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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	Orbis Allan Gray Hamilton, Bermuda	$86.5M	+$1.56M	1	0.62%	Increased
177	AC Alleghany Corporation New York	$86.4M	$0	1	3.07%	Maintained
178	Gabelli Funds Rye, New York	$85M	-$352K	9	0.58%	Reduced
179	Mackenzie Financial Toronto Ontario, Ontario, Canada	$84.6M	+$27.4M	11	0.22%	Increased
180	PGGM Investments Zeist, Netherlands	$84.3M	-$27.1M	3	0.49%	Reduced
181	Kornitzer Capital Management Shawnee Mission, Kansas	$83.8M	+$25.4M	6	1.68%	Increased
182	John W. Bristol & Co New York	$83.3M	+$23.7M	1	2.62%	Increased
183	Guggenheim Capital Chicago, Illinois	$83.3M	-$4.13M	15	0.71%	Reduced
184	Bank of Nova Scotia Toronto, Ontario, Canada	$83M	+$36.9M	6	0.39%	Increased
185	NPIC Neumeier Poma Investment Counsel Carmel, California	$83M	+$10.2M	2	7.87%	Increased
186	Gateway Investment Advisers Cincinnati, Ohio	$83M	+$57.7M	3	0.79%	Increased
187	GA Greenhaven Associates Purchase, New York	$82.2M	+$4.92M	1	1.58%	Increased
188	SEI Investments Oaks, Pennsylvania	$81.9M	+$1.43M	31	0.29%	Increased
189	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$81.7M	+$4.22M	18	0.48%	Increased
190	SC US (TTGP) Menlo Park, California	$81.4M	$0	1	8.45%	Maintained
191	Korea Investment Corp Seoul, South Korea	$80.9M	-$5.29M	3	0.44%	Reduced
192	RP RR Partners New York	$80.4M	-$1.94M	1	10.27%	Reduced
193	Los Angeles Capital Management Los Angeles, California	$78.5M	-$4.08M	6	0.49%	Reduced
194	KBC Group Brussels, Belgium	$77.8M	-$10.4M	21	0.87%	Reduced
195	LPL Financial San Diego, California	$77.7M	+$1.82M	23	0.21%	Increased
196	Comerica Bank Dallas, Texas	$75.6M	-$4.71M	19	0.64%	Reduced
197	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$75M	+$23.9M	11	0.6%	Increased
198	TD Asset Management Toronto, Ontario, Canada	$73.8M	+$536K	7	0.13%	Increased
199	Alyeska Investment Group Chicago, Illinois	$73.5M	-$59.4M	3	1.07%	Reduced
200	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$73.4M	+$58.8K	5	1.66%	Increased