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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
176
MP
MSD Partners
New York
$104M $0 1 4.26% Maintained
177
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$104M +$3.64M 10 0.65% Increased
178
Two Sigma Advisers
Two Sigma Advisers
New York
$103M -$70.6M 16 0.99% Reduced
179
1919 Investment Counsel
1919 Investment Counsel
Maryland
$102M -$2.59M 9 2.14% Reduced
180
Private Management Group
Private Management Group
California
$102M -$244K 3 6.96% Reduced
181
ClearBridge Investments
ClearBridge Investments
New York
$102M -$14.6M 7 0.13% Reduced
182
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$101M +$518K 1 2.26% Increased
183
LM
Lasry Marc
$100M +$100M 1 7.66% New
184
RIM
Rainier Investment Management
Washington
$100M -$17M 2 1.04% Reduced
185
Canada Life
Canada Life
Manitoba, Canada
$99.9M -$886K 15 0.35% Reduced
186
Winton Capital Management
Winton Capital Management
United Kingdom
$98.6M +$16.5M 3 0.89% Increased
187
Chevy Chase Trust
Chevy Chase Trust
Maryland
$98.5M +$469K 6 0.72% Increased
188
ACM
Andor Capital Management
New York
$96.4M +$91M 3 5.29% New
189
Putnam Investments
Putnam Investments
Massachusetts
$95.2M -$80.2M 8 0.23% Reduced
190
Raymond James & Associates
Raymond James & Associates
Florida
$92.6M +$9.22M 13 0.69% Increased
191
CBOA
Commonwealth Bank of Australia
Australia
$90.4M +$18M 11 0.62% Increased
192
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$90.3M -$877K 1 0.82% Reduced
193
OM
Ospraie Management
New York
$90M +$1.26M 2 71.88% Increased
194
PGGM Investments
PGGM Investments
Netherlands
$89.9M +$29M 3 0.49% Increased
195
GVI
Green Valley Investors
Delaware
$89.4M $0 1 1.95% Maintained
196
Comerica Bank
Comerica Bank
Texas
$89M -$22.5M 14 0.69% Reduced
197
TD Asset Management
TD Asset Management
Ontario, Canada
$88.2M -$7.12M 8 0.16% Reduced
198
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$87.8M +$684K 7 0.69% Increased
199
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$87.5M -$8.93M 5 0.52% Reduced
200
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$87.4M -$420M 6 0.47% Reduced