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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
1901
ECM
Ensemble Capital Management
California
$286K $0 1 0.06% Maintained
1902
FPFS
First Personal Financial Services
North Carolina
$285K +$115K 6 0.06% Increased
1903
MCM
MV Capital Management
Maryland
$285K -$8.81K 3 0.08% Reduced
1904
WCM
Windward Capital Management
California
$285K -$8.67K 1 0.05% Reduced
1905
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$283K $0 1 0.16% Maintained
1906
MHP
Manatuck Hill Partners
Connecticut
$280K +$58.5K 2 0.14% Increased
1907
QOP
Quinn Opportunity Partners
Virginia
$279K -$6.39M 1 0.05% Reduced
1908
CNB
Camden National Bank
Maine
$278K +$264K 1 0.09% New
1909
ATC
Argent Trust Co
Tennessee
$277K -$7.3K 1 0.11% Reduced
1910
CAM
CMT Asset Management
Illinois
$277K -$528K 1 0.02% Reduced
1911
SIC
Sigma Investment Counselors
Michigan
$277K -$4.67K 1 0.04% Reduced
1912
ADL
Asset Dedication LLC
California
$276K +$51.2K 2 0.14% Increased
1913
CCM
Cribstone Capital Management
Maine
$274K -$1.51M 7 0.15% Reduced
1914
Beck Mack & Oliver
Beck Mack & Oliver
New York
$273K -$1.12K 1 0.01% Reduced
1915
KA
KLCM Advisors
Wisconsin
$272K +$42.3K 1 0.07% Increased
1916
NFG
Nations Financial Group
Iowa
$272K +$61.4K 1 0.22% Increased
1917
SAM
Summit Asset Management
Tennessee
$272K +$79 1 0.14% Increased
1918
MC
Matisse Capital
Oregon
$270K -$4.57K 1 0.14% Reduced
1919
CC
Cadinha & Co
Hawaii
$269K $0 1 0.05% Maintained
1920
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$268K $0 4 0.18% Maintained
1921
IWA
Inspirion Wealth Advisors
Illinois
$267K $0 1 0.14% Maintained
1922
SAM
Selway Asset Management
$267K -$4.51K 1 0.15% Reduced
1923
CA
CapWealth Advisors
Tennessee
$266K -$50K 1 0.05% Reduced
1924
Davis Selected Advisers
Davis Selected Advisers
Arizona
$266K +$1.71K 1 0% Increased
1925
DAC
Dividend Assets Capital
South Carolina
$265K -$279K 1 0.01% Reduced