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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

Hydrogen & Fuel Cells Solar Wind
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
176
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$101M -$33.1M 2 0.68% Reduced
177
Private Management Group
Private Management Group
California
$97.8M -$11.7M 3 6.26% Reduced
178
Highbridge Capital Management
Highbridge Capital Management
New York
$95.7M +$2.09M 11 1.32% Increased
179
ClearBridge Investments
ClearBridge Investments
New York
$95.3M -$4.99M 9 0.1% Reduced
180
CCI
Columbus Circle Investors
$94.2M +$78.6M 3 0.64% Increased
181
QS Investors
QS Investors
New York
$94M -$8.12M 13 1.07% Reduced
182
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$92.1M -$2.74M 5 0.5% Reduced
183
GVI
Green Valley Investors
Delaware
$90.8M $0 1 1.82% Maintained
184
SIM
Stelliam Investment Management
New York
$89.4M +$87.8M 1 2.01% New
185
HCM
Hoplite Capital Management
New York
$89M -$3.18M 1 2.75% Reduced
186
Bessemer Group
Bessemer Group
New Jersey
$88.2M -$2.51M 14 0.45% Reduced
187
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$88M +$28.9M 2 1.44% Increased
188
EC
Eminence Capital
New York
$87.5M -$33.2M 1 1.35% Reduced
189
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$85.9M +$10.2M 6 0.66% Increased
190
SFM
Systematic Financial Management
New Jersey
$85M +$31.6M 7 0.67% Increased
191
AIM
Assured Investment Management
New York
$85M -$83.7M 5 1.39% Reduced
192
Fisher Asset Management
Fisher Asset Management
Washington
$84.2M -$1.06M 4 0.17% Reduced
193
RCM
Riverhead Capital Management
Delaware
$82.1M -$6.49M 8 1.24% Reduced
194
GH
GAM Holding
Switzerland
$81.4M +$11.1M 12 1.22% Increased
195
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$81.2M -$9.17M 3 0.23% Reduced
196
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$81.2M +$10.6M 12 1.67% Increased
197
LM
Luminus Management
Texas
$81.1M +$6.46M 5 2.88% Increased
198
VOYA Investment Management
VOYA Investment Management
Georgia
$81M -$97.7M 23 0.18% Reduced
199
City National Bank
City National Bank
Delaware
$80.8M +$4.93M 8 0.68% Increased
200
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$80.5M -$22.8M 7 0.56% Reduced
6 7
8
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