	$107M	-$18.1M	5	6%	Reduced
169	Axa Paris, France	$105M	+$1.3M	9	0.41%	Increased
170	GA Greenhaven Associates Purchase, New York	$105M	+$1.96M	1	1.87%	Increased
171	SC US (TTGP) Menlo Park, California	$105M	$0	1	10.23%	Maintained
172	Orbis Allan Gray Hamilton, Bermuda	$104M	+$2.95M	1	0.71%	Increased
173	Bank of Nova Scotia Toronto, Ontario, Canada	$104M	+$6.44M	6	0.41%	Increased
174	Hood River Capital Management Palm Beach Gardens, Florida	$102M	-$2.29M	4	5.14%	Reduced
175	Jane Street New York	$102M	-$3.06M	28	0.17%	Reduced