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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
AWMS
Advocacy Wealth Management Services
Georgia
$80K +$17.7K 3 0.04% Increased
1952
AGM
Alpine Global Management
New York
$74K +$81.7K 1 0.03% New
1953
PFS
Physicians Financial Services
North Carolina
$73K -$3.69K 2 0.06% Reduced
1954
KLI
Kelman-Lazarov Inc
Tennessee
$70.9K $0 5 0.04% Maintained
1955
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$68K $0 3 0.06% Maintained
1956
SAM
Solaris Asset Management
New York
$68K -$17.4K 1 0.05% Reduced
1957
FPB
First PREMIER Bank
South Dakota
$67K $0 3 0.05% Maintained
1958
Alpha Cubed Investments
Alpha Cubed Investments
California
$64K +$71.6K 1 0.02% New
1959
TCM
Telos Capital Management
California
$64K +$1.95K 1 0.03% Increased
1960
LWA
Lowe Wealth Advisors
Maryland
$63K +$54 2 0.04% Increased
1961
MWM
MinichMacGregor Wealth Management
New York
$63K +$16.6K 7 0.06% Increased
1962
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$58K -$73.6K 1 0.01% Reduced
1963
BCM
Blume Capital Management
California
$57K -$16.1K 1 0.04% Reduced
1964
CD
Carl Domino
Florida
$56K -$226K 1 0.05% Reduced
1965
TIM
Tortoise Investment Management
New York
$56K +$15.9K 2 0.02% Increased
1966
Klingman & Associates
Klingman & Associates
New York
$48K $0 4 0.02% Maintained
1967
PA
Paracle Advisors
Washington
$47K $0 1 0.02% Maintained
1968
TCM
Trafelet Capital Management
New York
$46K +$54K 1 0.05% New
1969
RCG
Ruggie Capital Group
Florida
$45K +$754 1 0.04% Increased
1970
SFM
Sphera Funds Management
Israel
$43K -$15.4M 1 0.01% Reduced
1971
Financial Engines Advisors
Financial Engines Advisors
California
$41K -$15.2K 1 0.03% Reduced
1972
CAL
Capital Advisors Ltd
Ohio
$40K +$5.53K 2 0.02% Increased
1973
Merriman Wealth Management
Merriman Wealth Management
Washington
$40K +$43.9K 1 0.01% New
1974
LWM
Lenox Wealth Management
Ohio
$38K $0 2 0.03% Maintained
1975
RBC
Roble Belko & Company
Pennsylvania
$38K -$6.39K 3 0.02% Reduced