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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
TAM
Trust Asset Management
Texas
$93K $0 1 0.05% Maintained
1952
FWM
Focused Wealth Management
New York
$92K -$27.6K 11 0.05% Reduced
1953
RWG
Regal Wealth Group
California
$92K -$41.2K 2 0.09% Reduced
1954
JAM
Jolley Asset Management
North Carolina
$84K +$60.9K 2 0.08% Increased
1955
DIA
Davidson Investment Advisors
Montana
$83K +$6.67K 2 0.01% Increased
1956
AA
Apriem Advisors
California
$79K -$58.2K 4 0.03% Reduced
1957
RA
Rational Advisors
New York
$77K +$76.3K 1 0.05% New
1958
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$76K +$45.2K 2 0.05% Increased
1959
BCM
Blume Capital Management
California
$76K $0 2 0.05% Maintained
1960
KLI
Kelman-Lazarov Inc
Tennessee
$74K +$72.8K 5 0.04% New
1961
FPB
First PREMIER Bank
South Dakota
$72K $0 3 0.06% Maintained
1962
AWMS
Advocacy Wealth Management Services
Georgia
$71K +$29.7K 2 0.05% Increased
1963
PFS
Physicians Financial Services
North Carolina
$71K +$6.2K 3 0.06% Increased
1964
PRS
Pinkerton Retirement Specialists
Idaho
$70K +$55.6K 3 0.04% Increased
1965
3C
361 Capital
Colorado
$68K -$64.2K 1 0.51% Reduced
1966
OAMA
Oslo Asset Management AS
Norway
$68K $0 1 0.05% Maintained
1967
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$67K +$31.5K 3 0.06% Increased
1968
TCM
Telos Capital Management
California
$66K +$4K 1 0.03% Increased
1969
PCP
Proficio Capital Partners
Massachusetts
$64K +$1.46K 7 0.05% Increased
1970
COI
Connable Office Inc
Michigan
$63K $0 1 0.02% Maintained
1971
Financial Engines Advisors
Financial Engines Advisors
California
$61K +$13.3K 1 0.05% Increased
1972
CWM
Catamount Wealth Management
Connecticut
$57K $0 2 0.07% Maintained
1973
RGI
River Global Investors
United Kingdom
$57K -$50.9K 1 0.04% Reduced
1974
Klingman & Associates
Klingman & Associates
New York
$56K $0 4 0.02% Maintained
1975
LWA
Lowe Wealth Advisors
Maryland
$55K $0 2 0.04% Maintained