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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
CC
Carlson Capital
Texas
$103M +$39.3M 4 1.13% Increased
177
Natixis
Natixis
France
$102M -$21.4M 5 1.23% Reduced
178
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$102M -$1.96M 1 2.1% Reduced
179
Westfield Capital Management
Westfield Capital Management
Massachusetts
$102M -$78.5M 4 0.61% Reduced
180
Canada Life
Canada Life
Manitoba, Canada
$101M -$9.75M 20 0.33% Reduced
181
City National Bank
City National Bank
Delaware
$101M +$42.3M 8 0.92% Increased
182
Chevy Chase Trust
Chevy Chase Trust
Maryland
$101M +$1.75M 6 0.7% Increased
183
AC
Alleghany Corporation
New York
$96.5M +$12.1M 1 3.5% Increased
184
Bessemer Group
Bessemer Group
New Jersey
$95.3M -$178M 17 0.59% Reduced
185
SAM
Scopus Asset Management
New York
$92.8M -$973K 5 2.11% Reduced
186
Select Equity Group
Select Equity Group
New York
$92.4M +$20.8M 1 0.94% Increased
187
Samlyn Capital
Samlyn Capital
New York
$92M -$1.31M 1 2.09% Reduced
188
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$91.3M -$1.03M 5 0.51% Reduced
189
GVI
Green Valley Investors
Delaware
$90M $0 1 2.09% Maintained
190
Davenport & Co
Davenport & Co
Virginia
$89.4M +$864K 4 1.52% Increased
191
Jane Street
Jane Street
New York
$89.2M +$36.6M 21 1.13% Increased
192
LM
Lasry Marc
$89.1M -$2.84M 1 5.76% Reduced
193
ARC
Absolute Return Capital
Massachusetts
$88.4M -$2.17M 12 1.04% Reduced
194
LCS
Levin Capital Strategies
New York
$87.5M +$6.76M 9 1.35% Increased
195
SCM
Snow Capital Management
Pennsylvania
$86.3M +$29M 2 3% Increased
196
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$85.9M -$673K 3 0.92% Reduced
197
GC
GW Capital
Washington
$85.8M -$3.69M 1 3.31% Reduced
198
Stifel Financial
Stifel Financial
Missouri
$85.6M +$4.53M 18 0.77% Increased
199
PHAM
Pacific Heights Asset Management
California
$85.6M -$15.1M 3 3.11% Reduced
200
TCG
Tremblant Capital Group
Florida
$85.3M -$7.48M 1 3.24% Reduced