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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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$102M -$6.13M 3 0.93% Reduced
177
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$102M -$201M 1 0.58% Reduced
178
BAMCO Inc
BAMCO Inc
New York
$102M +$73.9M 3 0.42% Increased
179
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$100M +$1.37M 4 1.85% Increased
180
Los Angeles Capital Management
Los Angeles Capital Management
California
$99.1M -$13.8M 7 0.52% Reduced
181
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$99M -$5.56M 19 0.49% Reduced
182
Meitav Investment House
Meitav Investment House
Israel
$97M +$47.8M 6 4.73% Increased
183
LPL Financial
LPL Financial
California
$95.9M +$1.59M 22 0.23% Increased
184
Voloridge Investment Management
Voloridge Investment Management
Florida
$94.9M +$8.2M 4 2.07% Increased
185
Conning Inc
Conning Inc
Connecticut
$94.2M +$5.5M 3 2.79% Increased
186
SC US (TTGP)
SC US (TTGP)
California
$93M $0 1 15.32% Maintained
187
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$92.8M +$88.3K 3 4.22% Increased
188
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$91.7M +$1.1M 9 0.17% Increased
189
ACI
AMP Capital Investors
Australia
$91.3M +$4.21M 6 0.5% Increased
190
TD Asset Management
TD Asset Management
Ontario, Canada
$90.6M +$8.4M 8 0.13% Increased
191
AC
Alleghany Corporation
New York
$90.2M $0 1 2.17% Maintained
192
QS Investors
QS Investors
New York
$90M +$2.71M 16 0.87% Increased
193
Private Management Group
Private Management Group
California
$89M -$3.18M 5 4.18% Reduced
194
KeyBank National Association
KeyBank National Association
Ohio
$88.7M -$1.26M 8 0.49% Reduced
195
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$88.2M +$22.4M 17 0.28% Increased
196
Huntington National Bank
Huntington National Bank
Ohio
$87.9M +$1.52M 13 1.37% Increased
197
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$86.2M -$1.88M 9 0.51% Reduced
198
GA
Greenhaven Associates
New York
$86.1M +$2.18M 1 1.33% Increased
199
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$86M +$45.8M 7 0.85% Increased
200
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$85.7M +$28.3M 5 0.54% Increased