← 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
SEI Investments
SEI Investments
Pennsylvania
$104M -$5.44M 23 0.26% Reduced
177
Axa
Axa
France
$103M -$12.7M 12 0.41% Reduced
178
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$102M -$2.4M 5 0.49% Reduced
179
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$101M -$832K 2 3.25% Reduced
180
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$100M +$12.8M 2 2.47% Increased
181
Baird Financial Group
Baird Financial Group
Wisconsin
$100M +$2.75M 14 0.39% Increased
182
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$99.8M +$7.43M 32 0.84% Increased
183
Gabelli Funds
Gabelli Funds
New York
$97.7M -$1.3M 11 0.65% Reduced
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$97.1M -$13.7M 3 0.85% Reduced
185
GACM
Global Alpha Capital Management
Quebec, Canada
$97M -$11M 2 16.8% Reduced
186
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$95.7M -$7.55M 5 6.14% Reduced
187
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$93.6M +$25.6M 3 2.47% Increased
188
Fenimore Asset Management
Fenimore Asset Management
New York
$93.4M +$218K 1 3.08% Increased
189
GA
Greenhaven Associates
New York
$93M -$11.2M 1 1.88% Reduced
190
RP
RR Partners
New York
$93M $0 1 10.37% Maintained
191
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$93M +$3.39M 16 0.5% Increased
192
Natixis Advisors
Natixis Advisors
Massachusetts
$92.6M +$4.58M 9 0.73% Increased
193
LPU
Lansdowne Partners (UK)
United Kingdom
$91.9M +$6.78M 3 2.45% Increased
194
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$91.4M -$9.26M 11 2.17% Reduced
195
Congress Asset Management
Congress Asset Management
Massachusetts
$89.7M -$8.94M 3 1.15% Reduced
196
Comerica Bank
Comerica Bank
Texas
$89.4M +$1.43M 21 0.71% Increased
197
Conning Inc
Conning Inc
Connecticut
$89.1M -$3.91M 3 3.09% Reduced
198
NPIC
Neumeier Poma Investment Counsel
California
$88.8M -$4.35M 2 7.42% Reduced
199
Frontier Capital Management
Frontier Capital Management
Massachusetts
$88.4M +$31.6K 4 0.69% Increased
200
CIBC World Markets
CIBC World Markets
New York
$88.3M +$6.72M 5 0.82% Increased