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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
1951
GWA
Genesis Wealth Advisors
Massachusetts
$185K +$165K 6 0.15% New
1952
AA
Apriem Advisors
California
$182K -$473K 8 0.07% Reduced
1953
Welch Group
Welch Group
Alabama
$182K -$7.26K 1 0.04% Reduced
1954
WA
WealthTrust-Arizona
Arizona
$181K -$12.6K 8 0.15% Reduced
1955
MCM
MV Capital Management
Maryland
$180K +$181K 6 0.08% New
1956
PSC
Prentiss Smith & Co
Vermont
$179K +$19.6K 4 0.08% Increased
1957
SIG
Stanford Investment Group
California
$179K +$179K 4 0.15% New
1958
PRS
Pinkerton Retirement Specialists
Idaho
$177K +$678K 2 0.14% New
1959
F
FolioMetrix
Nebraska
$173K +$174K 1 0.12% New
1960
FMP
Financial Management Professionals
Texas
$167K -$8.13K 4 0.09% Reduced
1961
CHP
Cable Hill Partners
Oregon
$160K +$170K 7 0.16% New
1962
CIA
Capital Impact Advisors
Massachusetts
$160K +$173K 1 0.08% Increased
1963
CFA
Carroll Financial Associates
North Carolina
$160K -$213K 6 0.1% Reduced
1964
TF
Tompkins Financial
New York
$154K -$5.73K 6 0.04% Reduced
1965
BWA
Burt Wealth Advisors
Maryland
$153K +$159K 3 0.16% New
1966
ARMT
Amica Retiree Medical Trust
Rhode Island
$152K $0 2 0.12% Maintained
1967
AC
Alexandria Capital
Virginia
$151K -$363 6 0.06% Reduced
1968
NYLT
New York Life Trust
New York
$149K -$130K 1 0.59% Reduced
1969
Dakota Wealth Management
Dakota Wealth Management
Florida
$145K +$153K 1 0.09% New
1970
BO
BRR OpCo
Ohio
$142K $0 1 0.06% Maintained
1971
IC
Intersect Capital
California
$141K +$148K 5 0.12% New
1972
SFM
Signet Financial Management
New Jersey
$139K +$160K 1 0.05% New
1973
TFO
Tarbox Family Office
California
$130K -$2.69K 4 0.12% Reduced
1974
NCMG
NCM Capital Management Group
North Carolina
$129K $0 1 1.45% Maintained
1975
BHB
Bank Hapoalim BM
Israel
$128K $0 1 0.03% Maintained