← All themes

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
OM
Ospraie Management
New York
$106M +$15.4M 4 42.93% Increased
177
Private Management Group
Private Management Group
California
$105M +$119K 3 6.96% Increased
178
Caxton Associates (New York)
Caxton Associates (New York)
New York
$105M -$35M 2 6.42% Reduced
179
LM
Lasry Marc
$104M $0 1 6.8% Maintained
180
Glenmede Trust
Glenmede Trust
Pennsylvania
$104M +$8.9M 17 0.96% Increased
181
USAA
United Services Automobile Association
Texas
$104M -$9.27M 10 0.4% Reduced
182
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$104M -$50.5M 2 1.56% Reduced
183
MP
MSD Partners
New York
$103M $0 1 3.92% Maintained
184
CLM
ClearBridge LLC (Maryland)
Maryland
$102M -$12.1M 1 1.95% Reduced
185
CCP
Clough Capital Partners
Massachusetts
$101M +$24.1M 4 3.16% Increased
186
Nomura Holdings
Nomura Holdings
Japan
$100M +$31.3M 21 0.03% Increased
187
ACM
Andor Capital Management
New York
$100M +$1.69M 3 5.31% Increased
188
HAM
HHR Asset Management
New Jersey
$99.9M -$1.13M 1 4.09% Reduced
189
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$99.8M -$1.12M 1 2.13% Reduced
190
Raymond James & Associates
Raymond James & Associates
Florida
$98.3M +$4.81M 12 0.67% Increased
191
Chevy Chase Trust
Chevy Chase Trust
Maryland
$97.6M -$5.04M 6 0.7% Reduced
192
Lazard Asset Management
Lazard Asset Management
New York
$97.3M +$7.04M 12 0.22% Increased
193
FC
Fairpointe Capital
Illinois
$95.3M -$42.4M 2 1.29% Reduced
194
Eagle Asset Management
Eagle Asset Management
Florida
$94.3M +$22.8M 5 0.52% Increased
195
PHAM
Pacific Heights Asset Management
California
$94.3M -$30.8M 3 3.25% Reduced
196
RIM
Rainier Investment Management
Washington
$93.1M -$26.4M 2 1.11% Reduced
197
SAM
Scopus Asset Management
New York
$91.9M +$29.9M 6 2.49% Increased
198
MAM
Majedie Asset Management
United Kingdom
$91.8M +$40.3M 1 23.47% Increased
199
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$90.1M -$433K 5 0.52% Reduced
200
ARC
Absolute Return Capital
Massachusetts
$89.2M -$114M 10 1.29% Reduced